Senior Financial Analyst-Enterprise FP&A

CRC Group • Charlotte, NC

1d • Hybrid

About The Position

The Senior Financial Analyst is a highly visible finance partner to Enterprise FP&A and key corporate leaders. This role blends strategic thinking, rigorous analysis, and hands-on execution to support enterprise performance reporting, drive planning and forecasting, and deliver insights that influence critical business decisions and strategic priorities. In this role, the Senior Financial Analyst will play a central part in monthly management reporting and quarterly Board reporting, turning financial results into clear, actionable insight. The position partners closely with functional leaders to strengthen financial accountability, spot trends early, and support faster, smarter decision-making through thoughtful variance analysis and performance reviews. Additional responsibilities include building and maintaining financial forecasts, supporting the annual operating plan, identifying risks and opportunities across the business, and continuously enhancing reporting and analytical capabilities to improve visibility and business performance.

Requirements

• Bachelor’s degree in Accounting, Finance, Economics, or a related field
• 3–5 years of relevant experience in accounting, finance, or FP&A
• Strong foundation in accounting principles and GAAP
• Advanced proficiency in Microsoft Excel
• Strong verbal and written communication skills
• Confidence communicating and presenting to senior leadership
• Ability to turn complex financial information into clear, actionable insights for senior leaders and stakeholders
• Strong analytical, problem-solving, and decision-making skills
• Effective business partnering and stakeholder management capabilities
• Experience with financial systems and planning tools
• Ability to thrive independently while contributing to a dynamic, collaborative team
• Strong forecasting and budgeting expertise
• Proven experience in Enterprise and Corporate FP&A

Nice To Haves

• Professional certification such as CPA, CMA, or CFA
• Advanced degree such as a Master’s or MBA with a Finance or Accounting concentration
• Experience in insurance or financial services
• Experience with BI and reporting tools
• Working knowledge of Adaptive Planning or similar planning systems
• Experience using AI tools to improve analysis, reporting, and workflow efficiency

Responsibilities

• Lead monthly management reporting, translating financial performance versus forecast, plan, and prior year into clear variance analysis and executive-ready commentary.
• Build and maintain detailed financial models for corporate cost centers, and present insights and recommendations to business leaders each month.
• Partner across Accounting, FP&A, and functional teams to support the monthly close process and ensure accurate, timely expense recognition.
• Drive monthly forecast updates and the annual operating plan, validating assumptions with function leaders and creating transparency around key business drivers.
• Own forecast accuracy by proactively identifying spend trends, surfacing risks early, and reinforcing accountability to budget.
• Deliver timely financial reporting and help automate data pulls from Workday Adaptive Planning to improve efficiency, accuracy, and insight generation.
• Support business cases and investment decisions with rigorous ROI, sensitivity, and scenario analysis.
• Standardize planning templates, automate recurring reports, and help streamline financial processes to scale the team’s impact.
• Conduct ad hoc deep dives into expenses, headcount, and operational drivers to uncover trends, identify risks, and highlight opportunities.

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior