Financial Analyst Specialist, Personal Lines FP&A - Remote

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.

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 trade‑offs, 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 business owners to develop business cases, assess return on investment, and evaluate trade‑offs 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.

• 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.

• 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…