Financial Analyst Specialist, Insurance Claims & Legal - Remote
Remote / Online - Candidates ideally in
Oregon, Dane County, Wisconsin, 53575, USA
Listed on 2026-03-05
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
Job Description & How to Apply Below
Overview
Employer Industry: Insurance
What to ExpectJob 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
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
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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