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indeed

Financial Specialist, Personal Lines Insurance FP&A - Remote

CSAA Insurance Group, a AAA Insurer
Remote, USA
Full-time
Remote
USD 105345-140550 yearly
Discovered 1 months ago
Financial modelingFP&ATreasuryFinancial analysisOperational analysisOperating budgets

Full Job Posting

Your Role

Collaborate with senior leaders and finance partners to understand operations, objectives, and strategies.

Develop complex models and analysis to improve operations, financial decisions, and the connection between finance and the business.

Your Work

  • Create complex financial and operational models using subject matter expertise.
  • Provide financial and operational analysis, reports, recommendations, strategies, and presentations to senior management and internal clients.
  • Prepare complex operating budget components, including pricing assumptions and third-party agreements.
  • Identify and correct errors and faulty assumptions and change approaches when needed.
  • Interpret financial reports and alert senior management to significant and subtle issues and trends.
  • Participate in issue resolution and process improvement opportunities.

Required Experience and Skills

  • Bachelor's degree in a related area or an equivalent combination of education and experience.
  • At least 6 years of related professional experience, including at least 4 years supporting FP&A or Treasury functions.
  • Advanced analytical skills and strong mathematics, organizational, and business writing skills.
  • Project management skills and experience with operational, product, and financial measures and models.
  • Advanced interpersonal communication and interdepartmental relationship-building skills.
  • Ability to lead and provide training and guidance to others.

Preferred Qualifications

  • Advanced degree or postgraduate coursework is a plus.
  • Advanced understanding of AAA business strategy and Personal Lines operations is advantageous.
  • Experience with operational models and reporting software is advantageous; Oracle experience is preferred but not required.
  • Understanding of insurance trends, regulations, products, distribution channels, and risk management strategies is advantageous.
  • Ability to negotiate, collaborate across functions, and deliver results through others.

Workplace

  • The role is remote anywhere in the United States except Hawaii and Alaska.
  • The role may require travel for divisional, team, and other in-person meetings.

Compensation

  • The stated national average salary range is $105,345 to $117,050 yearly.
  • The location-based starting salary range across hiring states is $105,345 to $140,550 yearly.
  • The role may include an annual discretionary bonus of up to 10% of eligible pay.

Benefits

  • The company offers total compensation, annual bonus eligibility for most roles, a 401(k) with company match, and other benefits.

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