Senior Manager, Financial Planning & Analysis

Senior ManagerFinancial Planning & Analysis

A global fintech leader Acrisure empowers millions of ambitious businesses and individuals with the right solutions toconfidently and boldly pursue their ambitions. Bringingcutting-edgetechnology and top-tier human support together we connect clients with customized solutions across a range of insurance reinsurance payroll benefits cybersecurity real estateproductsand services and more.

In the last twelve years Acrisure has grown in revenue from $38 million to almost$5 billionand employs over 19000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership accountability and collaboration we equip our teams to work at the highest levels possible.

Job Summary

We areseekinga highly analytical strategic and data-drivenfinancial planning professionalto join Acrisures growing Financial Planning & Analysis (FP&A) organization in Grand Rapids MIChicagoorBoston.This highly visible role will serve as a finance partner to theEnterprise Technology Group (ETG)organization leading financial planning forecasting performance management executive reporting expense management and strategic decision support. This rolewillbe responsible fortranslating complex financial and operational data into actionable insights influencing senior leaders and driving scalable FP&Apractices that support business performance and growth. This role willwork closely withanalysts and/or cross-functional resources with accountability for coaching prioritization and delivery of high-quality financial analysis.

Responsibilities

• Lead end-to-end forecasting annual planning budgeting and longer-term financial planning processes for assigned business unit(s) ensuring alignment with enterprise priorities and business strategies.

• Own and continuously enhance driver-based financial models that connect operational metrics financial performance and strategic business outcomes.Partner with technical owners on 3rdparty technology spend.

• Provide senior-level analysis of business performance includingspend vs plantracking trend identification risk and opportunity assessment and recommendations that drive actionable decisions.

• Serve as a trusted finance partner to senior business leaders translating financial results and operational data into clear narratives insights and decision-ready recommendations.

• Partner with Data & Analytics and Enterprise Technology teams to define KPI standards integrate new data sources improve reporting capabilities and deliver scalable dashboards and performance management tools.

• Develop executive-ready materials for senior leadership and the Board of Directors including financial packages business performance updates scenario analyses and strategic recommendations.

• Lead financial support for strategic initiatives including ROI analyses investment decisions business case development and other high-priority projects.Design & implement processes toproject & tracknew technologyinvestment payback.

• Work closely withanalysts and/or cross-functional contributors byestablishingclear goals strengthening modeling and analytics capabilities and fostering a culture of accountability curiosity and continuous improvement.

• Build andmaintainstrong relationships with executive leaders business partners and stakeholders across Operations Finance Enterprise Technology and other functions to achieve operational and financialobjectives.

• Identify prioritize and drive process improvement automation and standardization opportunities to increase FP&A effectiveness data quality and decision-making speed.

Requirements

Required Qualifications

• Bachelors degree in Finance Economics Accounting or a related quantitative field.

• 7 years of progressive FP&A strategic finance corporate finance or related finance experience.

• Advanced financial modeling skills including driver-based modeling scenario analysis forecasting and executive-level financial storytelling.

• Experience directly supportingdata information technology or AI development teams.

• Experience with planning platforms such as Adaptive Anaplan Oracle EPM OneStream or similar tools.

• Proven ability to translate complex data into insights narratives and recommendations that influence senior leadership decisions.

• Experience with BI/analytics tools such as Power BI Tableau or Looker with comfort working across large and complex datasets.

• Excellent executive communication and presentation skills including the ability to simplify complex financial concepts throughclear language visuals and business-focused recommendations.

• Demonstrated ability to build trusted relationships with senior leaders and cross-functional stakeholders to drive alignment accountability and results.

• Strong project leadership skills with the ability to manage competing priorities lead through ambiguity and deliver high-quality work in a fast-paced environment.

• Trackrecord ofdriving process improvement automation standardization and scalable finance operating practices.

• Highly responsible and accountable;demonstratesownership sound judgment discretion and professionalism when working with confidential financial and business information.

Preferred Qualifications

• MBA MSc CPA CFA or other relevant advanced degree or professional certificationhighly preferred.

• Experience supporting executive leadership Board-level reporting M&A investment analysis or enterprise transformation initiatives.

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