Financial Analyst - FP&A - Enterprise Reporting

Acrisure; Grand Rapids (MI); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) plan

HSA/FSA options

PTO & holidays

Employee Assistance Program (EAP)

Calm app subscription

Commuter benefits

Pet insurance

Job summary

Acrisure’s Grand Rapids office seeks a Financial Analyst - FP&A for enterprise reporting. You will monitor revenue, expenses and KPI trends, deliver GAAP/non-GAAP reporting, and partner with FP&A leadership and budget owners to support budgeting, planning and outlook processes.

You’ll develop detailed analyses and presentations, own financial commentary, and collaborate with business partners to improve reporting processes and the enterprise narrative.

Qualifications

• Bachelor’s degree in Finance or Accounting.
• 1–3 years FP&A experience.
• Prior experience with insurance preferred.
• Years of prior experience may influence level of analyst role.

Responsibilities

• Monitor, review, and report on trends and patterns of revenue, expenses and KPI’s.
• Effectively communicate trends to FP&A and operational leadership.
• Support budgeting, planning, re-forecasting, and outlook processes.
• Prepare detailed analysis and presentations to communicate actual vs budget and prior year results.
• Build relationships with business partners to improve process guidelines.
• Develop and maintain enterprise reporting outputs aligned with GAAP/non-GAAP reporting.

Skills

Advanced Excel

PowerPoint

Word

Teams

Workday ERP

Education

Bachelor's degree in Finance or Accounting

Tools

Workday ERP

Office Connect

Job description

Job Title

Financial Analyst - FP&A - Enterprise Reporting

Department

Finance

Location

Grand Rapids, MI

About Acrisure

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, it connects clients with personalized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, real estate services – and beyond. Since 2013, Acrisure has grown in revenue from $38 million to ~$5 billion and employs ~20,000 colleagues in 19 countries. And this is just the beginning. To learn more, visit Acrisure.com.

Scope And Responsibilities

• Monitor, review, and report on trends and patterns of revenue, expenses and other financial and operational KPI’s with Acrisure’s 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, re-forecasting, and outlook processes across various stakeholders.


• Prepare detailed analysis and complementary presentations to communicate actual results as compared to budget, reforecast and prior year adjusted results.


• Build relationships and collaborate with business partners to create or enhance process guidelines.

Key Responsibilities

• Reporting and Forecasting – Develop and maintain reporting outputs, ensuring accuracy and alignment with GAAP and non-GAAP financial reporting. Own financial commentary for enterprise reporting, including performance to budget and prior year and insights on future performance. Ensure timely and accurate delivery of financial reporting packets.


• Process – Manage and enhance process for financial reporting to ensure efficient and accurate reporting.


• Business Partner – Support requests from business leadership for supplementary views to support the overall Enterprise narrative.


• Business Partnership – Collaborate with operations and finance teams to ensure consistent narrative and alignment across reporting outputs.


• KPI Development & Reporting – Partner cross functionally to support development and enhancement of KPIs, ensuring accuracy, repeatability and auditability.

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.

Qualifications

• Prior experience with Workday and Office Connect preferred


• Prior experience with enterprise reporting and GAAP preferred

Education And Experience

• Bachelor’s degree in Finance or Accounting


• 1-3 years of experience in financial planning and analysis (FP&A)s


• Prior experience with insurance strongly preferred


• Years of prior experience may influence level of analyst role

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


• Ability to work between multiple best-in-class cloud-based solutions

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.