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The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.

_If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility ([email protected]?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._

Regular or Temporary:

Regular

**Language Fluency:** English (Required)

Work Shift:

1st Shift (United States of America)

Please review the following job description:

The FP&A Director will partner with the Head of FP&A and Investor Relations to lead enterprise planning, forecasting, and executive reporting. Translate performance into forward-looking actions for senior leadership; take ownership of the cadence and integrity of monthly and quarterly reporting and drive the annual plan and long-range outlook. Build clear insights on variance to plan, forecast, and prior periods and lead cross-functional financial partnership to drive growth, margins, and capital efficiency.

KEY RESPONSIBILITIES

Following is 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.

+ Enterprise forecasting: Deliver monthly / quarterly outlooks, annual plan, and multi-year scenarios; manage consolidation and governance across business units. Identify financial risk and opportunities. Develop and implement forecasting best practices and increase forecast accuracy.

+ Executive & Board reporting: Produce concise materials with variance analysis, KPIs, and decision options; coordinate with Strategic Finance and IR on narrative for consistency. Automate where possible.

+ Performance analytics: Provide financial analysis and insights to senior management. Turn data into actions – revenue/expense drivers, productivity, ROI analysis, and other ad hoc modeling needs.

+ Capital & Cash Management: Produce cash forecasts, calculate and monitor leverage / interest, and liquidity.

+ Systems & Data: Key partner in planning tech stack and metadata; streamline close-to-forecast cycle, automate reporting packs, and maintain a single source of truth. Reduce manual work.

+ Operating rhythm: Run an enterprise calendar (close, forecast, Monthly Financial/Operational Reviews, plan); enforce standards for line of business (LOB) submissions and driver-based models.

+ Leadership: Support the development of a high-performing team; elevate finance business partnering across functions; foster continuous improvement.

EDUCATION AND EXPERIENCE

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

+ Bachelor’s degree in Finance or Accounting required (MBA preferred).

+ 10+ years of experience in FP&A or Corporate Finance required.

CERTIFICATIONS, LICENSES, REGISTRATIONS

+ CPA or CFA preferred.

FUNCTIONAL SKILLS

+ Strong command of budgeting, forecasting, and variance analysis

+ Advanced proficiency in financial modeling and analysis

+ Experience collaborating with Accounting and Controllership teams to ensure alignment between FP&A forecasts and GAAP-based financial reporting

+ Experience with ERP systems (Workday, SAP, Oracle) and financial planning tools (Workday Adaptive Planning, Anaplan) that integrate accounting and FP&A processes

+ Excellent communication and interpersonal skills

+ Ability to present financial data to non-financial stakeholders

+ Strong analytical and problem-solving skills

+ Ability to work well with others in a dynamic, team-oriented environment

+ Advanced proficiency in Microsoft Excel; proficient in other Microsoft Office applications (PowerPoint, Word, Outlook)

+ Experience in developing and leading a team preferred

+ Experience in insurance or financial services industry

+ Experience with BI / reporting tools

**General Description of Available Benefits for Eligible Employees of CRC Group:** 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 full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers 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.

_CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace._

EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC\_KnowYourRights\_screen\_reader\_10\_20.pdf) Pay Transparency Nondiscrimination Provision E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify\_Participation\_Poster\_ES.pdf)

Join CRC Group, a leader in specialty wholesale insurance, and take your career to new heights. We're a dynamic team dedicated to innovation, collaboration, and excellence.

Why CRC Group?

• Growth: Advance your career with our learning and leadership development programs.

• Innovation: Work in a forward-thinking environment that values new ideas.

• Community: Be part of a supportive team that celebrates success together.

• Benefits: Enjoy competitive compensation, health benefits, and retirement plans.

Who We’re Looking For

We seek passionate individuals who thrive in a fast-paced, collaborative environment. If you value integrity and are driven to succeed, CRC Group is the place for you.