Financial Analyst - Corporate FP&A

Job Title: Financial Analyst - Corporate FP&A

Department: Finance

Location: Hybrid (on-site 4 days; 1 day remote each week) at our Grand Rapids, MI; or Chicago, IL office

About Acrisure

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

In the last eleven years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in 21 countries. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.

Scope and Responsibilities:

• Monitor, review, and report on trends and patterns of revenue and expenses within Acrisure’s Partners.  This FP&A position will collaborate with FP&A leadership, operational leaders and budget owners

• Effectively communicate the trends and patterns of expenses to various levels of management within FP&A and operational leadership

• Support the budgeting/planning, re-forecasting, and outlook processes across various stakeholders

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

• Build relationships and collaborate with business 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.

Key Responsibilities

• Forecast Enterprise Spend – Partner with corporate leaders to forecast areas of corporate spend that extend across the enterprise

• Report and Analyze Enterprise Spend – Develop monthly reporting of enterprise spend to track fluctuations to budget and prior year and monitor longer term trends

• Modeling Support – Support business leaders in decision making processes on investing in enterprise tools and resources; including longer term spend projections, centralizing of existing spend and other aspects of actioning initiatives

• Financial Forecasting – Own financial forecasting for corporate departments, enterprise balance sheet and cash flow statement, including monthly reforecasting, annual budget and other ad hoc short/long term forecasts

• Reporting – Own financial reporting process for corporate functional spend, enterprise balance sheet and cash flow statement, providing detailed analysis and commentary on business performance

• Business Partner – Serve as business partner for Corporate budget owners, supporting financial decision making and providing financial insights

• Process Development – Manage and develop process, in collaboration with other key stakeholders, to report, forecast and manage balance sheet and cash flow statements

Qualifications

• Experience developing comprehensive financial models

• Prior roles supporting functional and/or indirect expenses

Education and Experience:

• Bachelor’s degree in Finance or Accounting

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

• Prior experience with insurance strongly preferred

• 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:

• Advanced Microsoft Excel skills

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

• Technical agility and de