Manager, NAI Consolidation & Reporting

Acrisure, LLC•New York, NY

10d•$127,000 - $172,000•Onsite

About The Position

North American Insurance (NAI) is Acrisure's largest business, representing over $2 billion of annual revenue across six lines of business — Commercial Lines, Personal Lines, Employee Benefits, Specialty Lines, Claims & Services, and Global Wholesale — and three functional areas including Placement, Revenue Operations, and Operations. Reporting to the Head of Enterprise FP&A & Reporting, the Manager of NAI Consolidation & Reporting is responsible for producing the monthly and quarterly financial reporting packages for NAI — synthesizing inputs from FP&A's Revenue, Expense, and Strategic Finance functions into a single, cohesive financial narrative. This role goes beyond compilation: it is expected to develop a well-reasoned, so-what perspective on NAI's financial performance, identifying trends, risks, and opportunities across lines of business and functional areas, which is then aligned with FP&A leadership before distribution to senior executives. The ideal candidate brings deep knowledge of insurance brokerage, strong financial storytelling instincts, and the organizational discipline to orchestrate complex multi-source inputs into a polished, executive-ready product.

Requirements

Strong financial storytelling skills — able to synthesize multi-source data into a clear, well-reasoned narrative that conveys both facts and informed judgment to senior leadership.
Ability to coordinate inputs across multiple finance functions, holding partners accountable to standards and deadlines while maintaining collaborative working relationships.
High attention to detail and strong document quality standards, with a track record of producing polished, executive-ready financial materials.
Proficiency in financial reporting tools and platforms, including Excel and Power BI or comparable BI tools; experience with planning platforms such as Anaplan, Adaptive, or similar preferred.
Strong organizational skills and ability to manage multiple reporting cycles simultaneously in a fast-paced, deadline-driven environment.
Bachelor's degree in Finance, Accounting, Economics, or a related field.
8+ years of progressive FP&A, financial reporting, or corporate finance experience, with demonstrated ability to produce executive-level financial packages in a complex, multi-entity organization.
Deep knowledge of insurance brokerage or financial services, with the ability to interpret and contextualize financial performance within the dynamics of the industry.

Nice To Haves

MBA, CPA, or other relevant advanced degree or professional certification.
Experience in a Big 4 public accounting or advisory firm, with exposure to financial reporting, management reporting design, or finance function advisory engagements.
Familiarity with PubCo financial reporting standards and non-GAAP reconciliation frameworks in a pre-IPO or public company context.
Experience supporting C-suite audiences with financial reporting and performance analysis.
Knowledge of SOX compliance and internal control frameworks

Responsibilities

Own the monthly and quarterly NAI financial reporting package end-to-end — coordinating inputs from the Revenue, Expense, and Strategic Finance FP&A functions and consolidating them into a unified, executive-ready deliverable.
Integrate PubCo financial results provided by Corporate Accounting with FP&A variance analysis across Budget, Prior Year, Prior Forecast, and Current Forecast dimensions — ensuring consistency, accuracy, and clarity across all reporting views.
Maintain and continuously improve the structure, format, and quality of NAI reporting packages, with a focus on narrative clarity, visual presentation, and decision-relevance for senior leadership audiences.
Serve as the final FP&A review point before reporting packages are submitted to FP&A leadership, ensuring inputs from all functional teams meet quality, consistency, and completeness standards.
Develop a well-reasoned, so-what narrative that synthesizes financial performance across NAI's lines of business and functional areas — translating variance data into a coherent story about what is driving results and what it means for the business.
Identify and clearly articulate performance trends, risks, and opportunities across NAI, drawing on inputs from FP&A functional teams to build a perspective that goes beyond the numbers.
Partner with the Head of FP&A to align on editorial commentary and key messages before final distribution, ensuring the narrative reflects FP&A leadership's collective view.
Bring intellectual curiosity and financial judgment to the reporting process — not just assembling facts, but forming and defending a point of view on NAI's financial trajectory.
Coordinate reporting inputs from FP&A's Revenue & Commission Insights, Expense Management, and Strategic Finance Business Partner functions — establishing clear submission standards, timelines, and quality expectations for each reporting cycle.
Partner with the Enterprise FP&A & Reporting team on integration of NAI results into enterprise-level reporting packages and Board / ELT materials owned by peer reporting functions.
Work closely with Corporate Accounting to ensure PubCo results and GAAP inputs are accurately reflected in NAI management reporting, flagging discrepancies or reconciling items as needed.
Build strong working relationships across FP&A Centers of Excellence to foster a culture of shared accountability for reporting quality and deadline adherence.
Identify and drive improvements to the NAI reporting process — including input templates, consolidation workflows, review cadences, and document standards — to increase efficiency and output quality over time.
Partner with the FP&A modernization agenda to incorporate improved data sources, planning tools, and reporting capabilities into the NAI consolidation and reporting process as they become available.