Sr Director - Division Financial Planning & Analysis- South Division

About Acrisure

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

The Divisional Senior Director of Finance is a leader in the Financial Planning and Analysis (FP&A) team reporting to the Head of of FP&A. This role is responsible for directly supporting the preparation of annual budgets/plans, quarterly reforecasts, and overall financial management & analytics. This includes analysis on key drivers for financial performance, KPIs and performance trends. This position works in close partnership with the divisional leadership team for the assigned US insurance division, supporting the division in day-to-day and strategic decision making and business management. 

Scope and Responsibilities

• Reporting and Forecasting

  • Monitor, review, and report on trends and patterns of performance within the division, including performance of analysis to determine drivers of operational and financial performance.

  • Manage the budgeting/planning, re-forecasting, and outlook processes for the division and support development of operational narrative with regional and corporate stakeholders.

  • Prepare detailed analysis and complementary presentations to communicate actual results as compared to budget, prior periods and re-forecast(s), this analysis will require the utilization of multiple tools and datasets to develop a comprehensive narrative.

  • Effectively communicate the trends and patterns of revenue and expenses with and to various levels of management within Acrisure.

  • Maintain regular visibility and quantification into risks and opportunities to financial performance of the division.

• Operational Support

  • This position will collaborate with numerous cross functional teams but will focus on supporting the division operations and leadership team.

  • Support implementation of key corporate initiatives including, integrated platform, tech adoption, control environment, adaptive planning and expense management.

  • Conduct financial modeling in support of divisional decision making.

  • Serve as voice of finance team in leadership discussions to ensure prudent financial decision making.

• Business Leadership and Partnership

  • Build relationships and partner with division leadership and Acrisure Partners to create or enhance process guidelines and support operational execution to meet financial targets.

  • Work collaboratively across home office functions to leverage SMEs and ensure consistency across the enterprise in deliverables, outputs and processes.

  • Serve as an advocate for enterprise initiatives, investments and priorities

  • Lead and mentor team of analysts, driving organizational strategy/priorities and career/professional development.

  • Support ad hoc initiatives and development of new processes across the enterprise to enable a best-in-class finance organization.

Requirements

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 Experience

• Bachelor’s degree in Finance, Accounting, Economics, or a related field

• Minimum of ten (10) years of relevant finance/accounting experience required

• Minimum of five (5) years of relevant leadership experience

• Experience in financial planning and analysis (FP&A), including financial modeling, budgeting and forecasting, required

• Demonstrated ability to communicate and collaborate effectively with senior leadership and balance multiple stakeholders

• Prior experience within the insurance brokerage or carrier industry strongly preferred

Competencies

• Strong attention to detail

• Strong analytical, problem-solving, and decision-making skills

• Effective written and verbal skills, used to perform detailed analysis and prepare presentations

• Highly responsible and accountable; takes ownership of projects from start to finish

• Ability to balance short-term execution with broader organizational transformation

• Strong interpersonal skills with business, financial, and operational acumen

• A desire and passion to continuously improve finance deliverables

• Build and maintain trust and work with confidential data and projects with discretion and professionalism

• Positive attitude, desire to learn, self-motivated and effective team player

Technical Skills

• Advanced Microsoft Excel skills

• Demonstrated strong proficiency with other Microsoft Office tools, e.g., PowerPoint, Word, Teams 

• Technical agility and desired knowledge of financial reporting systems and tools, e.g. Workday ERP, HCM and Adaptive

  • Ability to work between multiple best-in-class cloud-based solutions

• Experience in Applied Epic AMS system preferred

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. 

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.