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Financial Analyst Specialist, Insurance Claims & Legal - Remote

Remote / Online - Candidates ideally in
California, Washington County, Pennsylvania, 15419, USA
Listing for: AAA - CSAA Insurance Group
Remote/Work from Home position
Listed on 2026-03-05
Job specializations:
  • Finance & Banking
    Financial Analyst
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

Benefits

  • Opportunity for performance bonuses and a total compensation package
  • 401(k) plan with company match
  • Flexible working options: remote, hybrid, or in-person
  • Supportive company culture focused on inclusion and belonging
  • Chance to contribute to a mission-driven organization committed to community service and sustainability
Responsibilities
  • Lead the monthly close process and perform analytics on operating expenses and loss adjustment expenses for the Personal Lines Claims department and Legal Division
  • Manage quarterly forecasting and long-term planning processes in collaboration with leadership
  • Conduct complex analysis of business initiatives aimed at reducing expenses and indemnity costs
  • Oversee the staffing model for the PL Claims department and facilitate staffing discussions
  • Participate in FP&A transformation initiatives to enhance financial insights and improve organizational efficiency
Qualifications
  • Minimum of 6 years of financial planning experience, preferably in an insurance company
  • Bachelor’s degree in a related field or equivalent education and experience
  • Strong understanding of claims processes and operational expense reporting
  • Proven ability to partner with senior leaders and influence strategic decision-making
  • Proficient in planning and reporting software, preferably Oracle cloud-based planning and Smartview
Preferred Qualifications
  • Experience actively shaping company culture through mentorship, volunteering, or cross-functional projects
  • Willingness to engage in in-person meetings and team-building activities
  • Demonstrated ownership mindset and ability to think beyond one s immediate area of responsibility
  • Strong storytelling skills for presenting financial results to executive leadership

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