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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:
We are a high-impact, fast-moving finance team that partners closely with senior leaders to shape decisions, drive performance, and create visibility into what matters most. As trusted business partners, we deliver sharp, actionable analysis grounded in a deep understanding of the E&S insurance market—helping leaders move quickly, think strategically, and stay ahead in a dynamic industry.The Senior Financial Analyst is a highly visible finance partner to Enterprise FP&A and key corporate leaders. This role blends strategic thinking, rigorous analysis, and hands-on execution to support enterprise performance reporting, drive planning and forecasting, and deliver insights that influence critical business decisions and strategic priorities.
In this role, the Senior Financial Analyst will play a central part in monthly management reporting and quarterly Board reporting, turning financial results into clear, actionable insight. The position partners closely with functional leaders to strengthen financial accountability, spot trends early, and support faster, smarter decision-making through thoughtful variance analysis and performance reviews. Additional responsibilities include building and maintaining financial forecasts, supporting the annual operating plan, identifying risks and opportunities across the business, and continuously enhancing reporting and analytical capabilities to improve visibility and business performance.
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 monthly management reporting, translating financial performance versus forecast, plan, and prior year into clear variance analysis and executive-ready commentary.
- Build and maintain detailed financial models for corporate cost centers, and present insights and recommendations to business leaders each month.
- Partner across Accounting, FP&A, and functional teams to support the monthly close process and ensure accurate, timely expense recognition.
- Drive monthly forecast updates and the annual operating plan, validating assumptions with function leaders and creating transparency around key business drivers.
- Own forecast accuracy by proactively identifying spend trends, surfacing risks early, and reinforcing accountability to budget.
- Deliver timely financial reporting and help automate data pulls from Workday Adaptive Planning to improve efficiency, accuracy, and insight generation.
- Support business cases and investment decisions with rigorous ROI, sensitivity, and scenario analysis.
- Standardize planning templates, automate recurring reports, and help streamline financial processes to scale the team’s impact.
- Conduct ad hoc deep dives into expenses, headcount, and operational drivers to uncover trends, identify risks, and highlight opportunities.
EDUCATION AND EXPERIENCE
The qualifications below reflect the experience, capabilities, and mindset needed to succeed in this role. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Required Education:
- Bachelor’s degree in Accounting, Finance, Economics, or a related field
- 3–5 years of relevant experience in accounting, finance, or FP&A
Preferred Education:
- Professional certification such as CPA, CMA, or CFA
- Advanced degree such as a Master’s or MBA with a Finance or Accounting concentration
FUNCTIONAL SKILLS
Required Qualifications:
- Strong foundation in accounting principles and GAAP
- Advanced proficiency in Microsoft Excel
- Strong verbal and written communication skills
- Confidence communicating and presenting to senior leadership
- Ability to turn complex financial information into clear, actionable insights for senior leaders and stakeholders
- Strong analytical, problem-solving, and decision-making skills
- Effective business partnering and stakeholder management capabilities
- Experience with financial systems and planning tools
- Ability to thrive independently while contributing to a dynamic, collaborative team
- Strong forecasting and budgeting expertise
- Proven experience in Enterprise and Corporate FP&A
Preferred Qualifications:
- Experience in insurance or financial services
- Experience with BI and reporting tools
- Working knowledge of Adaptive Planning or similar planning systems
- Experience using AI tools to improve analysis, reporting, and workflow efficiency
Location: This role is hybrid (at least 3 day/week) in our corporate headquarter in Uptown Charlotte, NC.
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 Accounting, Finance, Economics, or related field
- 3-5 years of relevant experience in accounting, finance, or FP&A
- Strong foundation in accounting principles and GAAP
- Advanced proficiency in Microsoft Excel
- Professional certification such as CPA, CMA, or CFA
- Advanced degree such as a Master's or MBA with Finance or Accounting concentration
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.
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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.
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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.
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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
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.
