Senior Financial Analyst, Financial Planning & Analysis-Specialty

Senior Financial Analyst
Location: Houston, TX or Austin, TX
Reports to: FP&A Division Senior Director
Department: Financial Planning & Analysis (FP&A)

About Acrisure  

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.   

In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. 

Scope and Responsibilities

We are seeking a Senior Financial Analyst to join our high-performing Financial Planning & Analysis (FP&A) team at Acrisure. This role will be instrumental in driving strategic insight and financial performance across the enterprise by collaborating with senior finance and accounting leadership, operational executives, and Division leaders. The ideal candidate will have a strong foundation in financial analytics, business partnership, and enterprise-level planning.

The Senior Financial Analyst will:

• Lead the monitoring, review, and interpretation of revenue and expense trends across Acrisure’s lines of business.

• Communicate key financial insights, trends, and drivers to senior executives, operation teams and division leaders.

• Serve as a strategic advisor and process lead in the annual budgeting, reforecasting, and financial outlook processes, aligning business performance with financial goals.

• Prepare and present executive-level reports and dashboards with insightful commentary on actual vs. budget and reforecast performance.

• Champion continuous improvement by enhancing financial models, processes, and stakeholder engagement strategies.

• Mentor and support junior team members and operate as a team player.

Key Responsibilities

• Enterprise Forecasting: Own forecasting processes for Division revenue and spend, partnering with divisional leadership to align forecasts with strategic objectives.

• Advanced Reporting & Analysis: Drive monthly financial performance reviews, identifying key variances and long-term trends, and delivering actionable insights.

• Strategic Modeling: Lead financial modeling for enterprise-level optimization and growth initiatives. Guide business leaders on division performance, ROI, cost efficiency measures, and resource allocation through driver-based modeling and tracking business metrics and KPIs.

• Ownership of Division Financials: Fully own and drive division-level reporting, reforecasting, annual budgeting, and long-range strategic planning with accountability for data integrity, reporting accuracy, outlook intelligence

• Business Partnering: Act as a trusted financial advisor to senior leaders, helping shape strategy through insightful financial analysis and operational alignment, and delivering on bespoke requests.

• Process Innovation: Identify and implement enhancements in forecasting, reporting, and analytics tools to improve efficiency and effectiveness across the FP&A function.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA, MFin or CPA preferred)

• 5+ years of progressive experience in FP&A, preferably in the insurance, financial services, or related industries

• Prior experience with Adaptive, Workday, Office Connect, and financial reporting systems highly preferred

• Strong business acumen with the ability to interpret complex financial data and translate it into strategic and actionable insights

Preferred Skills & Experience:

• FP&A or business strategy experience at an insurance company or financial services firm with a commission-based sales force.

• Ability to write SQL queries, model financial scenarios in Python (or equivalent programming language), and visualize insights through dashboards is highly preferred.

• Strong PowerPoint and story-telling skills

• Ability to help build the future-state of FP&A models and syst