CSAA Insurance Group, a AAA Insurer
We are looking for motivated, innovative individuals, who think big and move fast with a passion for service excellence.
Our Core Beliefs are the foundation of our culture. At CSAA Insurance Group, a AAA Insurer, we believe in Unwavering Integrity, Personal and Mutual Accountability, The Power of Inclusion, A Passion for Service Excellence, Thinking Big and Moving Fast, and Investing in Ourselves. Join us as a Personal Lines – FP&A Analyst and put these beliefs in to play every single day!
Essential Responsibilities
- Monthly Close & Analytics support monthly close process through monthly reporting and analytics of Personal Lines P&L, Reinsurance analysis and operational expense analytics of the Personal Lines and Risk divisions.
- Planning and Forecasting support PerLines and Risk divisions quarterly forecasting and 3-year planning process partnering with Personal Lines and Risk teams to build our financial plans and forecasts and deliver actionable insights into our plans, forecasts and operational expense budgets.
- Business Case Analysis support senior leaders in decision making process through ongoing business partnering and business case development with Product Delivery and Development teams assessing key assumptions, risk and opportunities and their corresponding financial impacts.
- FP&A Transformation continued support of our FP&A transformation initiatives highlighting areas of opportunity for the organization to deliver deeper insights and improve efficiency and effectiveness of the organization actively participating in the development and delivery of supporting tools and processes.
What Would Make Us Excited About You
- Industry Expertise Understands the dynamics of the Personal Lines insurance industry and can apply to ongoing financial analytics, planning and forecasting process. 7-10 years of Personal Lines P&C insurance experience.
- Financial Expertise Demonstrated understanding of the interconnectedness of the P&L and other financial statements. Ability to apply that expertise to financial modeling and analytics. Experience with operational expense reporting and budgeting.
- Business Partnering Ability to partner with senior leaders across the organization to understand strategic priorities and influence strategic decision making in support of achieving financial goals.
- Storytelling Demonstrated ability to clearly and concisely explain financial results through visuals and simple explanations of operational and financial drivers for board of director and C-suite level reporting.
- Technical Demonstrated ability to operate with planning and reporting software (preferably Oracle cloud-based planning and Smartview), build simple reporting and diagnostic solutions to support ongoing analytics, and understanding of data management and governance principles.
- BA Required
Why join us
- Make a difference. We don’t just go to work. We’re a team of employees committed to AAA members, our communities and each other.
- Lifestyle. We drive strategy through innovation. We do honorable work, and we live our core beliefs.
- Recognition. We offer a total compensation package, performance bonus, 401(k) with a company match, and so much more!
Read more about what we offer and what it is like to be a part of our dynamic team at Benefits (aaa.com)
Let’s work together
Submit your application to be considered. We communicate via email, so check your inbox and/or your spam folder to ensure you don’t miss important updates from us.
Headquartered in Walnut Creek, California, our community also works in Arizona, Colorado, Nevada, New Jerseerences, visible and invisible, make every individual at CSAA Insurance Group unique and valuable. We strive to foster a culture where all employees feel a sense of belonging and can leverage their differences to thrive. We believe in embracing our unique identities, experiences, and points of view to advance our company and reflect our communities and members.
If reasonable accommodation is needed to participate in the job application or interview process please contact [email protected].
CSAA Insurance Group is an equal opportunity employer.
Per Nevada SB293 we are disclosing the compensation, or range thereof, for roles that will be, or could be, performed in Nevada. If performed in Nevada, this position has a(n) salary range of $106,675 -$125,500. In compliance of Colorado’s Equal Pay for Equal Work Act (EPEWA) we are disclosing the compensation, or a range thereof, for roles that will be, or could be performed orado. If performed in Colorado, this position has a(n) salary range of $101,490-$119,400. The role includes an opportunity for a company-wide annual discretionary bonus, through our Annual Incentive Plan (AIP), of up to XX% of eligible pay. (For Sales Agents Only) In addition we offer an Incentive and Recognition plan which is an additional earning opportunity from a production incentive plan.
Please note, hourly or salary compensation, or the range of hourly or salary compensation available for a position may vary by location. We reserve the right to amend these benefits at any time and actual compensation will be determined at time of offer.
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To apply for this job please visit careers.csaa-insurance.aaa.com.