Financial Planning and Analysis

• Lead the monitoring, review, and interpretation of revenue and expense trends across Acrisure’s lines of business
• Communicate key financial insights, trends, and drivers to senior executives, operation teams and division 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
• Own forecasting processes for Division revenue and spend, partnering with divisional leadership to align forecasts with strategic objectives
• Drive monthly financial performance reviews, identifying key variances and long-term trends, and delivering actionable insights
• Lead financial modeling for enterprise-level optimization and growth initiatives
• Fully own and drive division-level reporting, reforecasting, annual budgeting, and long-range strategic planning with accountability for data integrity, reporting accuracy, outlook intelligence
• Act as a trusted financial advisor to senior leaders, helping shape strategy through insightful financial analysis and operational alignment, and delivering on bespoke requests
• Identify and implement enhancements in forecasting, reporting, and analytics tools to improve efficiency and effectiveness across the FP&A function

Senior Financial Analyst, FP&A – Specialty

Financial Solutions Advisor

Senior Financial Analyst

Senior Lead Corporate FP&A

Financial Solutions Advisor

Financial Solutions Advisor