Financial Planning & Analytics Senior Director

CRC Group; Northern (KY); Hybrid; USD 140,000 - 210,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) with company match

Paid time off

Job summary

CRC Group seeks an experienced FP&A Senior Director to lead enterprise-wide budgeting, forecasting, and financial planning. You will provide strategic insights to senior leadership and steer performance through KPI tracking and robust financial modeling.

In this role, you will oversee consolidation efforts, drive long-range planning, and mentor a high-performing FP&A team. A CPA is preferred, with an MBA highly valued for strategic analytics and leadership across the organization.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• MBA or related field preferred.
• Typically requires 12+ years of progressively senior FP&A experience.
• CPA preferred; CFA designation is an advantage.

Responsibilities

• Lead enterprise-wide FP&A 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 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.
• Mentor, develop, and lead a high-performing FP&A team, fostering a culture of collaboration and continuous improvement.

Skills

Financial leadership

Forecasting

Financial modeling

Stakeholder management

ERP systems

Excel

Education

Bachelor’s degree in Finance, Accounting, Economics, or related field

MBA or related field preferred

Tools

ERP systems

Excel

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.