Manager, Financial Strategy & Analytics

Job Summary

Reporting to the Head of Enterprise FP&A & Reporting, the Manager of Enterprise Analytics & Strategy serves as Acrisure's analytical resource for high-priority, time-sensitive strategic and financial questions originating from the Executive Leadership Team and Board of Directors. This is not a recurring reporting role — it is a responsive, high-judgment function that translates complex financial and market questions into clear, well-structured analyses and narratives. The ideal candidate brings a strategy consulting or strategic finance background, with the ability to independently scope and execute financial models, synthesize internal and external data sources, and produce Board-ready PowerPoint materials that distill sophisticated analysis into actionable insights. Work product is reviewed by the CFO before ELT and Board presentation, requiring a consistently high standard of analytical rigor and executive communication.

Responsibilities

• 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.
• Integrate internal financial data with external market intelligence — including S&P Global and other research tools — to provide competitive benchmarking, industry context, and market sizing that enriches financial analysis.
• 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.
• 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.
• 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.
• As FP&A's self-service analytical tools mature, 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.

Required Education and Experience

• 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.

Preferred Qualifications

• MBA from a leading program, or equivalent advanced degree.
• Experience in insurance brokerage, financial services, or a similarly complex, multi-entity business environment.
• Familiarity with public company financial reporting, non-GAAP metrics, or investor-facing financial communication.
• Prior exposure to Board-level or C-suite analytical support in a corporate or advisory context.
• Experience with BI tools such as Power BI or Tableau to supplement model-based analysis with data visualization.

Pay

The base compensation range for this position is $127,000 - $172,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.

Schedule

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Benefits

• Comprehensive medical insurance, dental insurance, and vision insurance
• Life and disability insurance
• Fertility benefits
• Wellness resources
• Paid sick time
• Generous paid time off and holidays
• Employee Assistance Program (EAP)
• Complimentary Calm app subscription
• Immediate vesting in a 401(k) plan
• Health Savings Account (HSA) and Flexible Spending Account (FSA) options
• Commuter benefits
• Employee discount programs
• Paid maternity leave and paid paternity leave (including for adoptive parents)
• Legal plan options
• Pet insurance coverage