Senior Financial Analyst, Acquisition Accounting
Job Title: Senior Financial Analyst, Acquisition Accounting
Reports To: Senior Finance Manager
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.
This is an exciting opportunity to join our growing team and immediately make an impact on the overall success of the company. If you are interested in collaborating with good people who celebrate entrepreneurialism and work with commonality of purpose, Acrisure is the place for you.
About this Position
We have an immediate need for a highly skilled Senior Financial Analyst to join our acquisition accounting team.
As part of our growing company, Senior Financial Analyst position will report to the Senior Finance Manager. This role will be responsible for the integrity of earnout and working capital calculations for recently acquired Agency Partners. This includes financial review of Balance Sheets and Income Statements, project management and a strong customer service presence to work closely with Agency Principals. The ideal candidate must have strong accounting, organization, continuous improvement, and communication skills to support significant growth in a lean, fast-paced environment.
The Senior Financial Analyst will be an integral part of the Acrisure Home Office Finance team and will be a trusted team member, thought partner, and advisor.
Essential Duties and Responsibilities include:
Preparation of agency earnout calculations and analyses, discussion of outcomes with Agency partners
Preparation of agency Working Capital True ups based on Opening Balance Sheets created by our Accounting Team
Analyze the due diligence surrounding the agency accounting; working cross-functionally with Acrisure Accounting and M&A team members
Identify, communicate, and resolve risks related to the financials included in the calculations.
Project manage workflow of the pipeline, to ensure legal delivery dates are met
Improve process work flows and maintain Internal Controls
Assist with financial analysis reporting requests, standardization, and other team goals, including holdback accruals tracking for M&A related balances on the financial statements.
This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. 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/or Experience:
Bachelor’s degree in Business, ideally with a major in Accounting or Finance
Required 3-5 years of experience in accounting and/or finance, required
Public accounting experience, preferred
CPA License, preferred
FP&A experience, a preferred
Experience operating in a decentralized, global environment preferred
Financial Acumen: Understand GAAP and financial statements
Customer service orientation with strong and effective written and verbal skills with ability to comfortably interact and flex communication style to meet various audiences within an organization
Exceptional relationship building and interpersonal skills. Demonstrated listening and consulting skills with the ability to identify financial risks to guide and influence outcomes.
Demonstrated ability to perform detailed analysis while understanding the implications to the big picture
Commitment to a high level of accuracy
Demonstrated project management skills, ability to prioritize among multiple deliverables.
Proven ability to “take ownership” of projects from start to finish, operate independently, and manage competing priorities in a dynamic, fast-paced environment
Demonstrated strong analytical, problem-solving, and decision-making skills
Highly responsible and accountable; takes ownership of projects from start to finish
Demonstrated ability to deal with ambiguity
Effective written and verbal skills, used to perform detailed analysis and prepare presentations
Demonstrated listening and internal consulting skills with ability to guide and influence outcomes while building trust and maintaining the confidentiality of sensitive information
Strong proficiency in Excel.
Highly Proficient in Microsoft Office applications (Word, Excel, PowerPoint, Outlook)
Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior, and effort to achieve goals and objectives
Self-motivated and effective team player
Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance
Professional demeanor, positive attitude with the desire to learn
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.