CSAA Insurance Group

Serve as strategic FP&A partner to Personal Lines, leading financial analysis and partnering with leadership to drive business decisions. | Requires 8+ years experience with FP&A, strong analytical skills, and ability to lead and influence senior leaders. | External candidates: In order for your application to be correctly processed please sign-in before you apply Internal candidates: Please go to Workday and click "Find Jobs" link under Career Thank you for considering opportunities with us! Job Title Financial Consultant, Personal Lines FP&A - Remote Requisition Number R7744 Financial Consultant, Personal Lines FP&A - Remote (Open) Location Ohio - Home Teleworkers Additional Locations Alabama - Home Teleworkers, Alabama - Home Teleworkers, Arizona - Home Teleworkers, Arkansas - Home Teleworkers, California - Home Teleworkers, Colorado - Home Teleworkers, Connecticut - Home Teleworkers, Delaware - Home Teleworker, District of Columbia - Home Teleworkers, Florida - Home Teleworkers, Georgia - Home Teleworkers, Idaho - Home Teleworkers, Illinois - Home Teleworkers, Indiana - Home Teleworkers, Iowa - Home Teleworkers, Kansas - Home Teleworker, Kentucky - Home Teleworkers, Louisiana - Home Teleworkers, Maine Home Teleworkers, Maryland - Home Teleworkers, Massachusetts - Home Teleworkers, Michigan - Home Teleworkers, Minnesota - Home Teleworkers, Mississippi - Home Teleworker, Missouri - Home Teleworker {+ 21 more} Your Role: 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. Your Work: • Serve as a strategic FP&A partner to the Personal Lines organization, supporting 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. Required Experience, Education and Skills: • 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. What would make us excited about you? • Post graduate course work a plus. • Experience with capital management in the insurance industry is preferred. • Oracle experience preferred but not required. • Understanding of insurance industry trends, regulatory requirements, and business practices, including knowledge of insurance products, distribution channels, and risk management strategies. • Strong understanding of the use and development of operational models and other related reporting software. • Strong mathematical skills. • Advanced organizational skills. • Excellent business writing skills. • Ability to negotiate, collaborate across functions and deliver results through others. • Demonstrates strategic thinking and understanding of how financial analyses impact broader business objectives. • Excellent communication skills. • Strong planning and project management skills. • 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. Please note we are hiring for this role remote anywhere in the United States with the following exceptions: Hawaii and Alaska. #LI-JH1 . The national average salary range for this position is $129,825.00-$144,250.00. However, we have a location-based compensation structure. Our salary ranges vary and are calculated based on work location. The starting pay range for this position across all the states we hire in is $129,825.00-$173,150.00.  This role also includes an opportunity for a company-wide annual discretionary bonus, through our Annual Incentive Plan (AIP), of up to 12% of eligible pay. This job posting will be unposted on Sat, 23 May 2026.

