Senior Financial Analyst
CRC Insurance Services
full-time
Posted on:
Location Type: Hybrid
Location: Charlotte • North Carolina • Texas • United States
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Job Level
About the role
- 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
- 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
Requirements
- Bachelor’s Degree in Accounting, Finance, Economics, or related field or equivalent work experience
- Minimum five (5) years’ experience in comparable industries
- Advanced degree (Master’s, MBA, Finance/Accounting concentration) preferred
- CPA, CMA, or CFA preferred
- Ability to work with and create complicated data sets and report on those data sets
- Strong analytical skills
- Proficiency using Microsoft Office, with intermediate to advanced skills in Excel, Word, and PowerPoint
Benefits
- Eligible full-time teammates enjoy access to 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial reportingdata analysisforecastingbudgetingrisk assessmentmergers and acquisitionsfinancial modelinganalytical skillsdata set creationstrategic planning
Soft Skills
communicationcollaborationaccountabilityrelationship managementtransparency
Certifications
CPACMACFA