Position Title: Senior Manager, Financial Planning & Analysis (FP&A)

Department: Finance

Location: Studio Park Corporate HQ in Grand Rapids, MI

About Acrisure

Acrisure is a fast-growing fintech leader that operates a global insurance broker. The Company has grown from $38 million to $4 billion in revenue since 2013 and deploys the best of Human and High Tech at scale to reimagine financial service product distribution. Acrisure employs over 14,000 employees across thirteen countries. Led by Co-Founder, Chairman and CEO Greg Williams, Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisure’s massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by High Tech.

Job Summary

This is an opportunity in Acrisure’s growing FP&A organization. Responsibilities include directly supporting the preparation of annual budgets/plans, quarterly reforecasts, and overall expense management, including analysis on key drivers for financial performance in addition to supporting field operations teams. This position works in partnership with the regional leadership team for Acrisure’s North America insurance business.

Scope and Responsibilities

• Monitor, review, and report on trends and patterns of performance within Acrisure’s North America insurance business.

• This FP&A position will collaborate with numerous cross functional teams but will focus on supporting the regional operations team and Acrisure Partner network.

• Effectively communicate the trends and patterns of expenses with and to various levels of management within Acrisure

• Support implementation of key corporate initiatives including, integrated platform, tech adoption, control environment, adaptive planning, workday, increased profitability

• Manage the budgeting/planning, re-forecasting, and outlook processes and define operational narrative with regional and corporate stakeholders

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

• Build relationships and partner with regional leadership and Acrisure Partners to create or enhance process guidelines and support operational execution to meet financial targets.

• Lead and mentor team of regional FP&A managers and analysts, driving organizational strategy/priorities and career/professional development

• Serve as voice of finance team in leadership discussions to ensure prudent financial decision making

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.

Education and Experience

• Bachelor’s degree in Finance or Accounting

• Minimum of five (5) years of relevant finance/accounting experience required

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

• Prior experience within the insurance brokerage or carrier industry strongly preferred

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

• Ability to balance short-term execution with broader organizational transformation

• 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 & HCM, OneStream EPM

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

Benefits & Perks: