Lead Financial Analyst, Acquisition Accounting

2 weeks ago

Grand Rapids, Michigan, United States Acrisure LLC Full time

Job Title:
Senior Financial Analyst,

Department:
Acquisition Accounting

Reports To:
Senior Finance Manager

About Acrisure
Acrisure is a rapidly expanding fintech leader that operates as a global insurance brokerage.

Since 2013, the Company has experienced remarkable growth, escalating from $38 million to $4 billion in revenue, utilizing a blend of human expertise and advanced technology to transform the distribution of financial service products.

With a workforce exceeding 14,000 across thirteen countries, Acrisure is positioned for continued success.

Under the leadership of Co-Founder, Chairman, and CEO Greg Williams, Acrisure offers a comprehensive range of insurance and financial solutions, including commercial property and casualty, personal lines, employee benefits insurance, real estate services, cyber services, and asset and wealth management.

Acrisure's highly valuable distribution network merges the reliability of trusted advisors with the growth and efficiency enabled by technology.

This role presents an exciting opportunity to contribute to our expanding team and have a significant impact on the company's overall success.

About This Position: We are currently seeking a highly skilled Senior Financial Analyst to enhance our acquisition accounting team.

In this dynamic role, the Senior Financial Analyst will report to the Senior Finance Manager and will be accountable for ensuring the accuracy of earnout and working capital calculations for newly acquired Agency Partners.

This responsibility encompasses a thorough financial review of Balance Sheets and Income Statements, project management, and maintaining a strong customer service presence while collaborating closely with Agency Principals.

The ideal candidate will possess robust accounting, organizational, continuous improvement, and communication skills to support substantial growth in a fast-paced environment.

The Senior Financial Analyst will play a crucial role within the Acrisure Home Office Finance team, serving as a trusted team member, thought partner, and advisor.


Key Responsibilities:
- Prepare agency earnout calculations and analyses, discussing outcomes with Agency partners
- Prepare agency Working Capital True-ups based on Opening Balance Sheets created by our Accounting Team
- Analyze due diligence related to agency accounting, collaborating cross-functionally with Acrisure Accounting and M&A team members
- Identify, communicate, and resolve financial risks associated with the calculations.
- Manage workflow of the pipeline to ensure legal delivery dates are adhered to
- Enhance process workflows and uphold Internal Controls

- Assist with financial analysis reporting requests, standardization, and other team objectives, including tracking holdback accruals for M&A-related balances on financial statements.

This description is intended to provide a general overview and may be adjusted as necessary at management's discretion.


Required Qualifications:
To excel in this role, an individual must be able to effectively perform each essential duty. The qualifications listed below represent the knowledge, skills, and abilities required. Reasonable accommodations may be made to enable individuals with disabilities to fulfill the essential functions.

Education and Experience:
- Bachelor's degree in Business, preferably with a major in Accounting or Finance
- 3-5 years of experience in accounting and/or finance is required
- Public accounting experience is preferred
- CPA License is preferred
- FP&A experience is preferred
- Experience in a decentralized, global environment is preferred

Competencies:

Financial Acumen:
- Understanding of GAAP and financial statements
- Customer service orientation with strong written and verbal communication skills, able to adapt communication style to various audiences within the organization
- Exceptional relationship-building and interpersonal skills, with demonstrated listening and consulting abilities to identify financial risks and influence outcomes.
- Proven ability to conduct detailed analysis while considering the broader implications
- Commitment to maintaining a high level of accuracy
- Demonstrated project management skills, with the ability to prioritize multiple deliverables.
- Proven ability to take ownership of projects from inception to completion, operate independently, and manage competing priorities in a dynamic environment
- Strong analytical, problem-solving, and decision-making skills
- Highly responsible and accountable; takes ownership of projects from start to finish
- Ability to navigate ambiguity
- Effective written and verbal communication skills, utilized for detailed analysis and presentation preparation
- Demonstrated listening and internal consulting skills, capable of guiding and influencing outcomes while building trust and maintaining confidentiality of sensitive information.

Technical Skills:
- Strong proficiency in Excel.
- Highly proficient in Microsoft Office applications (Word, Excel, PowerPoint, Outlook)

Other Qualifications:
- Ability to foster a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior, and effort to achieve goals and objectives
- Self-motivated and effective team player
- Demonstrates effective written and verbal communication, including active listening and problem-solving with minimal assistance
- Professional demeanor and positive attitude with a desire to learn
Acrisure is committed to building a diverse workforce.

All applicants will be considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

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