AAA
Proud to serve our 62+ million members, help travelers see the world and drive real change to improve road safety.
Financial Consultant – Commercial Lines
Location
Arizona + 4 moreAll locations: Arizona, California, Louisiana, South Carolina, Washington
Posted
1 day ago
Salary
Not specified
Bachelor Degree8 yrs expEnglish
Job Description
• 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.
• 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.
Job 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.
Benefits
- Recognition: We offer a total compensation package, annual bonus eligibility for most roles, 401(k) with a company match, and so much more!
- 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.
- 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.
- 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.
- Sustainability: As climate change leads to more frequent and severe weather events, we are taking bold action to build more resilient communities and reduce our environmental impact.
