Senior Analyst, Financial Planning & Analysis

Acrisure; Chicago (IL); On-site; USD 90,000 - 122,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k)

Job summary

Acrisure in Chicago, IL, is seeking a Senior Analyst for Financial Planning & Analysis—Specialty. The role partners with specialty departments to support budgeting, forecasting, monthly financial reporting, variance analysis, and headcount planning.

Based in Chicago, IL or Grand Rapids, MI, you will develop financial models and dashboards to enable data-driven decisions, drive cost control, and collaborate with senior leaders across the organization.

Qualifications

• Bachelor's degree in Finance, Accounting or Economics.
• 3-5 years of FP&A experience.
• Prior experience with insurance strongly preferred.
• Advanced Excel skills; proficiency with PowerPoint, Word, Teams.
• Knowledge of Workday ERP and Office Connect.

Responsibilities

• Lead annual budget, monthly forecast, and long-range planning for specialty departments.
• Perform monthly actual-to-budget and actual-to-forecast analyses with executive insights.
• Partner with leaders on headcount planning and expense management.
• Identify and report cost-reduction initiatives and savings realization.
• Develop financial models, dashboards, and reporting tools for decision-making.

Skills

FP&A

Forecasting

Variance analysis

Budgeting

Financial modeling

Executive reporting

Headcount planning

PowerPoint

Excel

Team collaboration

Education

Bachelor's degree in Finance, Accounting or Economics

Tools

Workday ERP

Office Connect

Job description

Senior Analyst, Financial Planning & Analysis - Specialty

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

The Senior Financial Analyst, Financial Planning & Analysis (FP&A) - Specialty serves as the primary finance business partner for assigned specialty departments, supporting budgeting, forecasting, monthly financial reporting, variance analysis, and headcount planning. This role partners closely with business leaders to provide actionable financial insights, improve forecast accuracy, and drive financial accountability across specialty functions. This role is based in Grand Rapids, MI or Chicago, IL.

Responsibilities

• Lead annual budget, monthly forecast, and long-range planning processes for assigned specialty departments.
• Perform monthly actual-to-budget, actual-to-forecast, and year-over-year variance analysis, including executive-level commentary and insights.
• Partner with department leaders on headcount planning, hiring decisions, and expense management.
• Identify, track, and report on cost reduction initiatives and savings realization across supported functions.
• Develop financial models, business cases, dashboards, and reporting tools to support decision-making and improve visibility into financial performance.
• Support continuous improvement efforts through reporting automation, process enhancements, and increased use of planning and analytics tools.

Requirements

• Strong attention to detail, analytical, problem-solving, and decision-making skills; able to translate details to the bigger picture.
• Exceptional analytical and critical-thinking skills with a strategic mindset.
• Effective written and verbal skills, with the ability to perform detailed analysis and prepare presentations.
• Proactive, self-motivated, and able to manage multiple priorities in a fast-paced environment
• Strong interpersonal skills with business, financial, and operational acumen.
• A desire and passion to continuously improve finance deliverables.
• Able to build and maintain trust, and work with confidential data and projects with discretion and professionalism.
• Proven ability to influence and engage with senior stakeholders
• Positive attitude, desire to learn, self-motivated and effective team player.
• Build and maintain trust, and work with confidential data and projects with discretion and professionalism

Education And Experience

• Bachelor's degree in Finance, Accounting or Economics
• 3-5 years of experience supporting financial planning and analysis (FP&A) activities
• Prior experience with insurance strongly preferred
• 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, Office Connect

Pay Details: The base compensation range for this position is $90,000 - $122,000. 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.

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.

Welcome, your new opportunity awaits you.