Financial Analyst - Corporate FP&A

About Acrisure

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect 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 more than 20 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 corporate leaders to forecast areas of corporate spend that extend across the enterprise

Report and Analyze Enterprise Spend – Develop monthly reporting of enterprise 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 corporate departments, enterprise balance sheet and cash flow statement, including monthly reforecasting, annual budget and other ad hoc short / long term forecasts

Reporting – Own financial reporting process for corporate functional spend, enterprise balance sheet and cash flow statement, providing detailed analysis and commentary on business performance

Business Partner – Serve as business partner for Corporate budget owners, supporting financial decision making and providing financial insights

Process Development – Manage and develop process, in collaboration with other key stakeholders, to report, forecast and manage balance sheet and cash flow statements

Qualifications

Experience developing comprehensive financial models

Prior roles supporting functional and / or indirect expenses

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

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership

Benefits and Perks :

Competitive compensation

Flexible vacation policy and paid holidays, plus paid sick time off

Medical Insurance, Dental Insurance, Vision Insurance, Disability insurance (short-term and long-term), Pet Insurance

Employee-paid supplemental insurance options

Company-paid group life insurance

Employee Assistance Program (EAP) and Calm App subscription

Vested 401(k) with company match and financial wellness programs

FSA, HSA and commuter benefits options

Paid maternity leave, paid paternity leave, and fertility benefits

Career growth and learning

and so much more!

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations

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.

Welcome, your new opportunity awaits you.

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