Financial Planning & Analysis Analyst - Remote

CSAA Insurance Group, a AAA Insurer

79d

About The Position

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.

Requirements

• 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.

Nice To Haves

• 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.

Responsibilities

• 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.
• 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.
• Conduct special financial analysis projects as assigned by management.
• Participate in process improvement initiatives within the FP&A function.

Benefits

• Total compensation package
• Performance bonus
• 401(k) with a company match

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree
• Number of Employees: 101-250 employees