Senior Manager, Financial Planning & Analysis

About the role

We are seeking a highly analytical, strategic, and data-driven financial planning professional to join Acrisure’s growing Financial Planning & Analysis (FP&A) organization in Grand Rapids, MI, Chicago or Boston.

Responsibilities

• Lead end-to-end forecasting, annual planning, budgeting, and longer-term financial planning processes for assigned business unit(s), ensuring alignment with enterprise priorities and business strategies.
• Own and continuously enhance driver-based financial models that connect operational metrics, financial performance, and strategic business outcomes.
• Partner with technical owners on 3rd party technology spend.
• Provide senior-level analysis of business performance, including spend vs plan tracking, trend identification, risk and opportunity assessment, and recommendations that drive actionable decisions.
• Serve as a trusted finance partner to senior business leaders, translating financial results and operational data into clear narratives, insights, and decision-ready recommendations.
• Partner with Data & Analytics and Enterprise Technology teams to define KPI standards, integrate new data sources, improve reporting capabilities, and deliver scalable dashboards and performance management tools.
• Develop executive-ready materials for senior leadership and the Board of Directors, including financial packages, business performance updates, scenario analyses, and strategic recommendations.
• Lead financial support for strategic initiatives, including ROI analyses, investment decisions, business case development, and other high-priority projects.
• Design & implement processes to project & track new technology investment payback.
• Work closely with analysts and/or cross-functional contributors by establishing clear goals, strengthening modeling and analytics capabilities, and fostering a culture of accountability, curiosity, and continuous improvement.
• Build and maintain strong relationships with executive leaders, business partners, and stakeholders across Operations, Finance, Enterprise Technology, and other functions to achieve operational and financial objectives.
• Identify, prioritize, and drive process improvement, automation, and standardization opportunities to increase FP&A effectiveness, data quality, and decision-making speed.

Requirements

• Bachelor’s degree in Finance, Economics, Accounting, or a related quantitative field.
• 7+ years of progressive FP&A, strategic finance, corporate finance, or related finance experience.
• Advanced financial modeling skills, including driver-based modeling, scenario analysis, forecasting, and executive-level financial storytelling.
• Experience directly supporting data, information technology, or AI development teams.
• Experience with planning platforms such as Adaptive, Anaplan, Oracle EPM, OneStream, or similar tools.
• Proven ability to translate complex data into insights, narratives, and recommendations that influence senior leadership decisions.
• Experience with BI/analytics tools such as Power BI, Tableau, or Looker, with comfort working across large and complex datasets.
• Excellent executive communication and presentation skills, including the ability to simplify complex financial concepts through clear language, visuals, and business-focused recommendations.
• Demonstrated ability to build trusted relationships with senior leaders and cross-functional stakeholders to drive alignment, accountability, and results.
• Strong project leadership skills with the ability to manage competing priorities, lead through ambiguity, and deliver high-quality work in a fast-paced environment.
• Track record of driving process improvement, automation, standardization, and scalable finance operating practices.
• Highly responsible and accountable; demonstrates ownership, sound judgment, discretion, and professionalism when working with confidential financial and business information.

Preferred Qualifications

• MBA, MSc, CPA, CFA, or other relevant advanced degree or professional certification highly preferred.
• Experience supporting executive leadership, Board-level reporting, M&A, investment analysis, or enterprise transformation initiatives.
• Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.