Financial Analyst Specialist, Personal Lines FP&A - Remote
AAA - CSAA Insurance Group, Frankfort, Kentucky, United States
Employer Industry: Insurance
Why consider this job opportunity
Annual bonus eligibility for most roles
401(k) with a company match
Opportunity for career advancement and growth within the organization
Flexible remote work culture that allows for work from various locations
Supportive and inclusive work environment fostering collaboration and innovation
Chance to make a positive impact in the financial planning and analysis of personal lines insurance
What to Expect (Job Responsibilities)
Own monthly close activities for assigned Personal Lines cost centers, including variance analysis and performance insights
Lead components of quarterly forecasts and annual operating plans for Personal Lines functions
Prepare executive-ready reporting to highlight financial performance of key initiatives
Build and maintain financial models to evaluate the impact of projects and investments
Contribute to FP&A transformation efforts by enhancing tracking and reporting processes
What is Required (Qualifications)
6+ years of progressive experience in FP&A, corporate finance, or a closely related role
Bachelor’s degree in Finance, Accounting, Economics, or a related field
Strong foundation in operational expense management, forecasting, and variance analysis
Proven ability to build and interpret financial models to support business decisions
Advanced Excel skills with experience in financial planning and reporting tools
How to Stand Out (Preferred Qualifications)
Experience supporting Personal Lines insurance (Auto, Home, Specialty) or broader financial services
Knowledge of project finance and investment evaluation
Exposure to portfolio management or large cross-functional initiatives
Experience contributing to FP&A modernization or transformation initiatives
Demonstrates a strong ownership mindset and desire to grow into a senior FP&A partner
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Why consider this job opportunity
Annual bonus eligibility for most roles
401(k) with a company match
Opportunity for career advancement and growth within the organization
Flexible remote work culture that allows for work from various locations
Supportive and inclusive work environment fostering collaboration and innovation
Chance to make a positive impact in the financial planning and analysis of personal lines insurance
What to Expect (Job Responsibilities)
Own monthly close activities for assigned Personal Lines cost centers, including variance analysis and performance insights
Lead components of quarterly forecasts and annual operating plans for Personal Lines functions
Prepare executive-ready reporting to highlight financial performance of key initiatives
Build and maintain financial models to evaluate the impact of projects and investments
Contribute to FP&A transformation efforts by enhancing tracking and reporting processes
What is Required (Qualifications)
6+ years of progressive experience in FP&A, corporate finance, or a closely related role
Bachelor’s degree in Finance, Accounting, Economics, or a related field
Strong foundation in operational expense management, forecasting, and variance analysis
Proven ability to build and interpret financial models to support business decisions
Advanced Excel skills with experience in financial planning and reporting tools
How to Stand Out (Preferred Qualifications)
Experience supporting Personal Lines insurance (Auto, Home, Specialty) or broader financial services
Knowledge of project finance and investment evaluation
Exposure to portfolio management or large cross-functional initiatives
Experience contributing to FP&A modernization or transformation initiatives
Demonstrates a strong ownership mindset and desire to grow into a senior FP&A partner
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