Job Description

Job Title : Associate Manager

Department : Finance

Reports To : Sr. Finance Manager

Location : Hybrid, Grand Rapids, MI : Studio Park HQ office

About Acrisure

Acrisure is a fast-growing fintech leader that operates a global insurance broker. The Company has grown from $38 million to $4 billion in revenue since 2013 and deploys the best of Human and High Tech 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 High Tech.

This is an exciting opportunity to join our growing team and immediately make an impact on the overall success of the company.

If you are interested in collaborating with good people who celebrate entrepreneurialism and work with commonality of purpose, Acrisure is the place for you.

About this Position

As part of our growing company, the Associate Manager position will report to the Senior Finance Manager. This role is responsible for developing, analyzing, and maintaining the accuracy of the acquisition related Earnout Liability.

This liability is maintained in an Earnout Excel file.

The ideal candidate must demonstrate an understanding of GAAP and financial statements with strong written and oral communication skills to manage partnerships with accounting, FP&A, and outside consultants.

The candidate will work closely with Corporate Accounting and M&A to determine the accounting treatment for liabilities included in purchase agreements.

In addition, a thorough understanding of Microsoft excel, database development and maintenance principles, and project management skills are a must.

The ideal candidate will have a strong customer service presence to work closely with Agency Principals.

The Associate Manager will be an integral part of the Acrisure Home Office Finance team and will be a trusted team member, thought partner, and advisor.

This highly skilled individual will work closely with our accounting and M&A Teams, Agency Partners, and external consultants.

Essential Duties and Responsibilities include :

Prepare and Analyze acquisition related Earnout liabilities.

Review purchase agreements to understand the earnout liabilities valuation

Work with outside valuation consultants on pre- and post-acquisition activities.

Analyze and communicate financial results for the earnout liability, including the financial drivers.

Prepare reporting and liability reconciliations.

Document and maintain internal controls for the earnout liability

Lead financial analysis due diligence reporting requests and standardization

Project Owner to move the Earnout Excel File to a Database and Workday solutions

Maintain and improve the existing earnout file in Excel, and process improvement

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 job successfully, an individual must be able to perform each essential duty satisfactorily. 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 the essential functions.

Education and / or Experience :

Bachelor’s degree in Business, ideally with a major in Finance or Accounting

Public accounting experience at a Big 4 CPA firm is a plus

Required 5-7 years of combined experience in accounting.

Advanced skills in MS Excel, Database management a plus

Experience operating in a decentralized, global environment preferred

Competencies :

Financial Acumen : Understand GAAP and financial statements

Demonstrated ability to perform detailed analysis while understanding the implications to the big picture

Strong Understanding of database management and excel

Demonstrated project management skills, ability to prioritize among multiple deliverables.

Process Improvement experience with a desire and passion to continuously improve finance deliverables

Demonstrated attention to detail and commitment to a high level of accuracy

Demonstrated strong analytical, problem-solving, and decision-making skills

Highly responsible and accountable; takes ownership of projects from start to finish

Demonstrated ability to deal with ambiguity

Effective written and verbal skills, used to perform detailed analysis and prepare presentations

Demonstrated listening and internal consulting skills with ability to guide and influence outcomes while building trust and maintaining confidentiality

Technical Skills :

Strong proficiency in Excel

Understanding of database solutions

Highly Proficient in Microsoft Office applications (Word, Excel, PowerPoint, Outlook)

Other Qualifications :

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

Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance

Professional demeanor, positive attitude with the desire to learn

Self-motivated and effective team player

LI-MV1

Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises.

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.

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.

Are you aspiring to move into a professional role with executive exposure; developing key analytical tools to further your development?

Due to growth, Dematic has an immediate opening for a Global Financial Analyst. This individual will act as strategic business partner to the Global Execution and Sustainability Teams.

This position is truly a bridge between the operational & financial functions of the organization and, as such, would suit individuals who have demonstrated accountability for delivering results and working as a business partner to operational functions and jointly driving organizational success.

