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Financial Consultant I

Company: CSAA Insurance Group, a AAA Insurer
Location: Glendale
Posted on: April 8, 2021

Job Description:

We are actively hiring for a Financial Consultant to join our Financial Planning and Analysis team. Join us and support CSAA Insurance Group, a AAA Insurer, in achieving our goals! We are looking for motivated, innovative individuals, who think big and move fast with a passion for service excellence. Essential Responsibilities

  • Responsible for working with Financial Statements including Balance Sheet, Income Statement, Investment activities, Operating Expenses, Cash Flows, and Trial Balances.
  • Update monthly statements collaborating with Accounting and Investments
  • Provide management reporting to senior management and assist with preparing quarterly Board of Directors materials
  • Review allocations and explain methodology
  • Develop standard reporting and provide transparency into all financial activities
  • Lead financial support for larger Strategy & Innovation organization
  • Attend regular meetings with leadership team and lead 3-year planning discussionsWhat would make us excited about you?
    • 10 years of related professional experience
    • Bachelor's degree in related area (Business Administration, Finance, Accounting, Economics, or equivalent experience and education) or an equivalent combination of education and experience
    • Master degree (preferred)
    • Experience with Start-Up companies, Mergers & Acquisitions, Business Development opportunities, and company valuations desired
    • Advanced analytical skills to effectively identify problems and develop solutions
    • Understanding of P and L's and other financial reporting
    • Strong understanding of the use and development of operational models and other related reporting software (preferred)Why join us?
      • Make a difference. We don't just go to work. We're a team of employees committed to AAA members, our communities and each other.
      • Lifestyle. We drive strategy through innovation. We do honorable work, and we live our core beliefs
      • 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: Let's work together 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.Headquartered in Walnut Creek, California, our community also works in Arizona, Colorado, Nevada, New Jersey and Oklahoma. Our differences, visible and invisible, make every individual at CSAA Insurance Group unique and valuable. We strive to foster a culture where all employees feel a sense of belonging and can leverage their differences to thrive. We believe in embracing our unique identities, experiences, and points of view to advance our company and reflect our communities and members.If reasonable accommodation is needed to participate in the job application or interview process please contact .CSAA Insurance Group is an equal opportunity employer.In compliance of Colorado's Equal Pay for Equal Work Act (EPEWA) we are disclosing the compensation, or a range thereof, for roles that will be, or could be performed in Colorado. If performed in Colorado, this position has a salary range of $99,000-$117,000 with an opportunity for a company-wide annual discretionary bonus, through our Annual Incentive Plan (AIP), of up to 12% of eligible pay. Please note, hourly or salary compensation, or the range of hourly or salary compensation available for a position may vary by location. We reserve the right to amend these benefits at any time and actual compensation will be determined at time of offer.#hp#expand#LI-AO1

Keywords: CSAA Insurance Group, a AAA Insurer, Glendale , Financial Consultant I, Accounting, Auditing , Glendale, Arizona

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