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Financial Analyst Specialist, Insurance Claims & Legal - Remote

Remote / Online - Candidates ideally in
Oregon, Dane County, Wisconsin, 53575, USA
Listing for: AAA - CSAA Insurance Group
Remote/Work from Home position
Listed on 2026-03-05
Job specializations:
  • Finance & Banking
  • Insurance
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

What to Expect

Job Responsibilities:

  • Lead the monthly close process and analytics for the Personal Lines Claims department and Legal Division
  • Manage quarterly forecasting and 3-year planning processes, collaborating with leadership
  • Conduct complex management reporting and analysis to drive expense reduction initiatives
  • Own the PL Claims staffing model and engage in staffing discussions with leadership
  • Support FP&A transformation initiatives by identifying areas for improved insights and efficiency
What is Required

Qualifications:

  • Minimum of 6 years of financial planning experience, preferably within an insurance company
  • Bachelor’s degree in a related field or equivalent combination of education and experience
  • Strong understanding of claims processes and their financial implications
  • Proven experience in operational expense reporting and budgeting
  • Ability to effectively partner with senior leaders and influence strategic priorities
How to Stand Out

Preferred Qualifications:

  • Experience with planning and reporting software, preferably Oracle cloud-based planning and Smartview
  • Demonstrated ability to foster a positive company culture through mentorship and collaboration
  • Willingness to travel for divisional meetings and in-person engagements
  • Strong storytelling skills to communicate financial results to executive leadership

#Insurance #Financial Analyst #Remote Work #Career Growth #Diversity And Inclusion

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

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