Senior Financial Analyst (FP&A)- Specialty

Senior Financial Analyst
Location: Houston, TX or Austin, TX
Reports to: FP&A Division Senior Director
Department: Financial Planning & Analysis (FP&A)

Scope and Responsibilities

We are seeking a Senior Financial Analyst to join our high-performing Financial Planning & Analysis (FP&A) team at Acrisure. This role will be instrumental in driving strategic insight and financial performance across the enterprise by collaborating with senior finance and accounting leadership, operational executives, and Division leaders. The ideal candidate will have a strong foundation in financial analytics, business partnership, and enterprise-level planning.

The Senior Financial Analyst will:

• 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.

Key Responsibilities

• 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.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA, MFin or CPA preferred)

• 5+ years of progressive experience in FP&A, preferably in the insurance, financial services, or related industries

• Prior experience with Adaptive, Workday, Office Connect, and financial reporting systems highly preferred

• Strong business acumen with the ability to interpret complex financial data and translate it into strategic and actionable insights

Preferred Skills & Experience:

• 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

Core Competencies

• 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

Technical Skills

• 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).

Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status.  California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.
 

To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.