Manager, NAI Consolidation & Reporting

About this role

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  

• Id entify   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.  

• A bility 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 env

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