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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 Senior Financial Analyst is a hybrid finance role that serves as the primary finance point of contact for an assigned business segment, unit, or vertical, while also supporting recurring monthly finance responsibilities. The role provides financial analysis, reporting, forecasting, reconciliations, and accounting support, and partners with Program Leaders to review performance, investigate variances, and support informed business decisions.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.
• Serve as the primary finance contact for the assigned business segment, unit, or vertical.
• Develop a strong understanding of the program’s financial structure, revenue drivers, expenses, and performance objectives.
• Prepare and analyze monthly financial results, including revenue, expenses, profitability, cash flow, and other key performance measures.
• Perform variance analysis against budget, forecast, prior periods, and business objectives; research significant discrepancies and trends.
• Maintain forecasts, planning and operational metrics focusing on defined KPI’s.
• Consistent communication with the Program Leader to review financial performance, risks, opportunities, and required actions.
• Support daily and month-end accounting activities, including bank reconciliations and general ledger reconciliations.
• Prepare monthly financial packages, variance explanations, and other management reporting.
• Support financial close activities and validate that transactions are recorded in the correct accounts, periods, business units, and programs.
• Participate in finance-related system testing, process improvements, and automation initiatives.
• Maintain process documentation, reconciliation support, and control evidence; provide backup coverage and cross-training as needed.
• Support ad hoc financial analysis and special projects requested by Program Leaders or finance leadership.
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 or equivalent work and educational experience.
• Minimum five (5) years’ experience in comparable industries.
• Ability to work with and create complicated data sets and report on those data sets.
FUNCTIONAL SKILLS
• A desire to work in a highly collaborative team environment.
• Strong analytical skills.
• Energetic, self-directed, detail-oriented, organized, and highly motivated.
• Excellent organization and time management skills with a high degree of accuracy.
• Demonstrated ability to work in a fast-paced environment.
• Excellent time management skills and the ability to prioritize and remain flexible.
• Proficiency using Microsoft Office, with intermediate to advanced skills in Excel, Word, and PowerPoint.
• Strong communication and stakeholder engagement skills, including the ability to clearly present financial information, translate complex data into business insights, and communicate effectively with internal and external stakeholders in both written and verbal formats
PREFERRED / NICE-TO-HAVE QUALIFICATIONS:
• Certifications: CPA, CMA, or CFA
• Advanced degree (Master’s, MBA, Finance/Accounting concentration)
• Prior experience in insurance or financial services
• Proficiency using Power BI, database management, and SQL Server Reporting Services
The annual base salary for this position is $115k - $130k.
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 or equivalent combination of work and educational experience
- Minimum five years of experience in comparable industries
- Ability to work with and create complicated data sets and report on them
- Strong analytical skills
- Proficiency with Microsoft Office, including intermediate to advanced Excel, Word, and PowerPoint skills
- Strong written and verbal communication and stakeholder engagement skills
- CPA, CMA, or CFA certification
- Advanced degree, such as a Master's or MBA with a Finance or Accounting concentration
- Prior experience in insurance or financial services
- Proficiency with Power BI, database management, and SQL Server Reporting Services
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.
