Financial Consultant, Personal Lines FP&A - Remote
About the position CSAA Insurance Group (CSAA IG), a AAA insurer, is one of the leading personal lines property and casualty insurance groups in the United States. Here, every employee shapes our mission. We build innovative, human-centered solutions that help AAA members prevent, prepare for, and recover from life's uncertainties. You will join a collaborative, inclusive culture where your strengths have room to grow and your ideas can drive real impact. Step into a role where you can contribute to our shared success through meaningful work. We are actively hiring for a Financial Consultant, Personal Lines FP&A - Remote! Your Role: Serves as a strategic FP&A partner to the Personal Lines organization, leading complex financial and operational analyses, driving resolution on critical issues, and delivering insights that inform business decisions. Collaborates across functions and with senior leadership to align on priorities, address emerging trends, and strengthen the connection between finance and the business.
Responsibilities
- Serve as a strategic FP&A partner to the Personal Lines organization, supporting planning, forecasting, reporting, departmental budgeting, project finance, and ad hoc financial analysis.
- Develop financial models, what-if scenarios, and decision-support analytics to help Personal Lines leadership evaluate business tradeoffs, planning assumptions, investment priorities, and financial outcomes.
- Partner cross-functionally with Personal Lines, Finance, and project teams to translate business drivers, operational trends, and strategic initiatives into clear financial insights and recommendations.
- Identify and implement opportunities to improve FP&A processes, reporting efficiency, forecasting accuracy, and analytical capabilities, including appropriate use of AI and automation tools.
- Partners with senior level executives to initiate solutions or new approaches to address opportunity trends or significant issues involving financial analysis and planning.
Requirements
- 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.
Nice-to-haves
- Post graduate coursework a plus.
- Experience with capital management in the insurance industry is 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.
Benefits
- Total compensation package
- Annual bonus eligibility
- 401(k) with a company match
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