Financial Planning & Analysis (FP&A) is a strategic partner to Personal Lines leadership, providing insight and financial guidance that supports profitable growth, disciplined investment, and operational efficiency across Auto, Home, and Specialty products.
You will play a hands-on role in core FP&A activities including close, forecasting, planning, and initiative-based financial modeling.
Own monthly close activities for assigned Personal Lines cost centers, initiatives, and projects, including variance analysis, trend identification, and performance insights.
Develop a strong understanding of cost drivers and initiative performance, proactively identifying risks, opportunities, and emerging financial impacts.
Lead components of quarterly forecasts, annual operating plans, and multi-year outlooks for Personal Lines functions and strategic initiatives.
Prepare executive-ready reporting that highlights the financial performance and expected value of key Personal Lines initiatives.
Build and maintain financial models to evaluate the financial impact of Personal Lines projects, initiatives, and investments, including staffing, technology, process improvement, and growth initiatives.
Contribute to FP&A transformation efforts by strengthening initiative tracking, investment transparency, and analytical rigor.

6+ years of progressive experience in FP&A, corporate finance, or a closely related role.
Bachelor’s degree in Finance, Accounting, Economics, or a related field, or equivalent experience is required.
Strong foundation in operational expense management, forecasting, and variance analysis.
Proven ability to build and interpret financial models that support business and investment decisions.
Solid understanding of financial statements and performance measurements.
Experience partnering with business leaders to understand objectives and provide financial guidance.
Ability to operate with ownership, sound judgment, and a proactive attitude.
Ability to clearly explain financial results and drivers to non-finance audiences.
Experience preparing materials for senior leadership reviews using clear visuals and concise narratives.
Experience with financial planning and reporting tools (Oracle Cloud / SmartView preferred).
Advanced Excel skills and comfort working with large, complex datasets.
Understanding of data integrity, controls, and governance principles.

Recognition: We offer a total compensation package, annual bonus eligibility for most roles, 401(k) with a company match, and so much more!
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.
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.
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.
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.

Financial Analyst Specialist, Personal Lines FP&A

Key skills