- Monitor, review, and report on trends and patterns of revenue within Acrisure's domestic insurance business by line of business and region.
- Conduct financial analysis to identify growth opportunities and areas for improvement.
- Develop financial models to support strategic decision-making and long-term planning.
- Monitor key performance indicators (KPIs) to track financial performance and identify areas for optimization.
- Collaborate with cross-functional teams to implement growth strategies and initiatives.
- Analyze industry trends, competitor performance, and market dynamics to inform strategic recommendations.
- Prepare presentations and reports for senior leadership to communicate financial insights and recommendations on a monthly, quarterly, and annual basis.
- Evaluate investment opportunities and provide recommendations based on financial analysis and risk assessment.
- Support budgeting and forecasting processes to ensure alignment with strategic objectives.
- Bachelor's degree in Finance, Economics, Business, or related field
- Experience in financial planning and analysis (FP&A), Investment Banking/Valuation work, or Private Equity preferred
- Prior experience with insurance brokerage or carrier industry strongly preferred
- Years of prior experience may influence level of analyst role
- Strong attention to detail and thrives in a fast paced environment
- Strong analytical, problem-solving, and decision-making skills
- Effective written and verbal skills, used to perform detailed analysis and prepare presentations
- Highly responsible and accountable; takes ownership of projects from start to finish
- Strong interpersonal skills with business, financial, and operational acumen
- Perform detailed analysis while understanding the implications to the big picture
- A desire and passion to continuously improve finance deliverables
- Build and maintain trust and work with confidential data and projects with discretion and professionalism
- Positive attitude, desire to learn, self-motivated and effective team player
- Advanced Microsoft Excel and modeling skills, as well as a strong proficiency with other Microsoft Office tools, e.g., PowerPoint, Word, Teams
- Technical agility and desired knowledge of financial reporting systems and tools, e.g. Workday ERP & HCM, Adaptive Planning, Tableau, and Power BI Ability to work between multiple best-in-class cloud-based solutions
- Competitive Compensation
- Industry Leading Healthcare
- Savings and Investments
- Charitable Giving Programs
- Offering hybrid work option
- Opportunities for Growth
- Parental Leave
- Generous time away
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Analyst, FP&A: Growth - Rockford, United States - ACRISURE
Description
About Acrisure
Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.
Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.
Job Summary
This is an opportunity in Acrisure's growing FP&A department. This role will play a pivotal role in driving financial growth and strategic decision-making. The role will analyze market trends, assess financial performance across different regions and segments of the business, and develop strategies to enhance profitability and enhance organic growth. Responsibilities include directly supporting the preparation of annual budgets/plans, quarterly reforecasts, and overall revenue growth initiatives, including analysis on key drivers for financial performance in addition to supporting practice leaders. This position works in partnership with the insurance practice leadership teams for Acrisure's domestic insurance business.
Scope and Responsibilities
Requirements
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.
Education and Experience
Competencies
Technical Skills
Benefits & Perks:
