Manager, Financial Planning & Analysis
Acrisure
•
Chicago, IL
0
0
0
0
Not Applicable
Posted March 26, 2026
Job link
Thinking about this job
Responsibilities
Commitments
Responsibilities
- Lead the continuous forecast and planning processes for the assigned business unit(s), delivering timely and accurate projections, budgets, and longer-term plans.
- Develop and manage robust driver-based financial models that link operational metrics to targeted business outcomes.
- Own variance analyses that explain the “why” behind results that lead to actionable insights.
- Partner with the Data & Analytics team to design and deliver dashboards, integrate new data sources, and ensure consistent KPI definitions.
- Create executive-ready materials for senior leadership and the Board of Directors, including financial packages and business performance updates.
- Support strategic initiatives, including ROI analyses, M&A modeling, and other critical projects.
- Potential to oversee a team of analysts, to include establishing clear goals, coaching for career growth, and building advanced modeling and analytics skills across the team.
- Establish relationships and collaborate with peers, executive leaders, business partners, and other stakeholders in Operations, Finance, Enterprise Technology and other parts of the organization as needed to achieve operational and financial objectives.
- Proactively seek opportunities to improve processes, driving automation and efficiency.
Commitments
This range reflects Acrisure's good faith estimate at the time of this posting.
Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.
Eligibility and waiting periods may apply to certain offerings.
Applicants may request reasonable accommodation by contacting leaves@acrisure.com .
Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.
Not Met Priorities
What still needs stronger evidence
Requirements
- 5+ years of progressive FP&A or related finance experience.
- Real Estate industry experience required (e.g., mortgage origination, title insurance, etc.).
- Strong financial modeling skills — advanced Excel plus experience with planning platforms (e.g., Adaptive, Anaplan, Oracle EPM).
- Proven ability to turn data into insights and narratives, not just numbers.
- Experience with BI/analytics tools (e.g., Power BI, Tableau, Looker) and comfort working with large datasets.
- Excellent communication and presentation skills; ability to explain complex concepts in clear, executive-ready language and graphics.
- Highly responsible and accountable; takes ownership of projects from start to finish.
- Track record of driving process improvement and automation.
- Experience establishing and managing relationships with senior leaders to achieve desired outcomes.
Preferred Skills
- MBA/MSc degree.
- Experience in insurance, financial services, or a multi-entity environment.
Education
- (Not required) – Bachelor’s degree in Finance, Economics, Accounting, or related quantitative.
- (Not required) – MBA/MSc degree.
Job Description
Manager, Financial Planning & Analysis-Real Estate
About Acrisure
A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to confidently and boldly pursue their ambitions. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, real estate products and services – and more.
In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.
Job Summary:
We are seeking a highly analytical, data-driven Manager to join Acrisure’s growing Financial Planning & Analysis (FP&A) organization in Grand Rapids, MI, Chicago or New York City. This role is an individual contributor, with the potential to oversee a team of analysts in the future. responsible for running a continuous forecasting process, building and updating financial models, management reporting, expense management, and other key activities to support the Real Estate Services and Cyber business units in achieving its operational and financial objectives. The position will report to the SVP, Head of FP&A.
Responsibilities:
Lead the continuous forecast and planning processes for the assigned business unit(s), delivering timely and accurate projections, budgets, and longer-term plans.
Develop and manage robust driver-based financial models that link operational metrics to targeted business outcomes.
Own variance analyses that explain the “why” behind results that lead to actionable insights.
Partner with the Data & Analytics team to design and deliver dashboards, integrate new data sources, and ensure consistent KPI definitions.
Create executive-ready materials for senior leadership and the Board of Directors, including financial packages and business performance updates.
Support strategic initiatives, including ROI analyses, M&A modeling, and other critical projects.
Potential to oversee a team of analysts, to include establishing clear goals, coaching for career growth, and building advanced modeling and analytics skills across the team.
Establish relationships and collaborate with peers, executive leaders, business partners, and other stakeholders in Operations, Finance, Enterprise Technology and other parts of the organization as needed to achieve operational and financial objectives.
