Senior Financial Analyst, FP&A - Revenue & Commissions

Acrisure; Florida; On-site; USD 90,000 - 135,000; Full time

Job summary

Acrisure, a global fintech leader, seeks a Senior Financial Analyst to join the FP&A team in Florida. You will own revenue and commissions forecasting, drive monthly performance reviews, and develop strategic models to support enterprise growth across lines of business.

The role requires strong analytics, business partnership, and experience with ERP/financial systems. Collaboration with senior leadership and cross-functional teams is essential, with opportunities to mentor others and influence

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field (MBA, MFin or CPA preferred)
• 5+ years of progressive FP&A experience, preferably in insurance/financial services
• Experience with Adaptive, Workday, Office Connect, and financial reporting systems
• Strong experiences with AI tools (e.g., Claude, Copilot, others)
• Ability to translate data into strategic, actionable insights

Responsibilities

• Enterprise Forecasting: Own forecasting processes for revenue and commissions with stakeholders and leadership
• Advanced Reporting & Analysis: Drive monthly financial performance reviews and identify variances/trends
• Strategic Modeling: Lead enterprise-level financial modeling and KPI tracking
• Line of Business (LoB) Financial analysis: Support LoB-level reporting, variance analyses, budgeting, and long-range planning
• Process Innovation: Improve forecasting/reporting/analytics tools for FP&A efficiency
• Monitor revenue and commission trends across lines of business and present insights to executives
• Prepare executive-level reports and dashboards with commentary on actual vs budget and revisions
• Mentor junior team members and collaborate across teams

Skills

FP&A experience

Strategic partnerships

Advanced Excel

PowerPoint storytelling

Finance analytics

Education

Bachelor's degree in Finance/Accounting/Economics

MBA or CPA preferred

Tools

Adaptive

Workday

Office Connect

SQL

Python

Job description

Senior Financial Analyst, FP&A - Revenue & Commissions

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

We are seeking a Senior Financial Analyst to join our high-performing Financial Planning & Analysis (FP&A) team at Acrisure. This role will be instrumental in driving strategic insight and financial performance across the enterprise by collaborating with senior finance and accounting leadership, operational executives, and business leaders. The ideal candidate will have a strong foundation in financial analytics, business partnership, and enterprise-level planning.

Key Responsibilities

• Enterprise Forecasting: Own forecasting processes for revenue and commissions, partnering with stakeholders and leadership to align forecasts with strategic objectives.
• Advanced Reporting & Analysis: Drive monthly financial performance reviews, identifying key variances and long-term trends, and delivering actionable insights.
• Strategic Modeling: Lead financial modeling for enterprise-level optimization and growth initiatives. Guide business leaders on division performance, ROI, cost efficiency measures, and resource allocation through driver-based modeling and tracking business metrics and KPIs.
• Line of Business (LoB) Financial analysis: Support LoB-level reporting, variance analyses, reforecasting, annual budgeting, and long-range strategic planning with accountability for data integrity, reporting accuracy, outlook intelligence
• Process Innovation: Identify and implement enhancements in forecasting, reporting, and analytics tools to improve efficiency and effectiveness across the FP&A function.
• Lead the monitoring, review, and interpretation of revenue and commission trends across Acrisure's lines of business.
• Communicate key financial insights, trends, and drivers to senior executives, operation teams and LoB leaders.
• Serve as a strategic advisor and process lead in the annual budgeting, reforecasting, and financial outlook processes, aligning business performance with financial goals.
• Prepare and present executive-level reports and dashboards with insightful commentary on actual vs. budget and reforecast performance.
• Champion continuous improvement by enhancing financial models, processes, and stakeholder engagement strategies.
• Mentor and support junior team members and operate as a team player.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field (MBA, MFin or CPA preferred)
• 5+ years of progressive experience in FP&A, preferably in the insurance, financial services, or related industries
• Prior experience with Adaptive, Workday, Office Connect, and financial reporting systems highly preferred
• Strong experiences with AI tools (e.g., Claude, Copilot, others)
• Strong business acumen with the ability to interpret complex financial data and translate it into strategic and actionable insights

Preferred Skills & Experience

• Investment Banking and/or Corporate Development background with strong modeling experience: three-statement models, DCF, LBO, M&A, Comparable Company Analysis, and/or Precedent Transactions
• FP&A or business strategy experience at an insurance company or financial services firm with a commission-based sales force.
• Ability to write SQL queries, model financial scenarios in Python (or equivalent programming language), and visualize insights through dashboards is highly preferred.
• Strong PowerPoint and story-telling skills
• Ability to help build the future-state of FP&A models and systems

Core Competencies

• Exceptional analytical and critical-thinking skills with a strategic mindset
• Proven ability to influence and engage with senior stakeholders
• Strong communication skills-both written and verbal-across various levels of audience seniority
• Detail-oriented with the ability to see the bigger picture
• Proactive, self-motivated, and able to manage multiple priorities in a fast-paced environment
• Build and maintain trust, and work with confidential data and projects with discretion and professionalism

Technical Skills

• Advanced proficiency in Microsoft Excel (including financial modeling and scenario analysis)
• Expertise in Microsoft Office Suite, including PowerPoint, Word, and Teams
• Technical agility and strong knowledge of financial reporting systems and tools, e.g. Workday ERP
• Ability to design and streamline report