Financial Analyst Specialist, Personal Lines FP&A

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Job Title

Financial Analyst Specialist, Personal Lines FP&A - Remote

Requisition Number

R7599 Financial Analyst Specialist, Personal Lines FP&A - Remote (Open)

Location

Ohio - Home Teleworkers

Additional Locations

Alabama - Home Teleworkers, Alabama - Home Teleworkers, Arizona - Home Teleworkers, Arkansas - Home Teleworkers, California - Home Teleworkers, Colorado - Home Teleworkers, Connecticut - Home Teleworkers, Delaware - Home Teleworker, District of Columbia - Home Teleworkers, Florida - Home Teleworkers, Georgia - Home Teleworkers, Idaho - Home Teleworkers, Illinois - Home Teleworkers, Indiana - Home Teleworkers, Iowa - Home Teleworkers, Kansas - Home Teleworker, Kentucky - Home Teleworkers, Louisiana - Home Teleworkers, Maine Home Teleworkers, Maryland - Home Teleworkers, Massachusetts - Home Teleworkers, Michigan - Home Teleworkers, Minnesota - Home Teleworkers, Mississippi - Home Teleworker, Missouri - Home Teleworker {+ 20 more}

Job Information

CSAA Insurance Group (CSAA IG), a AAA insurer, is one of the leading personal lines property and casualty insurance groups in the United States. Here, every employee shapes our mission. We build innovative, human-centered solutions that help AAA members prevent, prepare for, and recover from life's uncertainties. You will join a collaborative, inclusive culture where your strengths have room to grow and your ideas can drive real impact. Step into a role where you can contribute to our shared success through meaningful work.

We are actively hiring for a Financial Analyst Specialist, Personal Lines FP&A - Remote!

Your Role:

Financial Planning & Analysis (FP&A) is a strategic partner to Personal Lines leadership, providing insight and financial guidance that supports profitable growth, disciplined investment, and operational efficiency across Auto, Home, and Specialty products.

As a Financial Analyst Specialist, you will play a hands-on role in core FP&A activities including close, forecasting, planning, and initiative-based financial modeling. This role partners closely with business leaders to evaluate the financial impact of projects and investments across the Personal Lines portfolio, ensuring resources are deployed in ways that maximize value and align with strategic priorities.

This role is ideal for a hard-working FP&A professional who combines strong analytical skills with business curiosity and the ability to translate project outcomes into clear financial implications.

Your Work:

Monthly Close & Performance Analytics

• Own monthly close activities for assigned Personal Lines cost centers, initiatives, and projects, including variance analysis, trend identification, and performance insights.

• Develop a strong understanding of cost drivers and initiative performance, proactively identifying risks, opportunities, and emerging financial impacts.

Forecasting & Planning

• Lead components of quarterly forecasts, annual operating plans, and multi-year outlooks for Personal Lines functions and strategic initiatives.

• Partner with business leaders to translate roadmaps, operating plans, and project timelines into actionable financial forecasts.

• Ensure assumptions related to scope, timing, resourcing, and benefits realization are clearly documented and aligned to business objectives.

Management Reporting & Executive Support

• Prepare executive-ready reporting that highlights the financial performance and expected value of key Personal Lines initiatives.

• Support leadership decision-making by framing tradeoffs, scenarios, and financial implications tied to growth, efficiency, and investment decisions.

• Provide targeted analysis to support prioritization across competing projects and initiatives.

Project Finance & Financial Modeling

• Build and maintain financial models to evaluate the financial impact of Personal Lines projects, initiatives, and investments, including staffing, technology, process improvement, and growth initiatives.

• Partner with business owners to develop business cases, assess return on investment, and evaluate tradeoffs across scope, timing, and cost.

• Perform scenario and sensitivity analysis to assess risk and uncertainty, clearly communicating implications to leadership.

• Track actual performance against approved business cases and provide insight into variances and benefit realization.

FP&A Transformation & Continuous Improvement

• Contribute to FP&A transformation efforts by strengthening initiative tracking, investment transparency, and analytical rigor.

• Support the enhancement of planning tools, reporting processes, and financial governance related to project and initiative management.

• Apply best practices to improve how financial impacts of projects are modeled, tracked, and communicated.

Required Experience, Education and Skills:

• 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 is required.

• Strong foundation in operational expense management, forecasting, and variance analysis.

• Proven ability to build and interpret financial models that support business and investment decisions.

• Solid understanding of financial statements and performance measurements.

• Experience partnering with business leaders to understand objectives and provide financial guidance.

• Ability to operate with ownership, sound judgment, and a proactive attitude.

• Ability to clearly explain financial results and drivers to non-finance audiences.

• Experience preparing materials for senior leadership reviews using clear visuals and concise narratives.

• Experience with financial planning and reporting tools (Oracle Cloud / SmartView preferred).

• Advanced Excel skills and comfort working with large, complex datasets.

• Understanding of data integrity, controls, and governance principles.

What would make us excited about you?

• 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.

• Experience contributing to FP&A modernization or transformation initiatives.

• Demonstrates a strong ownership mindset and desire to grow into a senior FP&A partner.

• Brings curiosity about how Personal Lines strategies translate into financial outcomes.

• Actively shapes our company culture (e.g., participating in employee resource groups, volunteering, etc.).

• Lives into cultural norms (e.g., willing to have cameras when it matters: helping onboard new team members, building relationships, etc.).

• 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.

Please note we are hiring for this role remote anywhere in the United States with the following exceptions: Hawaii and Alaska.

Why Choose a Career at CSAA IG?

At CSAA IG, we are a mission-driven organization proudly committed to empowering our members, our employees, and our communities to thrive.

Recognition: We offer a total compensation package, annual bonus eligibility for most roles, 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 https://careers.csaainsurance.aaa.com/us/en/benefits.

Career Growth: We believe in growth for everyone. Here at CSAA IG, leaders and mentors partner with employees to align interests, unlock development opportunities, and support long‑term success.

Flexible Workplace: We embrace a remote-first culture through our Flexible Workplace. Most employees hold Home-Flex roles, working primarily from home, often with the flexibility to work from various locations including CSAA offices. Our flexible workplace empowers you to balance remote work with intentional in‑person moments that deepen connection and collaboration.

Inclusion and Belonging: An inclusive and welcoming workplace is the cornerstone of our success. By fostering an environment where people feel valued and heard, we deepen our ability to understand and meet the unique needs of our members. This strengthens innovation and enhances our products and services, giving us a competitive edge in the market.

Sustainability: As climate change leads to more frequent and severe weather events, we are taking bold action to build more resilient communities and reduce our environmental impact. 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.

CSAA is committed to providing reasonable accommodations to qualified applicants and employees with disabilities or other limitations. If you would like to request an accommodation to participate in the job application or interview process, please contact TalentAcquistion@csaa.com

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.

CSAA does not provide visa sponsorship for this role. Applicants must have authorization to work indefinitely in the US. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

CSAA Insurance Group is an equal opportunity employer.

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