Lead strategic initiatives and executive support to drive alignment and execution across business functions. | Requires 10+ years in consulting, strategy, or operations with executive exposure and strong communication and leadership skills. | CSAA Insurance Group (CSAA IG), a AAA insurer, is one of the leading personal lines property and casualty insurance groups in the United States. Here, every employee shapes our mission. We build innovative, human-centered solutions that help AAA members prevent, prepare for, and recover from life's uncertainties. You will join a collaborative, inclusive culture where your strengths have room to grow and your ideas can drive real impact. Step into a role where you can contribute to our shared success through meaningful work. We are actively hiring for Strategic Product Lead/chief of staff - Remote! Your Role: As a Strategic Product Lead/chief of staff, you’ll partner with the EVP of Personal Lines Product Management to turn strategy into action—driving alignment, supporting key decisions, and keeping priorities moving across business, technology, finance, and operations. You’ll also shape executive communications and operating rhythms to keep the leadership team focused and effective. Your Work: • Serve as a trusted partner and extension of the EVP of Personal Lines Product Management, operating at the center of strategy, execution, and organizational effectiveness. • This is a high-impact, highly visible role designed for a senior operator who thrives in complexity and can translate strategic priorities into coordinated action across the enterprise. • You will work across business, technology, finance, and operations to drive alignment, accelerate execution, and elevate decision-making for one of the company’s most critical divisions. You will also play a key role in shaping executive communications and ensuring the EVP’s priorities are clearly and effectively represented across internal and external audiences. • The EVP and leadership team are focused on the right priorities at the right time, supported by a clear and effective operating cadence • Strategic direction is translated into action quickly and consistently, with minimal need for escalation or intervention • Key deliverables — especially executive presentations — are developed to a near-final state, requiring only refinement and input • The EVP’s time is protected and optimized, with questions, decisions, and requests handled at the appropriate level • Stakeholders experience clarity, responsiveness, and consistency, with the ability to rely on you as a trusted extension of the EVP Required Experience, Education and Skills • 10+ years in consulting, strategy, operations, or similar roles with significant executive exposure • Experience working directly with senior leaders on high-priority initiatives • Bachelor's degree in related area (business or a related field) or an equivalent combination of education and experience. • Proven ability to operate at both strategic and execution levels in complex environments • Exceptional judgment and decision-making, including in ambiguous situations • Strong influence skills, with the ability to lead without formal authority across senior stake-holders • Demonstrated success in driving complex, cross-functional initiatives to completion • Excellent communication and storytelling skills, particularly for executive audiences • Ability to synthesize complex information and focus teams on what matters most • High degree of ownership, accountability, and follow-through What would make us excited about you? • Prior Chief of Staff or equivalent experience strongly preferred • Experience in Property & Casualty insurance preferred • Experience applying data, analytics, or AI-enabled approaches to business problems • Experience with financial planning, headcount management, or operational metrics • Track record of improving organizational effectiveness and operating cadence • 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 Please note we are hiring for this role remote anywhere in the United States with the following exceptions: Hawaii and Alaska. Why Choose a Career at CSAA IG? At CSAA IG, we are a mission-driven organization proudly committed to empowering our members, our employees, and our communities to thrive. Recognition: We offer a total compensation package, annual bonus eligibility for most roles, 401(k) with a company match, and so much more! Read more about what we offer and what it is like to be a part of our dynamic team at https://careers.csaainsurance.aaa.com/us/en/benefits. Career Growth: We believe in growth for everyone. Here at CSAA IG, leaders and mentors partner with employees to align interests, unlock development opportunities, and support long‑term success. Flexible Workplace: We embrace a remote-first culture through our Flexible Workplace. Most employees hold Home-Flex roles, working primarily from home, often with the flexibility to work from various locations including CSAA offices. Our flexible workplace empowers you to balance remote work with intentional in‑person moments that deepen connection and collaboration. Inclusion and Belonging: An inclusive and welcoming workplace is the cornerstone of our success. By fostering an environment where people feel valued and heard, we deepen our ability to understand and meet the unique needs of our members. This strengthens innovation and enhances our products and services, giving us a competitive edge in the market. Sustainability: As climate change leads to more frequent and severe weather events, we are taking bold action to build more resilient communities and reduce our environmental impact. Submit your application to be considered. We communicate via email, so check your inbox and/or your spam folder to ensure you don’t miss important updates from us. CSAA is committed to providing reasonable accommodations to qualified applicants and employees with disabilities or other limitations. If you would like to request an accommodation to participate in the job application or interview process, please contact TalentAcquistion@csaa.com If you apply and are selected to continue in the recruiting process, we will schedule a preliminary call with you to discuss the role and will disclose during that call the available salary/hourly rate range based on your location. Factors used to determine the actual salary offered may include location, experience, or education. CSAA does not provide visa sponsorship for this role. Applicants must have authorization to work indefinitely in the US. