Financial Specialist, Personal Lines Insurance FP&A

This is a fully remote position, open to applicants in Alabama, +42 more states.

📋 Description

• Collaborate with senior leadership and internal Finance teams to gain insights into operations, objectives, and strategies.

• Create intricate financial and operational models to enhance operational efficiency and financial decision-making.

• Assist in the preparation of detailed components of operating budgets, which include pricing assumptions, third-party agreements, and legal entity considerations.

• Identify and rectify errors and incorrect assumptions in budgeting processes.

• Deliver financial and operational analyses, reports, solutions, recommendations, strategies, and actions to senior and executive management.

• Engage in issue resolution and explore process improvement initiatives.

• Develop presentations for senior management.

• Evaluate and interpret financial reports, notifying senior management of critical issues and trends.

• Generate solutions and alternatives.

• Travel as necessary for divisional/team meetings and other face-to-face engagements.

• Address business needs, which may involve dedicating extra time and assisting other teams.

⛳️ Requirements

• Bachelor’s degree in a relevant field (Business Administration, Finance, Accounting, Economics, etc.) or an equivalent combination of education and experience.

• Over 8 years of professional experience, including at least 5 years supporting FP&A / Treasury functions.

• Advanced analytical capabilities to efficiently identify issues and devise solutions.

• Strong skills in mathematics, organization, and business writing.

• Proficiency in project management.

• Experience with operational, product, and financial metrics and models, business planning, cost/benefit analysis, project management, and senior-level analysis.

• Exceptional interpersonal communication and skills in building inter-departmental relationships.

• Ability to lead and mentor others through training and guidance.

• Advanced knowledge of AAA business strategy and operational, product, and financial concepts as they pertain to the Personal Lines division and AAA.

• Strong grasp of operational models and related reporting software.

• Awareness of insurance industry trends, regulatory requirements, and business practices, including insurance products, distribution channels, and risk management strategies.

• Capability to negotiate, collaborate across functions, and achieve results through teamwork.

• Must be authorized to work indefinitely in the United States.

• Must not require immigration assistance or visa sponsorship.

🏝️ Benefits

• Annual bonus eligibility for most positions.

• 401(k) plan with company matching contributions.

• Opportunities for career advancement with guidance from leaders and mentors.

• Access to development opportunities.

• Remote-first flexible workplace policy.

• Flexibility to work from various locations, including CSAA offices.

• Employee resource groups.

• Volunteering opportunities.

• Reasonable accommodations for qualified applicants and employees with disabilities or other limitations.