Senior Financial Analyst, FP&A – Revenue & Commissions

Acrisure•Miami Lakes, FL

8d•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 in partnership with senior finance and accounting leadership, operational executives, and business leaders. The analyst owns forecasting processes for revenue and commissions, leads financial analysis and modeling, supports business planning, and communicates actionable insights to executives and operational teams. The position also improves FP&A tools and processes and provides mentorship and support to junior colleagues. The role requires an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Requirements

Bachelor's degree in Finance, Accounting, Economics, or a related field.
At least 5 years of progressive FP&A experience.
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 different levels of seniority.
Detail-oriented while able to see the bigger picture.
Proactive, self-motivated, and able to manage multiple priorities in a fast-paced environment.
Ability to handle confidential data and projects with discretion and professionalism.
Advanced Microsoft Excel proficiency, 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.
Experience in insurance, financial services, or related industries.
Prior experience with Adaptive, Workday, Office Connect, and financial reporting systems.
Investment banking and/or corporate development background with modeling experience in 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 such as Power BI, SQL, and/or Tableau.

Responsibilities

Own revenue and commission 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 deliver actionable insights.
Lead financial modeling for enterprise optimization and growth initiatives.
Guide business leaders on division performance, ROI, cost efficiency, and resource allocation through driver-based modeling and tracking metrics and KPIs.
Support line-of-business reporting, variance analysis, reforecasting, annual budgeting, and long-range strategic planning, maintaining data integrity and reporting accuracy.
Identify and implement improvements to forecasting, reporting, and analytics tools and processes.
Monitor, review, and interpret revenue and commission trends across Acrisure's lines of business.
Communicate financial insights, trends, and drivers to senior executives, operational teams, and line-of-business leaders.
Serve as a strategic advisor and process lead for annual budgeting, reforecasting, and financial outlook processes.
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.