Financial Consultant I - Corporate FP&A - Remote

CSAA Insurance Group (CSAA IG), a AAA insurer, is one of the top personal lines property and casualty insurance groups in the U.S. Our employees proudly live our core beliefs and fulfill our enduring purpose to help members prevent, prepare for and recover from life's uncertainties, and we're proud of the culture we create together. As we commit to progress over perfection, we recognize that every day is an opportunity to be innovative and adaptable. At CSAA IG, we hire good people for a brighter tomorrow. We are actively hiring for a Financial Consultant I - Corporate FP&A. Join us and support CSAA IG in achieving our goals.

Your Role: We are looking for a self-starter with a strong financial reporting background, strong presentation skills, a keen attention to detail, ability to work in a challenging environment with ambiguous situations, and solid project management skills.

Your work:

• Management reporting – prepare Board and F&I committee storyline and materials, which are related to Flash and Performance Report but formatted for board consumption, with special attention paid to visual impact and compelling narrative. Assist in preparation of Flash Report (first look at financial results for month) and Performance Report (summary of financial results with other operational reporting).

• Planning process coordination – work across the FP&A group, the overall Finance group, and across the organization to develop and manage the plan calendar and assist in standardizing deliverables across the group for presentation to executive management and the board.

• Regulatory and compliance reporting – coordinate FP&A efforts with Legal, Actuarial, Corporate Reporting, and Regulatory and Compliance teams to provide periodic reporting to Departments of Insurance and other related stakeholders. On an ad-hoc basis, assist with product filings and other regulatory submissions.

• Ad hoc projects – this would include things like using external economic data to forecast impact on business, looking at potential M&A activity, and helping the business identify efficiency opportunities.

• Financial strength and credit assessment – lead the financial strength and credit assessment process to evaluate vendors and other stakeholders or partners of the company using publicly available financial data or, where appropriate, financial data provided directly by the entity in question. Coordinate financial assessment efforts with Enterprise Risk and Sourcing groups to produce optimal outcomes.

• Commercial insurance SME – leverage knowledge about the commercial insurance market to monitor development of commercial insurance segment in coordination with Finance Operations team. Monitor market conditions and competitors in the commercial insurance space to provide insight.

• Reinsurance SME – leverage knowledge about reinsurance to establish best practices for reinsurance reporting and close management, in conjunction with Finance Operations teams and Accounting. Develop and enhance reporting on reinsurance to provide better monitoring of reinsurance portfolio and offer strategic guidance.

Required Experience, Education and Skills

• BA/BS degree in business, finance or a related field required, MBA preferred

• 10+ years of relevant finance experience

• Strong written and visual presentation skills in Powerpoint/Excel

• Excellent interpersonal skills, including written and oral communication skills

• Profit and loss statement management and/or analysis experience

• Knowledge of financial principles like NPV, IRR, ROE, etc.

• Experience with financial systems, e.g. Oracle ERP/EPM, SAP, Tableau, etc.

• Proficient in Microsoft suite products

• Strong project management skills

What would make us excited about you?

• Strong visual presentation skills with Microsoft PowerPoint

• Insurance industry experience (Commercial Property & Casualty preferred)

• Advanced modeling & analytical skills

• Strong leadership skills and executive presence

• Experience with Oracle ERP & EPM systems

• Experience with BI/data visualization tools (like Tableau, etc)

• Actively shapes our company culture (e.g., supporting employee resource groups, mentoring employees, volunteering, joining cross-functional projects)

• Champions our cultural norms (e.g., willing to have cameras when it matters: helping onboard new team members, building relationships, etc.)

• Demonstrates a company ownership mindset, thinking beyond boundaries of their own area

• Travels as needed for role, including divisional / team meetings and other in-person meetings

• Fulfills business needs, which may include investing extra time, helping other teams, etc

CSAA IG Careers

At CSAA IG, we’re proudly devoted to protecting our customers, our employees, our communities, and the world at large. We are on a climate journey to continue to do better for our people, our business, and our planet. Taking bold action and leading by example. We are citizens for a changing world, and we continually change to meet it.

Join us if you…

• BELIEVE in a mission focused on building a community of service, rooted in inclusion and belonging.

• COMMIT to being there for our customers and employees.

• CREATE a sense of purpose that serves the greater good through innovation.

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 https://careers.csaa-insurance.aaa.com/us/en/benefits

In most cases, you will have the opportunity to choose your preferred working location from the following options when you join CSAA IG: remote, hybrid, or in-person. 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. If a reasonable accommodation is needed to participate in the job application or interview process, please contact TalentAcquisition@csaa.com.

As part of our values, we are committed to supporting inclusion and diversity at CSAA IG. We actively celebrate colleagues’ different abilities, sexual orientation, ethnicity, and gender. Everyone is welcome and supported in their development at all stages in their journey with us.

We are always recruiting, retaining, and promoting a diverse mix of colleagues who are representative of the U.S. workforce. The diversity of our team fosters a broad range of ideas and enables us to design and deliver a wide array of products to meet customers’ evolving needs.

CSAA Insurance Group is an equal opportunity employer.

The national average salary range for this position is $127,890 - $142,100. However, we have a location-based compensation structure. Our salary ranges vary and are calculated based on county of residence. The full [salary range] [hourly rate range] for this position across all the states we hire in is $115,200 - $170,600. This role also includes an opportunity for a company-wide annual discretionary bonus, through our Annual Incentive Plan (AIP), of up to 12% of eligible pay.

If you apply and are selected to continue in the recruiting process, we will schedule a preliminary call with you to discuss the role and will disclose during that call the available salary/hourly rate range based on your location. Factors used to determine the actual salary offered may include location, experience, or education.

Please note we are hiring for this role remote anywhere in the United States with the following exceptions: Hawaii, Alaska and California. California exception does not apply to existing CA employees.

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