Senior Manager,Financial Planning & Analysis

Job Summary

We areseekinga highly analytical, strategic, and data-drivenfinancial planning professionalto join Acrisure27s growing Financial Planning & Analysis (FP&A) organization in Grand Rapids, MI,ChicagoorBoston.This highly visible role will serve as a finance partner to theEnterprise Technology Group (ETG)organization, leading financial planning, forecasting, performance management, executive reporting, expense management, and strategic decision support. This rolewillbe responsible fortranslating complex financial and operational data into actionable insights, influencing senior leaders, and driving scalable FP&Apractices that support business performance and growth. This role willwork closely withanalysts and/or cross-functional resources, with accountability for coaching, prioritization, and delivery of high-quality financial analysis.

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 3rdparty technology spend.

• Provide senior-level analysis of business performance, includingspend vs plantracking, 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 toproject & tracknew technologyinvestment payback.

• Work closely withanalysts and/or cross-functional contributors byestablishingclear goals, strengthening modeling and analytics capabilities, and fostering a culture of accountability, curiosity, and continuous improvement.

• Build andmaintainstrong relationships with executive leaders, business partners, and stakeholders across Operations, Finance, Enterprise Technology, and other functions to achieve operational and financialobjectives.

• Identify, prioritize, and drive process improvement, automation, and standardization opportunities to increase FP&A effectiveness, data quality, and decision-making speed.

Requirements

Required Qualifications

• Bachelor27s 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 supportingdata, 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 throughclear 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.

• Trackrecord ofdriving process improvement, automation, standardization, and scalable finance operating practices.

• Highly responsible and accountable;demonstratesownership, 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 certificationhighly preferred.

• Experience supporting executive leadership, Board-level reporting, M&A, investment analysis, or enterprise transformation initiatives.

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