Financial Planning & Analytics Senior Director

Posted 2 Days Ago
Be an Early Applicant
6 Locations
Remote
Senior level
Insurance
The Role
Provides enterprise-wide leadership for financial planning, budgeting, forecasting, long-range planning, scenario modeling, and performance analysis. Advises executive leadership, consolidates financial results, develops reporting and governance frameworks, supports strategic business decisions, and leads a high-performing FP&A team.
Summary Generated by Built In

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Regular or Temporary:

Regular

Language Fluency:  English (Required)

Work Shift:

1st Shift (United States of America)

Please review the following job description:

CRC Group is a leading, independent pure-play brokerage and underwriting specialty insurance distributor. Our culture puts people first, prioritizing long-term relationships, ethical decision-making, and continuous improvement. As a result of listening to our employees, CRC Group earned a Top Workplaces USA award three years in a row based solely on employee feedback and CRC Group is currently Great Place To Work Certified! If you want to work for a company where employees are valued and growth is encouraged, CRC Group could be the place.
The FP&A Senior Director provides strategic leadership for financial planning and analysis across the organization. This role drives the development of enterprise-wide forecasting, budgeting, and financial decision support to inform executive leadership and optimize business performance. Responsibilities include overseeing advanced financial modeling, long-range planning, performance tracking, and business insights that support company strategy.

KEY RESPONSIBILITIES: 

Following is a summary of the essential functions for this job.  Other duties may be performed, both major and minor, which are not mentioned below.  Specific activities may change from time to time.   


​​• Lead enterprise-wide financial planning, budgeting, and forecasting processes, ensuring alignment with organizational goals. 
• Provide strategic insights and recommendations to executive leadership based on financial data analysis and market trends. 
• Oversee the consolidation of financial results and monitor performance against key metrics and targets. 
• Direct long-range financial planning and scenario modeling to support strategic initiatives and growth opportunities. 
• Manage relationships with cross-functional teams to provide financial guidance for major business decisions. 
• Develop and maintain financial governance and reporting frameworks that ensure compliance with internal and external requirements. 
• Mentor, develop, and lead a high-performing FP&A team, fostering a culture of collaboration and continuous improvement.​ 


EDUCATION AND EXPERIENCE 

The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. 


​​• Bachelor’s degree in Finance, Accounting, Economics, or a related field. 
• Master’s degree in Business Administration (MBA) or related field strongly preferred. 
• Typically requires 12+ years of progressively senior financial planning and analysis experience. 
• Proven experience in a leadership role managing financial strategies at a corporate or divisional level.​ 


CERTIFICATIONS / LICENSES / REGISTRATIONS 

​​• Certified Public Accountant (CPA) preferred. 
• Chartered Financial Analyst (CFA) designation is an advantage.​ 


FUNCTIONAL SKILLS 

​​• Advanced financial modeling and forecasting capabilities. 
• Deep understanding of corporate finance principles and business performance drivers. 
• Expertise in budget planning, scenario analysis, and variance reporting. 
• Strong leadership, influencing, and stakeholder management skills. 
• Proficiency in ERP systems and advanced Excel functionality. 
• Ability to translate complex financial concepts into actionable business insights. 
• Change management and strategic decision-making skills.​ 

General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being – physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.

CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace.

EEO is the Law   Pay Transparency Nondiscrimination Provision   E-Verify

Skills Required

  • Bachelor's degree in Finance, Accounting, Economics, or a related field
  • 12+ years of progressively senior financial planning and analysis experience
  • Experience leading financial strategies at a corporate or divisional level
  • Master's degree in Business Administration or a related field
  • Certified Public Accountant (CPA) designation
  • Chartered Financial Analyst (CFA) designation
  • Advanced financial modeling and forecasting capabilities
  • Knowledge of corporate finance principles and business performance drivers
  • Expertise in budget planning, scenario analysis, and variance reporting
  • Strong leadership, influencing, and stakeholder management skills
  • Proficiency in ERP systems and advanced Excel functionality
  • Ability to translate complex financial concepts into actionable business insights
  • Change management and strategic decision-making skills

CRC Insurance Services Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about CRC Insurance Services and has not been reviewed or approved by CRC Insurance Services.

  • Leave & Time Off Breadth — Time off is described as generous, with paid holidays, vacation, sick days, and new parent leave offered. PTO and well‑being hours are often highlighted as standouts.
  • Retirement Support — Retirement support includes a 401(k) plan with a company match and tax‑advantaged savings accounts. Feedback suggests these elements provide steady long‑term value.
  • Strong & Reliable Incentives — Bonuses, including year‑end awards and incentive pay in some roles, are presented as a meaningful part of total compensation. Feedback suggests production‑linked roles can realize notable bonus upside.

CRC Insurance Services Insights

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The Company
HQ: Charlotte, NC
2,066 Employees
Year Founded: 1982

What We Do

CRC Group is one of the largest wholesale insurance distributors in the U.S. CRC Group consists of three divisions, Commercial Solutions, Group & Individual Solutions, and Specialty Programs. The CRC Group family of brands includes CRC, TAPCO, Insurisk, CRC Programs, 5Star, The ABC Program, Negley, Professional Insurance Concepts, Pro-Praxis, SHU, Target, JH Blades, CRC Voluntary Benefits, Ethos Underwriting Services, and Hanleigh. CRC Group’s insurance offerings and practice groups range from commercial property, casualty, professional lines, small business, transportation, environmental, construction, energy, healthcare, hospitality, manufacturing & distribution, public entity, and real estate, to personal lines, disability, voluntary benefits, and more. CRC Group has the largest collection of actionable data in the wholesale business and we are putting it to use to consistently deliver better outcomes and more efficient results for our clients. We leverage data to provide a better client experience through limits benchmarking reports, amendatory endorsements, comparison tools, form review library, and property risk assessment reports. We have unveiled the REDY platform, which uses data and analytics to help clients win. In addition, we offer products exclusively available from CRC Group through our Insurisk brand. Our Claims Advocacy team is another way we strive to enhance the client experience, our dedicated team is ready to assist even after the policy is placed, we are here to help in the event of a difficult claim, as well. These are just some of the ways CRC Group is placing you first.

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