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

4 days ago

Financial Specialist, Personal Lines Insurance FP&A - Remote

CSAA Insurance Group, a AAA Insurer · AL, US

4 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, and strategies to improve operations and financial decisions.
  • Provides complex financial and operational analysis to senior management and internal clients, developing reports to drive results and behaviors.
  • Participates in preparing complex components of operating budgets, including pricing assumptions, third-party agreements, and issues involving legal entities, with the ability to identify and correct errors and faulty assumptions.
  • Provides solutions, recommendations, strategies, and actions to senior and executive management, participating in issue resolution and process improvement.
  • Creates presentations for senior management.
  • Quickly assesses and interprets financial reports for senior management, alerting them to significant and subtle issues and trends, and develops solutions and alternatives.
  • Travels as needed for role, including divisional/team meetings and other in-person meetings.
  • Fulfills business needs, which may include investing extra time and helping other teams.

Requirements

  • Bachelor's degree in a related area (Business Administration, Finance, Accounting, Economics, etc.) or an equivalent combination of education and experience.
  • 6+ years of related professional experience, including 4+ years of experience supporting FP&A / Treasury functions.
  • Advanced analytical skills to effectively identify problems and develop solutions.
  • Strong mathematics, organizational, and business writing skills.
  • Project management skills to accurately complete detailed data assignments and understand/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 understanding of AAA business strategy and proficiency in the use and development of operational/product/financial concepts as they apply to the 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 company culture (e.g., participating in employee resource groups, volunteering).
  • Lives into cultural norms (e.g., willing to have cameras on when it matters: helping onboard new team members, building relationships).
  • Must have authorization to work indefinitely in the US.
  • Does not require visa sponsorship.

Skills

  • Financial modeling
  • Budgeting
  • Financial analysis
  • Operational analysis
  • Reporting
  • Mathematics
  • Organization
  • Business writing
  • Project management
  • Interpersonal communication
  • Relationship-building
  • Leadership
  • Training
  • Guidance
  • Oracle experience preferred

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 (United States, excluding Hawaii and Alaska)

Work Type

  • Remote
  • Home-Flex

Experience Level

  • 6+ years of related professional experience
  • 4+ years of experience supporting FP&A / Treasury functions

Education Level

  • Bachelor's degree in related area (Business Administration, Finance, Accounting, Economics, etc.) or equivalent combination of education and experience.
  • Advanced degrees or post graduate coursework a plus.

Salary/Compensations

  • $105,345.00-$117,050.00 (National Average)
  • $105,345.00-$140,550.00 (Starting Pay Range Across All States)
  • $105,345.00 - $128,800.00 (Colorado Specific)
  • Up to 10% annual discretionary bonus

Benefits

  • Total compensation package
  • Annual bonus eligibility for most roles
  • 401(k) with a company match
  • Career growth opportunities
  • Flexible Workplace (Remote-first culture)

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.
  • Mission-driven organization proudly committed to empowering members, employees, and communities to thrive.
  • Focuses on building innovative, human-centered solutions to help AAA members prevent, prepare for, and recover from life's uncertainties.
  • Collaborative, inclusive culture where strengths can grow and ideas can drive impact.
  • Committed to sustainability and taking action to build more resilient communities and reduce 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.