Senior FP&A Analyst
CRC Insurance Services
full-time
Posted on:
Location Type: Remote
Location: Florida • United States
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Job Level
About the role
- Serve as a financial business partner to corporate functions including IT, HR, Legal, and Finance
- Provide financial planning, reporting, and analytical guidance to support key decisions and initiatives
- Prepare monthly management reports that deliver insights to guide decision-making and evaluate financial performance versus forecast, plan, and prior year
- Conduct regular variance analysis, keeping functional leaders informed and accountable to spend
- Develop and support financial forecasts and the annual operating plan
- Build and maintain detailed financial models for corporate cost centers
- Partner with Accounting, FP&A, and functional teams to support the monthly close process and ensure accurate expense recognition
- Deliver monthly forecast updates and annual operating plans, validating assumptions with function leaders and maintaining transparency on key drivers
- Monitor and drive forecast accuracy, proactively communicating spend trends and ensuring accountability to budget
- Provide timely financial reporting, automate and ensure accuracy of data pulls from Workday Adaptive Planning to improve efficiency and insight generation
- Support business cases and investment decisions through ROI and sensitivity analysis
- Standardize planning templates, automate recurring reports, and help streamline financial processes
- Conduct ad hoc deep dives into vendor spend, headcount, and productivity to identify risks and opportunities
Requirements
- Bachelor’s Degree in Accounting, Finance, Economics, or related field desired
- Advanced Degree (Master’s, MBA, Finance / Accounting concentration) preferred
- At least 3-5 years of relevant accounting or finance experience desired
- CPA, CMA or CFA preferred
- Strong understanding of accounting principles (GAAP)
- Proficiency in Microsoft Excel (advanced level)
- Strong verbal & written communication skills
- Analytical, problem-solving, and logical decision-making ability
- Business partnering / stakeholder management skills
- Experience with financial systems / planning tools
- Ability to work independently in a dynamic team
- Forecasting and budgeting expertise
- Prior experience in insurance or financial services preferred.
- Experience with BI / reporting tools
- Working knowledge of Adaptive Planning, or similar planning systems
Benefits
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planningvariance analysisfinancial modelingforecastingbudgetingROI analysissensitivity analysisGAAPadvanced Excelaccounting principles
Soft Skills
communication skillsanalytical skillsproblem-solvinglogical decision-makingbusiness partneringstakeholder managementindependent workteam collaboration
Certifications
CPACMACFA