Financial Analyst Specialist, Personal Lines FP&A - Remote
AAA - CSAA Insurance Group, New York, New York, 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 workplace with remote work options
Inclusive and welcoming work environment that values diversity
Chance to make a positive impact on communities through sustainability initiatives
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 on financial performance and expected value 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
Proven ability to build and interpret financial models that support business decisions
Strong foundation in operational expense management and variance analysis
Advanced Excel skills and experience with financial planning and reporting tools
How to Stand Out (Preferred Qualifications):
Experience supporting Personal Lines insurance (Auto, Home, Specialty)
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 to grow into a senior FP&A partner
Actively participates in company culture initiatives (e.g., employee resource groups, volunteering)
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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 work options
Inclusive and welcoming work environment that values diversity
Chance to make a positive impact on communities through sustainability initiatives
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 on financial performance and expected value 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
Proven ability to build and interpret financial models that support business decisions
Strong foundation in operational expense management and variance analysis
Advanced Excel skills and experience with financial planning and reporting tools
How to Stand Out (Preferred Qualifications):
Experience supporting Personal Lines insurance (Auto, Home, Specialty)
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 to grow into a senior FP&A partner
Actively participates in company culture initiatives (e.g., employee resource groups, volunteering)
#J-18808-Ljbffr