Acrisure Costa Mesa, CA

Senior Financial Planning & Analysis Analyst- Corporate

$90K–$122KFull-time · BOSTON, MA
✓ Verified live on the employer's own system · added 30 days ago
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Mid-level · 3+ yrs exp

Requirements

Experience: 3+ years

Skills & tools

PayrollFinancial AnalysisFinancial ReportingManagementFinancial ModelingProcess ImprovementData AnalysisOperations
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Full job description

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 .

The Senior Financial Analyst, Financial Planning & Analysis (FP&A) - Corporate serves as the primary finance business partner for assigned areas of expense , supporting budgeting, forecasting, monthly financial reporting & insights , variance analysis, and headcount planning for senior level leaders of the c orporate functions .

This ro le partners closely with functional leaders to provide actionable financial insights, improve forecast accuracy, and drive financial accountability across multiple functions . This role is based in Grand Rapids, M I, Chicago, IL or Boston, MA.

- Lead annual budget, monthly forecast, and long-range planning processes for assigned a reas .

- Perform monthly actual-to-budget, actual-to-forecast, and year-over-year variance analysis, including executive-level commentary and insights.

- Partner with department leaders on headcount planning, hiring decisions, and expense management.

- Identify , track, and report on cost reduction initiatives and savings realization across supported functions.

- Develop financial models, business cases, dashboards, and reporting tools to support decision-making and improve visibility into financial performance.

- Support continuous improvement efforts through reporting automation, process enhancements, and increased use of planning and analytics tools.

- Strong attention to detail , analytical, problem-solving, and decision-making skills ; able to translate details to the bigger picture .

- Effective written and verbal skills , with the ability to perform detailed analysis and prepare presentations .

- Proactive, self-motivated, and able to manage multiple priorities in a fast-paced environment

- Strong interpersonal skills with business, financial, and operational acumen .

- A desire and passion to continuously improve finance deliverables . Comf ortable taking the lead in bui lding out new re porting tools & analy tics to impro ve insight into financial per formance where it h as not previously existed .

- Able to b uild and maintain trust , and work with confidential data and projects with discretion and professionalism .

- Proven ability to influence and engage with senior stakeholders .

- Positive attitude, desire to learn, self-motivated and effective team player .

- 3 -5 years of experience supporting financial planning and analysis (FP&A) or comp ara ble financ e related activities

- Advanced Microsoft Excel skills ; demonstrated strong proficiency with other Microsoft Office tools including : Pow er BI , PowerPoint, Word, Teams

- Technical agility and knowledge of financial /ERP reporting systems and data tools, e.g. Workday ERP , SAP , Or acle , Bu siness O bjects, Office Connect

The base compensation range for this position is $90,000 - $122,000. 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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This posting was published by Acrisure Costa Mesa, CA on their own careers system and is shown here with a direct link to apply there. Employers: for corrections or removal, contact jobs@veritahire.com.