Financial Planning & Analytics Senior Director
LocationRemote - North Carolina; Remote - Georgia; Remote - Iowa; Remote - Florida; Remote - Ohio; Remote - Texas
Work moderemote · United States
Typefull-time
SeniorityDirector
Experience12+ yrs
EquityIncluded
Company size1,001–5,000 people
PostedOct 2, 2026 · 1w ago
Verified live1d ago
At a glanceSummarised by Seekless from the posting.
Bachelor’s degree in Finance, Accounting, Economics, or a related field
12+ years of progressively senior financial planning and analysis experience
Proven experience in a leadership role managing financial strategies at a corporate or divisional level
Advanced financial modeling and forecasting capabilities
Deep understanding of corporate finance principles and business performance drivers
Expertise in budget planning, scenario analysis, and variance reporting
Strong leadership, influencing, and stakeholder management skills
Proficiency in ERP systems and advanced Excel functionality
Ability to translate complex financial concepts into actionable business insights
Change management and strategic decision-making skills
Master’s degree in Business Administration (MBA) or related field strongly preferred
Certified Public Accountant (CPA) preferred
Chartered Financial Analyst (CFA) designation is an advantage
Skills
ERP systems
Excel
Benefits
Health insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Ad&d insurance
Health savings account
401(k)
Paid time off
Parental leave
Restricted stock units
Deferred compensation
The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You’ll be required to create an account or sign in to an existing one.
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Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st Shift (United States of America)
Please review the following job description:
About the company
CRC Group is a leading, independent pure-play brokerage and underwriting specialty insurance distributor. Our culture puts people first, prioritizing long-term relationships, ethical decision-making, and continuous improvement. As a result of listening to our employees, CRC Group earned a Top Workplaces USA award three years in a row based solely on employee feedback and CRC Group is currently Great Place To Work Certified! If you want to work for a company where employees are valued and growth is encouraged, CRC Group could be the place.
The FP&A Senior Director provides strategic leadership for financial planning and analysis across the organization. This role drives the development of enterprise-wide forecasting, budgeting, and financial decision support to inform executive leadership and optimize business performance. Responsibilities include overseeing advanced financial modeling, long-range planning, performance tracking, and business insights that support company strategy.
KEY RESPONSIBILITIES:
Following 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.
• Lead enterprise-wide financial planning, budgeting, and forecasting processes, ensuring alignment with organizational goals.
• Provide strategic insights and recommendations to executive leadership based on financial data analysis and market trends.
EDUCATION AND EXPERIENCE
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Master’s degree in Business Administration (MBA) or related field strongly preferred.
• Typically requires 12+ years of progressively senior financial planning and analysis experience.
• Proven experience in a leadership role managing financial strategies at a corporate or divisional level.
CERTIFICATIONS / LICENSES / REGISTRATIONS
• Certified Public Accountant (CPA) preferred.
• Chartered Financial Analyst (CFA) designation is an advantage.
FUNCTIONAL SKILLS
• Advanced financial modeling and forecasting capabilities.
• Deep understanding of corporate finance principles and business performance drivers.
• Expertise in budget planning, scenario analysis, and variance reporting.
• Strong leadership, influencing, and stakeholder management skills.
• Proficiency in ERP systems and advanced Excel functionality.
• Ability to translate complex financial concepts into actionable business insights.
• Change management and strategic decision-making skills.
Benefits
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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