Senior Analyst, Financial Planning & Analysis

Acrisure, LLC; Grand Rapids (MI); Hybrid; USD 90,000 - 122,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

HSA option

Paid time off

Job summary

Acrisure is seeking a Senior Financial Analyst in FP&A to act as the primary finance partner for assigned specialty departments. You will support budgeting, forecasting, monthly financial reporting, and variance analysis while collaborating with business leaders to drive actionable insights.

Based in Grand Rapids, MI or Chicago, IL, the role emphasizes improving forecast accuracy, headcount planning, and disclosure quality with advanced Excel and reporting tools.

Qualifications

• Bachelor’s degree required in Finance, Accounting or Economics.
• 3–5 years FP&A experience, preferably in insurance.
• Advanced Excel; proficient with PowerPoint, Word, Teams.
• Knowledge of Workday ERP and Office Connect is a plus.

Responsibilities

• Lead annual budget, monthly forecast, and long-range planning for assigned departments.
• Perform monthly actual-to-budget/actual-to-forecast analyses with executive commentary.
• Partner with leaders on headcount planning and expense management.
• Identify cost reduction opportunities and track savings realization.
• Develop financial models, dashboards, and reporting tools for decision-making.
• Support improvements through automation and analytics tooling.

Skills

Analytical skills

Forecasting

Variance analysis

Headcount planning

Stakeholder management

Education

Bachelor’s degree in Finance, Accounting or Economics

Tools

Workday ERP

Office Connect

Excel

PowerPoint

Word

Teams

Job description

Job Summary

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

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

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.

Equal Opportunity Employer

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.

Agency Policy

To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure's property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure's Human Resources Talent Department.