Senior Financial Analyst, FP&A – Revenue & Commissions

Acrisure•Boston, MA

10d•$90,000 - $122,000•Onsite

About The Position

Acrisure is seeking a Senior Financial Analyst to join its Financial Planning & Analysis (FP&A) team. The role drives strategic insight and financial performance across the enterprise by partnering with senior finance and accounting leadership, operational executives, and business leaders. It focuses on revenue and commissions forecasting, financial performance analysis, strategic modeling, line-of-business planning, and improving FP&A processes and tools. The analyst will communicate financial insights to executives and business leaders, contribute to annual budgeting and reforecasting, prepare executive-level reports, and mentor junior team members. The position requires an on-site presence to support collaboration and cross-functional partnership.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or a related field.
At least 5 years of progressive experience in FP&A, preferably in insurance, financial services, or related industries.
Strong experience with AI tools such as Claude or Copilot.
Strong business acumen and ability to interpret complex financial data and translate it into strategic, actionable insights.
Exceptional analytical and critical-thinking skills with a strategic mindset.
Ability to influence and engage senior stakeholders.
Strong written and verbal communication skills for audiences at various levels of seniority.
Detail orientation combined with the ability to see the bigger picture.
Proactive, self-motivated approach and ability to manage multiple priorities in a fast-paced environment.
Ability to build and maintain trust and handle confidential data and projects with discretion and professionalism.
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, such as Workday ERP.
Comfort with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Nice To Haves

MBA, MFin, or CPA.
Prior experience with Adaptive, Workday, Office Connect, and financial reporting systems.
Investment banking and/or corporate development background with strong modeling experience, including three-statement models, DCF, LBO, M&A, comparable company analysis, and/or precedent transactions.
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 an equivalent programming language, and visualize insights through dashboards.
Strong PowerPoint and storytelling skills.
Ability to help build the future state of FP&A models and systems.
Experience designing and streamlining reporting solutions using automation or data visualization tools; Power BI, SQL, and/or Tableau are a plus.

Responsibilities

Own revenue and commissions forecasting processes, partnering with stakeholders and leadership to align forecasts with strategic objectives.
Lead monthly financial performance reviews, identify variances and long-term trends, and provide actionable insights.
Lead financial modeling for enterprise-level optimization and growth initiatives.
Use driver-based modeling and business metrics and KPIs to advise business leaders on division performance, ROI, cost efficiency, and resource allocation.
Support line-of-business reporting, variance analysis, reforecasting, annual budgeting, and long-range strategic planning, ensuring data integrity, reporting accuracy, and outlook intelligence.
Identify and implement enhancements to forecasting, reporting, and analytics tools to improve FP&A efficiency and effectiveness.
Monitor, review, and interpret revenue and commission trends across Acrisure’s lines of business.
Communicate key financial insights, trends, and drivers to senior executives, operations teams, and line-of-business leaders.
Serve as a strategic advisor and process lead for annual budgeting, reforecasting, and financial outlook processes, aligning business performance with financial goals.
Prepare and present executive-level reports and dashboards with commentary on actual versus budget and reforecast performance.
Improve financial models, processes, and stakeholder engagement strategies.
Mentor and support junior team members and contribute as a team player.