Job Description
Note: The job is a remote job and is open to candidates in USA. CSAA 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 Consultant to lead complex financial and operational analyses, support strategic decision-making, and provide financial counsel for the Commercial Lines division.
- Responsibilities
- Partner with senior business leaders to support strategic decision-making through ongoing business development with Commercial leadership team and cross-functional partners
- Assess key assumptions, risks, and opportunities, translating financial impacts into actionable insights and complex financial models that ensure investments drive profitable growth
- Lead the Commercial Lines division quarterly forecasting and planning process, collaborating cross-functionally to develop comprehensive financial plans and operational expense budgets
- Communicate clear, data-driven insights into forecasts and plans to inform performance management and strategic priorities
- Lead management and Board of Directors (BOD) reporting, including complex analyses of the Commercial Lines P&L, Balance Sheet, Reinsurance, and operational expenses
- Support FP&A transformation initiatives by developing resolutions to enhance insights, improve efficiency, and strengthen tools and processes across the organization
- Use analytical skills to identify problems and develop solutions, with a focus on data-driven insights
- Skills
- Bachelor's degree in 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 of experience supporting FP&A / Treasury functions required
- Advanced analytical skills to effectively identify problems and develop solutions
- Strong understanding of Income Statement and Balance Sheet components and their interrelationship. Experience in Balance Sheet reporting and cash forecasting
- Demonstrates exceptional interpersonal and influencing skills, with the ability to build trust and credibility with business leaders at all levels, drive consensus, and facilitate effective decision-making
- Experience with data extraction and uploading in Enterprise Performance Management (EPM) systems
- Skills to accurately complete detailed data assignments, understand and interpret broad operational / product / financial concepts and their application to CSAA IG
- Experience with operational / product / financial measures and models, business planning, cost/benefit analysis, project management and senior level analysis
- Ability to lead peers and provide training and guidance to others
- Post graduate course work a plus
- Experience with capital management in the insurance industry preferred
- Oracle experience preferred, but not required
- Understanding of insurance industry trends, regulatory requirements, and business practices, including knowledge of insurance products, distribution channels, and risk management strategies
- Strong understanding of the use and development of operational models and other related reporting software
- Strong mathematical skills
- Advanced organizational skills
- Excellent business writing skills
- Ability to negotiate, collaborate across functions and deliver results through others
- Demonstrates strategic thinking and understanding of how financial analyses impact broader business objectives
- Excellent communication skills
- Strong planning and project management skills
- 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
- Benefits
- Annual bonus eligibility for most roles
- 401(k) with a company match
- Company Overview
- 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. It was founded in 1914, and is headquartered in Walnut Creek, California, USA, with a workforce of 1001-5000 employees. Its website is https://csaa-insurance.aaa.com.
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