Financial Analyst Specialist, Personal Lines FP&A - Remote
AAA - CSAA Insurance Group, New York, New York, us, 10261
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 workplace with remote‑first culture, allowing work from home or various locations
Inclusive and welcoming workplace that values employee contributions
Commitment to sustainability and community resilience initiatives
What to Expect (Job Responsibilities)
Manage monthly close activities for assigned Personal Lines cost centers, including variance analysis and performance insights
Lead components of quarterly forecasts, annual operating plans, and multi‑year outlooks for Personal Lines
Prepare executive‑ready reporting highlighting the financial performance of key initiatives
Build and maintain financial models to evaluate the financial impact of projects and investments
Contribute to FP&A transformation efforts by enhancing planning tools 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, or equivalent experience
Strong foundation in operational expense management, forecasting, and variance analysis
Proven ability to build and interpret financial models that support business and investment decisions
Advanced Excel skills and comfort working with large, complex datasets
How to Stand Out (Preferred Qualifications)
Experience supporting Personal Lines insurance (Auto, Home, Specialty) or broader financial services
Experience with project finance, investment evaluation, or initiative‑based financial modeling
Exposure to portfolio management, benefit realization tracking, or large cross‑functional initiatives
Demonstrates a strong ownership mindset and desire to grow into a senior FP&A partner
Actively participates in employee resource groups or volunteer initiatives
We prioritize candidate privacy and champion equal‑opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately. We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top‑tier employer.
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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 workplace with remote‑first culture, allowing work from home or various locations
Inclusive and welcoming workplace that values employee contributions
Commitment to sustainability and community resilience initiatives
What to Expect (Job Responsibilities)
Manage monthly close activities for assigned Personal Lines cost centers, including variance analysis and performance insights
Lead components of quarterly forecasts, annual operating plans, and multi‑year outlooks for Personal Lines
Prepare executive‑ready reporting highlighting the financial performance of key initiatives
Build and maintain financial models to evaluate the financial impact of projects and investments
Contribute to FP&A transformation efforts by enhancing planning tools 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, or equivalent experience
Strong foundation in operational expense management, forecasting, and variance analysis
Proven ability to build and interpret financial models that support business and investment decisions
Advanced Excel skills and comfort working with large, complex datasets
How to Stand Out (Preferred Qualifications)
Experience supporting Personal Lines insurance (Auto, Home, Specialty) or broader financial services
Experience with project finance, investment evaluation, or initiative‑based financial modeling
Exposure to portfolio management, benefit realization tracking, or large cross‑functional initiatives
Demonstrates a strong ownership mindset and desire to grow into a senior FP&A partner
Actively participates in employee resource groups or volunteer initiatives
We prioritize candidate privacy and champion equal‑opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately. We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top‑tier employer.
#J-18808-Ljbffr