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Finance Business Partner, Property and Select
CRC Insurance Services. Build and sustain strategic partnerships with leadership teams of two product lines .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates advanced financial planning and analysis expertise, with a strong command of budgeting, forecasting, and variance analysis. Capable of translating financial insights into actionable business strategies while effectively communicating with both financial and non-financial stakeholders.
Highest-signal resume keywords
Financial Planning And AnalysisBudgeting And ForecastingFinancial Modeling And AnalysisERP Systems ExperienceMicrosoft Excel Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial PlanningForecastingVariance AnalysisPerformance ManagementKPI DesignCost ManagementWorkforce PlanningExpense ManagementFinancial AnalysisDecision Support
Soft Skills
Analytical SkillsProblem-Solving SkillsExecutive CommunicationPresentation Development
Tools & Technologies
WorkdaySAPOracleWorkday Adaptive PlanningAnaplanBI/Reporting ToolsMicrosoft Office
Industry Keywords
FinanceAccountingInsuranceFinancial Services
Tech Stack
Tools & technologiesERPOracle
About the role
Key responsibilities & impact- Build and sustain strategic partnerships with leadership teams of two product lines
- Provide financial planning, forecasting, analysis, and decision support
- Own financial forecasts, business outlooks, annual budgets, and recurring planning activities
- Establish budgeting processes and a consistent financial management cadence
- Deliver financial analysis, performance insights, and decision support
- Provide compensation and incentive analysis, including support related to unvalidated producers
- Drive cost management, workforce planning, and hiring decisions with business leadership
- Translate financial insights into clear business actions
- Support sustainable growth across the business
Requirements
What you’ll need- Bachelor’s degree in Finance or Accounting required
- 7–10 years of experience in FP&A or Corporate Finance required
- Advanced financial planning and analysis expertise
- Strong command of budgeting, forecasting, and variance analysis
- Advanced proficiency in financial modeling and analysis
- Experience with ERP systems (Workday, SAP, Oracle)
- Experience with financial planning tools (Workday Adaptive Planning, Anaplan)
- Executive communication and presentation development
- Ability to present financial data to non-financial stakeholders
- Strong analytical and problem-solving skills
- Performance management and KPI design
- Workforce planning and expense management
- Advanced proficiency in Microsoft Excel
- Proficiency in Microsoft Office applications (PowerPoint, Word, Outlook)
- Experience in insurance or financial services industry
- Experience with BI/reporting tools
- English language fluency required
Benefits
Comp & perks- Medical, dental, vision, life, disability, and AD&D insurance
- Tax-advantaged savings accounts
- 401(k) plan with company match
- Company holidays
- Vacation and sick days
- New parent leave
- Restricted stock units for eligible positions
- Deferred compensation plan for eligible positions