Financial Analyst -FP&A

Job Title: Financial Analyst, FP&A

Department: Finance

Location: Grand Rapids, MI; Chicago, IL; Relevant Divisional Location

About Acrisure

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions. Bringing cutting-edge technology and top-tier human support together, it connects clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services and more.

In the last eleven years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in 21 countries. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.

Scope and Responsibilities:

• Monitor, review, and report on trends and patterns of revenue and expenses within Acrisure’s Partners.  This FP&A position will collaborate with FP&A leadership, operational leaders and budget owners

• Effectively communicate the trends and patterns of expenses to various levels of management within FP&A and operational leadership

• Support the budgeting/planning, re-forecasting, and outlook processes across various stakeholders

• Prepare detailed analysis and complementary presentations to communicate actual results as compared to budget and re-forecast(s)

• Build relationships and collaborate with business partners to create or enhance process guidelines

Requirements:

The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Key Responsibilities

• Forecast Enterprise Spend – Partner with division leaders to forecast revenue and expenses across lines of business

• Report and Analyze Division Spend – Develop monthly reporting of Division spend to track fluctuations to budget and prior year and monitor longer term trends

• Modeling Support – Support business leaders in decision making processes on investing in enterprise tools and resources; including longer term spend projections, centralizing of existing spend and other aspects of actioning initiatives

• Financial Forecasting – Own financial forecasting for division, including monthly reforecasting, annual budget and other ad hoc short/long term forecasts

• Reporting – Own financial reporting process for division, providing detailed analysis and commentary on business performance

• Business Partner – Serve as business partner for divisional leaders, supporting financial decision making and providing financial insights

Qualifications

• Prior experience with Workday and Office Connect preferred

• Prior experience within Insurance brokerage or other financial services industry preferred

Education and Experience:

• Bachelor’s degree in Finance or Accounting

• Experience in financial planning and analysis (FP&A) preferred

• Prior experience with insurance strongly preferred

• Years of prior experience may influence level of analyst role

Competencies:

• Strong attention to detail

• Strong analytical, problem-solving, and decision-making skills

• Effective written and verbal skills, used to perform detailed analysis and prepare presentations

• Highly responsible and accountable; takes ownership of projects from start to finish

• Strong interpersonal skills with business, financial, and operational acumen

• Perform detailed analysis while understanding the implications to the big picture

• A desire and passion to continuously improve finance deliverables

• Build and maintain trust and work with confidential data and projects with discretion and professionalism

• Positive attitude, desire to learn, self-motivated and effective team player

Technical Skills:

• Advanced Microsoft Excel skills

• Demonstrated strong proficiency with other Microsoft Office tools, e.g., PowerPoint, Word, Teams 

• Technical agility and desired knowledge of financial reporting systems and tools, e.g. Workday ERP

• Ability to work between multiple best-in-class cloud-based solutions

Benefits & Perks:

• Competitive compensation

• Industry leading healthcare

• Savings and Investments

• Charitable Giving Programs

• Offering Hybrid Work Options

• Opportunities for Growth

• Parental Leave

• Generous Time Away

Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.

To learn more, visit www.Acrisure.com or follow us on LinkedIn

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Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status.  California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.
 

To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.