TIH · 1 month ago
Financial Systems Lead for FP&A
Charlotte, NC
Full-time
Onsite
Senior Level
5+ years expTIH is a part of the 100 CRC Insurance Group, focusing on financial systems administration. The Financial Systems Lead for FP&A will manage TIH’s FP&A applications and processes, ensuring efficient forecasting and planning while providing support and training to users.
Insurance
Responsibilities
Serve as the administrator of TIH’s FP&A applications supporting forecasting, profit planning, cost allocations and other FP&A processes, primarily Workday Adaptive
Perform planning system maintenance, including version rollovers, accurate integration of data from other financial systems and updating organizational structures and accounts
Develop, maintain, and validate business rule calculation scripts, allocations, and custom calculations
Assist with the development of dashboards and reports
Update proper controls and documentation covering key processes and reports
Administer user access and permissions
Assist users with ongoing troubleshooting and provide routine training
Provide effective communication with FP&A system users on timelines, system processes and availability
Proactively evaluate each planning cycle to identify enhancements to the profit planning and forecast processes for efficiency and accuracy improvements
Provide additional support to FP&A staff and other departments
Provide support to FP&A processes as needed, such as assisting with forecasting and profit planning activities
Qualification
Required
Bachelor's degree in business, finance, management information systems, or equivalent education and related training
Five years of experience in financial systems administration
Knowledge of enterprise resource planning (ERP), accounting, and/or financial reporting systems
Understanding of FP&A processes including enterprise-wide forecasting and planning
Vision and drive to evaluate processes for efficiency and effectiveness and continuously improve
Strong interpersonal and communication skills
Preferred
Experience with Workday Adaptive
Knowledge of financial industry business practices
Mastery of financial tools, practices, and concepts, including advanced Excel/VBA
Benefits
Medical, dental, vision, life, disability, and AD&D insurance
Tax-advantaged savings accounts
401(k) plan with company match
Generous paid time off programs
Company holidays
Vacation and sick days
New parent leave
Restricted stock units
Deferred compensation plan
Company
TIH
TIH, the fifth largest insurance broker in the United States, offers highly consultative risk management services and nearly all types of coverage, including personal, small business, corporate, employee benefits, life and health, and title.
5001-10000 employees
Funding
Current Stage
Late StageTotal Funding
$1.95B2024-02-20Private Equity
2024-02-20Acquired
2023-02-16Secondary Market· $1.95B
Leadership Team
John Howard
Chairman & CEO
Jeremy Davis
Chief Technology Officer
Recent News
2025-08-09
bloomberglaw.com
2025-05-17
Company data provided by crunchbase