Job Overview
Location
47 Locations
Job Type
Full-time
Category
Data Science
Date Posted
June 3, 2026
Full Job Description
đź“‹ Description
- • Serve as a strategic FP&A partner to the Personal Lines Insurance organization, supporting financial planning, forecasting, budgeting, reporting, project finance, and ad hoc financial analysis.
- • Develop detailed financial models and what-if scenarios to evaluate business tradeoffs, planning assumptions, investment priorities, and financial outcomes for Personal Lines leadership.
- • Translate operational trends, business drivers, and strategic initiatives into clear financial insights and actionable recommendations through cross-functional collaboration with Personal Lines, Finance, and project teams.
- • Identify and implement process improvements to enhance FP&A efficiency, forecasting accuracy, and analytical capabilities, including leveraging AI and automation tools.
- • Partner with senior executives to initiate solutions for complex financial issues, emerging trends, and strategic opportunities impacting the Personal Lines business.
- • Conduct in-depth analysis of Income Statement and Balance Sheet components, with direct experience in Balance Sheet reporting and cash forecasting.
- • Extract and upload data using Enterprise Performance Management (EPM) systems to support financial reporting and planning activities.
- • Interpret broad operational, product, and financial concepts and apply them accurately to CSAA Insurance Group’s business context.
- • Lead peers and provide training and guidance to team members to strengthen FP&A capabilities across the organization.
- • Demonstrate strategic thinking by connecting financial analyses to broader business objectives and long-term organizational goals.
- • Maintain strong organizational and planning skills to manage multiple priorities, deadlines, and detailed data assignments with precision.
- • Communicate complex financial information effectively through excellent business writing and verbal communication skills.
- • Collaborate across functions to build trust, drive consensus, and facilitate decision-making with business leaders at all levels.
- • Travel as needed for divisional/team meetings and in-person collaboration events.
- • Contribute to company culture by supporting employee resource groups, mentoring colleagues, volunteering, or participating in cross-functional projects.
- • Embrace cultural norms such as using cameras during key interactions to build relationships and onboard new team members.
- • Operate with a company ownership mindset, thinking beyond functional boundaries to support broader business needs, including assisting other teams or investing extra time as required.
🎯 Requirements
- • Bachelor’s degree in Business Administration, Finance, Accounting, Economics, or equivalent combination of education and experience
- • 8+ years of related professional experience, including 5+ years supporting FP&A or Treasury functions
- • Advanced analytical skills to identify problems and develop solutions
- • Strong understanding of Income Statement and Balance Sheet components and experience in Balance Sheet reporting and cash forecasting
- • Experience with data extraction and uploading in Enterprise Performance Management (EPM) systems
- • Demonstrated ability to influence and build trust with senior business leaders and drive consensus
🏖️ Benefits
- • Annual bonus eligibility of up to 12% of eligible pay through the Annual Incentive Plan (AIP)
- • 401(k) with company match
- • Remote-first flexible workplace with Home-Flex roles, allowing primary work from home and flexibility to work from CSAA offices
- • Career growth opportunities with mentorship and development support
- • Inclusive and welcoming workplace culture focused on belonging and diversity
- • Commitment to sustainability and community resilience initiatives
Skills & Technologies
About CSAA Insurance Group
CSAA Insurance Group, a AAA insurer, specializes in providing auto and home insurance coverage to AAA club members across a broad geographic footprint. With operations spanning Arizona, Colorado, Connecticut, Delaware, Maryland, Montana, Nevada, Oklahoma, Oregon, South Dakota, Utah, Washington D.C., and Wyoming, alongside specific regions in California, Idaho, Indiana, Kansas, Kentucky, New Jersey, New York, Ohio, Pennsylvania, Virginia, and West Virginia, the group demonstrates significant regional scale. They empower policyholders with online tools for managing policies and payments, enhancing accessibility. As a robust insurer within the AAA network, CSAA Insurance Group focuses on safeguarding assets for a substantial and diverse customer base.
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