Director, FP&A - Planning, Governance & Modernization

About this role

Job Description Director, FP&A – Planning, Governance & Modernization   

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  

Acrisure's F inancial   P lanning   &   A nalysis   (FP&A)   organization is executing a deliberate modernization agenda designed to support a public   company at   scale. We are   seeking   a highly experienced, organizationally savvy finance professional to serve as the internal operating backbone of that effort.  

Reporting directly to the Head of FP&A, the Director of FP&A   -   Planning, Governance & Modernization is a senior-level individual contributor role responsible for three interconnected domains: orchestrating Acrisure's enterprise financial planning processes, establishing and maintaining FP&A governance standards, and driving FP&A modernization as an internal program management office (PMO). This role requires exceptional ability to lead through influence — coordinating across FP&A Centers of Excellence, Accounting, and business partners without direct line authority — and to manage complex, high-visibility advisory engagements on behalf of the FP&A organization.   The ideal candidate   is located in   Boston, Hartford, CT, Chicago or Grand Rapids, MI.    

Responsibilities  

Financial Planning Process Ownership  

• Own and orchestrate the end-to-end annual budget and rolling forecast processes, including calendar design, milestone accountability, and cross-functional coordination across the Revenue, Expense, Management Reporting, and Strategic Finance functions.  

• De sign   and   maintain   the enterprise planning playbook — governance documentation, submission standards, review cadences, and escalation protocols — ensuring consistency and quality across all FP&A planning cycles.  

• Partner with FP&A Center of Excellence leaders and Strategic Finance Business Partners to integrate functional inputs into a   consolidated   enterprise view.  

• Serve as the primary point of accountability for planning process quality, calendar adherence, and cross-functional readiness for executive and Board-level financial   reviews.  

FP&A Governance  

• Design and   maintain   the Certified Assumption Owner (CAO) registry — the authoritative record of who owns each forecast assumption (e.g., retention rates by line of business, new business growth rates, headcount commitments, capital market rates) and the associated review and sign-off cadence.  

• Establish and govern standards for management reporting KPIs and metric definitions, including the review and approval process for new or modified definitions proposed by FP&A, Accounting, or business partners.  

• Own governance standards for management-to-GAAP and management-to-non-GAAP bridges, partnering with Corporate Accounting to ensure consistent   methodology , terminology, and presentation across internal and external audiences.  

• Convene and chair cross-functional governance forums as   appropriate ; build relationships with Accounting, Data & Analytics, and business partners to   maintain   shared accountability for data and reporting integrity.  

FP&A Modernization PMO  

• Serve as the internal PMO lead for Acrisure's FP&A modernization agenda,   establishing   and   overseeing   workstream s , managing dependencies, holding internal and external stakeholders accountable to milestones,   proactively resolving   risks , and escalating issues with proposed solutions   to the Head of FP&A.  

• Provide day-to-day leadership of FP&A modernization engagements with consulting firms, including scoping, workstream coordination, deliverable review, and budget oversight — ensuring advisory outputs translate into durable internal capabilities.  

• Translate advisory outputs and project deliverables into executable internal roadmaps, linking modernization initiatives to FP&A operating model goals and IPO readiness requirements.  

• Identify , prioritize, and advance process improvement and automation opportunities in partnership with FP&A leaders, Financial Systems, and Data & Analytics, with a focus on forecast accuracy, reporting speed, and data quality.  

• Track and report modernization progress against a structured agenda; communicate status, risks, and decisions to FP&A leadership and senior Finance stakeholders with clarity and   appropriate urgency .  

Requirements  

• Proven ability to   lead   complex, multi-workstream projects or consulting engagements — including vendor management, milestone tracking, and executive reporting — in a fast-paced environment   with little oversight .  

• Strong command of financial planning processes, including budgeting, forecasting, and management reporting, with the ability to design and document enterprise-grade process frameworks.  

• Experience designing or implementing governance structures — including   assumption   ownership, KPI certification, or data stewardship frameworks — in a finance or FP&A context.  

• Demonstrated ability to lead through influence in matrixed organizations, building credibility and driving accountability without direct line authority.  

• Excellent executive communication and presentation skills; comfortable synthesizing complex workstreams into clear status updates, decision documents, and leadership-ready narratives.  

• Experience w

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