Financial Specialist, Personal Lines Insurance FP&A

What you’ll do

• Collaborate with senior leaders and internal Finance partners to understand operations, objectives, and strategies, then develop complex financial models that improve operational outcomes and financial decision-making.
• Contribute to preparing complex components of operating budgets, including pricing assumptions and 3rd party agreements, and address items involving legal entities; identify and correct errors and faulty assumptions as needed.
• Align with cross-functional teams and senior leadership on priorities, address emerging trends, and strengthen the connection between Finance and the business.
• Provide complex financial and operational analysis to senior management and internal clients, building reports that influence results and behaviors.
• Develop and present recommendations, strategies, and actions for senior and executive management, including participation in issue resolution and process improvement opportunities; may create senior management presentations.
• Quickly assess and interpret financial reports, alerting leadership to significant and subtle issues and trends, and develop solutions and alternative approaches.

What you bring

• Bachelor’s degree in a 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 supporting FP&A / Treasury functions.
• Advanced analytical skills to identify problems and develop solutions.
• Strong mathematics, organizational, and business writing skills.
• Project management skills to complete detailed data assignments and accurately interpret operational, product, and financial concepts for the business unit and AAA.
• Experience applying operational and product/financial measures and models, business planning, cost/benefit analysis, project management, and senior-level analysis.
• Advanced interpersonal communication skills and the ability to build relationships across departments.
• Ability to lead and provide training and guidance to others.

Tools you may use

• Oracle

Benefits and compensation

• Annual bonus eligibility for most roles
• 401(k) with a company match
• Opportunity for a company-wide annual discretionary bonus through the Annual Incentive Plan (AIP), of up to 10% of eligible pay

What would make you stand out

• Advanced degrees or post graduate course work
• Advanced understanding of AAA business strategy and the ability to apply operational/product/financial concepts to the Personal Lines division
• Strong understanding of developing operational models and related reporting software (Oracle experience preferred but not required)
• Knowledge of insurance industry trends, regulatory requirements, and business practices, including insurance products, distribution channels, and risk management strategies
• Ability to negotiate, collaborate across functions, and deliver results through others
• Ways of contributing to culture (for example, participation in employee resource groups or volunteering)
• Willingness to live cultural norms, including using cameras when it matters (such as helping onboard new team members and building relationships)
• Ability to travel as needed for divisional/team meetings and other in-person meetings
• Flexibility to fulfill business needs, which may include investing extra time or supporting other teams

Travel: as needed for divisional/team meetings and other in-person meetings.

Hiring process and important notes: CSAA communicates via email after you submit your application. Check your inbox and/or spam folder for updates. CSAA is committed to reasonable accommodations; contact [email protected] to request support. CSAA does not provide visa sponsorship for this role, and applicants must have authorization to work indefinitely in the US.