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Job Information

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 Corporate FP&A Financial Consultant I. Join us and support CSAA IG in achieving our goals.

Your Role: As a Corporate FP&A Financial Consultant, you will develop solutions to critical issues and broad design matters of moderate to high degree of complexity to address business needs within our Financial Planning & Analysis function. Your main responsibilities will include owning the balance sheet process, consulting with the treasury and investment teams for plan/forecast assumptions and being a regulatory subject matter expert for the business.

Your Work:

• Build and maintain financial models and analyses to support business decisions.
• Use advanced analytical skills to identify problems and develop solutions, with a focus on data-driven insights.
• Own balance sheet reporting and forecasting.
• Prepare and deliver critical monthly financial reports to company executives.
• Create and implement process enhancements for balance sheet forecasting by collaborating with FP&A peers and the corporate investments and treasury teams.
• Partner with senior level executives to initiate solutions or new approaches to address opportunity trends or issues within FP&A processes.
• Manage regulatory and compliance reporting requirements, ensuring timely and accurate submissions. Will be the primary contact for regulatory reporting and state certificate of authority responses, collaborating with personal and commercial lines partners as needed.
• Consult with the treasury and investment teams for plan/forecast assumptions.
• Build and maintain effective relationships between business units and finance, driving consensus and facilitating effective decision-making.
• Demonstrate exceptional interpersonal and influencing skills, with the ability to negotiate and collaborate across functions.
• Lead high-level and complex financial and operational analyses by independently reaching out across work groups and divisions to enlist subject matter experts and important partners to manage the work and achieve alignment and resolution.

Required Experience, Education and 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. Prior experience in Balance Sheet reporting and cash forecasting.
• Demonstrates exceptional interpersonal and influencing skills, with the ability to build trust and credibility with stakeholders 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 working 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.

What would make us excited about you?

• Post graduate course work a plus.
• Experience with capital management in the insurance industry preferred.
• Oracle experience preferred, but not required.
• Solid 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.
• Ability to adapt to changing priorities, deadlines, and business needs, with a flexible and responsive approach to managing multiple tasks and projects simultaneously.
• 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

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 TalentAcquisition@csaa.com.

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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Knowledge, Skills and Abilities

Required:

• Strong mathematical skills needed.
• Advanced analytical skills to effectively identify problems and develop solutions.
• Advanced organizational skills.
• Has excellent business writing skills.
• Project management experience skills to accurately complete detail data assignments, understand and interpret broad operational / product / financial facilitator and negotiator concepts and their application to the business unit and CSAA IG.
• Experience working with operational / product / financial measures and models, business planning, cost/benefit analysis, project management and senior level analysis.
• Proficient in the use and development of operational / product / financial concepts as they apply to business unit and CSAA IG.
• Excellent interpersonal and inter-departmental skills.
• Advanced understanding of CSAA IGbusiness strategy.
• Ability to lead and provide training and guidance to others.
• Excellent communication skills.
• Excellent planning and project management skills.
• Strong facilitation and presentation experience.
• Excellent coaching, leadership and management skills.
• Strong understanding of CSAA IGbusiness strategy.
• Understanding of P and L’s and other financial reporting.
• Ability to negotiate, collaborate across functions and deliver results through others.

Preferred:

• Strong understanding of the use and development of operational models and other related reporting software

Education, Work Experience, Licenses & Certifications

Required:

• Bachelor\'s degree in related area (Business Administration, Finance, Accounting, Economics, or equivalent experience and education) or an equivalent combination of education and experience

Preferred:

• 10+ years of related professional experience
• Post graduate course work
• Experienced with project and process management