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Regular or Temporary:
RegularLanguage Fluency: English (Required)
Work Shift:
1st Shift (United States of America)Please review the following job description:
The FP&A Analyst serves as a financial partner to the business. This role provides financial planning, reporting, and analytical guidance to support key decisions and initiatives. The analyst supports monthly management reporting that delivers insights to guide decision-making and evaluate financial performance versus forecast, plan, and prior year. Responsibilities include conducting regular variance analysis, keeping functional leaders informed and accountable to spend, and developing and supporting financial forecast and the annual operating plan.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.
- Build and maintain detailed financial models for corporate cost centers.
- Partner with Accounting, FP&A, and functional teams to support the monthly close process and ensure accurate expense recognition.
- Prepare monthly management reports that evaluate financial performance versus forecast, plan, and prior year, providing variance analysis and executive-level commentary.
- Deliver monthly forecast updates and annual operating plans, validating assumptions with function leaders and maintaining transparency on key drivers.
- Monitor and drive forecast accuracy, proactively communicating spend trends and ensuring accountability to budget.
- Provide timely financial reporting, automate and ensure accuracy of data pulls from Workday Adaptive Planning to improve efficiency and insight generation.
- Support business cases and investment decisions through ROI and sensitivity analysis.
- Standardize planning templates, automate recurring reports, and help streamline financial processes.
- Conduct ad hoc deep dives into vendor spend, headcount, and productivity to identify risks and opportunities.
EDUCATION AND EXPERIENCE
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.
- Bachelor’s Degree in Accounting, Finance, Economics, or related field desired.
- At least 2-4 years of relevant accounting or finance experience desired.
FUNCTIONAL SKILLS
Required Qualifications:
- Strong understanding of accounting principles (GAAP)
- Proficiency in Microsoft Excel (advanced level)
- Strong verbal & written communication skills
- Analytical, problem-solving, and logical decision-making ability
- Business partnering / stakeholder management skills
- Experience with financial systems / planning tools
- Ability to work independently in a dynamic team
- Forecasting and budgeting expertise
- Proven experience in Corporate FP&A
Preferred Qualifications:
- Prior experience in insurance or financial services preferred.
- Experience with BI / reporting tools
- Working knowledge of Adaptive Planning, or similar planning systems
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.
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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.
