What are the responsibilities and job description for the Associate Financial Analyst position at Acrisure, LLC?
Job Title: Associate Equity & Debt Analyst
Department: Finance, Capital Markets
Reports To: Finance Manager
Location: Hybrid (on-site 4 days; 1 day remote each week) at our Studio Park Corporate HQ in Grand Rapids, MI
About Acrisure
A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions. Bringing cutting-edge technology and top-tier human support together, it connects clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services and more.
In the last eleven years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in 21 countries. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.
This is an exciting opportunity to join our 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.
Job Summary
This is an exciting opportunity in Acrisure’s Finance department to join our Capital Markets team and immediately make an impact on the overall success of the company. Responsibilities include directly supporting the equity issuance process, debt and equity compliance, and shareholder relations. This position works in partnership with all members of the Capital Markets team and Acrisure’s shareholders.
Responsibilities
Create new shareholder records using equity cap table software
Issue new equity, prepare dividend accrual calculations, and support in preparation of the monthly equity cap table
Prepare and support periodic shareholder communications
Document and maintain internal controls for equity issuances
Monitor and prepare quarterly debt compliance certificates, and maintenance of periodic debt payments
Prepare investor audit confirmations
Support Capital Markets team during debt and/or equity capital capital raises through due diligence preparation, drafting of offering documents, creation of presentations, and other workstreams
This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.
Requirements
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/Experience
Bachelor’s degree in Business, ideally with a major in Finance or Accounting
0-3 years of experience in Treasury, Finance or Accounting
Years of prior experience may influence level of analyst role
Competencies
Strong attention to detail
Strong analytical, problem-solving, and decision-making skills
Effective written and verbal skills, used to communicate with internal and external stakeholders, perform detailed analysis and prepare presentations
Highly responsible and accountable; takes ownership of projects from start to finish
Strong interpersonal skills with business, financial, and operational acumen
Perform detailed analysis while understanding the implications to the big picture
A desire and passion to continuously improve finance deliverables
Build and maintain trust and work with confidential data and projects with discretion and professionalism
Positive attitude, desire to learn, self-motivated and effective team player
Technical Skills
Advanced Microsoft Excel skills
Demonstrated strong proficiency with other Microsoft Office tools, e.g., PowerPoint, Word, Teams
Ability to work between multiple best-in-class cloud-based solutions
Benefits & Perks
Competitive compensation
Industry leading healthcare
Savings and investments
Charitable giving programs
Offering hybrid work option
Opportunities for growth
Parental leave
Generous time away
Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.
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.
Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.
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.
