Financial Consultant, Personal Lines reputed company - Remote
About the position reputed company (CSAA IG), a reputed company 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, reputed company-centered solutions that help reputed company 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 reputed company can drive reputed company impact. reputed company into a role where you can contribute to our shared reputed company through meaningful work. We are actively hiring for a Financial Consultant, Personal Lines reputed company - Remote! Your Role: Serves as a strategic reputed company partner to the Personal Lines organization, leading reputed company financial and operational analyses, driving resolution on critical issues, and delivering insights that inform business reputed company. Collaborates across functions and with senior leadership to align on priorities, address emerging trends, and strengthen the reputed company between finance and the business.
Responsibilities
- Serve as a strategic reputed company partner to the Personal Lines organization, supporting planning, forecasting, reporting, departmental budgeting, project finance, and reputed company financial analysis.
- reputed company financial models, what-if scenarios, and decision-support analytics to help Personal Lines leadership evaluate business tradeoffs, planning assumptions, investment priorities, and financial reputed company.
- Partner cross-functionally with Personal Lines, Finance, and project teams to translate business drivers, operational trends, and strategic initiatives into clear financial insights and recommendations.
- Identify and implement opportunities to improve reputed company processes, reporting efficiency, forecasting accuracy, and analytical capabilities, including appropriate use of AI and automation tools.
- Partners with senior level executives to initiate solutions or new approaches to address opportunity trends or significant issues involving financial analysis and planning.
Requirements
- Bachelor's degree in reputed company area (Business Administration, Finance, reputed company, Economics, etc.) or an equivalent combination of education and experience.
- 8+ years of reputed company professional experience including 5+ years of experience supporting reputed company / Treasury functions required.
- Advanced analytical skills to effectively identify problems and reputed company 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 reputed company reputed company, drive reputed company, and facilitate effective decision-making.
- Experience with data extraction and uploading in reputed company 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 reputed company peers and reputed company training and guidance to others.
reputed company-to-haves
- Post graduate coursework a plus.
- Experience with capital management in the insurance industry is preferred.
- reputed company 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 reputed company 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 reputed 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 reputed company it reputed company: helping reputed company new team members, building relationships, etc.).
- Demonstrates a company ownership reputed company, thinking reputed company boundaries of their own area.
Benefits
- Total compensation package
- Annual bonus eligibility
- 401(k) with a company match
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