Position Title: Financial Analyst-Mortgage and Title Insurance

Department: Finance

Location: Hybrid or Remote (can travel to) Studio Park Corporate HQ in Grand Rapids, MI

About Acrisure

Acrisure is a Global Fintech Financial services leader and among the world’s top 10 insurance brokerages. Acrisure has grown from $38 million to more than $3 billion in revenue since 2013 and deploys the best of Human and Artificial Intelligence (AI) at scale to reimagine financial service product distribution. As of October 2021, Acrisure employs over 11,000 employees across 45 states and eight countries.

Led by co-founder, CEO and President Greg Williams, Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, asset management, real estate services, and cyber services. Acrisure’s massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.

Job Summary

This is a new opportunity in Acrisure’s growing FP&A department, with a focus on Acrisure Real Estate Services. Responsibilities include directly supporting the preparation of annual budgets/plans, quarterly reforecasts, and overall expense management, including analysis on key drivers for financial performance.

Scope and Responsibilities

• Monitor, review, and report on trends and patterns of expenses within Acrisure Real Estate Services. This FP&A position will collaborate with numerous leaders and Acrisure Partners within Acrisure Real Estate Services

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

• Support the budgeting/planning, re-forecasting, and outlook processes with Acrisure Partners within Acrisure Real Estate Services

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

• Build relationships and collaborate with Acrisure 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.

Education and Experience

• Bachelor’s degree in Finance or Accounting

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

• Prior experience with title agency operations and/or mortgage origination required

• 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

• Knowledge of real estate transaction processes including mortgage origination and/or title insurance transactions

• Advanced Microsoft Excel skills

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

• Technical agility and knowledge of financial reporting systems preferred, e.g. Workday ERP & Adaptive Planning

  • 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 option

• Opportunities for Growth

• Educational Resources

• Generous time away

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.

Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture whose Founding Partners include Acrisure, Russell Wilson and Ciara, and Russell Westbrook. The venture ​focuses on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. Additionally, in its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children’s Health at Helen DeVos Children’s Hospital.

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.

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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.

Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. In its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children’s Health at Helen DeVos Children’s Hospital.

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.