Sr Analyst, Onboarding & Integrations M&A

About Acrisure

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. 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, mortgage services – and more.

In the last eleven years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.

About the Role

This role is responsible for performing comprehensive financial analysis and operational oversight related to new acquisitions.  The Senior Analyst will participate in pre-close and post-close accounting, working capital, and opening balance sheet calls with the target.  The Senior Analyst, with support from the Manager, will be responsible for calculating working capital estimates pre-close, calculating working capital true ups post close, assisting with preparation of the opening balance sheet by gathering support for the balance sheet accounts and preparing and posting journal entries in accordance with Acrisure deadlines.  In addition, the Senior Analyst will work with Financial Planning & Analysis, obtain and review the financial pro-forma and upload it into Workday.  This role also provides support to the Corporate Accounting team to ensure Workday companies and cost centers are established in accordance with Acrisure policy.  The Senior Analyst will also assist in tracking working capital holdbacks, other acquisition related holdbacks and escrow balances. 

By providing detailed reviews, developing solutions and strategies, and surfacing actionable insights, the Senior Analyst ensures accuracy and efficiency while supporting the Manager with escalated issues and strategic decision-making.

Pre and Post Close M&A Activity

• Review acquisition due diligence file, document potential accounting issues and concerns and present work for Manager review and discussion.
• Participate in calls with acquisition target, M&A team and corporate accounting to document conversations.
• Assist in preparation of initial and final working capital. Facilitate payment settlement process.
• Assist in preparation of the final opening balance sheet, obtain documentation to support opening balance sheet, prepare journal entry and review calculation with Manager.
• Document and track holdback and escrow balances for new and existing acquisitions.  Assist in holdback and escrow reviews to ensure qualifications are met for release of payment.  Confirm bank information and complete wire support documentation.

Onboarding and Integration

• Participate in post-close call with acquisition, document conversation and assist in follow up summary outlining Acrisure Accounting expectations, month end close requirements and deadlines.
• Manage balance sheet reconciliation process and prepare certifications in designated Acrisure system on a monthly basis in accordance with month end close deadline until reconciliations are stabilized and then hand off to Financial Accounting Team.
• Assist Manger in complete monthly Floqast check list for designated partners.
• Ensure partner submits Trial Balance timely and in accordance with month end close deadline
• Assist Manager in mapping of initial Trial Balance to Workday.

General Duties:

• Perform Workday journal entries associated with working capital and opening balance sheet as needed.
• Uphold confidentiality and safeguard sensitive financial information in all operational activities.
• Provide support for special projects, strategic initiatives, and ad-hoc analysis as needed.
• Provide prompt, accurate, courteous, “best in class” service to partners, insurance companies, leadership team and all staff.
• Proactively identify process improvement opportunities and contribute to the design and implementation of solutions to enhance efficiency and accuracy.

*This description is not meant to be all-inclusive and may be modified at the discretion of management.
 

Qualifications:

• Advanced financial analysis and critical thinking skills, with the ability to conduct variance analysis and develop actionable insights.
• Proven ability to manage complex deliverables such as initial working capital, opening balance sheets, partner communications, and accounting reporting.
• Solid understanding of insurance industry financial practices and compliance considerations.
• Proficiency with GL systems and demonstrated ability to validate and interpret data for accuracy.
• Strong written and verbal communication skills, with the ability to explain financial results clearly to non-financial stakeholders.
• Ability to lead cross-functional discussions and resolve issues independently.
• Demonstrated ability to identify process improvement opportunities and contribute to efficiency initiatives.

Education/Experience:

• Bachelor’s degree or the recognized equivalent in education and experience, required
• 4+ years of experience in an accounting, auditing and/or financials analysis required.
• Insurance brokerage/related industry accounting background, preferred.
• Strong proficiency in Excel.
• Familiarity with financial systems (e.g., NetSuite, Workday, SAP) and insurance GL systems (e.g., Applied, Vertafore, etc) is a plus.
• Proven ability to manage complex deliverables such as initial working capital, opening balance sheets, partner communications, and accounting reporting.
• Strong communication skills with the ability to translate detailed financial results into actionable insights for partners and internal teams.

Requirements:

• Able to work independently and enjoy a high degree of interaction with team members.
• Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, and effort to achieve goals and objectives.
• Self-motivated and driven.
• Maintain a sense of urgency and ability to work with and meet deadlines.
• Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance.
• Demonstrates excellent time management and prioritization skills.
• Attention to detail and commitment to a high level of accuracy.
• The ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information in a time critical, fast-paced environment.
• Maintains a professional demeanor and positive attitude.

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

Benefits and Perks:

• Competitive compensation

• Generous vacation policy, paid holidays, and paid sick time

• Medical Insurance, Dental Insurance, and Vision Insurance (employee-paid)

• Company-paid Short-Term and Long-Term Disability Insurance

• Company-paid Group Life insurance

• Company-paid Employee Assistance Program (EAP) and Calm App subscription

• Employee-paid Pet Insurance and optional supplemental insurance coverage

• Vested 401(k) with company match and financial wellness programs

• Flexible Spending Account (FSA), Health Savings Account (HSA) and commuter benefits options

• Paid maternity leave, paid paternity leave, and fertility benefits

• Career growth and learning opportunities

• …and so much more!

Please note: This list is not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Offerings may vary based on subsidiary entity or geographic location.

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.

At Acrisure, we firmly believe that an inclusive workforce drives innovation, creativity, and ultimately, our collective success.  

We recruit, hire, employ, train, promote, and compensate individuals based on job-related qualifications and abilities. Acrisure also has a longstanding policy of providing a work environment that respects the dignity and worth of each individual and is free from all forms of employment discrimination. 

Acrisure also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief, in accordance with applicable laws. If you need to inquire about an accommodation, or need assistance with completing the application process, please email leaves@acrisure.com. 

California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.

Welcome, your new opportunity awaits you.

Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status.  California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.
 

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.