Financial Systems Lead for FP&A

CRC Group • Charlotte, NC

9d

About The Position

Serve as administrator and data steward for TIH’s FP&A applications and related processes. ESSENTIAL DUTIES AND RESPONSIBILITIESFollowing 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. 1. Serve as the administrator of TIH’s FP&A applications supporting forecasting, profit planning, cost allocations and other FP&A processes, primarily Workday Adaptive.2. Perform planning system maintenance, including version rollovers, accurate integration of data from other financial systems and updating organizational structures and accounts.3. Develop, maintain, and validate business rule calculation scripts, allocations, and custom calculations.4. Assist with the development of dashboards and reports.5. Update proper controls and documentation covering key processes and reports.6. Administer user access and permissions.7. Assist users with ongoing troubleshooting and provide routine training.8. Provide effective communication with FP&A system users on timelines, system processes and availability.9. Proactively evaluate each planning cycle to identify enhancements to the profit planning and forecast processes for efficiency and accuracy improvements. Provide additional support to FP&A staff and other departments.10. Provide support to FP&A processes as needed, such as assisting with forecasting and profit planning activities QUALIFICATIONSRequired Qualifications: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.1. Bachelor's degree in business, finance, management information systems, or equivalent education and related training 2. Five years of experience in financial systems administration 3. Knowledge of enterprise resource planning (ERP), accounting, and/or financial reporting systems4. Understanding of FP&A processes including enterprise-wide forecasting and planning5. Vision and drive to evaluate processes for efficiency and effectiveness and continuously improve6. Strong interpersonal and communication 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.

Requirements

• Bachelor's degree in business, finance, management information systems, or equivalent education and related training
• Five years of experience in financial systems administration
• Knowledge of enterprise resource planning (ERP), accounting, and/or financial reporting systems
• Understanding of FP&A processes including enterprise-wide forecasting and planning
• Vision and drive to evaluate processes for efficiency and effectiveness and continuously improve
• Strong interpersonal and communication skills

Nice To Haves

• Experience with Workday Adaptive
• Knowledge of financial industry business practices
• Mastery of financial tools, practices, and concepts, including advanced Excel/VBA

Responsibilities

• Serve as the administrator of TIH’s FP&A applications supporting forecasting, profit planning, cost allocations and other FP&A processes, primarily Workday Adaptive.
• Perform planning system maintenance, including version rollovers, accurate integration of data from other financial systems and updating organizational structures and accounts.
• Develop, maintain, and validate business rule calculation scripts, allocations, and custom calculations.
• Assist with the development of dashboards and reports.
• Update proper controls and documentation covering key processes and reports.
• Administer user access and permissions.
• Assist users with ongoing troubleshooting and provide routine training.
• Provide effective communication with FP&A system users on timelines, system processes and availability.
• Proactively evaluate each planning cycle to identify enhancements to the profit planning and forecast processes for efficiency and accuracy improvements. Provide additional support to FP&A staff and other departments.
• Provide support to FP&A processes as needed, such as assisting with forecasting and profit planning activities

Benefits

• medical, dental, vision, life, disability, and AD&D insurance
• tax-advantaged savings accounts
• 401(k) plan with company match
• generous paid time off programs, including company holidays, vacation and sick days, new parent leave

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 11-50 employees