Financial Planning & Analytics Senior Director

100 CRC Insurance Group, LLC; North Carolina; Hybrid; USD 180,000 - 240,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

401(k) with match

Paid time off & holidays

Stock units & deferred compensation

Job summary

CRC Group is seeking a Senior Director of FP&A to lead enterprise-wide forecasting, budgeting, and financial decision support. You will drive long-range planning, scenario modeling, and performance analytics for executive leadership.

The role oversees an FP&A team, partners with cross-functional leaders, and champions process improvements to optimize financial performance across the organization.

Qualifications

• Requires 12+ years progressively senior FP&A experience.
• Leadership experience in corporate or divisional FP&A.
• MBA or related field strongly preferred; CPA/CFA advantageous.

Responsibilities

• Lead enterprise-wide financial planning, budgeting, and forecasting processes.
• Provide strategic insights to executive leadership from financial data.
• Oversee consolidation of results and monitor performance vs targets.
• Direct long-range planning and scenario modeling for growth opportunities.
• Mentor and lead a high-performing FP&A team.

Skills

Advanced financial modeling

Forecasting

Budgeting

ERP systems

Excel proficiency

Stakeholder management

Leadership

Education

Bachelor’s in Finance or related field

MBA preferred

CPA preferred

CFA a plus

Tools

ERP systems

Excel advanced

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. 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.

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.