Senior Financial Analyst

CRC Group; Charlotte (NC); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

AD&D Insurance

401(k) match

Paid time off

Company holidays

Vacation and sick days

New parent leave

Restricted stock units

Deferred compensation plan

Job summary

CRC Group is seeking a Senior Financial Analyst I to support complex accounting processes and provide in‑depth financial analysis. You will review reconciliations, prepare financial statements, and help strengthen controls. The role requires collaboration with auditors and cross‑functional teams to improve accuracy and efficiency.

Applicants should have a Bachelor’s in accounting or finance, 5–7 years of accounting experience, and advanced Excel skills. CPA progression is preferred.

Qualifications

• Bachelor’s degree in Accounting or Finance required.
• 5–7 years of progressive accounting experience preferred.
• Experience leading projects or workstreams and cross‑functional delivery.
• Ability to analyze complex problems and communicate with leadership.
• Experience in regulated environments (insurance/financial services) preferred.
• Advanced Excel skills and ERP experience.

Responsibilities

• Lead accounting workstreams and projects to support accurate reporting and strong controls.
• Prepare and analyze financial statements, reconciliations, and supporting schedules.
• Evaluate complex accounting issues and provide practical, scalable solutions.
• Design and document procedures, controls, and workflows to improve efficiency and audit readiness.
• Collaborate with cross‑functional teams and external auditors to deliver milestones.
• Translate findings into clear updates for business partners and senior leaders.
• Coach and mentor junior staff to strengthen accounting knowledge and discipline.
• Support month‑end, quarter‑end, and year‑end close activities with complex reconciliations.
• Identify opportunities to streamline processes and improve financial outcomes.

Skills

Advanced Excel

Financial analysis

GAAP knowledge

ERP systems

Stakeholder management

Education

Bachelor’s degree in Accounting

CPA certification in progress

CA certification advantageous

Job description

The Senior Financial Analyst I is responsible for supporting complex accounting processes, ensuring compliance with applicable standards, and providing financial analysis to support business decisions. This role involves reviewing and reconciling accounts, preparing financial statements, strengthening financial processes and controls, and supporting less experienced team members on technical accounting matters. The Senior Financial Analyst I applies strong accounting knowledge, analytical capabilities, and sound judgment to manage assignments with autonomy, investigate complex issues, and recommend practical solutions that improve accuracy, efficiency, and business outcomes.

KEY RESPONSIBILITIES

• Lead accounting workstreams and projects that support accurate financial reporting, efficient close processes, strong reconciliations, and effective internal controls.
• Prepare, review, and analyze accounting results, financial statements, reconciliations, and supporting schedules to ensure accuracy, completeness, and compliance with applicable accounting standards and company policies.
• Evaluate complex or evolving accounting, reporting, system, and control-related issues; identify root causes; and recommend solutions that address current needs while considering future impact and scalability.
• Design, improve, and document accounting procedures, controls, and workflows to increase consistency, reduce risk, improve efficiency, and enhance audit readiness.
• Partner closely with Accounting, Finance, Operations, Technology, external auditors, vendors, and other stakeholders to coordinate deliverables, resolve issues, and move priorities forward.
• Translate accounting findings, risks, and recommendations into clear, actionable updates for business partners, auditors, and senior leaders.
• Provide technical guidance, coaching, and support to team members to help strengthen accounting knowledge, process discipline, and overall team capability.
• Support month-end, quarter-end, and year-end close activities, including complex reconciliations, variance analysis, issue resolution, and preparation of high-quality support.
• Contribute to continuous improvement by identifying opportunities to streamline processes, enhance controls, and improve the quality of financial outcomes.

EDUCATION AND EXPERIENCE

• Bachelor’s degree in Accounting, Finance, or a related field required.
• 5 to 7 years of progressive accounting experience preferred, with demonstrated ownership of complex accounting activities, reconciliations, controls, reporting, or process improvement initiatives.
• Experience leading projects or workstreams, coordinating cross-functional deliverables, and driving work through completion.
• Ability to analyze complex problems, recommend practical solutions, and communicate effectively with stakeholders at varying levels, including leadership.
• Experience in corporate accounting, public accounting, insurance, financial services, or another regulated environment preferred.
• Advanced Microsoft Excel skills and experience working with financial systems, reporting tools, or ERP platforms.

CERTIFICATIONS, LICENSES, AND REGISTRATIONS

• Certified Public Accountant (CPA) certification, or active progress toward CPA certification, is preferred.
• Chartered Accountant (CA) certification or equivalent credential is an advantage but not required.

FUNCTIONAL SKILLS

• Strong technical accounting knowledge, including financial reporting, close processes, reconciliations, internal controls, and GAAP application.
• Ability to work through complex or evolving challenges and develop thoughtful recommendations that balance accuracy, risk, efficiency, and long-term impact.
• Continuous improvement mindset with the ability to create, refine, and implement procedures that strengthen processes and outcomes.
• Strong analytical skills, attention to detail, and ability to connect accounting activity to broader business impacts.
• Proven ability to lead workstreams, manage competing priorities, and coordinate across teams to deliver high-quality results.
• Clear and confident communication skills, including the ability to present complex information in a practical and compelling way to business partners, auditors, vendors, and senior leaders.
• Ability to build strong relationships, influence stakeholders, and navigate competing priorities with professionalism and sound judgment.
• Commitment to developing others through coaching, knowledge sharing, and technical guidance.
• Proficiency with Microsoft Excel, financial systems, ERP tools, and reporting platforms.

The annual base salary for this position is $85,000.00 - $120,000.00.

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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