Financial Specialist, Personal Lines Insurance FP&A - Remote at CSAA Insurance Group, a AAA Insurer | AL, US | Rezi

Financial Specialist, Personal Lines Insurance FP&A - Remote at CSAA Insurance Group, a AAA Insurer

Financial Specialist, Personal Lines Insurance FP&A - Remote

CSAA Insurance Group, a AAA Insurer · AL, US

1 weeks ago

Financial Specialist, Personal Lines Insurance FP&A - Remote

CSAA Insurance Group, a AAA Insurer · AL, US

8 days ago
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About the Role

CSAA Insurance Group (CSAA IG), a AAA insurer, is one of the leading personal lines property and casualty insurance groups in the United States. We build innovative, human-centered solutions that help AAA members prevent, prepare for, and recover from life's uncertainties. You will join a collaborative, inclusive culture where your strengths have room to grow and your ideas can drive real impact. Step into a role where you can contribute to our shared success through meaningful work.

Responsibilities

  • Collaborates with senior leaders and internal partners within the Finance organizations to understand operations, objectives, and strategies, and develops complex models to improve operations and financial decisions.
  • Participates in preparing the complex components of operating budgets.
  • Collaborates across functions and with senior leadership to align on priorities, address emerging trends, and strengthen the connection between finance and the business.
  • Creates complex models that require subject matter expertise and the ability to understand company operations, objectives, strategies, in order to improve operations within the company and financial decisions.
  • Provides complex financial and operational analysis to senior management and internal clients.
  • Uses information to develop reports in order to drive results and behaviors.
  • Participates in preparing the complex components of operating budgets (pricing assumptions, 3rd party agreements, issues involving legal entities, etc.).
  • Must be able to point out and correct errors and faulty assumptions.
  • May develop changes to approach, as needed.
  • Provides solutions/ recommendations, strategies and actions to senior and executive management.
  • Participates in the resolution of issues and process improvement opportunities.
  • Likely to create presentations for senior management.
  • Quickly assesses and interprets financial reports for senior management and alerts them to significant as well as subtle issues and trends.
  • Develops solutions and alternatives.

Requirements

  • Bachelor's degree in related area (Business Administration, Finance, Accounting, Economics, etc.) or an equivalent combination of education and experience.
  • 8+ years of related professional experience including 5+ years of experience supporting FP&A / Treasury functions required.
  • Advanced analytical skills to effectively identify problems and develop solutions.
  • Strong mathematics, organizational, and business writing skills required.
  • Project management skills to accurately complete detailed data assignments, understand and interpret broad operational / product / financial concepts and their application to the business unit and AAA.
  • Experience working with operational / product / financial measures and models, business planning, cost/benefit analysis, project management and senior level analysis.
  • Advanced interpersonal communication and inter-departmental relationship-building skills.
  • Ability to lead and provide training and guidance to others.
  • Advanced degrees or post graduate course work a plus.
  • Advanced understanding of AAA business strategy and proficient in the use and development of operational / product / financial concepts as they apply to Personal Lines division and AAA.
  • Strong understanding of the use and development of operational models and other related reporting software.
  • Understanding of insurance industry trends, regulatory requirements, and business practices, including knowledge of insurance products, distribution channels, and risk management strategies.
  • Ability to negotiate, collaborate across functions and deliver results through others.
  • Actively shapes our company culture (e.g., participating in employee resource groups, volunteering, etc.).
  • Lives into cultural norms (e.g., willing to have cameras when it matters: helping onboard new team members, building relationships, etc.).
  • Travels as needed for role, including divisional / team meetings and other in-person meetings.
  • Fulfills business needs, which may include investing extra time, helping other teams, etc.
  • Applicants must have authorization to work indefinitely in the US.
  • Does not provide visa sponsorship for this role.

Skills

  • Advanced analytical skills
  • Strong mathematics skills
  • Organizational skills
  • Business writing skills
  • Project management skills
  • Advanced interpersonal communication skills
  • Inter-departmental relationship-building skills
  • Oracle experience preferred but not required
  • Ability to negotiate
  • Ability to collaborate across functions
  • Ability to deliver results through others

Location

  • Ohio - Home Teleworkers
  • Alabama - Home Teleworkers
  • Arizona - Home Teleworkers
  • Arkansas - Home Teleworkers
  • California - Home Teleworkers
  • Colorado - Home Teleworkers
  • Connecticut - Home Teleworkers
  • Delaware - Home Teleworker
  • District of Columbia - Home Teleworkers
  • Florida - Home Teleworkers
  • Georgia - Home Teleworkers
  • Idaho - Home Teleworkers
  • Illinois - Home Teleworkers
  • Indiana - Home Teleworkers
  • Iowa - Home Teleworkers
  • Kansas - Home Teleworker
  • Kentucky - Home Teleworkers
  • Louisiana - Home Teleworkers
  • Maine Home Teleworkers
  • Maryland - Home Teleworkers
  • Massachusetts - Home Teleworkers
  • Michigan - Home Teleworkers
  • Minnesota - Home Teleworkers
  • Mississippi - Home Teleworker
  • Missouri - Home Teleworker
  • Remote anywhere in the United States with the exceptions of Hawaii and Alaska.

Work Type

  • Remote
  • Home-Flex roles

Experience Level

  • 8+ years of related professional experience
  • 5+ years of experience supporting FP&A / Treasury functions

Education Level

  • Bachelor's degree in related area (Business Administration, Finance, Accounting, Economics, etc.) or an equivalent combination of education and experience.

Salary/Compensations

  • $105,345.00-$117,050.00
  • $105,345.00-$140,550.00
  • Annual discretionary bonus eligibility of up to 10% of eligible pay

Benefits

  • Total compensation package
  • Annual bonus eligibility for most roles
  • 401(k) with a company match
  • Career Growth opportunities
  • Flexible Workplace

About the Company

  • CSAA Insurance Group (CSAA IG), a AAA insurer, is one of the leading personal lines property and casualty insurance groups in the United States.
  • At CSAA IG, we are a mission-driven organization proudly committed to empowering our members, our employees, and our communities to thrive.
  • We believe in growth for everyone. Here at CSAA IG, leaders and mentors partner with employees to align interests, unlock development opportunities, and support long‑term success.
  • We embrace a remote-first culture through our Flexible Workplace.
  • An inclusive and welcoming workplace is the cornerstone of our success.
  • As climate change leads to more frequent and severe weather events, we are taking bold action to build more resilient communities and reduce our environmental impact.

Equal Opportunity

  • CSAA Insurance Group is an equal opportunity employer.
  • CSAA is committed to providing reasonable accommodations to qualified applicants and employees with disabilities or other limitations.