Financial Planning & Analytics Senior Director

Regular

English (Required)

1st Shift (United States of America)

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.

Followingis 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.
• Oversee the consolidation of financial results and monitor performance against key metrics and targets.
• Direct long-range financial planning and scenario modeling to support strategic initiatives and growth opportunities.
• Manage relationships with cross-functional teams toprovidefinancial guidance for major business decisions.
• Develop andmaintainfinancial governance and reporting frameworks that ensure compliance with internal and external requirements.
• Mentor, develop, and lead a high-performing FP&A team, fostering a culture of collaboration and continuous improvement.

The requirements listed below are representative of the knowledge,skilland/or ability required.

Reasonableaccommodationmay be made to enable individuals with disabilities to perform the essential functions.

• Bachelor’s degree in Finance, Accounting, Economics, ora related field.
• Master’s degree in Business Administration(MBA) or related field strongly preferred.
• Typically requires 12+ years ofprogressivelysenior financial planning and analysis experience.
• Proven experience in a leadership role managing financial strategies at a corporate or divisional level.

• Certified Public Accountant (CPA) preferred.
• Chartered Financial Analyst (CFA) designation is an advantage.

• 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.

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…