Senior Insurance Financial Analyst

2 weeks ago


Costa Mesa, California, United States AAA - Automobile Club of Southern California Full time
Senior Insurance Financial Analyst – System Reports Evaluation

As a pivotal member of the Insurance Accounting division, you will play an essential role in the evaluation of financial reports and systems for Guidewire updates, market transitions, and the introduction of new markets.

Your expertise in the policy, billing, and claims functionalities of Guidewire, along with your capacity to conduct user acceptance testing and effectively communicate findings, is vital for success in this position.


Key Responsibilities:


Conduct User Acceptance Testing (UAT) of financial reports to facilitate system updates, market transitions, new market introductions, and/or the resolution of reporting issues. This includes aiding in the development of test cases, establishing testing timelines, and coordinating efforts with various business units.
Develop a comprehensive understanding of Guidewire's insurance policy, billing, and claims systems, as well as other systems such as HUON and Policy Star.

Comprehend the logic and requirements of financial reports utilized by the Insurance Accounting team for accurate reporting.

Participate in regular UAT status meetings to review testing progress, address issues, and provide updates.
Maintain thorough testing documentation to substantiate test results, findings, and any necessary follow-up testing.
Assist with requests from internal and external auditors related to testing activities.
Engage in collaborative meetings to discuss report enhancements or new reporting needs as required.
Support the Insurance Accounting team with reporting discrepancies or delays, particularly during month-end closing periods, which may involve conducting research or collaborating with IS/Data teams.
Identify opportunities for process enhancements and assist in their implementation.
Support ad-hoc projects and tasks as assigned.

Qualifications:
A Bachelor's degree is required, preferably with a concentration in Accounting or Finance, or a related technical field.
Demonstrated progressive experience in systems/applications and/or accounting.
A minimum of 2 years of experience in accounting systems testing is required.
Experience in insurance accounting or a related field is advantageous.
Familiarity with Guidewire or Tableau is a plus.
Detail-oriented with a strong emphasis on accuracy in work.
Excellent analytical skills with the ability to identify issues effectively.

Strong written and verbal communication skills, capable of working independently as well as collaboratively across departments.

Ability to manage multiple tasks, demonstrating flexibility to adapt to overlapping and changing deadlines.

The starting salary range for this role is: $88,000 - $117,000. Additionally, you will have the opportunity to participate in our incentive program based on the achievement of organizational, team, and individual performance.


Exceptional Benefits:
  • Comprehensive health coverage including medical, dental, and vision
  • 401(K) savings plan with company match and pension
  • Tuition assistance programs
  • Paid time off for community volunteer initiatives
  • Wellness programs
  • Employee discounts
AAA is an Equal Opportunity Employer.

The Automobile Club of Southern California is committed to considering all qualified applicants for employment, including those with criminal histories, in accordance with applicable federal, state, and local laws.



  • Costa Mesa, California, United States AAA - Automobile Club of Southern California Full time

    Senior Insurance Financial Analyst – System Reporting EvaluationAs a pivotal member of the Insurance Accounting division, you will play an essential role in the evaluation of financial reports and systems, particularly focusing on Guidewire system enhancements, market transitions, and the introduction of new markets.Your expertise in the policy, billing,...


  • Costa Mesa, California, United States AAA - Automobile Club of Southern California Full time

    Senior Insurance Financial Analyst – System Reports EvaluationAs a pivotal member of the Insurance Accounting team, you will play an essential role in the evaluation of financial reports and systems. Your expertise will be vital for the testing efforts associated with Guidewire system enhancements, market transitions, and the introduction of new...


  • Costa Mesa, California, United States The Ladders Full time

    About Us: The Ladders is a prominent player in the recruitment industry, dedicated to connecting top talent with leading organizations. Our mission is to empower professionals in their career journeys by providing innovative solutions and resources. What We Offer: At The Ladders, we foster a dynamic and collaborative environment that encourages growth and...


  • Costa Mesa, California, United States Velocity Vehicle Group Full time

    About Us:Velocity Vehicle Group is a leading entity in the commercial vehicle sector, dedicated to providing exceptional financing and leasing solutions. With a strong foundation established in the industry, we specialize in medium and heavy-duty truck financing, offering a range of financial products tailored to meet the needs of our diverse clientele. Our...


  • Costa Mesa, California, United States The Ladders Full time

    About Us: The Ladders is a leading organization specializing in high-end career services and recruitment solutions. We are dedicated to providing exceptional financial services and solutions to our clients, ensuring their growth and success in the competitive market. What We Offer: At The Ladders, we pride ourselves on fostering a dynamic and collaborative...


  • Costa Mesa, California, United States Velocity Vehicle Group Full time

    About Us:Velocity Vehicle Group is a leading organization in the commercial vehicle sector, specializing in the financing and leasing of medium and heavy-duty trucks. Our commitment to excellence and customer satisfaction drives our operations across various states.Since our inception, we have expanded our services to cater to a diverse clientele,...


