FP&A Manager
American Veterinary Group
ERPOracle
Senior Financial Analyst, FP&A – Specialty
Acrisure
full-time
Posted on:
Location Type: Office
Location: Houston • Texas • 🇺🇸 United States
Visit company websiteJob Level
Senior
Tech Stack
ERPPythonSQLTableau
About the role
- 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
Requirements
- 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 business acumen with the ability to interpret complex financial data and translate it into strategic and actionable insights
- 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
- 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
- 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 reporting solutions using automation or data visualization tools (e.g., Power BI, SQL and/or Tableau are a plus)
- Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership
Benefits
- Competitive compensation
- Generous vacation policy , paid holidays, and paid sick time
- Medical Insurance, Dental Insurance, and Vision Insurance (employee-paid)
- Company-paid Short-Term and Long-Term Disability Insurance
- Company-paid G roup L ife insurance
- Company-paid Employee Assistance Program (EAP) and Calm App subscription
- Employee-paid Pet Insurance and optional supplemental insurance coverage
- Vested 401(k) with company match and financial wellness programs
- Flexible Spending Account ( FSA ) , Health Savings Account (H SA ) and commuter benefits options
- Paid maternity leave, paid paternity leave , and fertility benefits
- Career growth and learning opportunities …and so much more!
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial modelingSQLPythondata visualizationbudgetingforecastinganalytical skillsscenario analysisreporting accuracyfinancial analysis
Soft skills
communication skillsstrategic mindsetcritical-thinking skillsteam playermentoringproactivedetail-orientedinfluencingengagementstory-telling
Certifications
Bachelor’s degree in FinanceBachelor’s degree in AccountingBachelor’s degree in EconomicsMBAMFinCPA
