Finance AI Enablement Lead - Remote

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Finance AI Enablement Lead - Remote

R7621 Finance AI Enablement Lead - 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 Finance AI Enablement Lead
!

The Finance AI Enablement Lead drives the identification, evaluation, and adoption of artificial intelligence tools across the Finance organization. This role translates Finance business needs into practical AI-enabled solutions and ensures responsible, scalable adoption through structured experimentation, implementation, training, and support.

The role partners closely with Finance departments (Accounting, FP&A, Investments, Real Estate, Risk & Tax) along with IT, Data and Security teams to accelerate value realization from AI while maintaining strong governance and user confidence. Success is defined by measurable improvements in efficiency, insight generation, and decision-making across Finance teams.

• Identifies high-impact AI opportunity areas across Finance, including forecasting, reporting, analysis, close processes, controls, and decision support.
• Conducts and synthesizes business process analysis, user research, and technology assessments to inform AI use cases and prioritization.
• Develops hypotheses, pilot plans, and experimentation approaches to validate AI-enabled Finance solutions.
• Evaluates and recommends AI tools aligned with Finance needs, enterprise architecture, and risk standards.
• Leads pilot implementations and supports transition from experimentation to scaled adoption.
• Partners with IT, Data, Security, Legal, and Risk teams to ensure responsible, compliant AI usage.
• Designs and delivers training, documentation, and best-practice guidance for Finance users.
• Acts as the primary AI champion and subject-matter resource for Finance teams.
• Provides ongoing support, troubleshooting, and continuous improvement for Finance AI tools.
• Tracks adoption, usage, and outcomes to assess effectiveness and inform next-step recommendations.
• Prepares executive-ready insights, updates, and recommendations for Finance leadership.
• Contributes to portfolio-level prioritization discussions related to Finance transformation and AI initiatives.

• Bachelor’s degree in Finance, Accounting, Business, Information Systems, Economics, or a related field; or equivalent practical experience.
• 8 years of experience in Finance, Finance transformation, AI technology enablement, innovation, or related roles.
• Experience working with AI tools, automation, analytics platforms, or generative AI solutions.
• Demonstrated experience implementing or supporting business-facing technology solutions.
• Strong understanding of Finance processes and workflows (e.g., FP&A, Accounting, Investments, Tax, Finance Operations).
• Ability to identify AI-enabled opportunities and translate business needs into actionable solutions.
• Experience using and deploying AI for structured problem-solving, hypothesis-driven experimentation, and learning-based iteration.
• Strong analytical skills, including the ability to assess impact, value, and risk.
• Excellent communication skills, with the ability to explain technical concepts to non-technical audiences.
• Ability to influence cross-functional stakeholders without direct authority.
• Comfort working in ambiguous or evolving problem spaces.
• Strong facilitation and change‑management skills to drive adoption.
• Curiosity and continuous learning mindset related to emerging AI…