Senior Analyst, Financial Planning & Analysis

Acrisure, LLC•New York, NY

7d•$90,000 - $122,000•Onsite

About The Position

The Senior Financial Analyst, Financial Planning & Analysis (FP&A) - Specialty serves as the primary finance business partner for assigned specialty departments, supporting budgeting, forecasting, monthly financial reporting, variance analysis, and headcount planning. This role partners closely with business leaders to provide actionable financial insights, improve forecast accuracy, and drive financial accountability across specialty functions. This role is based in Grand Rapids, MI or Chicago, IL.

Requirements

Strong attention to detail, analytical, problem-solving, and decision-making skills; able to translate details to the bigger picture.
Exceptional analytical and critical-thinking skills with a strategic mindset.
Effective written and verbal skills, with the ability to perform detailed analysis and prepare presentations.
Proactive, self-motivated, and able to manage multiple priorities in a fast-paced environment
Strong interpersonal skills with business, financial, and operational acumen.
A desire and passion to continuously improve finance deliverables.
Able to build and maintain trust, and work with confidential data and projects with discretion and professionalism.
Proven ability to influence and engage with senior stakeholders
Positive attitude, desire to learn, self-motivated and effective team player.
Build and maintain trust, and work with confidential data and projects with discretion and professionalism
Bachelor’s degree in Finance, Accounting or Economics
3-5 years of experience supporting financial planning and analysis (FP&A) activities
Advanced Microsoft Excel skills; demonstrated strong proficiency with other Microsoft Office tools, e.g., PowerPoint, Word, Teams

Nice To Haves

Prior experience with insurance strongly preferred
Technical agility and desired knowledge of financial reporting systems and tools, e.g. Workday ERP, Office Connect

Responsibilities

Lead annual budget, monthly forecast, and long-range planning processes for assigned specialty departments.
Perform monthly actual-to-budget, actual-to-forecast, and year-over-year variance analysis, including executive-level commentary and insights.
Partner with department leaders on headcount planning, hiring decisions, and expense management.
Identify, track, and report on cost reduction initiatives and savings realization across supported functions.
Develop financial models, business cases, dashboards, and reporting tools to support decision-making and improve visibility into financial performance.
Support continuous improvement efforts through reporting automation, process enhancements, and increased use of planning and analytics tools.