Senior Financial Analyst

CRC Group • Charlotte, NC

6d • Hybrid

About The Position

The Senior Financial Analyst is responsible for financial management, incentive compensation, mergers and acquisitions, and analytics. This role provides financial planning, reporting, and analytical guidance to support key decisions and initiatives. The analyst prepares monthly management reports that deliver insights to guide decision-making and evaluate financial performance versus forecast, plan, and prior year. Ideally, this position will work a hybrid schedule. However, remote might be an option for the right candidate. On the days we are not in the office, our teams are able to collaborate using video and screen sharing technology which means you'll feel like you’re part of the team while also enjoying the convenience of working from home.

Requirements

• Bachelor’s Degree in Accounting, Finance, Economics, or related field or equivalent work experience.
• Minimum five (5) years’ experience in comparable industries.
• Ability to work with and create complicated data sets and report on those data sets.
• Strong communication skills and a desire to work in a highly collaborative team environment.
• Strong analytical skills.
• Energetic, self-directed, detail-oriented, organized, and highly motivated.
• Excellent organization and time management skills with a high degree of accuracy.
• Demonstrated ability to work in a fast-paced environment.
• Excellent time management skills and the ability to prioritize and remain flexible.
• Proficiency using Microsoft Office, with intermediate to advanced skills in Excel, Word, and PowerPoint.
• Ability to add, subtract, multiply, and divide in all units of measure using whole numbers, common fractions, and decimals; ability to calculate figures and amounts such as discounts and percentages, and to train others to calculate these amounts accurately.
• Language skills include the ability to effectively present information in one-on-one and group settings to internal and external clients; ability to read, analyze, and interpret business periodicals, professional journals, technical procedures, or governmental regulations; ability to write reports and business correspondence.
• Physical requirements: periods of time sitting at a desk using a terminal, up to 8 hours a day; lift and carry items up to 50 pounds; close and distant vision.
• Up to 30% of travel is required.

Nice To Haves

• Advanced degree (Master’s, MBA, Finance/Accounting concentration) preferred.
• CPA, CMA, or CFA preferred.
• Prior experience in insurance or financial services.
• Proficiency using Power BI, database management, and SQL Server Reporting Services.

Responsibilities

• Assist in planning and analytics for underwriting.
• Partner with Director of Finance to establish companywide programs as a member of the finance team.
• Prepare company strategic plans and budgets.
• Deliver monthly forecast updates and annual operating plans, validating assumptions with function leaders and maintaining transparency of key drivers.
• Monitor and drive forecast accuracy, proactively communicating spend trends and ensuring accountability to budget.
• Prepare monthly management reports that evaluate financial performance versus forecast, plan, and prior year, providing variance analysis and executive-level commentary.
• Assist with the mergers and acquisitions process, including identification, modeling, risk assessment, and negotiations.
• Prepare financial reporting, analysis, and ad-hoc support utilizing data and analysis tools.
• Maintain good working relationships with all teams.
• Plan and manage both the strategic and operational levels.
• Work collaboratively with teams to create a results-driven and team-oriented environment.

Benefits

• 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.

What This Job Offers

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