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Senior Director, Financial Planning & Analytics
CRC Insurance Services. Lead enterprise-wide financial planning, budgeting, and forecasting processes .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial planning, budgeting, and forecasting, with a strong ability to provide strategic insights and recommendations based on financial data analysis. Proven leadership in managing high-performing FP&A teams and developing financial governance frameworks.
Highest-signal resume keywords
Financial PlanningBudgetingForecastingFinancial ModelingLeadership
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 AnalysisCorporate Finance PrinciplesBudget PlanningScenario AnalysisVariance ReportingAdvanced Excel FunctionalityERP SystemsData AnalysisPerformance MetricsFinancial Governance
Soft Skills
Strategic InsightMentoringCross-Functional CollaborationCommunicationProblem-Solving
Certifications & Qualifications
MBACPACFA
Industry Keywords
Financial Planning and AnalysisMarket TrendsBusiness Performance DriversFinancial StrategiesExecutive Leadership
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Lead enterprise-wide financial planning, budgeting, and forecasting processes
- Provide strategic insights and recommendations to executive leadership based on financial data analysis and market trends
- Oversee consolidation of financial results and monitor performance against key metrics and targets
- Direct long-range financial planning and scenario modeling for strategic initiatives and growth opportunities
- Manage relationships with cross-functional teams and provide financial guidance for major business decisions
- Develop and maintain financial governance and reporting frameworks
- Mentor, develop, and lead a high-performing FP&A team
Requirements
What you’ll need- Bachelor’s degree in Finance, Accounting, Economics, or a related field
- 12+ years of progressively senior financial planning and analysis experience
- Proven experience in a leadership role managing financial strategies at a corporate or divisional level
- 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
- Proficiency in ERP systems and advanced Excel functionality
- Ability to translate complex financial concepts into actionable business insights
- English language fluency required
- MBA or related field strongly preferred
- CPA preferred
- CFA designation is an advantage
Benefits
Comp & perks- Medical, dental, vision, life, disability, and AD&D insurance
- Tax-advantaged savings accounts
- 401(k) plan with company match
- Paid company holidays
- Vacation and sick days
- New parent leave
- Restricted stock units for eligible positions
- Deferred compensation plan for eligible positions