Financial Consultant - Commercial Lines (Remote)

CSAA Insurance Group, a AAA Insurer • Washington, DC

2d • 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 Consultant - Commercial Lines (Remote) Your Role: As a Financial Consultant, you will lead complex financial and operational analyses and drive informed, strategic decision-making. You will develop resolutions to issues and broad design matters of moderate to high degree of complexity to address business needs within our Financial Planning & Analysis function. Serving as a trusted advisor, you will identify trends and implement innovative solutions that support sustainable, profitable growth. In this role, you will support our growing Commercial Lines division, providing financial counsel for technology driven insurance solutions tailored to the evolving needs of the mobility market.

Requirements

• 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 understanding of Income Statement and Balance Sheet components and their interrelationship.
• Experience in Balance Sheet reporting and cash forecasting.
• Demonstrates exceptional interpersonal and influencing skills, with the ability to build trust and credibility with business leaders at all levels, drive consensus, and facilitate effective decision-making.
• Experience with data extraction and uploading in Enterprise Performance Management (EPM) systems.
• Skills to accurately complete detailed data assignments, understand and interpret broad operational / product / financial concepts and their application to CSAA IG.
• Experience with operational / product / financial measures and models, business planning, cost/benefit analysis, project management and senior level analysis.
• Ability to lead peers and provide training and guidance to others.

Nice To Haves

• Post graduate course work a plus.
• Experience with capital management in the insurance industry preferred.
• 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.
• Strong understanding of the use and development of operational models and other related reporting software.
• Strong mathematical skills.
• Advanced organizational skills.
• Excellent business writing skills.
• Ability to negotiate, collaborate across functions and deliver results through others.
• Demonstrates strategic thinking and understanding of how financial analyses impact broader business objectives.
• Excellent communication skills.
• Strong planning and project management skills.
• 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

• Partner with senior business leaders to support strategic decision-making through ongoing business development with Commercial leadership team and cross-functional partners.
• Assess key assumptions, risks, and opportunities, translating financial impacts into actionable insights and complex financial models that ensure investments drive profitable growth.
• Lead the Commercial Lines division quarterly forecasting and planning process, collaborating cross-functionally to develop comprehensive financial plans and operational expense budgets.
• Communicate clear, data-driven insights into forecasts and plans to inform performance management and strategic priorities.
• Lead management and Board of Directors (BOD) reporting, including complex analyses of the Commercial Lines P&L, Balance Sheet, Reinsurance, and operational expenses.
• Support FP&A transformation initiatives by developing resolutions to enhance insights, improve efficiency, and strengthen tools and processes across the organization.
• Use analytical skills to identify problems and develop solutions, with a focus on data-driven insights.

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.

What This Job Offers

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