Manager,Insurance Revenue Analytics

Job Summary 

Reporting to the Head of Revenue and Commission Insights, Financial Planning & Analysis (FP&A), the Manager of Insurance Revenue Analytics 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 Executive Leadership Team (ELT) and Board presentation, requiring a consistently high standard of analytical rigor and executive communication. 

Responsibilities 

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. 

• 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 Enterprise Analysis 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 thatanticipatequestions, 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,PubCometrics, 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,identifyingthe 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.

• Proactivelyidentifyanalytical gaps, data quality issues, or unstated assumptions that could affect the integrity of the analysis, andresolve 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. 

• Experience integrating external market data and research (e.g., S&P Global, industry databases) with internal financial data to produce market-contextualized analysis. 

• 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, Data Science or a related quantitative field. 

• 5–8 years of experience in Strategy Consulting, Investment Banking, Strategic Finance, Corporate Development or Corporate FP&A, with a demonstrated track record of producing high-quality financial analysis and executive-level materials. 

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.

• Priorexposure 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.

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