External candidates: In order for your application to be correctly processed please sign-in before you apply

Internal candidates: Please go to Workday and click "Find Jobs" link under Career

Thank you for considering opportunities with us!

Job Title

Financial Specialist, Personal Lines Insurance FP&A - Remote

Requisition Number

R7946 Financial Specialist, Personal Lines Insurance FP&A - Remote (Open)

Location

Ohio - Home Teleworkers

Additional Locations

Alabama - Home Teleworkers, Alabama - Home Teleworkers, Arizona - Home Teleworkers, Arkansas - Home Teleworkers, California - Home Teleworkers, Colorado - Home Teleworkers, Connecticut - Home Teleworkers, Delaware - Home Teleworker, District of Columbia - Home Teleworkers, Florida - Home Teleworkers, Georgia - Home Teleworkers, Idaho - Home Teleworkers, Illinois - Home Teleworkers, Indiana - Home Teleworkers, Iowa - Home Teleworkers, Kansas - Home Teleworker, Kentucky - Home Teleworkers, Louisiana - Home Teleworkers, Maine Home Teleworkers, Maryland - Home Teleworkers, Massachusetts - Home Teleworkers, Michigan - Home Teleworkers, Minnesota - Home Teleworkers, Mississippi - Home Teleworker, Missouri - Home Teleworker {+ 21 more}

Your Role:

Collaborates with senior leaders and internal partners within the Finance organizations to understand operations, objectives, and strategies, and develops complex models in order to improve operations and financial decisions. Participates in preparing the complex components of operating budgets. Collaborates across functions and with senior leadership to align on priorities, address emerging trends, and strengthen the connection between finance and the business.

Your Work:

• Creates complex models that require subject matter expertise and the ability to understand company operations, objectives, strategies, in order to improve operations within the company and financial decisions.

• Provides complex financial and operational analysis to senior management and internal clients. Uses information to develop reports in order to drive results and behaviors.

• Participates in preparing the complex components of operating budgets (pricing assumptions, 3rd party agreements, issues involving legal entities, etc.). Must be able to point out and correct errors and faulty assumptions. May develop changes to approach, as needed.

• Provides solutions/ recommendations, strategies and actions to senior and executive management. Participates in the resolution of issues and process improvement opportunities. Likely to create presentations for senior management.

• Quickly assesses and interprets financial reports for senior management and alerts them to significant as well as subtle issues and trends. Develops solutions and alternatives.

Required Experience, Education and Skills:

• Bachelor's degree in related area (Business Administration, Finance, Accounting, Economics, etc.) or an equivalent combination of education and experience.

• 8+ years of related professional experience including 5+ years of experience supporting FP&A / Treasury functions required.

• Advanced analytical skills to effectively identify problems and develop solutions.

• Strong mathematics, organizational, and business writing skills required.

• Project management skills to accurately complete detailed data assignments, understand and interpret broad operational / product / financial concepts and their application to the business unit and AAA.

• Experience working with operational / product / financial measures and models, business planning, cost/benefit analysis, project management and senior level analysis.

• Advanced interpersonal communication and inter-departmental relationship-building skills.

• Ability to lead and provide training and guidance to others.

What would make us excited about you?

• Advanced degrees or post graduate course work a plus.

• Advanced understanding of AAA business strategy and proficient in the use and development of operational / product / financial concepts as they apply to Personal Lines division and AAA.

• Strong understanding of the use and development of operational models and other related reporting software. Oracle experience preferred but not required.

• Understanding of insurance industry trends, regulatory requirements, and business practices, including knowledge of insurance products, distribution channels, and risk management strategies.

• Ability to negotiate, collaborate across functions and deliver results through others.

• 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.

Please note we are hiring for this role remote anywhere in the United States with the following exceptions: Hawaii and Alaska.

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.

CSAA does not provide visa sponsorship for this role. Applicants must have authorization to work indefinitely in the US. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

The national average salary range for this position is $105,345.00-$117,050.00. However, we have a location-based compensation structure. Our salary ranges vary and are calculated based on work location. The starting pay range for this position across all the states we hire in is $105,345.00-$140,550.00.  This role also includes an opportunity for a company-wide annual discretionary bonus, through our Annual Incentive Plan (AIP), of up to 10% of eligible pay.

This job posting will be unposted on Sat, 5 Sep 2026.