Manager, NAI Consolidation & Reporting

Job Description

Manager, NAI Consolidation & Reporting

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 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

North American Insurance (NAI) is Acrisure's largest business, representing over $2 billion of annual revenue across six lines of business — Commercial Lines, Personal Lines, Employee Benefits, Specialty Lines, Claims & Services, and Global Wholesale — and three functional areas including Placement, Revenue Operations, and Operations.

Reporting to the Head of Enterprise FP&A & Reporting, the Manager of NAI Consolidation & Reporting is responsible for producing the monthly and quarterly financial reporting packages for NAI — synthesizing inputs from FP&A's Revenue, Expense, and Strategic Finance functions into a single, cohesive financial narrative. This role goes beyond compilation: it is expected to develop a well-reasoned, so-what perspective on NAI's financial performance, identifying trends, risks, and opportunities across lines of business and functional areas, which is then aligned with FP&A leadership before distribution to senior executives.

The ideal candidate brings deep knowledge of insurance brokerage, strong financial storytelling instincts, and the organizational discipline to orchestrate complex multi-source inputs into a polished, executive-ready product.

Responsibilities

Financial Consolidation & Reporting

• Own the monthly and quarterly NAI financial reporting package end-to-end — coordinating inputs from the Revenue, Expense, and Strategic Finance FP&A functions and consolidating them into a unified, executive-ready deliverable.

• Integrate PubCo financial results provided by Corporate Accounting with FP&A variance analysis across Budget, Prior Year, Prior Forecast, and Current Forecast dimensions — ensuring consistency, accuracy, and clarity across all reporting views.

• Maintain and continuously improve the structure, format, and quality of NAI reporting packages, with a focus on narrative clarity, visual presentation, and decision-relevance for senior leadership audiences.

• Serve as the final FP&A review point before reporting packages are submitted to FP&A leadership, ensuring inputs from all functional teams meet quality, consistency, and completeness standards.

Financial Narrative & So-What Analysis

• Develop a well-reasoned, so-what narrative that synthesizes financial performance across NAI's lines of business and functional areas — translating variance data into a coherent story about what is driving results and what it means for the business.

• Identify and clearly articulate performance trends, risks, and opportunities across NAI, drawing on inputs from FP&A functional teams to build a perspective that goes beyond the numbers.

• Partner with the Head of FP&A to align on editorial commentary and key messages before final distribution, ensuring the narrative reflects FP&A leadership's collective view.

• Bring intellectual curiosity and financial judgment to the reporting process — not just assembling facts, but forming and defending a point of view on NAI's financial trajectory.

Cross-Functional Coordination

• Coordinate reporting inputs from FP&A's Revenue & Commission Insights, Expense Management, and Strategic Finance Business Partner functions — establishing clear submission standards, timelines, and quality expectations for each reporting cycle.

• Partner with the Enterprise FP&A & Reporting team on integration of NAI results into enterprise-level reporting packages and Board / ELT materials owned by peer reporting functions.

• Work closely with Corporate Accounting to ensure PubCo results and GAAP inputs are accurately reflected in NAI management reporting, flagging discrepancies or reconciling items as needed.

• Build strong working relationships across FP&A Centers of Excellence to foster a culture of shared accountability for reporting quality and deadline adherence.

Process & Continuous Improvement

• Identify and drive improvements to the NAI reporting process — including input templates, consolidation workflows, review cadences, and document standards — to increase efficiency and output quality over time.

• Partner with the FP&A modernization agenda to incorporate improved data sources, planning tools, and reporting capabilities into the NAI consolidation and reporting process as they become available.

​ Requirements

• Strong financial storytelling skills — able to synthesize multi-source data into a clear, well-reasoned narrative that conveys both facts and informed judgment to senior leadership.

• Ability to coordinate inputs across multiple finance functions, holding partners accountable to standards and deadlines while maintaining collaborative working relationships.

• High attention to detail and strong document quality standards, with a track record of producing polished, executive-ready financial materials.

• Proficiency in financial reporting tools and platforms, including Excel and Power BI or comparable BI tools; experience with planning platforms such as Anaplan, Adaptive, or similar preferred.

• Strong organizational skills and ability to manage multiple reporting cycles simultaneously in a fast-paced, deadline-driven environment.

Required Education and Experience:

• Bachelor's degree in Finance, Accounting, Economics, or a related field.

• 8+ years of progressive FP&A, financial reporting, or corporate finance experience, with demonstrated ability to produce executive-level financial packages in a complex, multi-entity organization.

• Deep knowledge of insurance brokerage or financial services, with the ability to interpret and contextualize financial performance within the dynamics of the industry.

Preferred Qualifications:

• MBA, CPA, or other relevant advanced degree or professional certification.

• Experience in a Big 4 public accounting or advisory firm, with exposure to financial reporting, management reporting design, or finance function advisory engagements.

• Familiarity with PubCo financial reporting standards and non-GAAP reconciliation frameworks in a pre-IPO or public company context.

• Experience supporting C-suite audiences with financial reporting and performance analysis.

• Knowledge of SOX compliance and internal control frameworks

​​#LI-Onsite

#LI-MV1

Pay Details:

The base compensation range for this position is $127,000 - $172,000. 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 [email protected] .

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.