Senior Financial Analyst-Enterprise FP&A

Senior Financial Analyst

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

• 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