Remote FP&A Lead, Personal Lines Insurance

CSAA

Utah

Remote

USD 105,000 - 141,000

Full time

14 days+
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Benefits offered by this job

Annual bonus eligibility
401(k) with company match
Remote-first culture

Job summary

CSAA Insurance Group (CSAA IG) is seeking a Financial Specialist, Personal Lines Insurance FP&A to drive advanced modelling, budgeting, and strategic financial analysis in a remote-capable role. You will collaborate with senior leaders and internal partners to align on priorities and improve decision making across the business.

Ideal candidates have 8+ years of related experience, including 5+ years in FP&A/Treasury, with strong analytical, math, and communication skills, plus project management

Qualifications

  • Bachelor's degree in Business Administration, Finance, Accounting, Economics, etc.
  • 8+ years of professional experience including 5+ years FP&A / Treasury.
  • Advanced analytical skills to identify problems and develop solutions.
  • Strong mathematics, organizational, and business writing skills.
  • Project management skills to complete detailed data assignments and interpret concepts.
  • Experience with operational/product/financial measures and models, business planning, cost/benefit analysis.
  • Advanced interpersonal communication and cross-department relationship-building.
  • Ability to lead and provide training and guidance to others.

Responsibilities

  • Creates complex models that require subject matter expertise to improve operations and financial decisions.
  • Provides complex financial and operational analysis to senior management and internal clients.
  • Participates in preparing the complex components of operating budgets (pricing assumptions, 3rd party agreements, issues involving legal entities).
  • Provides solutions/recommendations, strategies and actions to senior and executive management; may create presentations.
  • Quickly assesses and interprets financial reports for senior management and alerts them to trends; develops solutions.

Skills

Advanced analytical skills
Mathematics
Organizational skills
Business writing
Interpersonal communication
Project management
Leadership training

Education

Bachelor's degree in related area

Tools

Oracle

Job description

CSAA Insurance Group (CSAA IG) is seeking a Financial Specialist, Personal Lines Insurance FP&A to drive advanced modelling, budgeting, and strategic financial analysis in a remote-capable role. You will collaborate with senior leaders and internal partners to align on priorities and improve decision making across the business.

Ideal candidates have 8+ years of related experience, including 5+ years in FP&A/Treasury, with strong analytical, math, and communication skills, plus project management

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