Financial Analyst Specialist, Insurance Claims & Legal - Remote

CSAA Insurance Group, a AAA Insurer • Washington, DC

6d • Remote

About The Position

CSAA Insurance Group (CSAA IG), a AAA insurer, is one of the leading personal lines property and casualty insurance groups in the United States. Here, every employee shapes our mission. We build innovative, human-centered solutions that help AAA members prevent, prepare for, and recover from life's uncertainties. You will join a collaborative, inclusive culture where your strengths have room to grow and your ideas can drive real impact. Step into a role where you can contribute to our shared success through meaningful work. We are actively hiring for a Financial Analyst Specialist - Remote! Your Role: Financial Planning and Analysis (FP&A) serves as trusted strategic advisors to our business partners, providing financial counsel that drives sustainable and profitable growth for the organization. This role supports the Personal Lines Claims Services organization and the Legal Division including the Claims Law department. It will focus on claims analytics and financial drivers and performance measurements including ULAE/ALAE analysis and Loss control measures.

Requirements

• 6+ years of financial planning experience is required; preferably within an Insurance company with knowledge of claims processes and costs.
• Bachelor’s degree in a related field or an equivalent combination of education.
• Industry Expertise: Understands the basics of claims (and operations) organizations and can apply to ongoing financial analytics, planning and forecasting process. Additionally understand the relationship between claims handling processes/costs and the connection with the Legal Division workload and processes.
• Financial Expertise: Demonstrated understanding of operational expense reporting (LAE in particular) and budgeting. Experience with insurance P&L ratios and other financial statements.
• Business Partnering: Ability to collaborate with senior leaders across the organization to understand strategic priorities and influence strategic decision making in support of achieving financial goals. Supports business partners with a sense of urgency, desire to learn about the business and proactively provide recommendations.
• Storytelling: Proven ability to clearly and concisely explain financial results through visuals and simple explanations of operational and financial drivers for board of director and C-suite level reporting.
• Technical: Proven ability to operate with planning and reporting software (preferably Oracle cloud-based planning and Smartview), build simple reporting and diagnostic solutions to support ongoing analytics, and understanding of data management and governance principles.

Nice To Haves

• Actively shapes our company culture (e.g., supporting employee resource groups, mentoring employees, volunteering, joining cross-functional projects).
• Champions our cultural norms (e.g., willing to have cameras when it matters: helping onboard new team members, building relationships, etc.).
• Demonstrates a company ownership mindset, thinking beyond boundaries of their own area.
• 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.

Responsibilities

• Monthly Close & Analytics: Lead monthly close process through monthly reporting and analytics of Personal Lines Claims department and Legal Division operating expenses and loss adjustment expenses (LAE).
• Planning & Forecasting: Lead the Personal Lines Claims department and the Legal Division through quarterly forecasting and 3-year planning process partnering with leadership to build financial plans and forecasts and deliver actionable insights into plans, forecasts, and expense (UW and LAE) budgets.
• Management Reporting: Lead management reporting and complex analysis of PL Claims department and Legal Division initiatives and business outcomes targeted at reducing expenses and indemnity costs.
• Financial Modeling: Own the PL Claims staffing model and lead staffing discussions on a regular basis. Collaborate with leaders in decision making process through ongoing business partnering and proactively providing strategic recommendations. Partner with other financial consultants and leaders to develop sound business cases. Communicate key assumptions, risk and opportunities and their corresponding financial impacts. Perform complex financial modeling to ensure profitable investments are made and delivered.
• FP&A Transformation: Continued support of our FP&A transformation initiatives highlighting areas of opportunity to deliver deeper insights and improve efficiency and effectiveness of the organization actively participating in the development and delivery of supporting tools and processes.

Benefits

• We offer a total compensation package, annual bonus eligibility for most roles, 401(k) with a company match, and so much more!
• Career Growth: We believe in growth for everyone. Here at CSAA IG, leaders and mentors partner with employees to align interests, unlock development opportunities, and support long‑term success.
• Flexible Workplace: We embrace a remote-first culture through our Flexible Workplace. Most employees hold Home-Flex roles, working primarily from home, often with the flexibility to work from various locations including CSAA offices. Our flexible workplace empowers you to balance remote work with intentional in‑person moments that deepen connection and collaboration.
• Inclusion and Belonging: An inclusive and welcoming workplace is the cornerstone of our success. By fostering an environment where people feel valued and heard, we deepen our ability to understand and meet the unique needs of our members. This strengthens innovation and enhances our products and services, giving us a competitive edge in the market.
• Sustainability: As climate change leads to more frequent and severe weather events, we are taking bold action to build more resilient communities and reduce our environmental impact.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level