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Financial Consultant - Commercial Lines; Remote

Remote / Online - Candidates ideally in
Bozeman, Gallatin County, Montana, 59772, USA
Listing for: AAA - CSAA Insurance Group
Remote/Work from Home position
Listed on 2026-03-07
Job specializations:
  • Business
    Financial Analyst, Risk Manager/Analyst
  • Finance & Banking
    Financial Analyst, Risk Manager/Analyst
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Position: Financial Consultant - Commercial Lines (Remote)

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
  • Embrace a remote-first culture with flexible work arrangements
  • Inclusive and welcoming workplace fostering innovation and collaboration
  • Focus on sustainability and community resilience initiatives
What to Expect (Job Responsibilities)
  • Partner with senior business leaders to support strategic decision-making and business development
  • Assess key assumptions, risks, and opportunities, translating financial impacts into actionable insights
  • Lead the quarterly forecasting and planning process for the Commercial Lines division
  • Communicate data-driven insights for performance management and strategic priorities
  • Support FP&A transformation initiatives to enhance insights and improve efficiency
What is Required (Qualifications)
  • Bachelor's degree in Business Administration, Finance, Accounting, Economics, or related area
  • 8+ years of related professional experience, including 5+ years in FP&A/Treasury functions
  • Advanced analytical skills to identify problems and develop solutions
  • Strong understanding of Income Statement and Balance Sheet components
  • Exceptional interpersonal and influencing skills to build trust with business leaders
How to Stand Out (Preferred Qualifications)
  • Postgraduate coursework is a plus
  • Experience with capital management in the insurance industry
  • Familiarity with Oracle systems preferred
  • Understanding of insurance industry trends and regulatory requirements
  • Strong mathematical and organizational skills
Equal Opportunity Statement

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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