Financial Analyst, M&A
Why Choose Acrisure?In record time, Acrisure has become the fastest growing insurance broker globally. A top 20 player a few years ago, we are now in the top 10 of insurance broker globally, with ambitious plans to continue growing at pace. Beyond our growth, our dedication to client service, as fueled by our business model and culture, means that Acrisure's opportunity is to be the most relevant and successful, privately held insurance broker in the industry.Our model is unique. Through a network of agency partners that provide local service with global reach, we work in service of two core objectives: create value, and be a good partner.Our culture is strong. We are a collaborative company of entrepreneurial, innovative, and talented people who believe in our future. We out think and out work the competition. We look outside our walls and are energized by our fast–paced trajectory.Our vision for the future is clear. We have limitless potential to achieve unprecedented success in the insurance industry. To achieve our opportunity, a best–in–class Financial team must support us.We are currently looking to add our team with an exciting opportunity as M&A Financial Analyst. This position will be responsible for being a strong supporting partner to the finance team, working on all finance and accounting areas related to the acquisition of new agencies. This includes working capital analyses, due diligence report reviews, and post–acquisition earnout calculations, as well as supporting new agency financial activity. The ideal candidate must have strong accounting and communication skills to support significant growth in a lean, fast–paced environment.The Financial Analyst will be an integral part of the Acrisure Home Office Finance team and will be seen as a trusted team member, thought partner, and advisor.Essential Duties And ResponsibilitiesAnalyze, determine and communicate working capital procedures and requirements to acquisition targets, consultants and accounting teamsMonitor and report acquired agency performance post–acquisitionPrepare agency earnout calculations and analysesPrepare acquisition related reporting and reconciliationsWork with outside consultants on pre and post–acquisition activitiesStrong interpersonal skills with business, financial, and operational acumenContribute to team effort by conducting ad hoc finance projects, as neededAbility to "take ownership" of projects from start to finishProtects operations by keeping financial information confidentialThis description is not meant to be all–inclusive and may be modified from time to time at the discretion of management.CompetenciesTo 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 ExperienceBachelor's degree in Business, ideally with a major in Finance or Accounting Required Minimum of 1 year of experience in accounting and/or finance, requiredCPA License, required Public accounting experience, preferredTechnology SkillsHighly Proficient in Microsoft Office applications (Word, Excel, PowerPoint, Outlook)Other QualificationsAbility to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectivesSelf–motivated and drivenDemonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistanceAttention to detail and commitment to a high level of accuracyAbility to maintain a professional demeanor and positive attitudePhysical 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 the essential functions.Moderate stress due to regular deadlines and daily challenges. High finger dexterity while typing documents and formsOccasionally lift up to 20lbs.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. Work stations are cubicles with moderately high sides.The noise level in the work environment is usually moderate.