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Financial Consultant - Commercial Lines; Remote

Remote / Online - Candidates ideally in
Rutherford, Bergen County, New Jersey, 07070, USA
Listing for: AAA - CSAA Insurance Group
Remote/Work from Home position
Listed on 2026-03-06
Job specializations:
  • Business
    Financial Analyst, CFO
  • Finance & Banking
    Financial Analyst, CFO
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Position: Financial Consultant - Commercial Lines (Remote)

Employer Industry: Insurance

Why consider this job opportunity

Opportunity for career advancement and growth within the organization.

Annual bonus eligibility for most roles.

Flexible remote work environment with the ability to balance work from home and occasional in-person meetings.

Collaborative and inclusive workplace culture that values employee contributions.

Support for personal and professional development through mentorship and leadership partnerships.

What to Expect (Job Responsibilities)
  • Partner with senior business leaders to support strategic decision‑making and ongoing business development in the Commercial Lines division.
  • Assess key assumptions, risks, and opportunities, translating financial impacts into actionable insights and complex financial models.
  • Lead the quarterly forecasting and planning process for the Commercial Lines division, developing comprehensive financial plans and operational expense budgets.
  • Communicate data‑driven insights into forecasts and plans to inform performance management and strategic priorities.
  • Support FP&A transformation initiatives by enhancing insights, improving efficiency, and strengthening tools and processes across the organization.
What is Required (Qualifications)
  • Bachelor's degree in a 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 supporting FP&A / Treasury functions.
  • Strong understanding of Income Statement and Balance Sheet components and their interrelationship.
  • Exceptional interpersonal and influencing skills to build trust and credibility with business leaders.
  • Experience with data extraction and uploading in Enterprise Performance Management (EPM) systems.
How to Stand Out (Preferred Qualifications)
  • Postgraduate coursework is a plus.
  • Experience with capital management in the insurance industry preferred.
  • Familiarity with Oracle systems preferred, but not required.
  • Strong understanding of insurance industry trends and regulatory requirements.
  • Excellent business writing skills.

We prioritize candidate privacy and champion equal‑opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately. We are not the EOR (Employer of Record) for this position.

Our role in this specific opportunity is to connect outstanding candidates with a top‑tier employer.

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