Financial Analyst

CRC Insurance Services

Financial Analyst providing financial planning, reporting, and analytical guidance at CRC Benefits. Support management reporting and financial forecast for informed decision-making.

Posted 4/30/2026full-timeDallas • Texas • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

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.
Prepare monthly management reports that evaluate financial performance versus forecast, plan, and prior year, providing variance analysis and executive-level commentary.
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

What you’ll need

Bachelor’s Degree in Accounting, Finance, Economics, or related field desired.
At least 2-4 years of relevant accounting or finance experience desired.
Strong understanding of accounting principles (GAAP)
Proficiency in Microsoft Excel (advanced level)
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
Proven experience in Corporate FP&A

Benefits

Comp & perks

medical, dental, vision, life, disability, and AD&D insurance
tax-advantaged savings accounts
401(k) plan with company match
generous paid time off programs
company holidays
vacation and sick days
new parent leave
access to professional development programs

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial modelingvariance analysisforecastingbudgetingROI analysissensitivity analysisdata automationGAAPadvanced Microsoft Excelfinancial reporting

Soft Skills

analytical skillsproblem-solvinglogical decision-makingbusiness partneringstakeholder managementindependent workteam collaborationcommunicationtransparencyaccountability

Certifications

Bachelor’s Degree in AccountingBachelor’s Degree in FinanceBachelor’s Degree in Economics