  • Costa Mesa, California, United States City of Costa Mesa Full time

    Are you a strategic planner with outstanding analytical capabilities and a thorough grasp of financial and budgeting concepts? The City of Costa Mesa is presenting a remarkable career opportunity for a Senior Budget Analyst to become part of our dedicated and skilled finance team. You will engage in a cooperative and nurturing work atmosphere, playing a...


  • Costa Mesa, California, United States City of Costa Mesa, CA Full time

    Salary: $112, $151,200.00 Annually Location: Costa Mesa, CA Job Type: FULL-TIME Department: Finance Description Are you a strategic thinker with outstanding analytical capabilities and a profound knowledge of financial and budgeting practices? The City of Costa Mesa is presenting a remarkable career opportunity for a Senior Budget Analyst to become part of...


  • Costa Mesa, California, United States The Ladders Full time

    About Us: The Ladders is a prominent player in the financial services sector, dedicated to providing exceptional financing solutions. We specialize in offering a range of financial products and services tailored to meet the needs of our diverse clientele. Our commitment to excellence has fueled our growth and expanded our reach across various markets. What...


  • Costa Mesa, California, United States CV Resources Full time

    CV Resources is seeking a highly skilled Senior Accountant to join our team in a hybrid schedule. This is a great opportunity for a professional with a passion for financial management and a desire to work in a friendly and professional company culture.Key Responsibilities:Ensure accurate and timely month-end close and financial reportingManage daily cash...


  • Costa Mesa, California, United States CV Resources Full time

    CV Resources is seeking a highly skilled Senior Accountant to join our team in a hybrid schedule. This is a great opportunity for a professional with a passion for financial management and a desire to work in a friendly and professional company culture.Key Responsibilities:Ensure accurate and timely month-end close and financial reportingManage daily cash...


  • Costa Mesa, California, United States CV Resources Full time

    Established Partnership OpportunityCV Resources has partnered with a reputable organization in the finance sector to seek a highly skilled Senior Accountant to join their team. This is a fantastic opportunity that offers a great work-life balance, a professional and friendly company culture, and room for career advancement.Key Responsibilities:Monthly...


  • Costa Mesa, California, United States City of Costa Mesa, CA Full time

    Salary: $112, $151,200.00 Annually Location: Costa Mesa, CA Job Type: FULL-TIME Department: Finance Description Are you a strategic professional with outstanding analytical capabilities and a comprehensive grasp of financial and budgeting concepts? The City of Costa Mesa is presenting a remarkable career opportunity for a Senior Budget Analyst to become part...


  • Costa Mesa, California, United States City of Costa Mesa, CA Full time

    Salary: $112, $151,200.00 Annually Location: Costa Mesa, CA Job Type: FULL-TIME Department: Finance Description Are you a strategic professional with outstanding analytical capabilities and a comprehensive grasp of financial and budgeting concepts? The City of Costa Mesa is presenting a remarkable career opportunity for a Senior Budget Analyst to become part...


  • Costa Mesa, California, United States Velocity Vehicle Group Full time

    About Us:Velocity Vehicle Group is a prominent player in the commercial vehicle sector, specializing in the financing and leasing of medium and heavy-duty trucks. Our subsidiary, Crossroads Equipment Lease & Finance, LLC, has been dedicated to providing exceptional financial solutions since its inception.With a strong foundation established in 2006, we have...


  • Costa Mesa, California, United States CV Resources Full time

    CV Resources has partnered with a reputable organization that is currently looking for a Lead Financial Analyst to enhance their finance team.This position offers a balanced work environment, a supportive and professional culture, and opportunities for professional growth.Key Responsibilities:Oversee Month-End Closing and Financial ReportingManage Daily Cash...


  • Costa Mesa, California, United States ZERO IMPACT ENERGY Full time

    Job DescriptionPosition Overview:As a Lead Financial Analyst at ZERO IMPACT ENERGY, you will play a crucial role in our finance department, ensuring the precision and clarity of our financial operations. Your key responsibilities will encompass the management of financial documentation, preparation of financial reports, and adherence to accounting...


  • Costa Mesa, California, United States City of Costa Mesa, CA Full time

    Salary: $112,151,200.00 Annually Location: Costa Mesa, CA Job Type: FULL-TIME Department: Finance Description Are you a strategic planner with outstanding analytical abilities and a comprehensive grasp of financial and budgeting concepts? The City of Costa Mesa is presenting a remarkable career opportunity for a Lead Financial Planning Analyst to become part...


  • Costa Mesa, California, United States City of Costa Mesa California Full time

    Position Overview:The Lead Financial Planning Analyst engages in comprehensive, intricate, and advanced tasks that involve delivering sophisticated evaluations, reporting, and oversight. This role includes researching, developing, executing, and managing budgetary and administrative reporting frameworks.Key Responsibilities:1. Conduct in-depth financial...


  • Costa Mesa, California, United States Anduril Industries Full time

    Company OverviewAnduril Industries is a pioneering defense technology firm dedicated to enhancing U.S. and allied military capabilities through innovative technology.Role OverviewWe are seeking a Strategic Financial Analyst to become an integral part of our expanding finance team. This position will be based in our Costa Mesa office and will focus on...