Manager, Financial Strategy & Analytics

Strategic & Scenario Analysis

Respond to inbound analytical requests from the ELT and Board, scoping, prioritizing, and delivering high-quality financial analysis under tight timelines and with limited direction.

Build financial models and scenario analyses covering a range of strategic topics including organic growth sensitivities, capital allocation trade-offs, investment cases, cost structure scenarios, and other ad hoc requests.

Partner with FP&A's Revenue & Commission Insights and Expense Management functions to pull functional inputs into enterprise-level scenario frameworks, ensuring analytical outputs reflect accurate underlying assumptions.

Support finance-wide initiatives, for example policy development, to ensure alignment with FP&A requirements and translate them back into FP&A processes.

Own the enterprise long-range model, conducting a full refresh annually and leveraging it throughout the year for scenario planning across new investments or initiatives and evolving assumptions.

Board & Executive Communication

Translate complex financial models and analytical findings into executive-ready PowerPoint presentations — structuring content to lead with insight, support with data, and drive toward a clear recommendation or decision point.

Prepare CFO-ready briefing materials that anticipate questions, surface key risks and sensitivities, and present a well-reasoned point of view — not just a summary of the data.

Develop facility with Acrisure's financial architecture — including management reporting views, PubCo metrics, and non-GAAP frameworks — to ensure analytical outputs are consistent with how the business measures and communicates performance.

Maintain a high standard of accuracy, clarity, and visual quality across all deliverables, with the discipline to self-review and pressure-test conclusions before escalation.

Strategic Judgment & Problem Framing

Apply structured, hypothesis-driven thinking to ambiguous or open-ended questions — breaking down complex problems, identifying the right analytical approach, and delivering a clear answer rather than a data dump.

Bring market awareness and external perspective to internal financial questions, drawing on industry trends, competitor dynamics, and macroeconomic context to enrich scenario analysis and strategic recommendations.

Proactively identify analytical gaps, data quality issues, or unstated assumptions that could affect the integrity of the analysis, and resolve or escalate them before final delivery.

Leverage improved data access and modeling infrastructure to accelerate the speed and depth of strategic analysis.

Requirements

• Strong financial modeling skills, including scenario analysis, sensitivity analysis, and investment case development — with the ability to build models independently from a blank page.
• Exceptional PowerPoint and executive communication skills, with the ability to structure a compelling narrative, distill complex analysis into clear visuals, and anticipate the questions a senior audience will ask.
• Proven ability to work independently on ambiguous, high-priority requests — managing scope, timeline, and quality without close supervision.
• High analytical rigor and intellectual curiosity — comfortable forming and defending a point of view, not just presenting options.
• Strong interpersonal skills and executive presence, with the ability to communicate complex findings clearly and confidently to senior finance leadership.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field.
• 5–8 years of experience in strategy consulting, investment banking, strategic finance, or corporate FP&A, with a demonstrated track record of producing high-quality financial analysis and executive-level materials.
• Experience integrating external market data and research (e.g., S&P Global, industry databases) with internal financial data to produce market-contextualized analysis.