Senior Financial Manager

Job Title

Direct and manage a staff of highly experienced accountants, analysts and managers in the performance of a variety of more complex financial analysis and reporting activities. Provide leadership in the development, design, implementation and on-going management of assigned financial analysis processes. Provide training and guidance to subordinates with respect to understanding, analyzing and reporting more complex financial activity and metrics. Monitor assigned activities for compliance with established corporate and accounting policies and standards. Complete and / or review and interpret a variety of complex financial and / or business analyses of financial ratios, trends, revenue performance and expense management. Establish deadlines and data submission requirements for other departments to ensure timely and accurate preparation of such analyses. Ensure timely communication of changes to deadlines or requirements. Identify potential new business strategies and / or ideas; analyze alternatives and present recommendations to senior leadership. Provide financial analysis for projects / initiatives with potential financial reporting impact. Review and analyze summary results and trends for inclusion in various reports to Senior and / or Executive Leadership.

Essential Duties And 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.

• Collaborate and work across the Finance division to ensure integrity of the financials and ensure sound controls and procedures.
• Support reporting and analysis for additional constituencies, including Board of Directors, Investor Relations, and various regulatory agencies.
• Provide leadership and mentoring for less experienced team members to improve their own technical expertise; review and approve work of other team members.
• Ensure that changes to reporting process workflow and / or data source are documented and communicated to downstream reporting groups.
• Compile, review, analyze, interpret, and submit timely and accurate monthly reporting related to the company's financial performance or strategy.
• Interpret and summarize results and trends for Senior Leadership.
• Apply knowledge of best practices derived from experience to solve problems of higher operational or technical complexity by leading analysis of possible solutions using data analysis, experience, judgment and precedents.
• Prepare and review materials to senior leadership summarizing issues and communicating solutions.
• Provide thought leadership and guidance to junior teammates on monthly financial close, monthly forecasting and annual financial planning processes.
• Update and automate retrieval of financial information via the use of simple spreadsheets to more complex databases and reporting templates.
• Develop and perform testing of economic models.
• Subject matter expert on regulatory reporting requirements, business cycles, origination channels and accounting flow for assigned area of responsibility. Maintain working knowledge of generally accepted accounting principles (GAAP), building expertise related to assigned area of responsibility.
• Subject matter expert with continued broadening of understanding on more complex accounting, profitability, regulatory, and business segment nuances, including cost allocation methodology, funds transfer pricing, vendor contracts, Stress Testing and CCAR.
• Monitor financial performance for specified business units to detect unusual or significant changes in transactions or business trends and opportunities for improvement.
• Independently prepare presentations regarding new business initiatives with minimal guidance.
• Leverage working relationship with supported business areas and cross-functional departments to complete complex tasks and deliver high quality work. Coordinate with internal and external audits and examinations (responses to External and Regulatory requests are to be made in collaboration with Accounting Policy).
• Review and update policies and procedures for compliance with governmental regulations and corporate polices and standards.
• Coordinate development of new accounting processes and procedures, as needed.
• Assist in risk management governance and business continuity planning processes as necessary.

Functional Skills

Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or advanced degree preferred. 57 years of experience in financial analysis, FP&A, or corporate finance, with at least 2+ years in a process leadership or management capacity. Proven ability to simplify and communicate complex financial data for executive stakeholders. Strong modeling and forecasting skills, with advanced proficiency in Excel. Experience with financial systems, reporting tools, and SQL or equivalent query tools. Demonstrated ability to manage multiple priorities in a fast-paced environment. Excellent verbal and written communication skills, including experience preparing executive-level presentations.

Preferred Qualifications

Experience in strategic planning, M&A, or investment analysis. Familiarity with predictive modeling, financial risk assessment, or advanced scenario planning. Track record of supporting senior leadership in high-stakes financial decisions.

Key Attributes For Success

Strong business acumen with the ability to connect financial insights to operational and strategic decisions. Confident communicator, skilled at engaging with executive and cross-functional stakeholders. Critical thinker who can assess complex financial challenges and develop practical solutions. Proactive leader who inspires collaboration, accountability, and continuous improvement. Highly organized with strong time management skills to balance multiple high-impact projects.

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.

Equal Opportunity Employer

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

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.