Financial Planning & Analysis Analyst - Remote

AAA - CSAA Insurance Group; Lusby (MD); Remote; USD 70,000 - 90,000; Full time

Job summary

A leading insurance group in Lusby, Maryland, seeks a Financial Analyst to support financial modeling and reporting. The ideal candidate possesses a Bachelor’s degree in finance or a related field and has over 2 years of experience in financial analysis. Proficiency in Excel and strong communication skills are essential for success. Join us in cultivating a dynamic and inclusive work environment with opportunities for career growth.

Qualifications

• 2+ years of experience in financial analysis, corporate finance, or a related role.
• Advanced proficiency in Microsoft Excel, including pivot tables and complex formulas.
• Strong written and verbal communication skills.

Responsibilities

• Support the development and maintenance of financial models and forecasts.
• Prepare accurate and timely financial reports for management and stakeholders.
• Analyze variances between actual results and forecasts.

Skills

Financial modeling

Data analysis

Advanced Microsoft Excel skills

Strong communication skills

Education

Bachelor’s degree in Finance, Accounting, Economics, or related field

Tools

Microsoft Excel

Power BI

SQL

Job description

Overview

Employer Industry: Insurance

We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately.

We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.

What to Expect (Job Responsibilities)

• Support the development and maintenance of financial models and forecasts
• Prepare accurate and timely financial reports for management and stakeholders
• Analyze variances between actual results and forecasts, providing insights and recommendations
• Conduct special financial analysis projects as assigned by management
• Actively drive the annual financial planning cycle

What is Required (Qualifications)

• Bachelor’s degree in Finance, Accounting, Economics, or a related field, or equivalent experience
• 2+ years of experience in financial analysis, corporate finance, or a related role
• Advanced proficiency in Microsoft Excel, including pivot tables and complex formulas
• Proficiency in PowerPoint for presentation development
• Strong written and verbal communication skills

How to Stand Out (Preferred Qualifications)

• Previous experience in the insurance or reinsurance industry
• Familiarity with ERP systems (SAP, Oracle, or similar)
• Knowledge of SQL or other data analysis tools
• Progress toward professional certification (CPA, CFA, FP&A certification)
• Experience with business intelligence tools (Tableau, Power BI, etc.)

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