Proactively seek opportunities to improve processes, driving automation and efficiency.
Requirements
Required Qualifications
Bachelor’s degree in Finance, Economics, Accounting, or related quantitative.
5+ years of progressive FP&A or related finance experience.
Real Estate industry experience required (e.g., mortgage origination, title insurance, etc.).
Strong financial modeling skills — advanced Excel plus experience with planning platforms (e.g., Adaptive, Anaplan, Oracle EPM).
Proven ability to turn data into insights and narratives, not just numbers.
Experience with BI/analytics tools (e.g., Power BI, Tableau, Looker) and comfort working with large datasets.
Excellent communication and presentation skills; ability to explain complex concepts in clear, executive-ready language and graphics.
Highly responsible and accountable; takes ownership of projects from start to finish.
Track record of driving process improvement and automation.
Experience establishing and managing relationships with senior leaders to achieve desired outcomes.
Preferred Qualifications
MBA/MSc degree.
Experience in insurance, financial services, or a multi-entity environment.
Pay Details:
The base compensation range for this position is $127,500 - $215,000. 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.
Why Join Us:
At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.
Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.
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.
Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting leaves@acrisure.com .
Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.
California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.
Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.
Welcome, your new opportunity awaits you.
Manager, Financial Planning & Analysis-Real Estate
About Acrisure
A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to confidently and boldly pursue their ambitions. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, real estate products and services – and more.
In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.
Job Summary:
We are seeking a highly analytical, data-driven Manager to join Acrisure’s growing Financial Planning & Analysis (FP&A) organization in Grand Rapids, MI, Chicago or New York City. This role is an individual contributor, with the potential to oversee a team of analysts in the future. responsible for running a continuous forecasting process, building and updating financial models, management reporting, expense management, and other key activities to support the Real Estate Services and Cyber business units in achieving its operational and financial objectives. The position will report to the SVP, Head of FP&A.
Responsibilities:
Lead the continuous forecast and planning processes for the assigned business unit(s), delivering timely and accurate projections, budgets, and longer-term plans.
Develop and manage robust driver-based financial models that link operational metrics to targeted business outcomes.
Own variance analyses that explain the “why” behind results that lead to actionable insights.
Partner with the Data & Analytics team to design and deliver dashboards, integrate new data sources, and ensure consistent KPI definitions.
Create executive-ready materials for senior leadership and the Board of Directors, including financial packages and business performance updates.
Support strategic initiatives, including ROI analyses, M&A modeling, and other critical projects.
Potential to oversee a team of analysts, to include establishing clear goals, coaching for career growth, and building advanced modeling and analytics skills across the team.
Establish relationships and collaborate with peers, executive leaders, business partners, and other stakeholders in Operations, Finance, Enterprise Technology and other parts of the organization as needed to achieve operational and financial objectives.
Proactively seek opportunities to improve processes, driving automation and efficiency.
Requirements
Required Qualifications
Bachelor’s degree in Finance, Economics, Accounting, or related quantitative.
5+ years of progressive FP&A or related finance experience.
Real Estate industry experience required (e.g., mortgage origination, title insurance, etc.).
Strong financial modeling skills — advanced Excel plus experience with planning platforms (e.g., Adaptive, Anaplan, Oracle EPM).
Proven ability to turn data into insights and narratives, not just numbers.
Experience with BI/analytics tools (e.g., Power BI, Tableau, Looker) and comfort working with large datasets.
Excellent communication and presentation skills; ability to explain complex concepts in clear, executive-ready language and graphics.
Highly responsible and accountable; takes ownership of projects from start to finish.
Track record of driving process improvement and automation.
Experience establishing and managing relationships with senior leaders to achieve desired outcomes.
Preferred Qualifications
MBA/MSc degree.
Experience in insurance, financial services, or a multi-entity environment.
Pay Details:
The base compensation range for this position is $127,500 - $215,000. 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.
Why Join Us:
At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.
Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.
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.
Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting leaves@acrisure.com .
Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.
California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.
Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.
Welcome, your new opportunity awaits you.