Senior Financial Analyst - FP&A-Forecasting, Tools & Processes

Job Title: Senior Analyst, FP&A-Forecasting, Tools & Processes

Department: Finance

Location: Grand Rapids, MI

Scope and Responsibilities:

• Monitor, review, and report on trends and patterns of revenue and expenses within Acrisure’s Partners.  This FP&A position will collaborate with FP&A leadership, operational leaders and budget owners

• Effectively communicate the trends and patterns of expenses to various levels of management within FP&A and operational leadership

• Support the budgeting/planning, re-forecasting, and outlook processes across various stakeholders

• Prepare detailed analysis and complementary presentations to communicate actual results as compared to budget and re-forecast(s)

• Build relationships and collaborate with business partners to create or enhance process guidelines

Requirements:

The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Key Responsibilities:

• System Development – Integrate financial forecast into Adaptive system, leveraging existing data sets to enhance user experience and limit manual intervention

• Data Connectivity – Leverage existing data sets and connect into adaptive to ensure detailed and automate modeling

• Training and Execution – Develop and execute trainings on processes and support tool utilization and process execution to ensure timely and accurate forecasting

• Model Development – Partner with operational and finance leaders to develop and document consistent financial model for forecasting across the enterprise

• Scenario maintenance – Own multiple scenarios and time frames of forecasting for different audiences and stakeholders

• Dashboard Development – Develop and maintain reporting dashboards and other tools to support real time and self-service reporting, ensuring accurate content and utilization

• Data availability, consistency and documentation – Partner cross functionally to ensure consistent data availability and utilization to enable visualization and reporting tools

Qualifications:

• Prior experience with forecasting and/or reporting system preferred

• Prior experience developing forecasting framework preferred

Education and Experience:

• Bachelor’s degree in Finance or Accounting

• Experience in financial planning and analysis (FP&A) preferred

• Prior experience with insurance strongly preferred

• Years of prior experience may influence level of analyst role

Competencies:

• 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

• Strong interpersonal skills with business, financial, and operational acumen

• Perform detailed analysis while understanding the implications to the big picture

• 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

Technical Skills:

• Advanced Microsoft Excel skills

• Demonstrated strong proficiency with other Microsoft Office tools, e.g., PowerPoint, Word, Teams 

• Technical agility and desired knowledge of financial reporting systems and tools, e.g. Workday ERP

• Ability to work between multiple best-in-class cloud-based solutions

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