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Job Title
Financial Planning & Analysis Analyst - RemoteRequisition Number
R7418 Financial Planning & Analysis Analyst - Remote (Open)Location
Ohio - Home TeleworkersAdditional Locations
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CSAA Insurance Group (CSAA IG), a AAA insurer, is one of the top personal lines property and casualty insurance groups in the U.S. Our employees proudly live our core beliefs and fulfill our enduring purpose to help members prevent, prepare for and recover from life's uncertainties, and we're proud of the culture we create together. As we commit to progress over perfection, we recognize that every day is an opportunity to be innovative and adaptable. At CSAA IG, we hire good people for a brighter tomorrow. We are actively hiring for a Financial Planning & Analysis Analyst. Join us and support CSAA IG in achieving our goals.
Your Role: We are seeking a detail-oriented and analytical FP&A Analyst to join our Financial Planning & Analysis team. This role will provide critical support across financial planning, forecasting, reporting, and analysis. The successful candidate will also contribute to various ad hoc financial analysis projects that support strategic business decisions. This position reports to the Sr. Director FP&A & Ops Finance, and will work closely with various teams including Reinsurance, Risk, Actuarial, Accounting, and senior leadership.
Your Work:
Financial Planning & Forecasting
Support the development and maintenance of financial models and forecasts.
Assist in the preparation of annual budgets and quarterly reforecasts.
Analyze variances between actual results and forecasts, providing insights and recommendations.
Actively drive the annual financial planning cycle.
Reporting & Analysis
Prepare accurate and timely financial reports for management and stakeholders.
Develop and maintain key performance indicators (KPIs) and metrics.
Create executive-level presentations and dashboards to communicate financial insights.
Support month-end reporting processes.
Ad Hoc Projects
Conduct special financial analysis projects as assigned by management.
Participate in process improvement initiatives within the FP&A function.
Required Experience, Education and Skills:
Bachelor’s degree in related area (Finance, Accounting, Economics, or related field) or an equivalent combination of education and experience.
2+ years of experience in financial analysis, corporate finance, or a related role.
Experience with financial modeling and forecasting.
Advanced proficiency in Microsoft Excel (pivot tables, VLOOKUP, complex formulas).
Proficiency in PowerPoint for presentation development.
What would make us excited about you?
Previous experience in insurance or reinsurance industry with the understanding of the related accounting principles.
Familiarity with ERP systems (SAP, Oracle, or similar).
Knowledge of SQL or other data analysis tools.
Experience with business intelligence tools (Tableau, Power BI, etc.).
Progress toward professional certification (CPA, CFA, FP&A certification).
Actuarial, pricing, or reserving experience.
Strong analytical and problem-solving skills.
Excellent attention to detail and accuracy.
Ability to work with large datasets and identify trends.
Strong written and verbal communication skills.
Ability to work independently and manage multiple priorities.
Collaborative mindset and ability to work cross-functionally.
Actively shapes our company culture (e.g., participating in employee resource groups, volunteering, etc.).
Lives into cultural norms (e.g., willing to have cameras when it matters: helping onboard new team members, building relationships, etc.).
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.
CSAA IG Careers
At CSAA IG, we’re proudly devoted to protecting our customers, our employees, our communities, and the world at large. We are on a climate journey to continue to do better for our people, our business, and our planet. Taking bold action and leading by example. We are citizens for a changing world, and we continually change to meet it.
Join us if you…
BELIEVE in a mission focused on building a community of service, rooted in inclusion and belonging.
COMMIT to being there for our customers and employees.
CREATE a sense of purpose that serves the greater good through innovation.
Recognition: We offer a total compensation package, performance bonus, 401(k) with a company match, and so much more! Read more about what we offer and what it is like to be a part of our dynamic team at https://careers.csaa-insurance.aaa.com/us/en/benefits
In most cases, you will have the opportunity to choose your preferred working location from the following options when you join CSAA IG: remote, hybrid, or in-person. Submit your application to be considered. We communicate via email, so check your inbox and/or your spam folder to ensure you don’t miss important updates from us.
If a reasonable accommodation is needed to participate in the job application or interview process, please contact [email protected].
As part of our values, we are committed to supporting inclusion and diversity at CSAA IG. We actively celebrate colleagues’ different abilities, sexual orientation, ethnicity, and gender. Everyone is welcome and supported in their development at all stages in their journey with us. We are always recruiting, retaining, and promoting a diverse mix of colleagues who are representative of the U.S. workforce. The diversity of our team fosters a broad range of ideas and enables us to design and deliver a wide array of products to meet customers’ evolving needs.
CSAA Insurance Group is an equal opportunity employer.
If you apply and are selected to continue in the recruiting process, we will schedule a preliminary call with you to discuss the role and will disclose during that call the available salary/hourly rate range based on your location. Factors used to determine the actual salary offered may include location, experience, or education.
Must have authorization to work indefinitely in the US.
Please note we are hiring for this role remote anywhere in the United States with the following exceptions: Hawaii and Alaska.
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Top Skills
What We Do
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. As insurance industry leaders, we know things can change in an instant. It’s why we’re here.
We’re not afraid of change. We welcome it and use it to advance the cause. For employees, our cause is to become ever more inclusive and supportive of their goals and contributions. For our AAA Members, it’s finding new ways to help them prevent, prepare for and recover from whatever comes. For our communities, it’s exploring new ways of helping them meet evolving challenges.
Whatever may happen, change becomes progress at CSAA IG.
Benefits for today and for your future -- Benefits at CSAA IG represent our commitment to protect our employees by providing for their needs today and helping them prepare for a more secure future. Our suite of benefits is designed to provide for your physical, mental, social and financial health.
Our sense of belonging keeps us together -- Belonging is the feeling of being welcomed and accepted for who you are and the qualities you bring. It’s knowing you’re heard and valued as an individual and employee.
At CSAA IG, we share a strong sense of purpose and a hunger for adventure.
Change should always be expected, but can’t always be predicted. Whatever happens, we remain true to our beliefs and clear on our purpose. We meet change head on and grow from each experience.
A promise to act -- Life is uncertain, but we are not. When our AAA Members need us, we know how to move with the speed, expertise and confidence they rely on.
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