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Financial Analyst Specialist, Insurance Claims & Legal - Remote

Remote / Online - Candidates ideally in
Menasha, Winnebago County, Wisconsin, 54952, USA
Listing for: AAA - CSAA Insurance Group
Remote/Work from Home position
Listed on 2026-03-05
Job specializations:
  • Finance & Banking
    Financial Reporting, Financial Analyst
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

Overview

Employer Industry: Insurance

Why consider this job opportunity:

  • Performance bonus and comprehensive total compensation package
  • Opportunity for career advancement and growth within the organization
  • Flexible working options: remote, hybrid, or in-person
  • Supportive company culture focused on inclusion and belonging
  • Chance to influence strategic decision-making and drive financial performance
Responsibilities
  • Lead monthly close process and analytics for the Personal Lines Claims department and Legal Division
  • Manage quarterly forecasting and 3-year planning processes, partnering with leadership to build financial plans
  • Conduct complex analysis of initiatives to reduce expenses and indemnity costs
  • Own the staffing model for the PL Claims department and lead staffing discussions
  • Participate in FP&A transformation initiatives to enhance insights and operational efficiency
Qualifications
  • Minimum of 6 years of financial planning experience, preferably in an insurance company
  • Bachelor’s degree in a related field or equivalent combination of education and experience
  • Strong understanding of claims processes and operational expense reporting
  • Proven ability to partner with senior leaders and influence decision-making
  • Proficiency in planning and reporting software, preferably Oracle cloud-based planning
Preferred Qualifications
  • Experience in mentoring and supporting employee resource groups
  • Willingness to engage in cross-functional projects and company culture initiatives
  • Demonstrated ownership mindset and commitment to business needs

#Insurance #Financial Analysis #Career Opportunity #Remote Work #Inclusion And Diversity

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

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