Job Description
Job title: Associate Financial Analyst-M&A
Company: Acrisure
Job description: Position Title: Associate Financial Analyst-M&A
Department: Finance
Location: Studio Park Corporate HQ in Grand Rapids, MI
About Acrisure
Acrisure is a fast-growing fintech leader that operates a global insurance broker. The Company has grown from $38 million to $3.+ billion in revenue since 2013 and deploys the best of Human and Artificial Intelligence (AI) at scale to reimagine financial service product distribution. Acrisure employs over 14,000 employees across thirteen countries.
Led by co-founder, Chairman and CEO Greg Williams, Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisure’s massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.
Role Summary:
As part of our growth, we have created a new Financial Analyst position reporting to the Finance Manager. This role will be responsible for supporting pre- and post-acquisition activities. This includes working capital review, earnout calculations, and financial reporting. The ideal candidate must have strong accounting, organization, and communication skills to support significant growth in a lean, fast-paced environment. This Analyst will be an integral part of the Acrisure Home Office Finance team.
Essential Duties and Responsibilities:
• Preparation of agency earnout workpapers, calculations, analysis, and funding.
• Create excel based earnout templates representing Acrisure financial and legal obligations
• Support agency trend analysis by gathering detailed support through collaborating with internal accounting and M&A teams
• Communicate cross-functionally with Accounting, M&A, Legal, and Tax teams through organizing content and workflows
• Build and manage KPIs to drive efficiency and measure success
• Create funding requests provided to treasury and payroll teams
• Strong interpersonal skills with business, financial, and operational acumen
• Support finance projects that contribute to team goals and objectives
• Create an audit trail with supporting documentation for work products
• Protect operations by keeping financial information confidential
• Develop personally and professionally through projects and various training courses
This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.
Required Qualifications:
To perform this role successfully, an individual must be able to perform all responsibilities in a satisfactory manner. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Education/Experience:
• Bachelor’s degree in Business, ideally with a major in Accounting or Finance
• Work experience in accounting and/or finance role preferred
• Preferred candidates will have demonstrated project management skills
Competencies:
• Strong attention to detail and commitment to a high level of accuracy
• Demonstrated adaptability through managing competing priorities and the ability to pivot
• Ability to operate independently and communicate capacity effectively in a dynamic, fast-paced environment
• Demonstrated accountability by owning processes from start to finish
• Demonstrated analytical, problem-solving, and decision-making skills
• Exhibits learning agility by applying previous experiences to new problems
• Proven relationship-building and interpersonal skills
• Demonstrated integrity and ability to recognize and maintain the confidential information
Technical Skills:
• Proficient in Microsoft Office applications (Word, Excel, PowerPoint, Outlook)
Other Qualifications:
• Demonstrates strong and effective written and verbal skills with the ability to interact and flex communication style to meet various audiences within the organization
• Effective actively listening skills, and the ability to problem solve with minimal assistance
• Self-motivated and highly driven
• Contributes to a collaborative environment by consistently demonstrating teamwork, self-awareness of attitude, and effort in achieving goals and objectives
• Ability to maintain composure and professionalism when challenged
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
• Moderate stress due to regular deadlines and daily challenges
• High finger dexterity while typing documents and forms
• Occasionally lift up to 20 lbs.
Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Work is done in a temperature-controlled, non-smoking office
• Workstations are cubicles with moderately high sides
• The noise level in the work environment is usually moderate
Benefits:
• Competitive Compensation
• Hybrid Work Schedule
• 401k Match
• Opportunities for Growth
• Educational Resources
• Industry Leading Healthcare
• Charitable Giving Programs
• Employee Referral Program
Benefits & Perks:
• Competitive Compensation
• Industry Leading Healthcare
• Savings and Investments
• Charitable Giving Programs
• Offering hybrid work option
• Opportunities for Growth
• Educational Resources
• Generous time away
Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture whose Founding Partners include Acrisure, Russell Wilson and Ciara, and Russell Westbrook. The venture focuses on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. Additionally, in its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children’s Health at Helen DeVos Children’s Hospital.
For more, visit or learn more .
To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Acrisure’s Human Resources Talent Department.
#LI-MV1
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Expected salary:
Location: Grand Rapids, MI
Apply for the job now!
