Financial Consultant, Personal Lines FP&A

Job Description:

• Serves as a strategic FP&A partner to the Personal Lines organization, leading complex financial and operational analyses, driving resolution on critical issues, and delivering insights that inform business decisions.
• Collaborates across functions and with senior leadership to align on priorities, address emerging trends, and strengthen the connection between finance and the business.
• Support planning, forecasting, reporting, departmental budgeting, project finance, and ad hoc financial analysis.
• Develop financial models, what-if scenarios, and decision-support analytics to help Personal Lines leadership evaluate business tradeoffs, planning assumptions, investment priorities, and financial outcomes.
• Partner cross-functionally with Personal Lines, Finance, and project teams to translate business drivers, operational trends, and strategic initiatives into clear financial insights and recommendations.
• Identify and implement opportunities to improve FP&A processes, reporting efficiency, forecasting accuracy, and analytical capabilities, including appropriate use of AI and automation tools.
• Partners with senior level executives to initiate solutions or new approaches to address opportunity trends or significant issues involving financial analysis and planning.

Requirements:

• Bachelor's degree in 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 of experience supporting FP&A / Treasury functions required.
• Advanced analytical skills to effectively identify problems and develop solutions.
• Strong understanding of Income Statement and Balance Sheet components and their interrelationship.
• Experience in Balance Sheet reporting and cash forecasting.
• Demonstrates exceptional interpersonal and influencing skills, with the ability to build trust and credibility with business leaders at all levels, drive consensus, and facilitate effective decision-making.
• Experience with data extraction and uploading in Enterprise Performance Management (EPM) systems.
• Skills to accurately complete detailed data assignments, understand and interpret broad operational / product / financial concepts and their application to CSAA IG.
• Experience with operational / product / financial measures and models, business planning, cost/benefit analysis, project management and senior level analysis.
• Ability to lead peers and provide training and guidance to others.

Benefits:

• total compensation package
• annual bonus eligibility for most roles
• 401(k) with a company match
• flexible workplace
• opportunities for career growth
• inclusive and welcoming workplace
• commitment to sustainability

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