Acrisure

Financial Analyst

Acrisure

full-time

Posted on:

Location Type: Office

Location: Grand Rapids, MI • Illinois, Missouri, Texas • 🇺🇸 United States

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Salary

💰 $61,200 - $83,000 per year

Job Level

Mid-LevelSenior

About the role

  • Assist in the preparation and analysis of agency earnout templates, including forecasting and detailed calculations.
  • Extract, validate, and interpret large datasets to support accurate and actionable reporting.
  • Prepare and submit funding requests to Treasury and Payroll teams in alignment with financial requirements.
  • Facilitate cross-functional communication among Accounting, M&A, and Tax departments .
  • Develop, track, and manage key performance indicators (KPIs) to drive operational efficiency and assess performance.
  • Proactively identify process improvement opportunities and contribute to the design and implementation of solutions to enhance efficiency and accuracy.
  • Maintain a comprehensive audit trail with appropriate documentation to ensure transparency and compliance.
  • Uphold confidentiality and safeguard sensitive financial information in all operational activities.
  • Provide support for special projects, strategic initiatives, and ad-hoc analysis as needed
  • Provide prompt, accurate, courteous, “best in class” service to partners, insurance companies, leadership team and all staff.

Requirements

  • Exceptional analytical and problem-solving skills with strong attention to detail and accuracy.
  • Proven ability to manage multiple priorities and deadlines in a fast-paced environment.
  • Strong communication and interpersonal skills, with the ability to work collaboratively across departments.
  • Highly organized with a commitment to maintaining data integrity, documentation, and audit compliance.
  • Discretion in handling confidential financial information.
  • Self-starter with a continuous improvement mindset and proactive approach to process optimization.
  • Able to work independently and enjoy a high degree of interaction with team members
  • Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectives
  • Self-motivated and driven
  • Maintain a sense of urgency and ability to work with and meet deadlines
  • Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance
  • Demonstrates excellent time management and prioritization skills.
  • Attention to detail and commitment to a high level of accuracy.
  • The ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information in a time critical, fast-paced environment.
  • Maintains a professional demeanor and positive attitude.
  • Bachelors degree or the recognized equivalent in education and experience, required.
  • Minimum (3) three years of experience in an accounting, auditing and/or financials analysis required.
  • Insurance brokerage/related industry accounting background, preferred.
  • Strong proficiency in Excel and working with large datasets; experience with financial modeling and data validation required.
  • Familiarity with financial systems (e.g., NetSuite, Workday, SAP) and insurance GL systems (e.g., Applied, Vertafore, etc) is 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 Group Life 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 (HSA) and commuter benefits options
  • Paid maternity leave, paid paternity leave , and fertility benefits
  • Career growth and learning opportunities
  • …and so much more!

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
data analysisfinancial modelingdata validationKPI managementprocess improvementforecastingcalculationsaudit complianceattention to detailmultitasking
Soft skills
analytical skillsproblem-solvingcommunication skillsinterpersonal skillsorganizational skillsself-motivatedteamworktime managementdiscretionproactive approach
Certifications
Bachelor's degree