Financial Analyst Specialist, Personal Lines FP&A - Remote

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Financial Analyst Specialist, Personal Lines FP&A - Remote

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

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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!

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.

• 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.

• 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.

• 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.

• 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…