What we offer : Career Development

Career Development

Competitive Compensation and Benefits

Pay Transparency

Global Opportunities

Learn More Here :

Dematic provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

The base pay range for this role is estimated to be $53,000-$113,000 at the time of posting. Final compensation will be determined by various factors such as work location, education, experience, knowledge, and skills.

Tasks and Qualifications :

This is What You Will do in This Role :

Serve as strategic finance business partner to Executive Leadership to GES .

Partner with Project Engineering to develop the monthly short-term project forecast for engineering hours and costs, utilizing existing forecasting systems.

Continually analyzing business performance, identify variances, and provide management insight into trends, issues, and opportunities for improvement.

Prepare monthly cost center forecasts and provide analysis of actual results explaining variances to cost center owners and FP&A.

Develop workload analysis as an outcome of the short-term financial forecast monthly and provide guidance on headcount management.

Execute monthly accounting processes and month-end activities.

Develop monthly operations deck and scorecard in preparation for global functional reviews.

Finance Business Partner for cost center budget, bottoms-up forecasting, and actual results.

Coordinate and prepare the annual operating plan budget according to established timelines.

Support special ad hoc analysis as needed.

What We are Looking For :

Bachelor of Science degree in Accounting, Finance, or related fields.

Strong proficiency in Excel.

Experience in SAP is a plus.

3-5 years minimum work history with demonstrated success in forecasting and budgeting.

Project Accounting / POC or manufacturing accounting experience is a plus.

Exceptional analytical, critical reasoning, and communication skills.

Demonstrated ability to be well organized, learn new tasks quickly, define process improvements, and strive for success.

SUMMARY

The Director of Financial Services functions as a support to the VP Finance / CFO who has ultimate responsibility as fiduciary manager for Calvin University and is accountable for leading the personnel in the financial services team to provide excellent performance, service, and continuous improvement in alignment with college goals and strategies.

The director’s portfolio supporting the VP Finance / CFO will include financial operations and services including the staff responsible for such functions;

oversight of endowment, investment, and debt consistent with university policies; external financial reporting, rating agency reporting, management of risk including contract management for the University and management of the insurance program, procurement, tax compliance and planning, and the annual budget.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

Fiduciary Management : In support of the VP Finance / CFO, the Director of Finance is entrusted with the financial oversight of university resources and responsible for oversight of the university-wide reporting of financial information including management of the annual audit process working with the university external audit firm.

Responsible for university financial statements, fund accounting, capital budgeting and all external financial reporting to various regulatory bodies and agencies.

The Finance Director serves as an advisor to the VP Finance / CFO, the President’s Council, the Board of Trustees’ Administration and Finance, Investment, and Audit committees.

Financial Services Team : Manage general accounting, accounts payable, accounts receivable, payroll, budgets, grant accounting and general treasury management functions.

Serve as the manager of the financial services team responsible for all day-to-day financial operations. The director needs to be committed to a philosophy of service and integrity in all financial matters with our students, faculty, and staff.

Investments and Debt : Manage investments including the endowment and other university funds by coordinating with our fiduciary investment advisor, receiving income, processing security sales, reporting status and results, managing gifts and their proper accounting, completing surveys and serving as a fiduciary resource to the investment committee and operating within established investment policies and portfolio purposes.

Also manage debt by evaluating the need for debt, assisting with the issuance of debt, evaluating debt reduction strategies;

ensuring debt service payments are made in a timely manner; analyzing the relationships between the unrestricted operating budget and debt covenants to ensure the prudent use of debt, compliance with all debt covenants, payment terms and other debt provisions.

Risk, Insurance, Contracts, Procurement and Tax Operations and Compliance : Manage university tax processes related to payroll taxes, unrelated business income taxes, nonresident alien taxes and treaties, property taxes, and annual tax filings, responding to questions and issues as they arise, and establishing polices to ensure university compliance with all applicable tax regulations working with external tax providers where appropriate.

Oversee university risk manager and partner with university risk and insurance providers and oversee the insurance program, evaluating adequate coverage, risks facing the university including overseeing policies and procedures related to risk, response to claims, and effective service to our university functional management and students.

In support of the VP Finance / CFO, and working with outside counsel as necessary, set and maintain policies and procedures for approval and execution of contracts and manage the contract database for the university.

