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Financial Specialist, Personal Lines Insurance FP&A - Remote

Remote / Online - Candidates ideally in
Coon Rapids, Anoka County, Minnesota, USA
Listing for: CSAA Insurance Group
Remote/Work from Home position
Listed on 2026-08-27
Job specializations:
  • Finance & Banking
    Financial Analyst, Risk Manager/Analyst
  • Insurance
    Financial Analyst, Risk Manager/Analyst
Salary/Wage Range or Industry Benchmark: 105000 - 141000 USD Yearly USD 105000.00 141000.00 YEAR
Job Description & How to Apply Below
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Internal candidates:
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Job Title Financial Specialist, Personal Lines Insurance FP&A
- Remote

Requisition NumberR
7946 Financial Specialist, Personal Lines Insurance FP&A
- Remote (Open)
Location Ohio
- Home Teleworkers Additional Locations Alabama
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- Home Teleworker {+ 21 more}Job InformationCSAA 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 Specialist, Personal Lines Insurance FP&A!

Your Role:

Collaborates with senior leaders and internal partners within the Finance organizations to understand operations, objectives, and strategies, and develops complex models in order to improve operations and financial decisions. Participates in preparing the complex components of operating budgets. Collaborates across functions and with senior leadership to align on priorities, address emerging trends, and strengthen the connection between finance and the business.

Your Work:

Creates complex models that require subject matter expertise and the ability to understand company operations, objectives, strategies, in order to improve operations within the company and financial decisions.

Provides complex financial and operational analysis to senior management and internal clients. Uses information to develop reports in order to drive results and behaviors.

Participates in preparing the complex components of operating budgets (pricing assumptions, 3rd party agreements, issues involving legal entities, etc.). Must be able to point out and correct errors and faulty assumptions. May develop changes to approach, as needed.

Provides solutions/ recommendations, strategies and actions to senior and executive management. Participates in the resolution of issues and process improvement opportunities. Likely to create presentations for senior management.

Quickly assesses and interprets financial reports for senior management and alerts them to significant as well as subtle issues and trends. Develops solutions and alternatives.

Required Experience, Education and

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 mathematics, organizational, and business writing skills required.

Project management skills to accurately complete detailed data assignments, understand and interpret broad operational / product / financial concepts and their application to the business unit and AAA.Experience working with operational / product / financial measures and models, business planning, cost/benefit analysis, project management and senior level analysis.

Advanced interpersonal communication and inter-departmental relationship-building skills.

Ability to lead and provide training and guidance to others.

What would make us excited about you?

Advanced degrees or post graduate course work a plus.

Advanced understanding of AAA business strategy and proficient in the use and development of operational / product / financial concepts as they apply to Personal Lines division and AAA.Strong understanding of the use and development of operational models and other related reporting software. 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.

Ability to negotiate, collaborate across functions and deliver…
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