Sr. Financial Analyst

Flower Mound, TX

Full time

R0000003116

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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st Shift (United States of America)

Please review the following job description:

The Senior Financial Analyst is a hybrid finance role that serves as the primary finance point of contact for an assigned business segment, unit, or vertical, while also supporting recurring monthly finance responsibilities. The role provides financial analysis, reporting, forecasting, reconciliations, and accounting support, and partners with Program Leaders to review performance, investigate variances, and support informed business decisions.

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.

• Serve as the primary finance contact for the assigned business segment, unit, or vertical.

• Develop a strong understanding of the program’s financial structure, revenue drivers, expenses, and performance objectives.

• Prepare and analyze monthly financial results, including revenue, expenses, profitability, cash flow, and other key performance measures.

• Perform variance analysis against budget, forecast, prior periods, and business objectives; research significant discrepancies and trends.

• Maintain forecasts, planning and operational metrics focusing on defined KPI’s.

• Consistent communication with the Program Leader to review financial performance, risks, opportunities, and required actions.

• Support daily and month-end accounting activities, including bank reconciliations and general ledger reconciliations.

• Prepare monthly financial packages, variance explanations, and other management reporting.

• Support financial close activities and validate that transactions are recorded in the correct accounts, periods, business units, and programs.

• Participate in finance-related system testing, process improvements, and automation initiatives.

• Maintain process documentation, reconciliation support, and control evidence; provide backup coverage and cross-training as needed.

• Support ad hoc financial analysis and special projects requested by Program Leaders or finance leadership.

EDUCATION AND EXPERIENCE

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

• Bachelor’s degree or equivalent work and educational experience.

• Minimum five (5) years’ experience in comparable industries.

• Ability to work with and create complicated data sets and report on those data sets.

FUNCTIONAL SKILLS

• A desire to work in a highly collaborative team environment.

• Strong analytical skills.

• Energetic, self-directed, detail-oriented, organized, and highly motivated.

• Excellent organization and time management skills with a high degree of accuracy.

• Demonstrated ability to work in a fast-paced environment.

• Excellent time management skills and the ability to prioritize and remain flexible.

• Proficiency using Microsoft Office, with intermediate to advanced skills in Excel, Word, and PowerPoint.

• Strong communication and stakeholder engagement skills, including the ability to clearly present financial information, translate complex data into business insights, and communicate effectively with internal and external stakeholders in both written and verbal formats

PREFERRED / NICE-TO-HAVE QUALIFICATIONS:

• Certifications: CPA, CMA, or CFA

• Advanced degree (Master’s, MBA, Finance/Accounting concentration)

• Prior experience in insurance or financial services

• Proficiency using Power BI, database management, and SQL Server Reporting Services

The annual base salary for this position is $115k - $130k.

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://www.e-verify.gov/employees/employee-rights-and-responsibilities)

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.