Financial Planning & Analysis (Fp&A), Manager

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

Department: Finance

Location: Hybrid, Studio Park Corporate HQ in Grand Rapids, MI (or hybrid on-site in our Chicago office with expectation of periodic travel to 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 Northeast Region insurance business.

Scope and Responsibilities

• Monitor, review, and report on trends and patterns of expenses within Acrisure's Northeast Region 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 the budgeting/planning, re-forecasting, and outlook processes 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.

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

• At least 3 years of 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

• 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

• Competitive Compensation

• Industry Leading Healthcare

• Savings and Investments

• Charitable Giving Programs

• Offering hybrid work option

• Opportunities for Growth

• Educational Resources

• Generous time away

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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.