Director, FP&A - Planning, Governance & Modernization

Acrisure; Chicago (IL); On-site; USD 175,000 - 250,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan

Paid time off

Job summary

Acrisure is seeking a Director of FP&A – Planning, Governance & Modernization to lead enterprise planning, governance standards, and modernization programs. Reporting to the Head of FP&A, you will coordinate across Centers of Excellence, Accounting, and business partners to drive a scalable FP&A operating model and IPO readiness initiatives.

The role requires senior-level influence, extensive FP&A experience, and a track record of delivering durable processes and dashboards.

Qualifications

• 10+ years of progressive finance experience, FP&A transformation, and operating-model redesign.
• Experience in a Big 4 public accounting or advisory firm with finance-function transformation exposure.
• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• Proven ability to lead through influence in matrixed organizations with little direct oversight.
• Excellent executive communication, able to produce leadership-ready narratives and decision documents.
• Familiarity with planning platforms (Anaplan, Adaptive, Oracle EPM, OneStream) and BI tools (Power BI, Tableau).

Responsibilities

• Own end-to-end budgeting, forecasting, and management reporting across multi-entity FP&A domains.
• Define and govern enterprise planning playbooks, standards, and escalations for quality and consistency.
• Lead FP&A modernization PMO, manage milestones, dependencies, and risk resolution with stakeholders.
• Translate advisory outputs into executable internal roadmaps aligned with IPO readiness and operating model goals.

Skills

Program leadership

FP&A processes

Governance design

Influence without authority

Executive communication

Planning platforms

BI tools

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

Anaplan

Adaptive

Oracle EPM

OneStream

Power BI

Tableau

Job description

Job Description

Director, FP&A – Planning, Governance & Modernization

About Acrisure

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.

In the last twelve years, Acrisure has grown in revenue from $38 million to almost$5 billionand employs over 19,000 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

Acrisure’s FinancialPlanning&Analysis(FP&A)organization is executing a deliberate modernization agenda designed to support a publiccompany atscale. We areseekinga highly experienced, organizationally savvy finance professional to serve as the internal operating backbone of that effort.

Reporting directly to the Head of FP&A, the Director of FP&A-Planning, Governance & Modernization is a senior-level individual contributor role responsible for three interconnected domains: orchestrating Acrisure’s enterprise financial planning processes, establishing and maintaining FP&A governance standards, and driving FP&A modernization as an internal program management office (PMO). This role requires exceptional ability to lead through influence — coordinating across FP&A Centers of Excellence, Accounting, and business partners without direct line authority — and to manage complex, high-visibility advisory engagements on behalf of the FP&A organization.The ideal candidateis located inBoston, Hartford, CT, Chicago or Grand Rapids, MI.

Financial Planning Process Ownership

• Own and orchestrate the end-to-end annual budget and rolling forecast processes, including calendar design, milestone accountability, and cross-functional coordination across the Revenue, Expense, Management Reporting, and Strategic Finance functions.

• Designandmaintainthe enterprise planning playbook — governance documentation, submission standards, review cadences, and escalation protocols — ensuring consistency and quality across all FP&A planning cycles.

• Partner with FP&A Center of Excellence leaders and Strategic Finance Business Partners to integrate functional inputs into a consolidated enterprise view.

• Serve as the primary point of accountability for planning process quality, calendar adherence, and cross-functional readiness for executive and Board-level financial reviews.

FP&A Governance

• Design andmaintainthe Certified Assumption Owner (CAO) registry — the authoritative record of who owns each forecast assumption (e.g., retention rates by line of business, new business growth rates, headcount commitments, capital market rates) and the associated review and sign-off cadence.

• Establish and govern standards for management reporting KPIs and metric definitions, including the review and approval process for new or modified definitions proposed by FP&A, Accounting, or business partners.

• Own governance standards for management-to-GAAP and management-to-non-GAAP bridges, partnering with Corporate Accounting to ensure consistent methodology, terminology, and presentation across internal and external audiences.

• Convene and chair cross-functional governance forums as appropriate; build relationships with Accounting, Data & Analytics, and business partners to maintain shared accountability for data and reporting integrity.

FP&A Modernization PMO

• Serve as the internal PMO lead for Acrisure’s FP&A modernization agenda, establishing and overseeing workstreams, managing dependencies, holding internal and external stakeholders accountable to milestones, proactively resolving risks, and escalating issues with proposed solutions to the Head of FP&A.

• Provide day-to-day leadership of FP&A modernization engagements with consulting firms, including scoping, workstream coordination, deliverable review, and budget oversight — ensuring advisory outputs translate into durable internal capabilities.

• Translate advisory outputs and project deliverables into executable internal roadmaps, linking modernization initiatives to FP&A operating model goals and IPO readiness requirements.

• Identify, prioritize, and advance process improvement and automation opportunities in partnership with FP&A leaders, Financial Systems, and Data & Analytics, with a focus on forecast accuracy, reporting speed, and data quality.

• Track and report modernization progress against a structured agenda; communicate status, risks, and decisions to FP&A leadership and senior Finance stakeholders with clarity and appropriate urgency.

Requirements

• Proven ability to lead complex, multi-workstream projects or consulting engagements — including vendor management, milestone tracking, and executive reporting — in a fast-paced environment with little oversight.

• Strong command of financial planning processes, including budgeting, forecasting, and management reporting, with the ability to design and document enterprise-grade process frameworks.

• Experience designing or implementing governance structures — including assumption ownership, KPI certification, or data stewardship frameworks — in a finance or FP&A context.

• Demonstrated ability to lead through influence in matrixed organizations, building credibility and driving accountability without direct line authority.

• Excellent executive communication and presentation skills; comfortable synthesizing complex workstreams into clear status updates, decision documents, and leadership-ready narratives.

• Experience with planning platforms such as Anaplan, Adaptive, Oracle EPM, OneStream, or similar tools; familiarity with BI platforms such as Power BI or Tableau.

Preferred Qualifications

• Experience in insurance brokerage, financial services, or a high-growth, complex multi-entity organization with non-GAAP reporting requirements.

• Exposure to IPO readiness, public company reporting, or investor-facing finance processes.

• Experience supporting or managing a competitive RFP process for finance technology or advisory engagements.

Education and Experience

• Bachelor’s degree in Finance, Accounting, Economics, or related field.

• 10+ years of progressive finance experience, with a demonstrated track record in FP&A transformation, operating model redesign, or enterprise finance modernization.

• Prior experience in a Big 4 public accounting or advisory firm, with direct exposure to finance function transformation, process improvement, or EPM/FP&A advisory engagements.

Pay Details:

The base compensation range for this position is $175,000 - $250,000. 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.

#LI-Onsite

#LI-MV1

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Why Join Us:

At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.

Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children’s Hospital in Grand Rapids, Michigan, UPMC Children’s Hospital in Pittsburgh, Pennsylvania and Blythedale Children’s Hospital in Valhalla, New York.

Employee Benefits

• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.

• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.

• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.

• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

• … and so much more!

This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.

Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting [e-mail].

Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.

California Residents:

Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.

Recruitment Fraud:

Please visit here to learn more about our Recruitment Fraud Notice.

Welcome, your new opportunity awaits you.