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Regular or Temporary:
RegularLanguage Fluency: English (Required)
Work Shift:
1st Shift (United States of America)Please review the following job description:
The Project Analyst – AI & Data Transformation supports the delivery, financial governance, and reporting of enterprise AI and data initiatives within the insurance organization. This role partners with program managers, finance teams, data leaders, and engineering teams to coordinate AI platform initiatives, data modernization programs, and advanced analytics use cases.The position plays a critical role in portfolio tracking, monthly forecast-to-actual financial reporting, and executive presentation development, ensuring AI and data investments are delivered on time, within scope, and within budget.
Key Responsibilities
AI & Data Program Coordination
• Support planning and execution of AI and data transformation programs across underwriting, claims, risk analytics, fraud detection, and customer insights.
• Coordinate across data engineering, AI/ML teams, analytics teams, and business stakeholders.
• Maintain program documentation including project plans, roadmaps, and AI use case inventories.
• Track program milestones, dependencies, and delivery risks.
Financial Governance & Budget Management
• Manage financial tracking for AI and data transformation portfolios.
• Conduct monthly forecast-to-actual budget analysis across AI and data initiatives.
• Maintain rolling financial forecasts and forecast adjustments based on project progress, staffing changes, and vendor spend.
• Track financial metrics including:
• Budget utilization
• Forecast accuracy
• Variance analysis
• Cost drivers
• Monitor costs related to:
• AI and data platforms
• Cloud infrastructure
• Vendor and consulting services
• Software licensing
• Internal engineering resources
• Support quarterly reforecasting cycles and annual budgeting processes.
• Track CapEx vs OpEx allocations for technology investments.
• Prepare financial and program performance reports for executive leadership and PMO governance forums.
AI & Data Portfolio Governance
• Support portfolio management of AI and data use cases across the enterprise.
• Maintain visibility into AI project pipeline, prioritization, and investment allocation.
• Track progress across the AI lifecycle, including:
• Use case identification
• Model development
• Deployment
• Operational monitoring
• Assist leadership in measuring ROI and business value from AI investments.
Data Platform & AI Delivery Support
• Support implementation tracking for enterprise AI and data platforms, including environments built on Databricks.
• Assist with program coordination across data engineering, ML engineering, and analytics teams.
• Support Agile program execution using tools such as Jira.
Reporting, Dashboards & Executive Presentations
• Develop dashboards and reporting for program delivery and financial performance.
• Build and maintain executive reporting using tools such as:
• Microsoft Power BI
• Tableau
• Prepare executive presentations and program updates using Microsoft PowerPoint.
• Create presentation materials for:
• CIO/CDO leadership reviews
• AI governance committees
• Program steering meetings
• Quarterly business reviews (QBRs)
• Translate program metrics and financial data into clear visual storytelling for leadership decision-making.
Risk & Compliance
• Track program risks, financial exposure, and mitigation plans.
• Escalate budget or delivery risks impacting AI initiatives.
• Ensure alignment with data governance, AI governance, and regulatory requirements in the insurance industry.
Required Qualifications
• Bachelor’s degree in Business, Finance, Information Systems, Data Analytics, or related field
• 1–6 years experience in project analysis, PMO, technology program management, or financial program tracking
• 1+ year Experience supporting technology, AI, or data platform initiatives
General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being – physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.
CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace.
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Top Skills
What We Do
CRC Group is one of the largest wholesale insurance distributors in the U.S. CRC Group consists of three divisions, Commercial Solutions, Group & Individual Solutions, and Specialty Programs. The CRC Group family of brands includes CRC, TAPCO, Insurisk, CRC Programs, 5Star, The ABC Program, Negley, Professional Insurance Concepts, Pro-Praxis, SHU, Target, JH Blades, CRC Voluntary Benefits, Ethos Underwriting Services, and Hanleigh. CRC Group’s insurance offerings and practice groups range from commercial property, casualty, professional lines, small business, transportation, environmental, construction, energy, healthcare, hospitality, manufacturing & distribution, public entity, and real estate, to personal lines, disability, voluntary benefits, and more. CRC Group has the largest collection of actionable data in the wholesale business and we are putting it to use to consistently deliver better outcomes and more efficient results for our clients. We leverage data to provide a better client experience through limits benchmarking reports, amendatory endorsements, comparison tools, form review library, and property risk assessment reports. We have unveiled the REDY platform, which uses data and analytics to help clients win. In addition, we offer products exclusively available from CRC Group through our Insurisk brand. Our Claims Advocacy team is another way we strive to enhance the client experience, our dedicated team is ready to assist even after the policy is placed, we are here to help in the event of a difficult claim, as well. These are just some of the ways CRC Group is placing you first.
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