CSAA Insurance Group, a AAA Insurer · 1 day ago
Financial Analyst Specialist, Personal Lines FP&A - Remote
United States
Full-time
Remote
Senior Level
6+ years expCSAA Insurance Group, a AAA insurer, is one of the leading personal lines property and casualty insurance groups in the United States. They are seeking a Financial Analyst Specialist to provide financial guidance and insights that support profitable growth and operational efficiency across their Personal Lines portfolio. The role involves core FP&A activities such as forecasting, planning, and financial modeling in collaboration with business leaders.
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No H1B
Responsibilities
Own monthly close activities for assigned Personal Lines cost centers, initiatives, and projects, including variance analysis, trend identification, and performance insights
Develop a strong understanding of cost drivers and initiative performance, proactively identifying risks, opportunities, and emerging financial impacts
Lead components of quarterly forecasts, annual operating plans, and multi-year outlooks for Personal Lines functions and strategic initiatives
Partner with business leaders to translate roadmaps, operating plans, and project timelines into actionable financial forecasts
Ensure assumptions related to scope, timing, resourcing, and benefits realization are clearly documented and aligned to business objectives
Prepare executive-ready reporting that highlights the financial performance and expected value of key Personal Lines initiatives
Support leadership decision-making by framing tradeoffs, scenarios, and financial implications tied to growth, efficiency, and investment decisions
Provide targeted analysis to support prioritization across competing projects and initiatives
Build and maintain financial models to evaluate the financial impact of Personal Lines projects, initiatives, and investments, including staffing, technology, process improvement, and growth initiatives
Partner with business owners to develop business cases, assess return on investment, and evaluate tradeoffs across scope, timing, and cost
Perform scenario and sensitivity analysis to assess risk and uncertainty, clearly communicating implications to leadership
Track actual performance against approved business cases and provide insight into variances and benefit realization
Contribute to FP&A transformation efforts by strengthening initiative tracking, investment transparency, and analytical rigor
Support the enhancement of planning tools, reporting processes, and financial governance related to project and initiative management
Apply best practices to improve how financial impacts of projects are modeled, tracked, and communicated
Qualification
Required
6+ years of progressive experience in FP&A, corporate finance, or a closely related role
Bachelor's degree in Finance, Accounting, Economics, or a related field, or equivalent experience is required
Strong foundation in operational expense management, forecasting, and variance analysis
Proven ability to build and interpret financial models that support business and investment decisions
Solid understanding of financial statements and performance measurements
Experience partnering with business leaders to understand objectives and provide financial guidance
Ability to operate with ownership, sound judgment, and a proactive attitude
Ability to clearly explain financial results and drivers to non-finance audiences
Experience preparing materials for senior leadership reviews using clear visuals and concise narratives
Experience with financial planning and reporting tools (Oracle Cloud / SmartView preferred)
Advanced Excel skills and comfort working with large, complex datasets
Understanding of data integrity, controls, and governance principles
Preferred
Experience supporting Personal Lines insurance (Auto, Home, Specialty) or broader financial services
Experience with project finance, investment evaluation, or initiative-based financial modeling
Exposure to portfolio management, benefit realization tracking, or large cross-functional initiatives
Experience contributing to FP&A modernization or transformation initiatives
Demonstrates a strong ownership mindset and desire to grow into a senior FP&A partner
Brings curiosity about how Personal Lines strategies translate into financial outcomes
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
Benefits
Total compensation package
Annual bonus eligibility for most roles
401(k) with a company match
Company
CSAA Insurance Group, a AAA Insurer
Why we're forever forward -- At CSAA IG, one thing will always endure: our commitment to excellence in everything we do for our members, employees and communities.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Mike Zukerman
President and CEO
Joseph Kamau
SVP and Chief Information Security Officer
Recent News
Digital Insurance
2025-10-23
2025-10-04
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