CRC Group

Financial Planning & Analytics Senior Director

CRC Group  •  North Carolina (Remote)  •  2 days ago
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Job Description

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.

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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:

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.

The FP&A Senior Director provides strategic leadership for financial planning and analysis across the organization. This role drives the development of enterprise-wide forecasting, budgeting, and financial decision support to inform executive leadership and optimize business performance. Responsibilities include overseeing advanced financial modeling, long-range planning, performance tracking, and business insights that support company strategy.

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 enterprise-wide financial planning, budgeting, and forecasting processes, ensuring alignment with organizational goals.

  • Provide strategic insights and recommendations to executive leadership based on financial data analysis and market trends.
  • Oversee the consolidation of financial results and monitor performance against key metrics and targets.
  • Direct long-range financial planning and scenario modeling to support strategic initiatives and growth opportunities.
  • Manage relationships with cross-functional teams to provide financial guidance for major business decisions.
  • Develop and maintain financial governance and reporting frameworks that ensure compliance with internal and external requirements.
  • Mentor, develop, and lead a high-performing FP&A team, fostering a culture of collaboration and continuous improvement.​

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 in Finance, Accounting, Economics, or a related field.

  • Master’s degree in Business Administration (MBA) or related field strongly preferred.
  • Typically requires 12+ years of progressively senior financial planning and analysis experience.
  • Proven experience in a leadership role managing financial strategies at a corporate or divisional level.​

CERTIFICATIONS / LICENSES / REGISTRATIONS

​​• Certified Public Accountant (CPA) preferred.

  • Chartered Financial Analyst (CFA) designation is an advantage.​

FUNCTIONAL SKILLS

​​• Advanced financial modeling and forecasting capabilities.

  • Deep understanding of corporate finance principles and business performance drivers.
  • Expertise in budget planning, scenario analysis, and variance reporting.
  • Strong leadership, influencing, and stakeholder management skills.
  • Proficiency in ERP systems and advanced Excel functionality.
  • Ability to translate complex financial concepts into actionable business insights.
  • Change management and strategic decision-making skills.​

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.

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CRC Group

About CRC Group

CRC Group is all about progress.

CRC Group is a leading, fully independent pure-play brokerage and underwriting specialty insurance distributor. Our teams offer highly personalized service fueled by efficient distribution, local relationships, and data-driven insights across the risk spectrum. Our mission is to give our people and businesses the scope, resources, and support they need to be their best.

The power to achieve more.

United by our shared core values and client-first approach, our specialty wholesale and underwriting insurance businesses work across all markets, serving a wide range of clients.

With an independent spirit fueling our people, the most advanced industry technology at their fingertips, and an unwavering commitment to doing things right, CRC Group is your secret weapon, ensuring nothing gets in the way of your success.

Our core values add real value.

Our ambition is to be the best specialty insurance distributor you'll ever work with. Doing that means focusing relentlessly on you and your clients. We've boiled our approach down to three values. They define our culture, guide our actions, and get results for you.

Placing you first.

We're all about your success. Whether you're a retail broker, a carrier partner, or one of our talented team who makes our business tick.

Always seeking better.

No matter how good our products and services are, we look for ways we can make them even better. We identify, invest in, and deliver them.

Doing it right.

There's no substitute for discipline in insurance, so we never risk the outcome for the sake of doing a deal. Doing it right is the only way we'll do it.

CRC Group divisions include: CRC Specialty, CRC Benefits, CRC Underwriting.

Industry
Finance & Insurance
Company Size
1,001-5,000 employees
Headquarters
Charlotte, North Carolina
Year Founded
Unknown
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