Financial Planning Analyst
5 days ago
This role will report directly to the Head of Finance and will be responsible for financial analysis within the Great Lakes Platform.
Key Responsibilities- Monitor, review, and report on trends and patterns of revenue and expenses within Great Lakes
- Support the budgeting/planning process with various cross-functional partners across the Great Lakes platform
- Assist with expense management and analysis including compensation, employee expense reporting, and vendor payables
- Assist creation of reporting to ensure that business has the tools and data for effective decision-making including but not limited to Pipeline Analysis, KPI's, platform financials, C&S projections, and segment financials
- Create efficient process for population of weekly, monthly, annual reports for platform executive and market segment leads pre and post system integration
- Assist in standing up efficient reforecast/outlook process that gives accurate picture of financial performance
- Help foster effective communication between corporate FP&A and platform finance
- Provide support on quarterly platform finance initiatives
- Be the Workday and Adaptive Planning expert for the platform
- Provide other support as needed to the Head of Finance for the Great Lakes Platform
- Strong analytical, problem-solving, and decision-making skills
- Perform detailed analysis while understanding the implications to the big picture
- Highly responsible and accountable; takes ownership of projects from start to finish
- Excellent written and oral communication
- Desire to challenge the status quo and strive for continuous improvement
- Propensity for automation adoption where possible
- Ability to manage multiple projects/priorities in a time-critical, fast-paced environment
- Positive attitude, desire to learn, and effective team player
- Self-starter and self-motivated
- Bachelor's degree in Finance or Accounting
- 5 plus years of experience in a finance, accounting, or related role required
- Prior variance analysis experience preferred
- Knowledge of working relationship between balance sheet and income statement preferred
- Insurance brokerage/related industry background is a plus
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work is done in a hybrid environment, including a temperature-controlled, non-smoking office.
The noise level in the work environment is usually moderate.
Some travel may be required to Home Office in Grand Rapids, MI or various platform locations in the Great Lakes.
Benefits & Perks- Competitive Compensation
- Industry Leading Healthcare
- Savings and Investments
- Charitable Giving Programs
- Offering hybrid and remote work options
- Opportunities for Growth
- Educational Resources
- Generous time away
Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy /privacy/caapplicant.
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