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AI Summary

The Senior Manager, FP&A – IT will lead financial planning, budgeting, and forecasting for enterprise technology investments and operating expenses. They will partner with IT leadership to provide actionable insights, drive financial efficiency, and manage strategic financial models.

Are you a strategic finance leader with a passion for technology and financial planning? Join Crawford & Company as a Senior Manager, FP&A – IT and play a key role in driving financial planning, forecasting, budgeting, and analysis for enterprise technology investments and spending.

💼 What You'll Do

✅ Lead budgeting, forecasting, financial planning, and reporting for IT investments and operating expenses
✅ Deliver actionable insights and recommendations to support business and technology decisions
✅ Partner with Finance and IT leadership to drive financial performance and strategic initiatives
✅ Analyze trends, risks, and opportunities across technology spending portfolios
✅ Identify and implement process improvements to enhance financial efficiency and reporting

🎯 What We're Looking For

✔ Proven FP&A experience, preferably supporting Technology or IT organizations
✔ Strong expertise in budgeting, forecasting, financial modeling, and financial analysis
✔ Exceptional analytical, communication, and stakeholder management skills
✔ Ability to influence decision-making and collaborate across cross-functional teams
✔ Experience thriving in a fast-paced, dynamic environment

🌟 Why Join Us?

Be part of an organization where your financial expertise will directly influence technology strategy, innovation, and business success.

📢 Apply today and help shape the financial future of Crawford's technology investments! 🚀💻📊

Responsibilities

  • includes activities related to asset management and capitalization, assessing ROI, and tracking spend
  • Performs month-end review and analysis of financial results during the monthly accounting close process whereby comparisons are made to planned and historical results, and corrections and/or suggested accrual adjustments are communicated to the Crawford Finance department.
  • Maintains, updates, and distributes various management monthly financial reports
  • Consults with executives and operational management on financial performance issues including the identification of positive and/or negative performance trends and the formulation of plans of action when needed.
  • Provides support to management before, during, and after the annual budget process including answering Company financial policy related questions, estimating revenue and/or expenses, verifying accuracy, and validating assumptions.
  • Partners closely with the CIO and his leadership team on staffing, capital spend, company-wide licenses, allocations, etc. Identifies and makes recommendations on savings and efficiencies, drives a continuous improvement mindset and constructively challenges IT investment decisions with an ROI lens. 
  • Constructs and manages the financial model utilized in conjunction with the Crawford strategic planning and budgeting processes.
  • Estimates certain financial reserves assuring the Company is sufficiently provisioned for expected liabilities consistent with GAAP.
  • Acts as liaison between management and the Crawford Finance department including the interpretation of financial results and/or policies, and the investigation of extraordinary or unusual activity within monthly financial results.
  • Upholds the Crawford Code of Business Conduct at all times.
  • Performs other duties as assigned and may be asked to participate in special projects.
  • Leads the development and implementation of improved consistent metrics/dashboard reporting using Financial and non-Financial analytics including forward-looking information and drivers
  • Drives economic value creation through the identification and leveraging of profitability drivers
  • Proactively identifies and manages risks and opportunities
  • Position has interaction with all levels and functions of Company with significant exposure and interaction to Finance department personnel and executive management.
  • The position also deals with planning in multiple currencies, intercompany transactions and allocations.

Qualifications

  • Requires a bachelor degree in accounting, finance or a technology adjacent field. MBA is preferred.
  • 5+ years of corporate financial planning, budgeting, and strategic planning. 
  • Financial Planning & Analysis background in the insurance/financial service industry is preferred.
  • Strong modeling capability to lead the development and implementation of improved consistent metrics/dashboard reporting using Financial and non-financial analytics including forward-looking information and drivers
  • Experience with Enterprise planning and Procure-to-Pay applications
  • Formulate and track key activities that impact financial performance and support the growth in the businesses
  • Confidence and the ability to work with Business management to develop specific action plans to deal with performance gaps
  • Business acumen to proactively identify and manage risks and opportunities
  • Drive economic value creation through the identification and leveraging of profitability drivers
  • Build relationships with Business management in order to develop most likely forecasts/budgets and get timely information on changes to levers
  • Clear communication skills

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