Finance Business Partner, Property and Select

CRC Group; Charlotte (NC); On-site; USD 120,000 - 170,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Life and disability insurance

401(k) plan with company match

Paid time off and holidays

Restricted stock units / deferred comp

Job summary

CRC Group is seeking a Finance Business Partner for Property and Select to partner with leaders of two product lines. You will own forecasts, budgets, and planning, translating finance insights into actionable business decisions and supporting sustainable growth.

The role requires 7–10 years in FP&A or corporate finance, a finance degree, and proficiency with budgeting, forecasting, ERP systems, and financial modeling. Insurance/financial services experience is valued.

Qualifications

• Bachelor’s degree in Finance or Accounting is required.
• 7–10 years of FP&A or Corporate Finance experience is required.
• Advanced financial planning and analysis expertise is expected.

Responsibilities

• Own financial forecasts, business outlooks, annual budgets, and planning for two product lines.
• Establish budgeting processes and a consistent financial cadence.
• Provide analysis and decision support to leaders on results, risks and opportunities.
• Deliver compensation and incentive analysis, including support related to unvalidated producers.
• Drive disciplined cost management, workforce planning, and hiring decisions with leadership.

Skills

Budgeting

Forecasting

Variance analysis

ERP systems

Workday

Anaplan

Excel expert

KPI design

Team leadership

Industry experience

Education

Bachelor’s in Finance or Accounting

CPA, CFA, FPAC, MBA or related

Tools

Workday

SAP

Oracle

Workday Adaptive Planning

Anaplan

BI tools

Job description

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.

As Finance Business Partner for Property and Select, you will build and sustain strong strategic partnerships with the leadership teams of two product lines while providing financial planning, forecasting, analysis, and decision support. Serving as a trusted advisor, you will help strengthen financial management practices and operating discipline, translate financial insights into clear business actions, and support sustainable growth across the business.

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.

• Own financial forecasts, business outlooks, annual budgets, and recurring planning activities for two Specialty product lines.
• Establish practical budgeting processes and a consistent financial management cadence aligned with the business’s operating rhythm.
• Provide financial analysis, performance insights, and decision support that help leaders understand results, risks, and opportunities.
• Deliver compensation and incentive analysis, including support related to unvalidated producers.
• Drive disciplined cost management, workforce planning, and hiring decisions in partnership with business leadership.

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 Finance or Accounting required
• 7 - 10 years of experience in FP&A or Corporate Finance required.
• Advanced financial planning and analysis expertise.

CERTIFICATIONS, LICENSES, REGISTRATIONS

• CPA, CFA, FPAC, MBA or related finance certification preferred.

FUNCTIONAL SKILLS

• Strong command of budgeting, forecasting, and variance analysis
• Advanced proficiency in financial modeling and analysis
• Experience with ERP systems (Workday, SAP, Oracle) and financial planning tools (Workday Adaptive Planning, Anaplan) that integrate accounting and FP&A processes
• Executive communication and presentation development
• Ability to present financial data to non-financial stakeholders
• Strong analytical and problem-solving skills
• Performance management and KPI design
• Workforce planning and expense management
• Advanced proficiency in Microsoft Excel; proficient in other Microsoft Office applications (PowerPoint, Word, Outlook)
• Experience in developing and leading a team preferred
• Experience in insurance or financial services industry
• Acquisition integration support where applicable
• Experience with BI / reporting tools

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 unitsand/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