Analyst, Treasury & Capital Markets

Job Description

Analyst, Treasury \& Capital Markets

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 is seeking an Analyst to join the Treasury \& Capital Markets team. The ideal candidate in this role is a versatile, self-starter with strong technical expertise (e.g., financial modeling, capital markets, corporate valuation, accounting fundamentals, executive-level presentations) and proactive communication skills. This role partners closely with senior leadership and cross-functional stakeholders to support the company’s long-term capital planning, financing activities, and perform bespoke technical analysis. The ideal candidate is comfortable operating in a fast-paced, high-urgency, and occasionally ambiguous environment while maintaining rigor, accuracy, and sound judgment.

Responsibilities

Capital Markets \& Financial Analysis

• Assume ownership over the company’s long-term forecast model and perform diverse and complex financial analyses focused on key value drivers such as organic growth, margin, strategic investments, and cash flow conversion.
• Provide analytical support and help coordinate responses to due diligence responses and data requests for debt and equity transactions.
• Contribute to the development of presentation materials for executive leadership, lenders, investors, rating agencies, and other internal and external stakeholders.
• Support public peers analyses focused on relative valuation, financial performance, and operational benchmarking.
• Proactively prepare and maintain recurring deliverables, including:
• Public peer analysis
• Internal Fair Market Value
• Interest rate hedging analysis
• Cash flow forecasting and liquidity analysis
• Quarterly leverage, covenant, and rating agency support materials

Capital Structure \& Risk Management

• Develop a strong working knowledge of the company’s complex equity and debt capital structures, including:
• Preferred equity terms (governance, economics, conversion mechanics, and exit rights)
• Debt covenants, leverage thresholds, compliance requirements, and reporting obligations
• Partner with Treasury leadership to evaluate capital structure optimization, funding strategies, and risk mitigation opportunities.
• Support interest rate risk management strategy, including the evaluation of hedging opportunities.

Stakeholder \& Cross-Functional Leadership

• Serve as a trusted partner to Finance, Accounting, FP\&A, Legal, Tax, Investor Relations, and Corporate Development teams.
• Interface professionally and effectively with external advisors, including legal counsel, banks, lenders, and financial advisors, to support transaction execution and ongoing capital markets activity.
• Communicate complex financial concepts clearly and concisely to both technical and non-technical audiences.

Requirements

• Skilled in conducting financial modeling with a high degree of analytical rigor.
• Experience crafting or supporting the development of executive-level presentations.
• Skilled in cross-functional collaboration and influence with various business partners, leaders and stakeholders.
• Consistently applies a high degree of attention to detail with a strategic mindset.
• Uses sound judgment in ambiguous or high-pressure situations.

Education And Experience

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA, CFA, or other relevant advanced credential strongly preferred.
• 1–3\+ years of progressive experience in capital markets, investment banking, corporate finance, or a combination thereof; fintech, financial services, or highly leveraged environments preferred.

Pay Details:

The base compensation range for this position is $95,000 - $110,000\. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Why Join Us:

At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.

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.

Employee Benefits

We also offer our employees a comprehensive suite of benefits and perks, including:

• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
• … and so much more!

This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.

Acrisure is an Equal Opportunity Employer.

We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting

[email protected]

.

Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.

California Residents:

Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.

Recruitment Fraud:

Please visit here to learn more about our Recruitment Fraud Notice.

Welcome, your new opportunity awaits you.