Acrisure · 1 week ago
Senior Financial Analyst, Financial Planning & Analysis-Specialty
Austin, TX
Full-time
Onsite
Senior Level
5+ years expAcrisure is a global fintech leader that empowers businesses with innovative solutions. The Senior Financial Analyst will drive strategic insights and financial performance by collaborating with senior leadership and operational executives, focusing on financial analytics and enterprise-level planning.
Financial ServicesInsuranceInsurTech
Responsibilities
Lead the monitoring, review, and interpretation of revenue and expense trends across Acrisure’s lines of business
Communicate key financial insights, trends, and drivers to senior executives, operation teams and division leaders
Serve as a strategic advisor and process lead in the annual budgeting, reforecasting, and financial outlook processes, aligning business performance with financial goals
Prepare and present executive-level reports and dashboards with insightful commentary on actual vs. budget and reforecast performance
Champion continuous improvement by enhancing financial models, processes, and stakeholder engagement strategies
Mentor and support junior team members and operate as a team player
Enterprise Forecasting: Own forecasting processes for Division revenue and spend, partnering with divisional leadership to align forecasts with strategic objectives
Advanced Reporting & Analysis: Drive monthly financial performance reviews, identifying key variances and long-term trends, and delivering actionable insights
Strategic Modeling: Lead financial modeling for enterprise-level optimization and growth initiatives. Guide business leaders on division performance, ROI, cost efficiency measures, and resource allocation through driver-based modeling and tracking business metrics and KPIs
Ownership of Division Financials: Fully own and drive division-level reporting, reforecasting, annual budgeting, and long-range strategic planning with accountability for data integrity, reporting accuracy, outlook intelligence
Business Partnering: Act as a trusted financial advisor to senior leaders, helping shape strategy through insightful financial analysis and operational alignment, and delivering on bespoke requests
Process Innovation: Identify and implement enhancements in forecasting, reporting, and analytics tools to improve efficiency and effectiveness across the FP&A function
Qualification
Required
Bachelor's degree in Finance, Accounting, Economics, or related field
5+ years of progressive experience in FP&A, preferably in the insurance, financial services, or related industries
Strong business acumen with the ability to interpret complex financial data and translate it into strategic and actionable insights
Exceptional analytical and critical-thinking skills with a strategic mindset
Proven ability to influence and engage with senior stakeholders
Strong communication skills—both written and verbal—across various levels of audience seniority
Detail-oriented with the ability to see the bigger picture
Proactive, self-motivated, and able to manage multiple priorities in a fast-paced environment
Build and maintain trust, and work with 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, e.g. Workday ERP
Ability to design and streamline reporting solutions using automation or data visualization tools (e.g., Power BI, SQL and/or Tableau are a plus)
Preferred
MBA, MFin or CPA preferred
Prior experience with Adaptive, Workday, Office Connect, and financial reporting systems highly preferred
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 equivalent programming language), and visualize insights through dashboards is highly preferred
Strong PowerPoint and story-telling skills
Ability to help build the future-state of FP&A models and systems
Benefits
Competitive compensation
Generous vacation policy, paid holidays, and paid sick time
Medical Insurance, Dental Insurance, and Vision Insurance (employee-paid)
Company-paid Short-Term and Long-Term Disability Insurance
Company-paid Group Life insurance
Company-paid Employee Assistance Program (EAP) and Calm App subscription
Employee-paid Pet Insurance and optional supplemental insurance coverage
Vested 401(k) with company match and financial wellness programs
Flexible Spending Account (FSA), Health Savings Account (HSA) and commuter benefits options
Paid maternity leave, paid paternity leave, and fertility benefits
Career growth and learning opportunities
Company
Acrisure
Acrisure offers financial services solutions for insurance, reinsurance, real estate, cyber services, and asset and wealth management.
10001+ employees
H1B Sponsorship
Acrisure has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2022 (2)
Funding
Current Stage
Late StageTotal Funding
$11.37BKey Investors
Bain Capital Special SituationsAbu Dhabi Investment AuthorityBDT & MSD Partners
2025-06-06Debt Financing· $550M
2025-05-20Private Equity· $2.1B
2024-06-05Debt Financing· $1.6B
Leadership Team
Greg Williams
Co-Founder, Chairman & CEO
Mark Wassersug
Chief Technology Officer
Recent News
Beinsure - Insurance, Reinsurance, InsurTech Insights
2026-01-14
2025-12-08
Company data provided by crunchbase