Senior Financial Manager

CRC Insurance Services-posted 2 months ago
Full-time • Mid Level
Charlotte, NC
1,001-5,000 employees
Insurance Carriers and Related Activities
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Direct and manage a staff of highly experienced accountants, analysts and managers in the performance of a variety of more complex financial analysis and reporting activities. Provide leadership in the development, design, implementation and on-going management of assigned financial analysis processes. Provide training and guidance to subordinates with respect to understanding, analyzing and reporting more complex financial activity and metrics. Monitor assigned activities for compliance with established corporate and accounting policies and standards. Complete and/or review and interpret a variety of complex financial and/or business analyses of financial ratios, trends, revenue performance and expense management. Establish deadlines and data submission requirements for other departments to ensure timely and accurate preparation of such analyses. Ensure timely communication of changes to deadlines or requirements. Identify potential new business strategies and/or ideas; analyze alternatives and present recommendations to senior leadership. Provide financial analysis for projects/initiatives with potential financial reporting impact. Review and analyze summary results and trends for inclusion in various reports to Senior and/or Executive Leadership.

  • Collaborate and work across the Finance division to ensure integrity of the financials and ensure sound controls and procedures.
  • Support reporting and analysis for additional constituencies, including Board of Directors, Investor Relations, and various regulatory agencies.
  • Provide leadership and mentoring for less experienced team members to improve their own technical expertise; review and approve work of other team members.
  • Ensure that changes to reporting process workflow and/or data source are documented and communicated to downstream reporting groups.
  • Compile, review, analyze, interpret, and submit timely and accurate monthly reporting related to the company's financial performance or strategy.
  • Interpret and summarize results and trends for Senior Leadership.
  • Apply knowledge of best practices derived from experience to solve problems of higher operational or technical complexity.
  • Prepare and review materials to senior leadership summarizing issues and communicating solutions.
  • Provide thought leadership and guidance to junior teammates on monthly financial close, monthly forecasting and annual financial planning processes.
  • Update and automate retrieval of financial information via the use of simple spreadsheets to more complex databases and reporting templates.
  • Develop and perform testing of economic models.
  • Subject matter expert on regulatory reporting requirements, business cycles, origination channels and accounting flow for assigned area of responsibility.
  • Monitor financial performance for specified business units to detect unusual or significant changes in transactions or business trends.
  • Independently prepare presentations regarding new business initiatives with minimal guidance.
  • Leverage working relationship with supported business areas and cross-functional departments to complete complex tasks and deliver high quality work.
  • Review and update policies and procedures for compliance with governmental regulations and corporate policies and standards.
  • Coordinate development of new accounting processes and procedures, as needed.
  • Assist in risk management governance and business continuity planning processes as necessary.
  • Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or advanced degree preferred.
  • 5-7 years of experience in financial analysis, FP&A, or corporate finance, with at least 2+ years in a process leadership or management capacity.
  • Proven ability to simplify and communicate complex financial data for executive stakeholders.
  • Strong modeling and forecasting skills, with advanced proficiency in Excel.
  • Experience with financial systems, reporting tools, and SQL or equivalent query tools.
  • Demonstrated ability to manage multiple priorities in a fast-paced environment.
  • Excellent verbal and written communication skills, including experience preparing executive-level presentations.
  • Experience in strategic planning, M&A, or investment analysis.
  • Familiarity with predictive modeling, financial risk assessment, or advanced scenario planning.
  • Track record of supporting senior leadership in high-stakes financial decisions.
  • 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, and more.
  • Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.
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