Senior Financial Analyst-Enterprise FP&A

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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:

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 markethelping 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 duties may be performed both major and minor which are not mentioned 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 teams 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:

• Bachelors degree in Accounting Finance Economics or a related field
• 35 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 Masters 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 were 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 unitsand/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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