CSAA Insurance Group, a AAA Insurer · 19 hours ago
Financial Analyst Specialist - Remote
United States
Full-time
Remote
Senior Level
6+ years expCSAA Insurance Group, a AAA insurer, is seeking a Financial Analyst Specialist to support their Personal Lines Claims Services organization and the Legal Division. This role will focus on financial planning and analysis, including claims analytics and performance metrics, to drive sustainable growth for the organization.
AssociationAuto InsuranceCommunitiesHealth CareInsuranceNon ProfitTravel Agency
No H1B
Responsibilities
Lead monthly close process through monthly reporting and analytics of PL Claims department and Legal Division operating expenses and loss adjustment expenses (LAE)
Lead the PL Claims department and the Legal Division through quarterly forecasting and 3-year planning process partnering with leadership to build financial plans and forecasts and deliver actionable insights into plans, forecasts, and expense (UW and LAE) budgets
Lead management reporting and complex analysis of PL Claims department and Legal Division initiatives and business outcomes targeted at reducing expenses and indemnity costs
Own the PL Claims staffing model and lead staffing discussions on a regular basis. Partner with leaders in decision making process through ongoing business partnering and proactively providing strategic recommendations. Partner with other financial consultants/leaders on business case development. Communicate key assumptions, risk and opportunities and their corresponding financial impacts. Perform complex financial modeling to ensure profitable investments are made and delivered on
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
Qualification
Required
A minimum of 6 years of financial planning experience is required; preferably within an Insurance company with knowledge of claims processes and costs
Bachelor's degree in a related field or an equivalent combination of education and experience is required
Understands the basics of claims (and operations) organizations and can apply to ongoing financial analytics, planning and forecasting process. Additionally understand the relationship between claims handling processes/costs and the connection with the Legal Division workload and processes
Demonstrated understanding of operational expense reporting (LAE in particular) and budgeting. Experience with insurance P&L ratios and other financial statements
Ability to partner with senior leaders across the organization to understand strategic priorities and influence strategic decision making in support of achieving financial goals. Supports business partners with a sense of urgency, desire to learn about the business and proactively provide recommendations
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
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
Preferred
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
Benefits
Total compensation package
Performance bonus
401(k) with a company match
Company
CSAA Insurance Group, a AAA Insurer
Why we're forever forward -- At CSAA IG, one thing will always endure: our commitment to excellence in everything we do for our members, employees and communities.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Mike Zukerman
President and CEO
Joseph Kamau
SVP and Chief Information Security Officer
Recent News
Digital Insurance
2025-10-23
2025-10-04
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