Financial Analyst Specialist - Remote

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CSAA Insurance Group (CSAA IG), a AAA insurer, is one of the top personal lines property and casualty insurance groups in the U.S. Our employees proudly live our core beliefs and fulfill our enduring purpose to help members prevent, prepare for and recover from life's uncertainties, and we're proud of the culture we create together. As we commit to progress over perfection, we recognize that every day is an opportunity to be innovative and adaptable. At CSAA IG, we hire good people for a brighter tomorrow. We are actively hiring for a Financial Analyst Specialist! Join us and support CSAA IG in achieving our goals.     

Your Role:

Financial Planning and Analysis (FP&A) serves as trusted strategic advisors to our business partners, providing financial counsel that drives sustainable and profitable growth for the organization. This role supports the Personal Lines Claims Services organization and the Legal Division including the Claims Law department. It will focus on claims analytics and financial drivers and performance metrics including ULAE/ALAE analysis, and Loss control measures.

Your Work:

• Monthly Close & Analytics: Lead monthly close process through monthly reporting and analytics of PL Claims department and Legal Division operating expenses and loss adjustment expenses (LAE).

• Planning & Forecasting: Lead the PL Claims department and the Legal Division through quarterly forecasting and 3-year planning process partnering with leadership to build financial plans and forecasts and deliver actionable insights into plans, forecasts, and expense (UW and LAE) budgets.

• Management Reporting: Lead management reporting and complex analysis of PL Claims department and Legal Division initiatives and business outcomes targeted at reducing expenses and indemnity costs.

• Financial Modeling: Own the PL Claims staffing model and lead staffing discussions on a regular basis. Partner with leaders in decision making process through ongoing business partnering and proactively providing strategic recommendations. Partner with other financial consultants/leaders on business case development. Communicate key assumptions, risk and opportunities and their corresponding financial impacts. Perform complex financial modeling to ensure profitable investments are made and delivered on.

• FP&A Transformation: Continued support of our FP&A transformation initiatives highlighting areas of opportunity for the organization to deliver deeper insights and improve efficiency and effectiveness of the organization actively participating in the development and delivery of supporting tools and processes.

Required Experience, Education, and Skills:

• A minimum of 6 years of financial planning experience is required; preferably within an Insurance company with knowledge of claims processes and costs.

• Bachelor’s degree in a related field or an equivalent combination of education and experience is required.

• Industry Expertise: Understands the basics of claims (and operations) organizations and can apply to ongoing financial analytics, planning and forecasting process. Additionally understand the relationship between claims handling processes/costs and the connection with the Legal Division workload and processes.

• Financial Expertise: Demonstrated understanding of operational expense reporting (LAE in particular) and budgeting. Experience with insurance P&L ratios and other financial statements.

• Business Partnering: Ability to partner with senior leaders across the organization to understand strategic priorities and influence strategic decision making in support of achieving financial goals. Supports business partners with a sense of urgency, desire to learn about the business and proactively provide recommendations.

• Storytelling: Demonstrated ability to clearly and concisely explain financial results through visuals and simple explanations of operational and financial drivers for board of director and C-suite level reporting.

• Technical: Demonstrated ability to operate with planning and reporting software (preferably Oracle cloud-based planning and Smartview), build simple reporting and diagnostic solutions to support ongoing analytics, and understanding of data management and governance principles.

What would make us excited about you?

• Actively shapes our company culture (e.g., supporting employee resource groups, mentoring employees, volunteering, joining cross-functional projects).

• Champions our cultural norms (e.g., willing to have cameras when it matters: helping onboard new team members, building relationships, etc.).

• Demonstrates a company ownership mindset, thinking beyond boundaries of their own area.

• 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.

CSAA IG Careers   

At CSAA IG, we’re proudly devoted to protecting our customers, our employees, our communities, and the world at large. We are on a climate journey to continue to do better for our people, our business, and our planet. Taking bold action and leading by example. We are citizens for a changing world, and we continually change to meet it.  

Join us if you… 

• BELIEVE in a mission focused on building a community of service, rooted in inclusion and belonging. 

• COMMIT to being there for our customers and employees. 

• CREATE a sense of purpose that serves the greater good through innovation.   

Recognition: We offer a total compensation package, performance bonus, 401(k) with a company match, and so much more!  Read more about what we offer and what it is like to be a part of our dynamic team at https://careers.csaa-insurance.aaa.com/us/en/benefits.

In most cases, you will have the opportunity to choose your preferred working location from the following options when you join CSAA IG: remote, hybrid, or in-person. Submit your application to be considered. We communicate via email, so check your inbox and/or your spam folder to ensure you don’t miss important updates from us.

If a reasonable accommodation is needed to participate in the job application or interview process, please contact [email protected].

As part of our values, we are committed to supporting inclusion and diversity at CSAA IG. We actively celebrate colleagues’ different abilities, sexual orientation, ethnicity, and gender. Everyone is welcome and supported in their development at all stages in their journey with us. 

We are always recruiting, retaining, and promoting a diverse mix of colleagues who are representative of the U.S. workforce. The diversity of our team fosters a broad range of ideas and enables us to design and deliver a wide array of products to meet customers’ evolving needs. 

CSAA Insurance Group is an equal opportunity employer.   

If you apply and are selected to continue in the recruiting process, we will schedule a preliminary call with you to discuss the role and will disclose during that call the available salary/hourly rate range based on your location. Factors used to determine the actual salary offered may include location, experience, or education. 

Must have authorization to work indefinitely in the US.  

Please note we are hiring for this role remote anywhere in the United States with the following exceptions:  Hawaii and Alaska.

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