Job Title: Analyst, FP&A-Forecasting, Tools & Processes

Department: Finance

Location: Hybrid (on-site 4 days; 1 day remote each week) at our Studio Park Corporate HQ in 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:

System Development – Integrate financial forecast into Adaptive system, leveraging existing data sets to enhance user experience and limit manual intervention

Data Connectivity – Leverage existing data sets and connect into adaptive to ensure detailed and automate modeling

Training and Execution – Develop and execute trainings on processes and support tool utilization and process execution to ensure timely and accurate forecasting

Model Development – Partner with operational and finance leaders to develop and document consistent financial model for forecasting across the enterprise

Scenario maintenance – Own multiple scenarios and time frames of forecasting for different audiences and stakeholders

Dashboard Development – Develop and maintain reporting dashboards and other tools to support real time and self-service reporting, ensuring accurate content and utilization

Data availability, consistency and documentation – Partner cross functionally to ensure consistent data availability and utilization to enable visualization and reporting tools

Qualifications:

Prior experience with forecasting and/or reporting system preferred

Prior experience developing forecasting framework preferred

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 desired knowledge of financial reporting systems and tools, e.g. Workday ERP

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 Options

Opportunities for Growth

Parental Leave

Generous Time Away

Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.

To learn more, visit www.Acrisure.com or follow us on LinkedIn.

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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.