Fp&A (Financial Planning & Analysis) Analyst, Enterprise Finance

Job Title: FP&A (Financial Planning & Analysis) Analyst, Enterprise Finance

Department: Finance

Location: Hybrid, on-site at our Studio Park Corporate HQ offices in Grand Rapids, MI

About Acrisure

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.

Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.

Job Summary

This is an opportunity in Acrisure's growing FP&A department. This role will play a pivotal role developing new processes within the organization, aiming to create a best in class Finance organization intent on driving key results and providing insight to leadership. The role will analyze market trends, review and report performance across different business segments and as a combined global enterprise, and develop enhanced reporting and analysis tools to assist leadership with key decision making. Responsibilities include directly supporting the preparation of annual budgets/plans, quarterly reforecasts, market/peer analysis, and enterprise cash flow projections. This position works in partnership with leadership across Acrisure's business lines and functional groups.

Scope and Responsibilities

• Monitor and report on trends and patterns of financial performance and consolidate as a global enterprise.

• Develop new processes to create efficiency, insight, and accuracy related to reporting, reforecasting, budgeting, and analysis.

• Support budgeting and forecasting processes to ensure alignment with strategic objectives.

• Develop new tools to assist in daily operations across the organization.

• Develop financial models to support strategic decision-making and long-term planning.

• Collaborate with leadership across the organization to develop new processes and enhance collaboration.

• Prepare presentations and reports for senior leadership to communicate financial insights and recommendations on a monthly, quarterly, and annual basis.

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, Accounting, Economics, Business, or related field

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

• Prior experience with insurance brokerage or carrier industry strongly preferred

• Years of prior experience may influence level of analyst role

Competencies

• Strong attention to detail and thrives in a fast paced environment

• 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 and modeling skills, as well as a 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, Adaptive Planning, Tableau, and Power BI

• 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

• Parental Leave

• Generous time away

Acrisure is committed to making an impact in our communities by giving back, with millions committed to children's health with Helen Devos Children's Hospital and UPMC Children's Hospital of Pittsburgh.

For more, visit www.Acrisure.com or learn more here.

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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.