Analyst - Financial Planning & Analysis (Great Lakes Platform)

Acrisure’ s Great Lakes Platform began with a small group of agency partners joining together for the best interest of their clients and teams.

Through collaboration and trust, they revealed the individual strengths and the extraordinary advantage at their doorsteps.

As their success became a reality, people took notice, and the platform grew. Their entrepreneurial spirits drove the partnership that led the Acrisure Great Lakes Platform to where it is today, with a culture built on organic partnership.

Acrisure is a fast-growing fintech leader that operates a global insurance broker. Led by co-founder, Chairman and CEO Greg Williams, Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management.

Acrisure’s massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.

Job Summary :

This role will report directly to the Head of Finance and will be responsible for financial analysis within the Platform.

Responsibilities :

• Monitor, review, and report on trends and patterns of revenue and expenses within Great Lakes
• Support the budgeting / planning process with various cross functional partners across the Great Lakes platform
• Assist with expense management and analysis including compensation, employee expense reporting, and vendor payables
• Assist creation of reporting to ensure that business has the tools and data for effective decision making including but not limited to Pipeline Analysis, KPI’s, platform financials, C&S projections, and segment financials.
• Create efficient process for population of weekly, monthly, annual reports for platform executive and market segment leads pre and post system integration.
• Assist in standing up efficient reforecast / outlook process that gives accurate picture of financial performance.
• Help foster effective communication between corporate FP&A and platform finance
• Provide support on quarterly platform finance initiatives.
• Be the Workday and Adaptive Planning expert for the platform.
• Provide other support as needed to the Head of Finance for the Great Lakes Platform
• This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

Requirements :

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Technology Skills :

• Workday and related application experience preferred.
• Applied EPIC experience is a plus.
• Proficiency in Microsoft Office applications (Excel, PowerBI, PowerPoint, Outlook, Teams).

Other Qualifications :

• Strong analytical, problem-solving, and decision-making skills
• Perform detailed analysis while understanding the implications to the big picture
• Highly responsible and accountable; takes ownership of projects from start to finish
• Excellent written and oral communication.
• Desire to challenge the status quo and strive for continuous improvement
• Propensity for automation adoption where possible.
• Ability to manager multiple projects / priorities in a time critical, fast-paced environment.
• Positive attitude, desire to learn, and effective team player
• Self starter and self-motivated

Education and / or Experience :

• Bachelor’s degree in Finance or Accounting
• 5 plus years of experience in a finance, accounting, or related role required.
• Prior variance analysis experience preferred.
• Knowledge of working relationship between balance sheet and income statement preferred.
• Insurance brokerage / related industry background is a plus.

Work Environment :

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Work is done in a hybrid environment, including a temperature-controlled, non-smoking office.
• The noise level in the work environment is usually moderate.
• Some travel may be required to Home Office in Grand Rapids, MI or various platform locations in the Great Lakes.

Benefits & Perks :

• Competitive Compensation
• Industry Leading Healthcare
• Savings and Investments
• Charitable Giving Programs
• Offering hybrid and remote work options
• Opportunities for Growth
• Educational Resources
• Generous time away
2 days ago