Financial Planning & Analysis Analyst - Remote

AAA - CSAA Insurance Group; Oklahoma; Remote; USD 60,000 - 80,000; Full time

Job summary

A leading insurance company is seeking a financial analyst to support the development of financial models and prepare insights based on financial reporting. The ideal candidate will have at least 2 years of experience in financial analysis, advanced Excel skills, and a Bachelor's degree. This role includes opportunities for career advancement, a flexible remote option, and a competitive compensation package.

Benefits

Performance bonus

401(k) with company match

Supportive work environment

Qualifications

• 2+ years of experience in financial analysis or corporate finance.
• Strong analytical and problem-solving skills.
• Attention to detail in financial reporting.

Responsibilities

• Develop and maintain financial models and forecasts.
• Prepare accurate financial reports for stakeholders.
• Analyze variances between actual results and forecasts.

Skills

Financial analysis

Advanced Excel

Analytical skills

Problem-solving skills

Education

Bachelor’s degree in Finance, Accounting, Economics

Tools

Microsoft Excel

PowerPoint

SQL

Tableau

Power BI

Job description

Overview

Employer Industry: Insurance

Why consider this job opportunity:

• Opportunity for career advancement and growth within the organization
• Flexible remote work option available
• Competitive total compensation package, including performance bonus and 401(k) with company match
• Supportive and collaborative work environment that values inclusion and diversity
• Chance to contribute to meaningful financial planning and analysis projects that support strategic business decisions

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

Qualifications

• Required: Bachelor’s degree in Finance, Accounting, Economics, or related field, or equivalent combination of education and 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 analytical and problem-solving skills with excellent attention to detail

Preferred Qualifications

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

Notes

#Insurance #FinancialAnalysis #RemoteWork #CareerOpportunity #DiversityAndInclusion

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