F P & A Analyst

CRS; Phoenix (AZ); Hybrid; USD 68,000 - 83,000; Full time

Benefits offered by this job

Equipment provided

Hybrid schedule

Job summary

CRS, a Phoenix-based company, seeks a detail-oriented FP&A Analyst to support budgeting, forecasting, and business performance analysis in the temporary housing and insurance claims space.

The role partners with Finance, Operations, Claims, and Vendor Relations to translate data into insights, identify trends, and drive profitable growth while maintaining service quality for policyholders and partners.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
• Minimum 1-2 years of experience in FP&A, financial analysis, corporate finance, accounting, or a related analytical role.
• Strong proficiency in Microsoft Excel, including financial modeling, pivot tables, lookup functions, and data analysis.
• Experience with budgeting, forecasting, variance analysis, and management reporting.
• Strong and proven analytical and problem-solving skills, with the ability to interpret financial and operational data.
• History of high attention to detail and a commitment to accuracy, data integrity, and meeting reporting deadlines.
• Demonstrated excellent written and verbal communication skills, including the ability to present financial findings to cross-functional stakeholders.
• Ability to manage multiple priorities and work effectively in a dynamic, deadline-driven environment.

Responsibilities

• Assist in the development, preparation, and maintenance of annual budgets, financial plans, and rolling forecasts.
• Analyze actual financial results against budget, forecast, and prior-period performance, identifying variances, trends, and underlying business drivers.
• Develop financial models to evaluate revenue, operating expenses, gross margin, contribution margin, and profitability across business units, insurance carrier programs, and customer accounts.
• Support scenario planning and sensitivity analyses to evaluate changes in housing demand, claim volume, average length of stay, rental rates, and other key business assumptions.
• Prepare monthly financial reporting packages and management presentations that communicate performance, risks, and opportunities.
• Analyze financial performance associated with temporary housing placements resulting from covered property losses and insurance claims.
• Monitor key cost drivers, including nightly and monthly housing rates, length of stay, extensions, utilities, property management fees, furnishing costs, and other placement-related expenses.
• Evaluate revenue and cost trends associated with ALE claims and other applicable temporary housing arrangements.
• Assess placement-level and portfolio-level profitability, identifying opportunities to improve cost efficiency and financial outcomes.
• Analyze claim duration, placement volume, occupancy, housing utilization, and average cost per placement to identify operational and financial trends.
• Partner with Claims and Operations teams to understand the financial impact of claim complexity, placement delays, housing availability, and extended stays.
• Support financial analysis related to insurance carrier agreements, service fees, reimbursement structures, and contractual pricing arrangements.
• Develop and maintain dashboards and reporting tools that provide visibility into financial and operational performance.
• Track KPIs including revenue growth, gross margin, cost per housing placement, average cost per day, and occupancy.
• Identify performance trends and communicate findings to business stakeholders.
• Collaborate with Operations leaders to evaluate productivity and cost-saving opportunities.

Skills

Financial analysis

Budgeting & forecasting

Excel proficiency

Analytical skills

Communication skills

Multi-priority management

Education

Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field

Tools

Power BI

Tableau

ERP systems

SQL

Job description

CRS is a Phoenix-based company that helps insured families recover after unexpected home damage (fire, water, storm, earthquake, etc.) by providing temporary housing and relocation support. Working closely with insurance carriers, CRS manages everything from emergency hotel stays to long term housing, furniture, and necessities. In addition to housing placement services, we also streamline the repair and restoration process for damaged homes by tapping into our national network of general contractors. Since 1989, the company has built a reputation for reliability and world class, compassionate customer care powered by a team of professionals dedicated to supporting people during critical moments. Our goal is to make a difficult situation easier by coordinating housing solutions that fit the policyholder’s needs while also working within the guidelines of their insurance coverage.

Our office is in North Phoenix, off the North 101 Loop and 19th Ave. in Deer Valley.

As part of our commitment to a safe and trusted workplace, CRS requires all new hires to complete a pre-employment background check and drug screening.

CRS is an equal opportunity employer. We hire, develop, and promote individuals based on job-related qualifications and abilities. We offer a welcoming and inclusive environment in service to one another, our diverse clients, and the communities we call home. We do this with kindness, empathy and respect for each other.

About The Role

CRS is seeking a detail-oriented, analytical, and commercially minded Financial Planning & Analysis (FP&A) Analyst to support financial planning, budgeting, forecasting, and business performance analysis within the temporary housing and insurance claims industry.

In this role, the FP&A Analyst will partner cross-functionally with Finance, Operations, Claims, Account Management, and Vendor Relations to provide actionable financial insights that support strategic decision-making, operational efficiency, and profitable growth.

The ideal candidate combines strong financial modeling and analytical capabilities with an understanding of the unique cost drivers associated with temporary housing placements, additional living expense (ALE) claims, insurance carrier programs, housing inventory, and vendor relationships. This individual will help CRS translate complex financial and operational data into meaningful insights, identify trends and risks, and recommend opportunities to improve financial performance while maintaining a high standard of service for policyholders and insurance partners.