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). CSAA Insurance Group is an equal opportunity employer. #li-sd1 The national average salary range for this position is $152,010.00-$168,900.00. However, we have a location-based compensation structure. Our salary ranges vary and are calculated based on work location. The starting pay range for this position across all the states we hire in is $152,010.00-$202,550.00. This role also includes an opportunity for a company-wide annual discretionary bonus, through our Annual Incentive Plan (AIP), of up to 15% of eligible pay. This job posting will be unposted on Sat, 18 Apr 2026. Colorado Specific Job Range : $152,010.00 - $185,450.00

Lead strategic program execution, manage and develop program management teams, align business and IT strategies to deliver enterprise initiatives, and maintain stakeholder communication and risk management. | Requires 10+ years in enterprise program management, experience with large-scale implementations, financial and business case expertise, Agile knowledge, people management skills, and preferably PMI certification and insurance industry experience. | 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 Sr. Program Manager! Join us and support CSAA IG in achieving our goals. • Please not that this is a remote, home telework role, but may require up to 50% travel. Your Role: The Sr. Manager, Program Management has three primary areas of responsibility. 1) Lead strategic program execution, in managing cross-functional teams and is skilled at transformation program governance. This role will have close interaction with senior management across the company and will work to ensure these leaders have the appropriate level of engagement for driving the assigned transformation to an on-time, on-budget, outcome. 2) Manage a team of program management resources responsible for overseeing the portfolio of enterprise and divisional initiatives that enable CSAA IG to run, grow, and transform the business. This includes talent and career development, employee engagement, resource management, and ensuring the team has the knowledge, skills, and abilities to deliver projects effectively. 3) Align with business and IT leaders to understand divisional strategies and help translate that strategy into roadmaps for execution for the enterprise. The Program Manager helps business owners navigate portfolio processes, business case development, governance, execution, prioritization of key and critical CSAA initiatives, and measuring performance of the portfolio. The Portfolio Manager ensures the divisions and workstreams deliver consistent and quality requirements, business plans, implementation and go to market strategy) and ultimately realize benefits in support of the enterprise scorecard. The Program Manager ensures stakeholders across executive leadership, divisional leadership, workstreams, and IT are informed of relevant dependencies, changes to enterprise prioritization, capacity constraints and other potential risks in order to maintain transparency across the organization, in other functional areas and supports integrated program delivery to ensure holistic and coordinated approach across programs. Your work: • Provide central oversight and management for Next Generation Transformation, a highly visible program from program inception through execution • Conduct analysis on program levers, dependencies, and tradeoffs to inform program timelines, execution models and strategic investment decisions • Develop senior level presentations and present in meetings with Personal Lines, Technology, Finance and Operating leadership • Concisely articulate program updates for senior leaders to elevate progress against key milestones and to escalate blockers and support needed • Lead Program Management resources, including development, training, goal setting, performance appraisals, career development assistance, etc. • Lead and mentor Program Managers in support of Product, IT, and other cross functional partners delivering projects and programs • Manage consistency and quality of Program Management services provided to internal customers • Guide and direct employees who are project managing high complexity, high visibility programs with multiple projects and cross-functional stakeholders; including the ability to help course correct and facilitate and influence decision making • Establish trusted relationships with key program/project partners • Develop plans that align with Product Managers strategy and prioritize and sequence work within programs (across projects) to deliver program benefits and outcomes • Act as Liaison between product leadership and Strategy Execution and Realization (SEAR) —inform SEAR's supporting teams and stakeholder groups concerning current and potential programs and projects. • Mobilize, motivate, and influence key partners and project teams • Assist Business Owners in managing risk, looking ahead for developments in the portfolio which will impact clients (keeps clients advised of relevant Portfolio Management and Delivery developments) • Innovate to continually improve to the betterment of the program and the Program