FP&A Analyst

CRC Insurance Services

FP&A Senior Analyst serving as a financial business partner to corporate functions at CRC Group. Preparing financial reports, conducting analyses, and supporting strategic decision-making.

Posted 5/22/2026full-timeCharlotte • North Carolina, Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Serve as a financial business partner to corporate functions including IT, HR, Legal, and Finance
Provide financial planning, reporting, and analytical guidance
Prepare monthly management reports that deliver insights to guide decision-making
Conduct regular variance analysis and keep functional leaders informed and accountable
Develop and support financial forecast and the annual operating plan
Build and maintain detailed financial models for corporate cost centers
Support the monthly close process and ensure accurate expense recognition
Deliver monthly forecast updates and maintain transparency on key drivers
Monitor and drive forecast accuracy, proactively communicating spend trends
Provide timely financial reporting and automate data pulls from Workday Adaptive Planning
Support business cases and investment decisions through ROI and sensitivity analysis
Standardize planning templates and help streamline financial processes

Requirements

What you’ll need

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)
Analytical, problem-solving, and logical decision-making ability
Business partnering / stakeholder management skills
Experience with financial systems / planning tools

Benefits

Comp & perks

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
Company holidays, vacation and sick days, new parent leave
Restricted stock units and/or a deferred compensation plan

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planningfinancial reportingvariance analysisfinancial forecastingfinancial modelingexpense recognitionROI analysissensitivity analysisGAAPadvanced Microsoft Excel

Soft Skills

analytical abilityproblem-solvinglogical decision-makingbusiness partneringstakeholder management

Certifications

CPACMACFA