In addition, in support of the VP Finance / CFO, establish and maintain proper policies and procedures for the University’s procurement of goods and services.

Maintain appropriate systems to track and document appropriate approval procedures are followed for the appropriation of all such services.

Budget, Forecasting, and Financial Planning : Manage annual budget process for university operations. Formulate financial forecasting and modeling for future periods.

Analyze inter-operational costs for determining the allocation of costs among university divisions, auxiliaries, institutes, seminary and denomination as well as significant external providers (dining and facilities) to maintain equitable distribution of commonly incurred expenses.

Assist with university-wide analysis reviewing costs associated with new and existing programs.

SUPERVISORY RESPONSIBILITIES

Manage financial services office staff; Assist VP Finance / CFO as required in relationship with external partners in audit / tax providers, investments, banking and treasury services, financing, insurance, legal, dining and facilities.

QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

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 the essential functions.

EDUCATION and / or EXPERIENCE

This position requires a Master’s degree or Certified Public Accountant (C.P.A.) or equivalent as well as a minimum of 10-15 years of related experience with progressive responsibilities and management experience.

Requires a broad knowledge of advanced technical procedures and practices. Pay commensurate with experience.

OTHER SKILLS AND ABILITIES

Must have a personal commitment to the Christian faith, embrace the Reformed tradition, and energetically support the mission of Calvin University.

Must have excellent oral and written communication skills. Must be committed to the development of a diverse, anti-racist and multicultural community.

Demonstrated commitment to personal and professional integrity. Possess a service orientation.

CERTIFICATES, LICENSES, REGISTRATIONS

Certified Public Accountant (CPA) (preferred) or Masters of Business Administration (MBA)

COMMUNICATION SKILLS

• This position requires the ability to manage the process and people who navigate the university’s finances regularly, regularly negotiate major purchases;
• solicit financial donations from companies or individuals; write proposals; plan, supervise and appraise the work of others;

interpret Calvin policies in situations requiring judgment and persuasion; and manage activities requiring excellent communication skills.

Is able to comfortably handle highly sensitive and / or confidential university information.

COMPLEXITY

The position requires the ability to define problems, collect date, establish facts, and draw valid conclusions. Technical instructions are furnished in a variety of mathematical or diagram form.

Deals with situations involving several abstract and concrete variables.

ACCOUNTABILITY

The position has independent authority to take actions or make decisions that will affect processes, policies, and people throughout the organization and to the customers who are served.

DECISION MAKING / JUDGMENT

This position requires broad latitude in decision making while establishing goals, plans and policies for an area of responsibility subject to cabinet-level review.

WORKING RELATIONSHIPS

The position requires frequent participation with people from various perspectives, and deals with items that may be controversial.

Participants make decisions and solve problems through expertise, influence, persuasion and / or other interpersonal skills with infrequent supervision.

PHYSICAL DEMANDS / WORK ENVIRONMENT 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.

The work in this position is performed within routine office conditions, usually without exposure to hazardous or unpleasant conditions.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

FAITH and EDUCATIONAL COMMITMENT

1. Commitment to the educational mission of Calvin as a Christian liberal arts University affiliated with the Christian Reformed Church.

2. A commitment to the Christian faith and to the integration of faith, learning, and student development.

DIVERSITY COMMITMENT

Demonstrated awareness and commitment to effectively establishing relationships and positive communication across multiple dimensions of diversity including, but not limited to, race, gender, physical limitations, class, or religious perspectives.

Details

As Service Express has been growing, so have our teams to support our global expansion! As such, we are looking for a Global Finance Lead to complete financial planning, projection, analysis, standardized reporting, forecast preparation, and financial data management on a global basis.

To be successful in this role, you must be detail-oriented in addition to being able to build and tell the narrative around global financial results.

It’s an opportunity to forecast future revenues and expenditures to establish cost structures and determine capital budgeting for projects.