Management. • Leadership & Culture Stewardship • Creates a collaborative, inclusive and psychologically safe environment, demonstrating authenticity and fostering trust to inspire and empower team members and colleagues • Actively shapes our company culture through words and actions (e.g., supporting employee resource groups, mentoring employees, volunteering, joining cross-functional projects, encouraging team member involvement in these activities) • Champions our cultural norms (e.g., willing to have cameras when it matters: interviewing candidates, building relationships with team members, etc.) • Translates our enterprise strategy and priorities for their team members to connect to the bigger picture • Demonstrates a company ownership mindset, thinking beyond boundaries of their own area • Travels as needed for role, including enterprise meetings, divisional / team meetings, and other in-person meetings • Fulfills business needs, which may include investing extra time, helping other teams, etc Required Experience, Education and Skills • Bachelor's degree in related area or an equivalent combination of education and experience. Advanced degree preferred. • 10+ years of prior experience in consulting, Enterprise level portfolio / program / project management, including plan development, scheduling, estimations, status reporting • Experience in business analysis and process improvement project management, and change management • Experience in providing consulting to address large scale/highly complex problems where analysis of situations or data requires an in-depth evaluation of scope, benefits, business impacts, technical and people factors where required • Experience with financial statements, terminology, analysis and business case development • Experience developing, reporting and analyzing program management metrics • Experience leading large cross-functional projects and programs • Expertise and proven track record in analyzing and planning complex, multifunctional initiatives including budgeting, scope and schedule development, cross-functional dependencies • Minimum 2 large scale implementation of programs • Excellent understanding of program management • Knowledge of Agile methodologies including Scrum, Sprint planning • Experience in Product Management is desirable • Experience in people management (FTEs and contractors) • Good understanding of change management principles • Clear demonstrable experience of managing successful teams and improving capability in a project and program delivery environment. • Proven experience in planning, organization, development, risk, change and resource management. • Solid understanding of computer systems characteristics, features, and integration capabilities • Knowledge of P&C insurance products and product disciplines including product development and product management. • Exposure to business theory, business processes, management, budgeting, and business office operations What would make us excited about you? • Preferred 3+ years of people leader experience and at least 1 of those years leading people leaders. • Project Management Institute (PMI) certification as Project Management Professional (PMP) or Program Management Professional (PgMP) preferred • Strongly recommended to have prior Software Transformation program experience. GW preferred. • Guidewire experience • Strong financial analysis skills and experience in developing/managing business cases strongly preferred • High attention to detail; follows through to ensure accuracy and comprehensiveness strongly preferred • Proactive and entrepreneurial self-starter with excellent time management and prioritization skills strongly preferred • Excellent and efficient skills using MS Excel, SmartSheet, and PowerPoint tools strongly preferred • Creates a collaborative, inclusive and psychologically safe environment, demonstrating authenticity and fostering trust to inspire and empower team members and colleagues • Actively shapes our company culture through words and actions (e.g., supporting employee resource groups, mentoring employees, volunteering, joining cross-functional projects, encouraging team member involvement in these activities) • Champions our cultural norms (e.g., willing to have cameras when it matters: interviewing candidates, building relationships with team members, etc.) • Translates our enterprise strategy and priorities for their team members to connect to the bigger picture • Demonstrates a company ownership mindset, thinking beyond boundaries of their own area • Travels as needed for role, including enterprise meetings, 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. Recognition: We offer a total compensation package, performance bonus, 401(k) with a company match, and so much more!  Read more about what we offer and what it is like to be a part of our dynamic team at https://careers.csaa-insurance.aaa.com/us/en/benefits In most cases, you will have the opportunity to choose your preferred working location from the following options when you join CSAA IG: remote, hybrid, or in-person. Submit your application to be considered. We communicate via email, so check your inbox and/or your spam folder to ensure you don’t miss important updates from us. If a reasonable accommodation is needed to participate in the job application or interview process, please contact TalentAcquisition@csaa.com. 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, and gender. Everyone is welcome and supported in their development at all stages in their journey with us. We are always recruiting, retaining, and promoting a diverse mix of colleagues who are representative of the U.S. workforce. The diversity of our team fosters a broad range of ideas and enables us to design and deliver a wide array of products to meet customers’ evolving needs. CSAA Insurance Group is an equal opportunity employer. 00