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Analyst, Financial Planning & Analysis

Acrisure LLC
Grand Rapids, MI
  • Expired: January 12, 2023. Applications are no longer accepted.
Position Title: Financial Planning & Analysis (FP&A), Analyst

Department: Finance

Location: Studio Park Corporate HQ in Grand Rapids, MI

About Acrisure

Acrisure is a Global Fintech Financial services leader and among the world's top 10 insurance brokerages. Acrisure has grown from $38 million to more than $3 billion in revenue since 2013 and deploys the best of Human and Artificial Intelligence (AI) at scale to reimagine financial service product distribution. As of October 2021, Acrisure employs over 11,000 employees across 45 states and eight countries.

Led by co-founder, CEO and President Greg Williams, Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, asset management, real estate services, and cyber services. Acrisure's massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.

Job Summary

This is an opportunity in Acrisure's growing FP&A organization. Responsibilities include directly supporting the preparation of annual budgets/plans, quarterly reforecasts, and overall expense management, including analysis on key drivers for financial performance. This position works in partnership with corporate departments.

Scope and Responsibilities:
  • Monitor, review, and report on trends and patterns of expenses within Acrisure's growing corporate departments. This FP&A position will collaborate with numerous corporate department leaders
  • Effectively communicate the trends and patterns of expenses with and to various levels of management within Acrisure
  • Support the budgeting/planning, re-forecasting, and outlook processes with corporate department stakeholders
  • Prepare detailed analysis and complementary presentations to communicate actual results as compared to budget and re-forecast(s)
  • Build relationships and partner with departments 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.

Education and Experience
  • Bachelor's degree in Finance or Accounting
  • Experience in financial planning and analysis (FP&A) preferred
  • Prior experience within the insurance brokerage or carrier industry preferred

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 & HCM, OneStream EPM
    • Ability to work between multiple best-in-class cloud-based solutions

Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. In its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children's Health at Helen DeVos Children's Hospital.

For more, visit www.Acrisure.com or learn more here

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Acrisure LLC

Address

Grand Rapids, MI
49599 USA

Industry

Finance and Insurance

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