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.
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 available at www.Acrisure.com/privacy/caapplicant.
To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.
