Senior Manager, Financial Planning & Analysis

Responsibilities

• Lead end-to-end forecasting, annual planning, budgeting, and longer-term financial planning processes for assigned business unit(s), ensuring alignment with enterprise priorities and business strategies.
• Own and continuously enhance driver-based financial models that connect operational metrics, financial performance, and strategic business outcomes.
• Provide senior-level analysis of business performance, including variance analysis, trend identification, risk and opportunity assessment, and recommendations that drive actionable decisions.
• Serve as a trusted finance partner to senior business leaders, translating financial results and operational data into clear narratives, insights, and decision-ready recommendations.
• Partner with Data & Analytics and Enterprise Technology teams to define KPI standards, integrate new data sources, improve reporting capabilities, and deliver scalable dashboards and performance management tools.
• Develop executive-ready materials for senior leadership and the Board of Directors, including financial packages, business performance updates, scenario analyses, and strategic recommendations.
• Lead financial support for strategic initiatives, including ROI analyses, M&A modeling, investment decisions, business case development, and other high-priority projects.
• Lead, coach, and develop analysts and/or cross-functional contributors by establishing clear goals, strengthening modeling and analytics capabilities, and fostering a culture of accountability, curiosity, and continuous improvement.
• Build and maintain strong relationships with executive leaders, business partners, and stakeholders across Operations, Finance, Enterprise Technology, and other functions to achieve operational and financial objectives.
• Identify, prioritize, and drive process improvement, automation, and standardization opportunities to increase FP&A effectiveness, data quality, and decision-making speed.

Requirements

• Required Qualifications
• Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field.
• 7+ years of progressive FP&A, strategic finance, corporate finance, or related finance experience.
• 2+ years of experience leading, mentoring, or developing analysts or cross-functional finance contributors.
• Real Estate industry experience required (e.g., mortgage origination, title insurance, commercial real estate, or related real estate services).
• Advanced financial modeling skills, including driver-based modeling, scenario analysis, forecasting, and executive-level financial storytelling.
• Experience with planning platforms such as Adaptive, Anaplan, Oracle EPM, OneStream, or similar tools.
• Proven ability to translate complex data into insights, narratives, and recommendations that influence senior leadership decisions.
• Experience with BI/analytics tools such as Power BI, Tableau, or Looker, with comfort working across large and complex datasets.
• Excellent executive communication and presentation skills, including the ability to simplify complex financial concepts through clear language, visuals, and business-focused recommendations.
• Demonstrated ability to build trusted relationships with senior leaders and cross-functional stakeholders to drive alignment, accountability, and results.
• Strong project leadership skills with

Additional Information

About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to confidently and boldly pursue their ambitions. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, real estate products and services - and more. In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: We are seeking a highly analytical, strategic, and data-driven Senior Manager to join Acrisure's growing Financial Planning & Analysis (FP&A) organization in Grand Rapids, MI, Chicago, or New York City. This highly visible role will serve as a senior finance partner to the Real Estate Services and Cyber business units, leading financial planning, continuous forecasting, performance management, executive reporting, expense management, and strategic decision support. The Senior Manager will be responsible for translating complex financial and operational data into actionable insights, influencing senior leaders, and driving scalable FP&A practices that support business performance and growth. This role will lead and develop analysts and/or cross-functional resources, with accountability for coaching, prioritization, and delivery of high-quality financial analysis. The position will report to the VP, Head of FP&A.

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