[Remote] Financial Consultant - Commercial Lines (Remote)

Note: The job is a remote job and is open to candidates in USA. CSAA Insurance Group, a AAA insurer, is one of the leading personal lines property and casualty insurance groups in the United States. They are seeking a Financial Consultant to lead complex financial and operational analyses, support strategic decision-making, and provide financial counsel for the Commercial Lines division. 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 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 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 • 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 Benefits • Annual bonus eligibility for most roles • 401(k) with a company match Company Overview • Why we're forever forward -- ​​​​At CSAA IG, one thing will always endure: our commitment to excellence in everything we do for our members, employees and communities. It was founded in 1914, and is headquartered in Walnut Creek, California, USA, with a workforce of 1001-5000 employees. Its website is https://csaa-insurance.aaa.com.