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Company: Acrisure
Job description: Position Title: Associate Financial Analyst-M&A
Department: Finance
Location: Studio Park Corporate HQ in Grand Rapids, MI
About Acrisure
Acrisure is a fast-growing fintech leader that operates a global insurance broker. The Company has grown from $38 million to $3.+ billion in revenue since 2013 and deploys the best of Human and Artificial Intelligence (AI) at scale to reimagine financial service product distribution. Acrisure employs over 14,000 employees across thirteen countries.
Led by co-founder, Chairman and CEO Greg Williams, Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisure’s massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.
Role Summary:
As part of our growth, we have created a new Financial Analyst position reporting to the Finance Manager. This role will be responsible for supporting pre- and post-acquisition activities. This includes working capital review, earnout calculations, and financial reporting. The ideal candidate must have strong accounting, organization, and communication skills to support significant growth in a lean, fast-paced environment. This Analyst will be an integral part of the Acrisure Home Office Finance team.
Essential Duties and Responsibilities:
• Preparation of agency earnout workpapers, calculations, analysis, and funding.
• Create excel based earnout templates representing Acrisure financial and legal obligations
• Support agency trend analysis by gathering detailed support through collaborating with internal accounting and M&A teams
• Communicate cross-functionally with Accounting, M&A, Legal, and Tax teams through organizing content and workflows
• Build and manage KPIs to drive efficiency and measure success
• Create funding requests provided to treasury and payroll teams
• Strong interpersonal skills with business, financial, and operational acumen
• Support finance projects that contribute to team goals and objectives
• Create an audit trail with supporting documentation for work products
• Protect operations by keeping financial information confidential
• Develop personally and professionally through projects and various training courses
This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.
Required Qualifications:
To perform this role successfully, an individual must be able to perform all responsibilities in a satisfactory manner. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Education/Experience:
• Bachelor’s degree in Business, ideally with a major in Accounting or Finance
• Work experience in accounting and/or finance role preferred
• Preferred candidates will have demonstrated project management skills
Competencies:
• Strong attention to detail and commitment to a high level of accuracy
• Demonstrated adaptability through managing competing priorities and the ability to pivot
• Ability to operate independently and communicate capacity effectively in a dynamic, fast-paced environment
• Demonstrated accountability by owning processes from start to finish
• Demonstrated analytical, problem-solving, and decision-making skills
• Exhibits learning agility by applying previous experiences to new problems
• Proven relationship-building and interpersonal skills
• Demonstrated integrity and ability to recognize and maintain the confidential information
Technical Skills:
• Proficient in Microsoft Office applications (Word, Excel, PowerPoint, Outlook)
Other Qualifications:
• Demonstrates strong and effective written and verbal skills with the ability to interact and flex communication style to meet various audiences within the organization
• Effective actively listening skills, and the ability to problem solve with minimal assistance
• Self-motivated and highly driven
• Contributes to a collaborative environment by consistently demonstrating teamwork, self-awareness of attitude, and effort in achieving goals and objectives
• Ability to maintain composure and professionalism when challenged
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
• Moderate stress due to regular deadlines and daily challenges
• High finger dexterity while typing documents and forms
• Occasionally lift up to 20 lbs.
Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Work is done in a temperature-controlled, non-smoking office
• Workstations are cubicles with moderately high sides
• The noise level in the work environment is usually moderate
Benefits:
• Competitive Compensation
• Hybrid Work Schedule
• 401k Match
• Opportunities for Growth
• Educational Resources
• Industry Leading Healthcare
• Charitable Giving Programs
• Employee Referral Program
Benefits & Perks:
• Competitive Compensation
• Industry Leading Healthcare
• Savings and Investments
• Charitable Giving Programs
• Offering hybrid work option
• Opportunities for Growth
• Educational Resources
• Generous time away
Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture whose Founding Partners include Acrisure, Russell Wilson and Ciara, and Russell Westbrook. The venture focuses on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. Additionally, in its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children’s Health at Helen DeVos Children’s Hospital.
For more, visit or learn more .
To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Acrisure’s Human Resources Talent Department.
#LI-MV1
Powered by JazzHR
Expected salary:
Location: Grand Rapids, MI
Apply for the job now!
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💡 Quick Summary
Seeking a career-building opportunity? The Acrisure | Associate Financial Analyst|MA | Grand Rapids| MI position is now open for candidates interested in the Work from home Jobs sector. This role in Grand Rapids offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Work from home Jobs is a plus.