Financial Analyst Specialist, Personal Lines FP&A - Remote
AAA - CSAA Insurance Group, Menasha, Wisconsin, United States, 54952
Why consider this job opportunity:
Opportunity for career advancement and growth within the organization
Annual bonus eligibility for most roles
Flexible remote work environment, allowing you to work from various locations
Inclusive and welcoming workplace culture
Commitment to sustainability and community resilience
Strong support and mentorship for professional development
What to Expect (Job Responsibilities):
Own monthly close activities, including variance analysis and performance insights for assigned cost centers and projects
Lead components of quarterly forecasts and annual operating plans for Personal Lines functions
Prepare executive‑ready reporting to highlight financial performance and expected value of initiatives
Build and maintain financial models to evaluate the 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
Strong foundation in operational expense management, forecasting, and variance analysis
Proven ability to build and interpret financial models for business 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 and benefit realization tracking
Demonstrates a strong ownership mindset and desire for growth into a senior FP&A partner
Active participation in employee resource groups or community volunteering
#Insurance #FinancialAnalysis #RemoteWork #CareerGrowth #InclusiveWorkplace #Sustainability
"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
Opportunity for career advancement and growth within the organization
Annual bonus eligibility for most roles
Flexible remote work environment, allowing you to work from various locations
Inclusive and welcoming workplace culture
Commitment to sustainability and community resilience
Strong support and mentorship for professional development
What to Expect (Job Responsibilities):
Own monthly close activities, including variance analysis and performance insights for assigned cost centers and projects
Lead components of quarterly forecasts and annual operating plans for Personal Lines functions
Prepare executive‑ready reporting to highlight financial performance and expected value of initiatives
Build and maintain financial models to evaluate the 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
Strong foundation in operational expense management, forecasting, and variance analysis
Proven ability to build and interpret financial models for business 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 and benefit realization tracking
Demonstrates a strong ownership mindset and desire for growth into a senior FP&A partner
Active participation in employee resource groups or community volunteering
#Insurance #FinancialAnalysis #RemoteWork #CareerGrowth #InclusiveWorkplace #Sustainability
"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