Sr Director - Division Financial Planning & Analysis- East Division

Acrisure, LLC • Grand Rapids, MI

306d • Hybrid

About The Position

The Divisional Senior Director of Finance is a leader in the Financial Planning and Analysis (FP&A) team reporting to the Head 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.

Requirements

• 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.

Nice To Haves

• 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.

Responsibilities

• 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.
• 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.
• 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.

Benefits

• Competitive compensation.
• Industry leading healthcare.
• Savings and Investments.
• Charitable Giving Programs.
• Offering Hybrid Work Options.
• Opportunities for Growth.
• Parental Leave.
• Generous Time Away.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Insurance Carriers and Related Activities
• Education Level: Bachelor's degree