Director of Financial Planning and Analysis

Director, FP&A 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.

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 FP&A Director serves as a highly visible finance partner to leaders across the business and corporate functions. 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 FP&A Director will play a central part in monthly management reporting, quarterly Board reporting, and the development of financial insights for sponsors and investors, turning financial results into clear, actionable insights. The position partners closely with 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 forecasts, quarterly outlooks, the annual operating plan, and multi-year planning, ensuring assumptions are supportable and aligned with business priorities.
• Support enterprise consolidation and planning governance by coordinating timelines, standards, submissions, driver-based models, and cross-functional activities.
• Provide leadership-level support for monthly management reporting and quarterly Board reporting, helping shape variance analysis, key performance indicators, executive commentary, and decision-oriented insights.
• Support the quarterly earnings process by preparing financial analysis and materials for lender and rating agency engagement and responding to questions and analysis requests from sponsors.
• Partner with senior executives, business leaders, line of business finance leaders and other corporate functions to evaluate performance, validate assumptions, manage spending, and strengthen financial accountability.
• Identify, quantify, and communicate enterprise risks and opportunities, including their potential financial and operational impact, to senior leadership.
• Lead analysis of revenue, expenses, headcount, margins, productivity, cash, liquidity, capital, and other operational drivers to support performance management and resource allocation.
• Support the Transformation Management Office and other strategic initiatives through decision analysis and financial modeling, including the evaluation of AI investments, expected benefits, ROI, scenarios, and sensitivities.
• Partner with Accounting and Controllership to align forecasts with monthly close results, expense recognition, and GAAP-based financial reporting.
• Improve forecast accuracy and establish effective performance-management practices through clear ownership, disciplined reviews, consistent methodologies, and transparent reporting.
• Enhance Workday Adaptive Planning, reporting tools, data governance, and the broader planning technology environment to improve data integrity, analytical capabilities, and financial visibility.
• Standardize planning templates, automate recurring reporting, reduce manual work, and streamline the close-to-forecast cycle and related financial processes.
• Establish the FP&A operating rhythm for close, forecast, monthly financial and operating reviews, annual planning, and long-range planning; lead, coach, and develop team members while strengthening finance business-partnering capabilities.

EDUCATION AND EXPERIENCE

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

Required Education:

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• At least 10 years of relevant FP&A, corporate finance, accounting, or related financial experience.
• Meaningful experience leading complex enterprise planning, reporting, or performance-management processes.
• Prior people-management or team-leadership experience.

Preferred Education:

• MBA or other relevant advanced degree.
• CPA, CMA, or CFA certification.

FUNCTIONAL SKILLS

Required Qualifications:

• Deep expertise in budgeting, forecasting, annual planning, long-range planning, and variance analysis.
• Advanced financial modeling, analytical, problem-solving, and decision-support skills.
• Strong knowledge of accounting principles and the relationship between FP&A forecasts and GAAP-based financial reporting.
• Demonstrated ability to synthesize complex financial and operating information into clear recommendations for executives and other stakeholders.
• Strong executive communication and presentation skills, with the ability to communicate financial information to financial and non-financial audiences.
• Experience preparing or leading executive, senior-management, or Board-level reporting.
• Strong business-partnering, influencing, and stakeholder-management skills.
• Proven leadership, coaching, and team-development capabilities.
• Advanced proficiency in Microsoft Excel and PowerPoint.
• Experience with ERP systems and financial planning tools.
• Ability to operate independently, manage competing priorities, and lead through ambiguity in a dynamic, team-oriented environment.
• Track record of process improvement, reporting automation, and enhanced financial visibility.

Preferred Qualifications:

• Insurance or financial services experience.
• Experience with Workday Adaptive Planning or a comparable enterprise planning platform.
• Experience with Workday, SAP, Oracle, or comparable ERP systems.
• Experience with business intelligence and reporting tools.
• Experience leading enterprise or corporate FP&A.
• Experience developing and managing a high-performing finance team.

Location: This role is based in Uptown Charlotte, NC.