Remote Financial Planner Jobs in Oklahoma (NOW HIRING)

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Job Title

Financial Specialist, Personal Lines Insurance FP&A - Remote

Requisition Number

R7946 Financial Specialist, Personal Lines Insurance FP&A - Remote (Open)

Location

Ohio - Home Teleworkers

Additional Locations

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Job Information

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 a Financial Specialist, Personal Lines Insurance FP&A!

Your Role:

Collaborates with senior leaders and internal partners within the Finance organizations to understand operations, objectives, and strategies, and develops complex models in order to improve operations and financial decisions. Participates in preparing the complex components of operating budgets. 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:

• Creates complex models that require subject matter expertise and the ability to understand company operations, objectives, strategies, in order to improve operations within the company and financial decisions.

• Provides complex financial and operational analysis to senior management and internal clients. Uses information to develop reports in order to drive results and behaviors.

• Participates in preparing the complex components of operating budgets (pricing assumptions, 3rd party agreements, issues involving legal entities, etc.). Must be able to point out and correct errors and faulty assumptions. May develop changes to approach, as needed.

• Provides solutions/ recommendations, strategies and actions to senior and executive management. Participates in the resolution of issues and process improvement opportunities. Likely to create presentations for senior management.

• Quickly assesses and interprets financial reports for senior management and alerts them to significant as well as subtle issues and trends. Develops solutions and alternatives.

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 mathematics, organizational, and business writing skills required.

• Project management skills to accurately complete detailed data assignments, understand and interpret broad operational / product / financial concepts and their application to the business unit and AAA.

• Experience working with operational / product / financial measures and models, business planning, cost/benefit analysis, project management and senior level analysis.

• Advanced interpersonal communication and inter-departmental relationship-building skills.

• Ability to lead and provide training and guidance to others.

What would make us excited about you?

• Advanced degrees or post graduate course work a plus.

• Advanced understanding of AAA business strategy and proficient in the use and development of operational / product / financial concepts as they apply to Personal Lines division and AAA.

• Strong understanding of the use and development of operational models and other related reporting software. 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.

• Ability to negotiate, collaborate across functions and deliver results through others.

• Actively shapes our company culture (e.g., participating in employee resource groups, volunteering, etc.).

• Lives into cultural norms (e.g., willing to have cameras when it matters: helping onboard new team members, building relationships, etc.).

• 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 longterm 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 inperson 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.

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The national average salary range for this position is $105,345.00-$117,050.00. 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 $105,345.00-$140,550.00. This role also includes an opportunity for a company-wide annual discretionary bonus, through our Annual Incentive Plan (AIP), of up to 10% of eligible pay.This job posting will be unposted on Sat, 5 Sep 2026.