Finance and Operational Optimization Lead

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions. Bringing cutting-edge technology and top-tier human support together, it connects 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 21 countries. 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:

As the Finance and Operational Optimization Lead for multiple verticals within North America Specialty, this role is responsible for partnering with the Head of Finance and Operational Optimization and Managing Directors of those verticals to ensure transformation occurs in a financially responsible and sustainable way.  Using financial measures and execution plans, this role supports strategic planning, sequencing, and execution for the verticals assigned.

Responsibilities:

Vision and Strategy:  Support the Head of Finance and Operational Optimization and Managing Directors in setting the vision and strategic direction for the vertical operations, defining clear goals and objectives and ensuring alignment throughout the organization.

Trusted Peer-Leader: Engage and collaborate with a diverse group of partners, balancing entrepreneurial motivation with disciplined execution to foster a cohesive and high-performing team culture.

Financial Strategy and Decision Support:

• Collaborate with the sales leadership to provide financial insights and support for strategic decision-making, pricing strategies, and sales planning.

• Collaborate with the Managing Directors to provide financial insights and support for strategic decision-making through operational efficiency.

• Assess financial feasibility and ROI of new initiatives, investments, and business opportunities.

• Develop and maintain financial models to evaluate business scenarios and drive profitability.

Financial Planning and Analysis:

• Develop and execute financial plans, budgets, and forecasts aligned with the company's strategic objectives.

• Conduct financial analysis, including revenue and expense analysis, to identify trends, risks, and opportunities for optimization.

• Provide actionable insights and recommendations to senior leadership based on data-driven analysis.

Financial Reporting and Compliance:

• Develop the financial forecasts and understand revenue pipelines and expenses across the Region.

• Support the preparation of accurate and timely financial reports, including monthly, quarterly, and annual financial statements.

• Work closely with the accounting functions (dotted line) as the accounting function directly report into overall accounting structure.

Data-Driven & Technology Enabled: Promote a culture of data-driven decision-making and embrace technology solutions to enhance operational processes and efficiency throughout the organization.

Cross-Functional Collaboration: Foster effective communication and collaboration across Wholesale and Regional verticals, promoting a culture of teamwork and accountability to achieve organizational objectives.

Embrace Key Performance Indicators: Embrace quarterly earnings, significant profit and loss (P&L) responsibility, and prioritize technology and data key performance indicators (KPIs) to drive continuous improvement and achieve financial targets.

Operational Excellence: Partner with assigned Managing Directors to optimize day-to-day operational activities, ensuring efficient processes, resource allocation, and adherence to established policies and procedures.

Home Office Functions: Provide leadership and support to home office functions, ensuring effective collaboration and alignment with organizational goals.

Competencies:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. 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/or Experience:

• Leadership Experience: Proven track record of success in leadership role within the financial services industry, with experience influencing sales and growth strategies in a revenue-driven environment.

• Client Service Excellence: Demonstrated ability to support exceptional client service and operations teams focused on delivering high-quality service and maximizing client satisfaction.

• Strategic Vision: Strong strategic thinking and planning skills, with the ability to develop and execute effective business strategies to achieve long-term goals.

• Financial Acumen: Solid understanding of financial management, including revenue and expense management, profit and loss (P&L) responsibility, and financial performance analysis.

• Technology and Data Focus: Strong understanding of technology solutions and data analytics, with the ability to leverage technology and data-driven insights to drive operational efficiency and business growth.

• Stakeholder Management: Excellent interpersonal and communication skills, with the ability to build and maintain strong relationships with internal and external stakeholders.

• Regulatory Compliance: Familiarity with relevant laws, regulations, and corporate governance standards within the financial services industry.

• Entrepreneurial Mindset: Entrepreneurial mindset with the ability to balance innovation, creativity, and risk-taking with a disciplined and results-oriented approach.

• Bachelor's Degree: A bachelor's degree in business, finance, or a related field. A master's degree or relevant professional certifications are preferred.

Other:

• Must be able to travel to all offices, client offices and events as needed

• Self-motivated and driven

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Moderate stress due to regular deadlines and daily challenges

• High finger dexterity while typing documents and forms

• Occasionally lift up to 20lbs

Work Environment:

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 temperature-controlled, non-smoking office

• The noise level in the work environment is usually moderate

Benefits & Perks: 

• Competitive compensation 

• Industry leading healthcare 

• Savings and Investments 

• Charitable Giving Programs 

• Offering Hybrid Work Options 

• Opportunities for Growth 

• Parental Leave 

• Generous Time Away 

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.  

To learn more, visit www.Acrisure.com or follow us on LinkedIn. 

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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.