Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.

Job Summary:

This role is responsible for supporting the Acquisitions & Integrations teams with financial operations related to agency earnouts and acquisition initiatives, with a primary focus on assisting in the calculation, analysis, and execution of earnout payments. The position plays a critical role in ensuring that financial inputs are accurate, payments are processed efficiently and on time, and documentation is thorough and audit-ready. The ideal candidate will bring strong analytical capabilities, attention to detail, and the ability to collaborate effectively across departments including Accounting, M&A, Tax, Treasury, and Payroll. This role also contributes to performance tracking, process improvement, and financial reporting while maintaining the highest standards of confidentiality and compliance.

Responsibilities:

• Assist in the preparation and analysis of agency earnout templates, including forecasting and detailed calculations.
• Extract, validate, and interpret large datasets to support accurate and actionable reporting.
• Prepare and submit funding requests to Treasury and Payroll teams in alignment with financial requirements.
• Facilitate cross-functional communication among Accounting, M&A, and Tax departments.
• Develop, track, and manage key performance indicators (KPIs) to drive operational efficiency and assess performance.
• Proactively identify process improvement opportunities and contribute to the design and implementation of solutions to enhance efficiency and accuracy.
• Maintain a comprehensive audit trail with appropriate documentation to ensure transparency and compliance.
• 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.

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

Qualifications:

• Exceptional analytical and problem-solving skills with strong attention to detail and accuracy.
• Proven ability to manage multiple priorities and deadlines in a fast-paced environment.
• Strong communication and interpersonal skills, with the ability to work collaboratively across departments.
• Highly organized with a commitment to maintaining data integrity, documentation, and audit compliance.
• Discretion in handling confidential financial information.
• Self-starter with a continuous improvement mindset and proactive approach to process optimization.

Education/Experience:

• Bachelors degree or the recognized equivalent in education and experience, required.
• Minimum (3) three years of experience in an accounting, auditing and/or financials analysis required.
• Insurance brokerage/related industry accounting background, preferred.
• Strong proficiency in Excel and working with large datasets; experience with financial modeling and data validation required.
• Familiarity with financial systems (e.g., NetSuite, Workday, SAP) and insurance GL systems (e.g., Applied, Vertafore, etc) is a plus.

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, positive behavior 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.

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.