Education: Bachelor's degree or related field
Experience: 7+ years
A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to confidently and boldly pursue their ambitions. 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, real estate products and services - and more.
We are seeking a highly analytical, data-driven Senior Manager to join Acrisure's growing Financial Planning & Analysis (FP&A) organization in Grand Rapids, MI, Chicago, IL, New York City or Hartford, CT. This role is an individual contributor, with the potential to oversee a team of analysts in the future. responsible for running a continuous forecasting process, building and updating financial models, management reporting, expense management, and other key activities to support the Real Estate Services and Cyber business units in achieving its operational and financial objectives.
The position will report to the Senior Director of Enterprise FP&A.
- Lead the continuous forecast and planning processes for the assigned business unit(s), delivering timely and accurate projections, budgets, and longer-term plans.
- Develop and manage robust driver-based financial models that link operational metrics to targeted business outcomes.
- Own variance analyses that explain the "why" behind results that lead to actionable insights.
- Partner with the Data & Analytics team to design and deliver dashboards, integrate new data sources, and ensure consistent KPI definitions.
- Create executive-ready materials for senior leadership and the Board of Directors, including financial packages and business performance updates.
- Support strategic initiatives, including ROI analyses, M&A modeling, and other critical projects.
- Potential to oversee a team of analysts, to include establishing clear goals, coaching for career growth, and building advanced modeling and analytics skills across the team.
- Establish relationships and collaborate with peers, executive leaders, business partners, and other stakeholders in Operations, Finance, Enterprise Technology and other parts of the organization as needed to achieve operational and financial objectives.
- Proactively seek opportunities to improve processes, driving automation and efficiency.
- Bachelor's degree in Finance, Economics, Accounting, or related quantitative.
- 7+ years of progressive FP&A or related finance experience.
- Real Estate industry experience required (e.g., mortgage origination, title insurance, etc.).
- Strong financial modeling skills - advanced Excel plus experience with planning platforms (e.g., Adaptive, Anaplan, Oracle EPM).
- Proven ability to turn data into insights and narratives, not just numbers.
- Experience with BI/analytics tools (e.g., Power BI, Tableau, Looker) and comfort working with large datasets.
- Excellent communication and presentation skills; ability to explain complex concepts in clear, executive-ready language and graphics.
- Highly responsible and accountable; takes ownership of projects from start to finish.
- Track record of driving process improvement and automation.
- Experience establishing and managing relationships with senior leaders to achieve desired outcomes.
- Experience in insurance, financial services, or a multi-entity environment.
The base compensation range for this position is $152,000 - $205,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.
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