Here’s what this position is all about :

• Develop and lead the global budgeting and forecasting process with North America / European counterparts to ensure coordination and cooperation across the company on a global basis
• Lead Board of Directors and C-Suite reporting, including commentary and crafting the financial story
• Leverage large data sets to create actionable insights for the company, focusing on the underlying business drivers, key financial and operating metrics
• Partner with departments, project managers, and executives to support decision making processes
• Maintain financial analysis to influence how financial decisions impact the forecast for the organization for all departments
• Drive companywide financial initiatives and make recommendations to optimize performance
• Collaborate and coordinate information flow with other staff and business units for optimal corporate decisions
• Review monthly actual, forecast, and plan performance; understand deviations from both forecast and plan to provide insights to senior management
• Identify anomalies or errors in data and provide summarized views of findings
• Ensure all scheduled reporting is successfully executed and distributed; research, troubleshoot and resolve reporting or data related issues
• Prepare, analyze, and select the best methods of presenting various data (reports, charts, diagrams). Summarize findings in concise and creative ways
• Provide and present monthly and quarterly analytics to drive management attention to risks, opportunities, and performance against targets assessment

What we are hoping you can bring to the Service Express team

• Demonstrated experience working with financial statements
• Proven experience successfully building financial narrative and effectively presenting to executive leadership
• Expert in Excel and PowerPoint
• Demonstrated ability to use Power BI or Tableau preferred but not required

We Offer :

• Workplace flexibility that empowers our employees
• Personal growth and advancement opportunities
• Paid volunteer hours and birthday off
• Several health insurance offerings that start on day one
• 50% health club membership reimbursement
• Company 401k match
• Salary Range : $115k-$135k plus 12.5% bonus

LI-HYBRID

Fox Motors has a Finance & Insurance Manager opening in Grand Rapids, MI at Fox Acura.

You would contribute to our overall vision, Working together moving people throughout life, by developing and maintaining trust with our customers that will build long-term relationships.

KEY RESPONSIBILITIES

The Finance & Insurance Manager oversees all financial transactions for vehicle purchases. As the Finance & Insurance Manager you are responsible for credit decisions, producing additional revenue for the dealership by selling finance and insurance programs and other appropriate after-sale items, and submitting deals and financial paperwork to our financial partners.

Fox Motors is looking for a Finance & Insurance Manager that is people-focused, an energetic self-motivator, and has a proven history as a top performer.

If you are ready to put your career in gear, Apply Now!

Key responsibilities include the following.

Others may be assigned.

• Sells financing and credit life, accident, and health insurance to customers.
• Provides customers with thorough explanation of aftermarket products and extended warranties.
• Converts cash deals to finance.
• Establishes and maintains good working relationships with several finance sources, including the manufacturer.
• Processes finance and lease deals accurately and fairly through financial sources to secure approval.
• Processes all federal, state, and dealer paperwork related to vehicle transaction.
• Understands and complies with federal, state, and local regulations that affect the new- and used-vehicle and finance departments.
• Completes paperwork necessary for vehicle sales and leases in a timely and efficient manner.
• Checks all paperwork for correct title, lien information, taxes, etc., before forwarding to accounting.
• Acquires and maintains current state insurance license, completing continuing credit insurance education as needed.
• Ensures collection of all finance and insurance fees.
• Works closely with sales manager to establish sales department goals and objectives and ensures that they are achieved.

SKILLS & EXPERIENCE

• Two to four years related experience and / or training; or equivalent combination of education and experience.
• Ability to set and achieve targeted goals.
• Ability to drive an exceptional customer experience.
• Excellent communication and organization skills.

WHAT FOX MOTORS OFFERS

• Paid Vacation, PTO, and Holidays
• Medical, Dental and Vision
• 401(k) with Employer Match
• Flex Spending
• Group Life Insurance (Company Paid)
• Short-Term and Long-Term Disability
• Supplemental Life Insurance
• Accident Insurance
• Employee Assistance Programs
• Employee Discounts
• Wellbeing Program
• Growth and Development Opportunities

As a Top 150 Dealer Group, we are dedicated to bringing both our employees and customers only the best experience.

The vision of Fox Motors is working together moving people throughout life and our primary focus as a Fox Family is finding ways to give back to our employees, community, and customers as a team.

We have a passion to see our team develop and grow with Fox University that provides development programs for sales, technicians, and management.

Put your career in gear at Fox Motors and apply today!