Financial Analyst - FPA-Forecasting Tools Processes
Financial Analyst - FPA-Forecasting Tools Processes
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Job Description
Job Title: Analyst FP&AForecasting Tools & Processes
Department: Finance
Location: Hybrid (onsite 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 cuttingedge technology and toptier 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 19000 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 Acrisures 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 reforecasting and outlook processes across various stakeholders
Prepare detailed analysis and complementary presentations to communicate actual results as compared to budget and reforecast(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 Develop and execute trainings on processes and support tool utilization and process 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 selfservice 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:
Bachelors 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 problemsolving and decisionmaking 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 selfmotivated 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 bestinclass cloudbased 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 Childrens Hospital in Grand Rapids Michigan UPMC Childrens Hospital in Pittsburgh Pennsylvania and Blythedale Childrens Hospital in Valhalla New York.
To learn more visit or follow us on LinkedIn.
#LIMV1
#LIHybrid
Acrisure is committed to employing a diverse workforce. All applicants will be considered foremploymentwithout 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 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 Acrisures property and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisures Human Resources Talent Department.
Required Experience:
IC
Employment Type
Full-Time
