CSAA Insurance Group, a AAA Insurer
Financial Planning & Analysis Analyst - Remote
CSAA Insurance Group, a AAA Insurer, Oklahoma City, Oklahoma, United States
Overview
Financial Planning & Analysis Analyst - Remote at CSAA Insurance Group, a AAA Insurer. Your Role
We are seeking a detail-oriented and analytical FP&A Analyst to join our Financial Planning & Analysis team. This role will provide critical support across financial planning, forecasting, reporting, and analysis. The successful candidate will also contribute to various ad hoc financial analysis projects that support strategic business decisions. This position reports to the Sr. Director FP&A & Ops Finance, and will work closely with Reinsurance, Risk, Actuarial, Accounting, and senior leadership. Responsibilities
Financial Planning & Forecasting: 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. Reporting & Analysis: Prepare accurate and timely financial reports for management and stakeholders. Develop and maintain KPIs and metrics. Create executive-level presentations and dashboards to communicate financial insights. Support month-end reporting processes. Ad Hoc Projects: Conduct special financial analysis projects as assigned by management. Participate in process improvement initiatives within the FP&A function. Qualifications
Bachelor’s degree in Finance, Accounting, Economics, or related field, or equivalent 2+ years of experience in financial analysis, corporate finance, or related role Experience with financial modeling and forecasting Advanced proficiency in Microsoft Excel (pivot tables, VLOOKUP, complex formulas) Proficiency in PowerPoint for presentations Nice to have / Preferred
Experience in insurance or reinsurance industry and related accounting principles Familiarity with ERP systems (SAP, Oracle, or similar) Knowledge of SQL or other data analysis tools Experience with BI tools (Tableau, Power BI) Progress toward professional certification (CPA, CFA, FP&A) Actuarial, pricing, or reserving experience Strong analytical skills, attention to detail, ability to work with large datasets, etc. Strong communication, ability to work independently and cross-functionally Compensation
Base pay range: $71,190.00/yr - $79,100.00/yr. The range is provided by CSAA Insurance Group, a AAA Insurer. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. About CSAA IG
CSAA Insurance Group is a top personal lines property and casualty insurer. We are committed to protecting customers, employees, communities, and the planet. We offer a total compensation package, performance bonus, 401(k) with company match, and more. Legal / EEO
CSAA Insurance Group is an equal opportunity employer. If a reasonable accommodation is needed to participate in the job application or interview process, contact TalentAcquisition@csaa.com. We celebrate diversity and are committed to inclusion of all colleagues who are representative of the U.S. workforce.
#J-18808-Ljbffr
Financial Planning & Analysis Analyst - Remote at CSAA Insurance Group, a AAA Insurer. Your Role
We are seeking a detail-oriented and analytical FP&A Analyst to join our Financial Planning & Analysis team. This role will provide critical support across financial planning, forecasting, reporting, and analysis. The successful candidate will also contribute to various ad hoc financial analysis projects that support strategic business decisions. This position reports to the Sr. Director FP&A & Ops Finance, and will work closely with Reinsurance, Risk, Actuarial, Accounting, and senior leadership. Responsibilities
Financial Planning & Forecasting: 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. Reporting & Analysis: Prepare accurate and timely financial reports for management and stakeholders. Develop and maintain KPIs and metrics. Create executive-level presentations and dashboards to communicate financial insights. Support month-end reporting processes. Ad Hoc Projects: Conduct special financial analysis projects as assigned by management. Participate in process improvement initiatives within the FP&A function. Qualifications
Bachelor’s degree in Finance, Accounting, Economics, or related field, or equivalent 2+ years of experience in financial analysis, corporate finance, or related role Experience with financial modeling and forecasting Advanced proficiency in Microsoft Excel (pivot tables, VLOOKUP, complex formulas) Proficiency in PowerPoint for presentations Nice to have / Preferred
Experience in insurance or reinsurance industry and related accounting principles Familiarity with ERP systems (SAP, Oracle, or similar) Knowledge of SQL or other data analysis tools Experience with BI tools (Tableau, Power BI) Progress toward professional certification (CPA, CFA, FP&A) Actuarial, pricing, or reserving experience Strong analytical skills, attention to detail, ability to work with large datasets, etc. Strong communication, ability to work independently and cross-functionally Compensation
Base pay range: $71,190.00/yr - $79,100.00/yr. The range is provided by CSAA Insurance Group, a AAA Insurer. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. About CSAA IG
CSAA Insurance Group is a top personal lines property and casualty insurer. We are committed to protecting customers, employees, communities, and the planet. We offer a total compensation package, performance bonus, 401(k) with company match, and more. Legal / EEO
CSAA Insurance Group is an equal opportunity employer. If a reasonable accommodation is needed to participate in the job application or interview process, contact TalentAcquisition@csaa.com. We celebrate diversity and are committed to inclusion of all colleagues who are representative of the U.S. workforce.
#J-18808-Ljbffr