Senior Financial Analyst, Financial Planning

Senior Financial Analyst

Location: Houston, TX or Austin, TX

Reports to: FP&A Division Senior Director

Department: Financial Planning & Analysis (FP&A)

About Acrisure

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.

In the last eleven years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.

Scope and Responsibilities

We are seeking a Senior Financial Analyst to join our high-performing Financial Planning & Analysis (FP&A) team at Acrisure. This role will be instrumental in driving strategic insight and financial performance across the enterprise by collaborating with senior finance and accounting leadership, operational executives, and Division leaders. The ideal candidate will have a strong foundation in financial analytics, business partnership, and enterprise-level planning.

The Senior Financial Analyst will:

• 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.

Key Responsibilities

• Enterprise Forecasting: Own forecasting processes for Division revenue and spend, partnering with divisional leadership to align forecasts with strategic objectives.
• Advanced Reporting & Analysis: Drive monthly financial performance reviews, identifying key variances and long-term trends, and delivering actionable insights.
• Strategic Modeling: Lead financial modeling for enterprise-level optimization and growth initiatives. Guide business leaders on division performance, ROI, cost efficiency measures, and resource allocation through driver-based modeling and tracking business metrics and KPIs.
• Ownership of Division Financials: Fully own and drive division-level reporting, reforecasting, annual budgeting, and long-range strategic planning with accountability for data integrity, reporting accuracy, outlook intelligence
• Business Partnering: Act as a trusted financial advisor to senior leaders, helping shape strategy through insightful financial analysis and operational alignment, and delivering on bespoke requests.
• Process Innovation: Identify and implement enhancements in forecasting, reporting, and analytics tools to improve efficiency and effectiveness across the FP&A function.

Qualifications

• 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

Preferred Skills & Experience:

• 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

Core Competencies

• 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

Technical Skills

• 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 and Perks:

• Competitive compensation
• Flexible vacation policy and paid holidays, plus paid sick time off
• Medical Insurance, Dental Insurance, Vision Insurance, Disability insurance (short-term and long-term), Pet Insurance
• Employee-paid supplemental insurance options
• Company-paid group life insurance
• Employee Assistance Program (EAP) and Calm App subscription
• Vested 401(k) with company match and financial wellness programs
• FSA, HSA, and commuter benefits options
• Paid maternity leave, paid paternity leave, and fertility benefits
• Career growth and learning
• …and so much more

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations

Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.

Welcome, your new opportunity awaits you.

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Why Join Us:

At Acrisure, we're building more than a business, we're building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.

Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.

Employee Benefits

We also offer our employees a comprehensive suite of benefits and perks, including:

• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
• … and so much more

This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.

Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting .

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Welcome, your new opportunity awaits you.