[Remote] Financial Consultant - Commercial Lines (Remote)
Note: The job is a remote job and is open to candidates in USA. CSAA Insurance Group, a AAA insurer, is one of the leading personal lines property and casualty insurance groups in the United States. They are seeking a Financial Consultant to lead complex financial and operational analyses, support strategic decision-making, and provide financial counsel for the Commercial Lines division.
Responsibilities
• Partner with senior business leaders to support strategic decision-making through ongoing business development with Commercial leadership team and cross-functional partners
• Assess key assumptions, risks, and opportunities, translating financial impacts into actionable insights and complex financial models that ensure investments drive profitable growth
• Lead the Commercial Lines division quarterly forecasting and planning process, collaborating cross-functionally to develop comprehensive financial plans and operational expense budgets
• Communicate clear, data-driven insights into forecasts and plans to inform performance management and strategic priorities
• Lead management and Board of Directors (BOD) reporting, including complex analyses of the Commercial Lines P&L, Balance Sheet, Reinsurance, and operational expenses
• Support FP&A transformation initiatives by developing resolutions to enhance insights, improve efficiency, and strengthen tools and processes across the organization
• Use analytical skills to identify problems and develop solutions, with a focus on data-driven insights
Skills
• Bachelor's degree in related area (Business Administration, Finance, Accounting, Economics, etc.) or an equivalent combination of education and experience
• 8+ years of related professional experience including 5+ years of experience supporting FP&A / Treasury functions required
• Advanced analytical skills to effectively identify problems and develop solutions
• Strong understanding of Income Statement and Balance Sheet components and their interrelationship. Experience in Balance Sheet reporting and cash forecasting
• Demonstrates exceptional interpersonal and influencing skills, with the ability to build trust and credibility with business leaders at all levels, drive consensus, and facilitate effective decision-making
• Experience with data extraction and uploading in Enterprise Performance Management (EPM) systems
• Skills to accurately complete detailed data assignments, understand and interpret broad operational / product / financial concepts and their application to CSAA IG
• Experience with operational / product / financial measures and models, business planning, cost/benefit analysis, project management and senior level analysis
• Ability to lead peers and provide training and guidance to others
• Post graduate course work a plus
• Experience with capital management in the insurance industry preferred
• Oracle experience preferred, but not required
• Understanding of insurance industry trends, regulatory requirements, and business practices, including knowledge of insurance products, distribution channels, and risk management strategies
• Strong understanding of the use and development of operational models and other related reporting software
• Strong mathematical skills
• Advanced organizational skills
• Excellent business writing skills
• Ability to negotiate, collaborate across functions and deliver results through others
• Demonstrates strategic thinking and understanding of how financial analyses impact broader business objectives
• Excellent communication skills
• Strong planning and project management skills
• Actively shapes our company culture (e.g., supporting employee resource groups, mentoring employees, volunteering, joining cross-functional projects)
• Champions our cultural norms (e.g., willing to have cameras when it matters: helping onboard new team members, building relationships, etc.)
• Demonstrates a company ownership mindset, thinking beyond boundaries of their own area
• 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
Benefits
• Annual bonus eligibility for most roles
• 401(k) with a company match
Company Overview
• Why we're forever forward -- At CSAA IG, one thing will always endure: our commitment to excellence in everything we do for our members, employees and communities. It was founded in 1914, and is headquartered in Walnut Creek, California, USA, with a workforce of 1001-5000 employees. Its website is https://csaa-insurance.aaa.com.
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Responsibilities
• Partner with senior business leaders to support strategic decision-making through ongoing business development with Commercial leadership team and cross-functional partners
• Assess key assumptions, risks, and opportunities, translating financial impacts into actionable insights and complex financial models that ensure investments drive profitable growth
• Lead the Commercial Lines division quarterly forecasting and planning process, collaborating cross-functionally to develop comprehensive financial plans and operational expense budgets
• Communicate clear, data-driven insights into forecasts and plans to inform performance management and strategic priorities
• Lead management and Board of Directors (BOD) reporting, including complex analyses of the Commercial Lines P&L, Balance Sheet, Reinsurance, and operational expenses
• Support FP&A transformation initiatives by developing resolutions to enhance insights, improve efficiency, and strengthen tools and processes across the organization
• Use analytical skills to identify problems and develop solutions, with a focus on data-driven insights
Skills
• Bachelor's degree in related area (Business Administration, Finance, Accounting, Economics, etc.) or an equivalent combination of education and experience
• 8+ years of related professional experience including 5+ years of experience supporting FP&A / Treasury functions required
• Advanced analytical skills to effectively identify problems and develop solutions
• Strong understanding of Income Statement and Balance Sheet components and their interrelationship. Experience in Balance Sheet reporting and cash forecasting
• Demonstrates exceptional interpersonal and influencing skills, with the ability to build trust and credibility with business leaders at all levels, drive consensus, and facilitate effective decision-making
• Experience with data extraction and uploading in Enterprise Performance Management (EPM) systems
• Skills to accurately complete detailed data assignments, understand and interpret broad operational / product / financial concepts and their application to CSAA IG
• Experience with operational / product / financial measures and models, business planning, cost/benefit analysis, project management and senior level analysis
• Ability to lead peers and provide training and guidance to others
• Post graduate course work a plus
• Experience with capital management in the insurance industry preferred
• Oracle experience preferred, but not required
• Understanding of insurance industry trends, regulatory requirements, and business practices, including knowledge of insurance products, distribution channels, and risk management strategies
• Strong understanding of the use and development of operational models and other related reporting software
• Strong mathematical skills
• Advanced organizational skills
• Excellent business writing skills
• Ability to negotiate, collaborate across functions and deliver results through others
• Demonstrates strategic thinking and understanding of how financial analyses impact broader business objectives
• Excellent communication skills
• Strong planning and project management skills
• Actively shapes our company culture (e.g., supporting employee resource groups, mentoring employees, volunteering, joining cross-functional projects)
• Champions our cultural norms (e.g., willing to have cameras when it matters: helping onboard new team members, building relationships, etc.)
• Demonstrates a company ownership mindset, thinking beyond boundaries of their own area
• 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
Benefits
• Annual bonus eligibility for most roles
• 401(k) with a company match
Company Overview
• Why we're forever forward -- At CSAA IG, one thing will always endure: our commitment to excellence in everything we do for our members, employees and communities. It was founded in 1914, and is headquartered in Walnut Creek, California, USA, with a workforce of 1001-5000 employees. Its website is https://csaa-insurance.aaa.com.
Apply tot his job
Apply To this Job