• Compensation: $75k salary (+annual bonus based on company performance)
• Training: Based on experience, in‑office
• Regular Schedule: Monday-Friday, active business hours
• Hybrid: Based on experience, 1‑2 days in office per week
• Computer and phone equipment will be provided. You must have reliable high‑speed internet service and a suitable workspace at your residence.

Duties/Responsibilities

Financial Planning, Budgeting & Forecasting

• Assist in the development, preparation, and maintenance of annual budgets, financial plans, and rolling forecasts.
• Analyze actual financial results against budget, forecast, and prior‑period performance, identifying variances, trends, and underlying business drivers.
• Develop financial models to evaluate revenue, operating expenses, gross margin, contribution margin, and profitability across business units, insurance carrier programs, and customer accounts.
• Support scenario planning and sensitivity analyses to evaluate changes in housing demand, claim volume, average length of stay, rental rates, and other key business assumptions.
• Prepare monthly financial reporting packages and management presentations that communicate performance, risks, and opportunities.

Temporary Housing & Claims Financial Analysis

• Analyze financial performance associated with temporary housing placements resulting from covered property losses and insurance claims.
• Monitor key cost drivers, including nightly and monthly housing rates, length of stay, extensions, utilities, property management fees, furnishing costs, and other placement‑related expenses.
• Evaluate revenue and cost trends associated with additional living expense (ALE) claims and other applicable temporary housing arrangements.
• Assess placement‑level and portfolio‑level profitability, identifying opportunities to improve cost efficiency and financial outcomes.
• Analyze claim duration, placement volume, occupancy, housing utilization, and average cost per placement to identify operational and financial trends.
• Partner with Claims and Operations teams to understand the financial impact of claim complexity, placement delays, housing availability, and extended stays.
• Support financial analysis related to insurance carrier agreements, service fees, reimbursement structures, and contractual pricing arrangements.

Operational Performance & KPI Reporting

• Develop and maintain dashboards and reporting tools that provide visibility into financial and operational performance.
• Track key performance indicators (KPIs), including:
• Revenue growth and gross margin.
• Cost per housing placement and average cost per day.
• Average length of stay and extension rates.
• Housing utilization and occupancy, where applicable.
• Revenue and profitability by insurance carrier, client, and program.
• Vendor costs, pricing variances, and cost savings.
• Forecast accuracy and operating expense performance.
• Identify performance trends, investigate material variances, and communicate findings to business stakeholders.
• Collaborate with Operations leaders to evaluate productivity, process efficiency, and opportunities to reduce unnecessary costs without compromising policyholder experience.

Financial Reporting & Business Intelligence

• Prepare recurring financial reports, management summaries, and ad hoc analyses to support leadership decision-making.
• Consolidate and analyze financial and operational data from accounting systems, claims platforms, housing management systems, and other business applications.
• Improve reporting accuracy, consistency, and timeliness through standardized reporting processes and automation.
• Develop financial models and analytical tools to support business planning, resource allocation, pricing decisions, and strategic initiatives.
• Present complex financial information in a clear, concise, and actionable format for both financial and non‑financial audiences.

Cross-Functional Business Partnership

• Work closely with Accounting to support monthly financial close analysis, expense accruals, financial reconciliations, and reporting accuracy.
• Partner with Operations, Claims, Account Management, and Vendor Relations to understand business performance and develop data‑driven recommendations.
• Support analyses of new insurance carrier relationships, client programs, vendor contracts, and potential business expansion opportunities.
• Evaluate the financial implications of changes in housing demand, vendor pricing, client requirements, and service delivery models.
• Assist with special projects, process improvements, and strategic financial initiatives as assigned by Finance leadership.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
• Minimum 1-2 years of experience in FP&A, financial analysis, corporate finance, accounting, or a related analytical role.
• Strong proficiency in Microsoft Excel, including financial modeling, pivot tables, lookup functions, and data analysis.
• Experience with budgeting, forecasting, variance analysis, and management reporting.
• Strong and proven analytical and problem‑solving skills, with the ability to interpret financial and operational data.
• History of high attention to detail and a commitment to accuracy, data integrity, and meeting reporting deadlines.
• Demonstrated excellent written and verbal communication skills, including the ability to present financial findings to cross‑functional stakeholders.
• Ability to manage multiple priorities and work effectively in a dynamic, deadline‑driven environment.

Strong Candidates Will Possess

• Experience in temporary housing, insurance claims, property and casualty insurance, additional living expense (ALE), relocation services, hospitality, property management, or a related industry.
• Above‑average experience in Microsoft Excel (pivot tables, VLOOKUP/XLOOKUP, formulas); familiarity with financial modeling a plus
• Familiarity with insurance carrier programs, claims‑related housing expenses, vendor billing, and housing placement operations.
• Experience analyzing unit economics, customer or account profitability, service delivery costs, and vendor performance.
• Proficiency in financial reporting and business intelligence tools such as Power BI, Tableau, or similar platforms.
• Experience with ERP systems, financial planning software, and data visualization tools.
• Knowledge of SQL or other data analysis tools is a plus.
• Familiarity with financial controls, accrual accounting, and month‑end close processes.