CRC Benefits - Financial Analyst (Hybrid)

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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:

This role serves as a financial partner to the business providing 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.

Our employees work a hybrid schedule. On the days we are not in the office, our teams are able to collaborate using video and screen sharing technology which means you'll feel like you’re part of the team while also enjoying the convenience of working from home.

At CRC Benefits, an industry leading provider of benefits services, we believe that it takes great employees to build a resilient organization. Our culture is based on corporate values that focus on inclusion, trust, collaboration, and innovation to help us build a bright future. As a result of listening to our employees, CRC Benefits recently earned a Top Workplaces USA award three years in a row based solely on employee feedback and insight! If you want to work for a company where employees are valued and growth is encouraged, CRC Benefits could be the place.

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:

• Experience with but not limited to Microsoft SQL, Hyperion Essbase, Office Connect, and Tableau.

• Prior experience in insurance or financial services preferred.

• Experience with BI / reporting tools.

• Working knowledge of Adaptive Planning, or similar planning systems.

• Proven experience in implementing and designing procedural methods for analysis and/or efficiency improvements.

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 (

Join CRC Group, a leader in specialty wholesale insurance, and take your career to new heights. We're a dynamic team dedicated to innovation, collaboration, and excellence.

Why CRC Group?

• Growth: Advance your career with our learning and leadership development programs.

• Innovation: Work in a forward-thinking environment that values new ideas.

• Community: Be part of a supportive team that celebrates success together.

• Benefits: Enjoy competitive compensation, health benefits, and retirement plans.

Who We’re Looking For

We seek passionate individuals who thrive in a fast-paced, collaborative environment. If you value integrity and are driven to succeed, CRC Group is the place for you.