Manager, NAI Consolidation & Reporting

Acrisure; Boston (MA); On-site; USD 110,000 - 170,000; Full time

Job summary

Acrisure is seeking a Manager for NAI Consolidation & Reporting to lead monthly and quarterly financial reporting for North American Insurance. This role synthesizes inputs from FP&A functions into a concise narrative for senior executives.

The ideal candidate will craft well-argued analyses, identify trends and risks, and partner with FP&A leadership to deliver executive-ready packages that drive strategic decisions.

Qualifications

• Experience preparing monthly/quarterly financial reporting packages.
• Ability to develop a clear narrative around financial results.
• Collaborates with FP&A, Revenue, Expense and Strategic Finance teams.

Responsibilities

• Own monthly and quarterly NAI reporting end-to-end, coordinating FP&A inputs into a single executive-ready package.
• Integrate PubCo results with FP&A variance analysis across Budgets, Prior Year, Prior Forecast and Current Forecast.
• Improve structure and quality of NAI reports with clear narrative and visuals for senior leadership.
• Serve as final FP&A review point before distribution to leadership.

Skills

Financial reporting

Variance analysis

Narrative storytelling

Cross-functional collaboration

Executive communication

Job description

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.

Job Description

Manager, NAI Consolidation & Reporting

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 billion and 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

North American Insurance (NAI) is Acrisure's largest business, representing over $2 billion of annual revenue across six lines of business — Commercial Lines, Personal Lines, Employee Benefits, Specialty Lines, Claims & Services, and Global Wholesale — and three functional areas including Placement, Revenue Operations, and Operations.

Reporting to the Head of Enterprise FP&A & Reporting, the Manager of NAI Consolidation & Reporting is responsible for producing the monthly and quarterly financial reporting packages for NAI — synthesizing inputs from FP&A's Revenue, Expense, and Strategic Finance functions into a single, cohesive financial narrative. This role goes beyond compilation: it is expected to develop a well-reasoned, so-what perspective on NAI's financial performance, identifying trends, risks, and opportunities across lines of business and functional areas, which is then aligned with FP&A leadership before distribution to senior executives.

The ideal candidate brings deep knowledge of insurance brokerage, strong financial storytelling instincts, and the organizational discipline to orchestrate complex multi-source inputs into a polished, executive-ready product.

Responsibilities

Financial Consolidation & Reporting

• Own the monthly and quarterly NAI financial reporting package end-to-end — coordinating inputs from the Revenue, Expense, and Strategic Finance FP&A functions and consolidating them into a unified, executive-ready deliverable.
• Integrate PubCo financial results provided by Corporate Accounting with FP&A variance analysis across Budget, Prior Year, Prior Forecast, and Current Forecast dimensions — ensuring consistency, accuracy, and clarity across all reporting views.
• Maintain and continuously improve the structure, format, and quality of NAI reporting packages, with a focus on narrative clarity, visual presentation, and decision-relevance for senior leadership audiences.
• Serve as the final FP&A review point before reporting packages are submitted to FP&A leadership, ensuring inputs from all functional teams meet quality, consistency, and completeness standards.

Financial Narrative & So-What Analysis

• Develop a well-reasoned, so-what narrative that synthesizes financial performance across NAI's lines of business and functional areas — translating variance data into a coherent story about what is driving results and what it means for the business.
• Identify and clearly articulate performance trends, risks, and opportunities across NAI, drawing on inputs from FP&A functional teams to build a perspective that goes beyond the numbers.
• Partner with the Head of FP&A to align on editorial commentary and key messages before final distribution, ensuring the narrative reflects FP&A leadership's collective view.
• Bring intellectual curiosity and financial judgment to the reporting process — not just assembling facts, but forming and defending a point of view on NAI's financial trajectory.

Cross-Functional Coordination

• Coordinate reporting inputs from FP&A's Revenue & Commission Insights, Expense Management, and Strategic Finance Business Partner functions — establishing clear submission standards, timelines, and quality expectations for each