Acrisure

Financial Intelligence Analyst-Workday

Acrisure • $85K — $115K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree in accounting, Finance, or Business Management, or equivalent experience
  • 3+ years as an analyst or in developing automated solutions
  • 2+ years supporting Workday Financial Accounting or Record to Report processes
  • Strong understanding of financial planning, budgeting, and forecasting
  • Proficiency in Microsoft Excel, Word, PowerPoint, and Outlook
  • Ability to communicate effectively with both technical teams and business users
  • Excellent problem-solving capabilities with a proactive mindset

Responsibilities

  • Document business requirements and process recommendations
  • Understand and analyze business issues and data challenges
  • Drive awareness and evaluate systems processes using real-time data
  • Support Workday processes related to month-end closing and troubleshooting
  • Communicate needs effectively with department SMEs for solutions
  • Coordinate user acceptance testing and develop testing scenarios
  • Monitor close-cycle data for issues and process improvements

Benefits

  • Comprehensive medical, dental, and vision insurance
  • Generous paid time off and paid holidays
  • Immediate vesting in a 401(k) plan
  • Paid maternity and paternity leave
  • Employee Assistance Program (EAP) and wellness resources
Full Job Description

Job Description

Analyst – Financial Intelligence - Workday


Job Summary:

Acrisure is seeking an Analyst, Financial Intelligence to join our team Finance Systems team in Grand Rapids. This role has a primary focus on Accounting & Finance processes from record to report, with an emphasis on general Financial Accounting support within Workday. This team’s purpose is to leverage people, processes, and technology to improve finance operations. The Analyst provides day-to-day Workday support across general ledger, close, consolidations, and financial accounting processes — partnering with the broader Accounting and Finance teams to troubleshoot issues, support configuration, and drive continuous improvement. The Analyst is expected to build strong relationships with the Accounting, Finance, & cross functional teams.


Responsibilities:

  • Document requirements, specifications, business processes, and recommendations related to proposed solutions.
  • Acquire an understanding of the business issues and data challenges of the organization.
  • Drive awareness of requirements across business units and identify substandard systems processes through evaluation of real-time data.
  • Provide day-to-day support for close-related Workday processes, troubleshooting issues, and recommending configuration improvements in partnership with Accounting stakeholders.
  • Communicate effectively with department SMEs to identify needs and evaluate alternative business solutions & support day to day business needs.
  • Enhance connections with existing and new interfaces.
  • Establish and apply a repeatable methodology to lead change management activities driven by FSA.
  • Coordinate user acceptance testing; writing testing scenarios, working with process improvement, assisting with issue resolution.
  • Manage and communicate change effectively by addressing resistance and ensuring smooth transitions.
  • Lead projects and ensures completeness of tasks and communicating updates to leadership.
  • Ensures training and procedures are developed by supporting teams to support process optimizations and new projects.
  • Support testing and communication of Workday’s semi-annual release updates, assessing impact on Financial Accounting/R2R processes.
  • Conduct data-driven assessments to identify bottlenecks, inefficiencies, and areas of waste.
  • Monitor close-cycle data and reconciliation status to flag issues and support process improvements, in collaboration with process owners.

 

Requirements

Required Qualifications

  • Proven ability to work cross functionally and to communicate technical data concepts to both technical teams and business users
  • Ability to manage multiple projects with shifting priorities while producing meaningful deliverables and meeting deadlines
  • Capable of developing comprehensive end user documentation and designing visual workflows for improved operational understanding and efficiency, specifically for Enterprise Applications.
  • Strong knowledge of financial planning processes, including budgeting, forecasting, and workforce planning
  • Excellent problem-solving skills
  • Self-motivated and able to prioritize daily responsibilities and projects
  • Ability to translate complex data into simple, clear insights for business partners
  • One-team mindset: recognizes and steps up when help is needed.
  • Meets or exceeds deadlines for deliverables and takes responsibility for outcomes and results.
  • Proactive and seeks new opportunities to improve processes within the business.
  • Excellent verbal and written communication skills; ability to problem solve, make sound decisions, and resolve conflicts.
  • Microsoft Suite proficiency: Excel for data analysis, Word for sophisticated document creation, PowerPoint for engaging presentations, and Outlook for efficient email and calendar management.
  • undefined


Education and Experience:

Required Qualifications

Bachelor’s degree in accounting, Finance, or Business Management discipline and/or three or more years of experience.Strong data management skills2 years+ of experience working as an analyst or developing automated solutions.2+ years supporting Workday Financial Accounting or Record to Report processes (general ledger, month-end/quarter-end close, reconciliations, consolidations, intercompany accounting).Exposure to programming languages or advanced analytics.Experience working cross functionally within organizations. 


Preferred Qualifications

Workday Financial Accounting certification preferred.Proficiency in data analysis and relevant software toolsExperience in system integrationExperience with financial services or insurance accounting 


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Pay Details:

The base compensation range for this position is $85,000 - $115,000. 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.

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

 

Employee Benefits

We also offer our employees a comprehensive suite of benefits and perks, including:

  • Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.

  • Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.

  • Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.

  • Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

  • … and so much more!

This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.

 

About Acrisure

Acrisure is an insurance brokerage firm that provides a range of insurance products and services to businesses and individuals. The company was founded in 2005 and is headquartered in Caledonia, Michigan. Acrisure offers a wide range of insurance products, including property and casualty, employee benefits, and personal lines insurance. The company has grown rapidly through a series of acquisitions, and now has over 500 offices in the United States and around the world. Acrisure has been recognized as one of the fastest-growing companies in the United States, and has won numerous awards for its innovative insurance products and services.
Learn more about Acrisure
Size
7,000 employees
Industry
Founded
2006

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