Financial Consultant I
2 months ago
CSAA Insurance Group (CSAA IG), a AAA insurer, is one of the top personal lines property and casualty insurance groups in the U.S. Our employees proudly live our core beliefs and fulfill our enduring purpose to help members prevent, prepare for and recover from life's uncertainties, and we're proud of the culture we create together. As we commit to progress over perfection, we recognize that every day is an opportunity to be innovative and adaptable. At CSAA IG, we hire good people for a brighter tomorrow. We are actively hiring for a Financial Consultant I -Information Technology Join us and support CSAA IG in achieving our goals.
**Your Role**:
Financial Planning and Analysis (FP&A) serves as trusted strategic advisors to our business partners, providing financial counsel that drives sustainable and profitable growth for the organization. This role supports our Information Technology division that serves as the provider to the organization of all things' technology, including strategic investments and builds on modern infrastructure.
**Your work**:
- **Monthly Close & Analytics**: lead monthly close process through monthly reporting and analytics of IT department operating expenses and project related spend and benefits.
- ** Planning & Forecasting**: lead IT department quarterly forecasting and 3-year planning process partnering with IT executive leadership to build our financial plans and forecasts and deliver actionable insights into our plans, forecasts and operational expense budgets.
- ** Management Reporting**: support management reporting and complex analyses of IT driven initiative costs and the realization of benefits.
- ** Financial Modeling**:partner with senior leaders in decision making process through ongoing business partnering and proactively providing strategic recommendations. Partner with other financial consultants/leaders on business case development and IT leaders on key assumptions, risk and opportunities and their corresponding financial impacts. Complex financial modeling to ensure profitable investments are made and delivered on.
- ** FP&A Transformation**:continued support of our FP&A transformation initiatives highlighting areas of opportunity for the organization to deliver deeper insights and improve efficiency and effectiveness of the organization actively participating in the development and delivery of supporting tools and processes.
**Required Experience, Education and Skills**
- 7+ years of financial planning experience; preferably within an IT finance or project related role.
- BA and/or BS Required.
- ** Financial Expertise**: Demonstrated understanding of operational expense reporting and budgeting. Experience with a P&L and other financial statements.
- ** Business Partnering**: Ability to partner with senior leaders across the organization to understand strategic priorities and influence strategic decision making in support of achieving financial goals. Supports business partners with a sense of urgency, desire to learn about the business and proactively provide recommendations.
- ** Storytelling**: Demonstrated ability to clearly and concisely explain financial results through visuals and simple explanations of operational and financial drivers for board of director and C-suite level reporting.
- ** Technical**: Demonstrated ability to operate with planning and reporting software (preferably Oracle cloud-based planning and Smartview), build simple reporting and diagnostic solutions to support ongoing analytics, and understanding of data management and governance principles.
**What would make us excited about you?**
- Actively shapes our company culture (e.g., supporting employee resource groups, mentoring employees, volunteering, joining cross-functional projects)
- Champions our cultural norms (e.g., willing to have cameras when it matters: helping onboard new team members, building relationships, etc.)
- Demonstrates a company ownership mindset, thinking beyond boundaries of their own area.
- Travels as needed for role, including divisional / team meetings and other in-person meetings.
- Fulfills business needs, which may include investing extra time, helping other teams, etc.
**CSAA IG Careers**
At CSAA IG, we’re proudly devoted to protecting our customers, our employees, our communities, and the world at large. We are on a climate journey to continue to do better for our people, our business, and our planet. Taking bold action and leading by example. We are citizens for a changing world, and we continually change to meet it.
Join us if you
- BELIEVE in a mission focused on building a community of service, rooted in inclusion and belonging.
- COMMIT to being there for our customers and employees.
- CREATE a sense of purpose that serves the greater good through innovation.
As part of our values, we are committed to supporting inclusion and diversity at CSAA IG. We actively celebrate colleagues’ different abilities, sexual orientation, ethnicity, an
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