Senior Manager, Financial Planning & Analysis

Acrisure, LLC; Grand Rapids (MI); On-site; USD 150,000 - 205,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Life and disability insurance

Wellness resources and Calm app

401(k) immediate vesting

HSA and FSA options

Paid maternity/paternity leave

Job summary

Acrisure, LLC is seeking a Senior Manager of Financial Planning & Analysis to partner with the Enterprise Technology Group and drive actionable insights for senior leaders. You will lead forecasting, planning, and driver-based models that connect operational metrics to financial outcomes, while coordinating with data teams and executives.

Your role emphasizes delivering executive-ready analyses, strategic recommendations, and scalable dashboards to support ROI decisions and technology

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or related quantitative field.
• 7+ years of progressive FP&A, strategic finance, or related experience.
• Advanced financial modeling including driver-based modeling and scenario analysis.
• Experience supporting data, information technology, or AI development teams.
• Experience with planning platforms such as Adaptive, Anaplan, Oracle EPM, OneStream.
• Proven ability to translate complex data into insights and recommendations.
• Experience with BI/analytics tools such as Power BI, Tableau, or Looker.
• Excellent executive communication and presentation skills.

Responsibilities

• Lead end-to-end forecasting, annual planning, budgeting, and long-term planning.
• Own driver-based models linking metrics to performance and outcomes.
• Partner with tech teams on 3rd-party technology spend.
• Provide senior-level analysis and actionable recommendations.
• Translate results into clear narratives for executives and Board.
• Collaborate with Data & Analytics and ET teams to enhance dashboards.
• Develop executive materials including scenarios and strategic recommendations.
• Support ROI analyses, business cases, and strategic projects.
• Design processes to track technology investment payback.
• Foster cross-functional accountability and continuous improvement.
• Build relationships with leaders across Operations, Finance, and IT.
• Drive FP&A process improvements, automation, and data quality.

Skills

Financial modeling

Driver-based modeling

Scenario analysis

Forecasting

Executive storytelling

BI / analytics usage

Education

Bachelor's degree in Finance, Economics, Accounting, or related quantitative field

Tools

Adaptive

Anaplan

Oracle EPM

OneStream

Power BI

Tableau

Looker

Job description

Overview

Acrisure is a global fintech leader that empowers businesses and individuals with innovative insurance, reinsurance, payroll, benefits, cybersecurity, real‑estate products and services. We are looking for a Senior Manager, Financial Planning & Analysis to partner with our Enterprise Technology Group.

Responsibilities

• Lead end‑to‑end forecasting, annual planning, budgeting, and longer‑term financial planning processes for assigned business units, ensuring alignment with enterprise priorities and business strategies.
• Own and continuously enhance driver‑based financial models that connect operational metrics, financial performance, and strategic business outcomes.
• Partner with technical owners on 3rd‑party technology spend.
• Provide senior‑level analysis of business performance, including spend vs plan tracking, trend identification, risk and opportunity assessment, and recommendations that drive actionable decisions.
• Serve as a trusted finance partner to senior business leaders, translating financial results and operational data into clear narratives, insights, and decision‑ready recommendations.
• Partner with Data & Analytics and Enterprise Technology teams to define KPI standards, integrate new data sources, improve reporting capabilities, and deliver scalable dashboards and performance management tools.
• Develop executive‑ready materials for senior leadership and the Board of Directors, including financial packages, business performance updates, scenario analyses, and strategic recommendations.
• Lead financial support for strategic initiatives, including ROI analyses, investment decisions, business case development, and other high‑priority projects.
• Design and implement processes to project and track new technology investment payback.
• Work closely with analysts and cross‑functional contributors by establishing clear goals, strengthening modeling and analytics capabilities, and fostering a culture of accountability, curiosity, and continuous improvement.
• Build and maintain strong relationships with executive leaders, business partners, and stakeholders across Operations, Finance, Enterprise Technology, and other functions to achieve operational and financial objectives.
• Identify, prioritize, and drive process improvement, automation, and standardization opportunities to increase FP&A effectiveness, data quality, and decision‑making speed.

Required Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or a related quantitative field.
• 7+ years of progressive FP&A, strategic finance, corporate finance, or related finance experience.
• Advanced financial modeling skills, including driver‑based modeling, scenario analysis, forecasting, and executive‑level financial storytelling.
• Experience directly supporting data, information technology, or AI development teams.
• Experience with planning platforms such as Adaptive, Anaplan, Oracle EPM, OneStream, or similar tools.
• Proven ability to translate complex data into insights, narratives, and recommendations that influence senior leadership decisions.
• Experience with BI/analytics tools such as Power BI, Tableau, or Looker, with comfort working across large and complex datasets.
• Excellent executive communication and presentation skills, including the ability to simplify complex financial concepts through clear language, visuals, and business‑focused recommendations.
• Demonstrated ability to build trusted relationships with senior leaders and cross‑functional stakeholders to drive alignment, accountability, and results.
• Strong project leadership skills with the ability to manage competing priorities, lead through ambiguity, and deliver high‑quality work in a fast‑paced environment.
• Track record of driving process improvement, automation, standardization, and scalable finance operating practices.
• Highly responsible and accountable; demonstrates ownership, sound judgment, discretion, and professionalism when working with confidential financial and business information.

Preferred Qualifications

• MBA, MSc, CPA, CFA, or other relevant advanced degree or professional certification highly preferred.
• Experience supporting executive leadership, Board‑level reporting, M&A, investment analysis, or enterprise transformation initiatives.

Pay Details

Base compensation range: $150,000 – $205,000. Placement within the range is based on skills, experience, qualifications, location, and internal equity.

Benefits

• Physical Wellness: Comprehensive medical, dental, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
• Mental Wellness: Generous paid time off, holidays, Employee Assistance Program, 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.

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].