Financial Planning & Analysis Analyst - Remote

AAA - CSAA Insurance Group; West (MS); Remote; USD 60,000 - 80,000; Full time

Job summary

A leading insurance company based in Mississippi is seeking a Financial Analyst. In this role, you will support financial modeling, budgeting, and reporting. The ideal candidate has a bachelor's degree in Finance or a related field, along with advanced Excel skills and a minimum of 2 years in financial analysis. This position offers opportunities for professional growth in a supportive environment.

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 analytical and problem-solving skills with excellent attention to detail.

Responsibilities

• Support the development and maintenance of financial models and forecasts.
• Assist in the preparation of annual budgets and quarterly reforecasts.
• Prepare accurate and timely financial reports for management and stakeholders.
• Conduct special financial analysis projects as assigned by management.
• Create executive-level presentations and dashboards to communicate financial insights.

Skills

Financial analysis

Attention to detail

Analytical skills

Problem-solving

Microsoft Excel

Education

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

Tools

Microsoft Excel

PowerPoint

ERP systems (SAP, Oracle)

SQL

Tableau

Power BI

Job description

Overview

Employer Industry: Insurance

What to Expect (Job Responsibilities)

• Support the development and maintenance of financial models and forecasts
• Assist in the preparation of annual budgets and quarterly reforecasts
• Prepare accurate and timely financial reports for management and stakeholders
• Conduct special financial analysis projects as assigned by management
• Create executive-level presentations and dashboards to communicate financial insights

What is Required (Qualifications)

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

How to Stand Out (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)

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