[Hiring] Financial Consultant @AAA-The Auto Club Group

Role Description

Provides expert financial advice, guidance and counsel supporting business objectives and decisions. Researches, evaluates and interprets financial data using advanced and emerging financial techniques and tools. Responsible for providing consulting services to internal customers through participation on projects or corporate initiatives. Acts as the primary liaison with assigned business project teams to ensure successful achievement of project objectives and goals. Develops, designs, tests and documents system changes or upgrades. Coordinates with various departments in preparation for services provided by external organizations (i.e. benchmarking, exams, audits, etc).

• Leads, facilitates and monitors the financial segment of large complex projects and department initiatives.
• Acts as the primary liaison with assigned business partners to ensure successful achievement of objectives and goals.
• Conducts research activities to determine and communicate financial implications resulting from reorganization, benchmark comparisons, reporting entity changes and merger/acquisitions.

Qualifications

• Education: Bachelor degree in Accounting, Business, Finance, Mathematics, Statistics or Economics
• Experience: Equivalent to a senior position within Finance/Accounting or other related fields
• Developing complex financial models using macros and other advanced spreadsheet applications (i.e. EXCEL) and experience using other software applications and/or reporting tools (i.e. Microsoft Office).
• Providing oversight to less senior employees in the quality of work product.
• Analysis of technical issues and complex financial data and developing sound conclusions.
• The design and implementation of medium to large projects.
• Problem identification and resolutions techniques.
• Developing automated forecasts and budgets.
• The design and implementation of complex corporate/finance projects including preparing cost justification, proposals and risk assessments.
• Preparing business plans, proposals and cost benefit analysis for long range strategic plans/initiatives.
• Prepare an in-depth analysis of statistical and financial data compared with peers, industry, corporate targets and history.
• Analysis of product profitability, pricing and other complex mathematical analysis.
• Developing/implementing business simulation/models.

Requirements

• Analyze complex financial data.
• Develop and implement new financial analytical and reporting systems.
• Communicate effectively with others in a work environment.
• Prepare and present written and oral reports.
• Strong organizational, planning, time management and administrative skills demonstrated through work experience.
• Strong written and verbal communication skills in order to present complex information in a clear and understandable manner to all levels of employees including senior executives.

Preferred

• Understanding of loss accounting as relates to P&C Insurance.
• Experience reconciling claim payments.
• Experience implementing third party vendor payment systems for claim payments.
• Documenting requirements and process workflows.
• Participating in UAT.
• Experience using Cadency or TRecs reconciliation software.
• Experience with Excel, Power Query, PowerBI, Tableau, SQL or Python.

Work Environment

This position works from a home office location. Depending on the role, some employees may be required to come into the office, at a minimum, for important departmental meetings or team building events.

Compensation & Benefits Overview

• Compensation: Financial Consultant will earn a competitive salary of $76,772 - $110,000 annually with annual bonus potential based on performance.
• Health & Wellness:
  • Medical plans with multiple coverage options, including HSA eligibility.
  • Prescription drug coverage.
  • Dental and vision benefits.
  • Employee Assistance Program (confidential support services).
• Financial Protection & Insurance:
  • Company-paid basic life insurance.
  • Optional supplemental life insurance and dependent coverage.
  • Short-term and long-term disability coverage.
  • Critical illness, accident, and pet insurance options.
• Retirement & Savings:
  • 401(k) plan to support long-term financial goals. 3% automatic deferral upon eligibility; may contribute 1% to 50% of eligible earnings, either pre or post tax. Company match of 50% paid on employee contributions up to 6% of pay, payable to employees following the end of the year; immediate vesting. Additional company contribution of 4% of pay each pay day into your account; 100% vested after three (3) years of service.
  • Health Savings Account (HSA) and Flexible Spending Accounts (FSA) options.
• Time Off & Leave:
  • Paid Time Off (PTO): Accrual-based, increases with tenure, eligible at 90 days of employment. Full-time new employees will receive up to 12 PTO days annually; accrual based on start date and may include additional PTO based on role and/or state & local requirements. Part-time employee PTO hours are calculated based upon the standard weekly hours the employee is scheduled to work and will accrue at a minimum of 3 hours per month.
  • Paid Holidays: Full-time employees are eligible for 10 company-paid holidays annually, in addition to 1 mental health day, 2 floating holidays and 1 volunteer day. Holidays vary by business unit schedules. Part-time employees are eligible for 8 company-paid holidays annually, in addition to 1 mental health day and 2 floating holidays. Holidays vary by business unit schedules.
  • Paid leave programs, including parental, bereavement, jury duty, and military leave.
• Career Growth & Education:
  • Tuition assistance (up to $5,250 annually; 80% covered by ACG).
  • Professional certification support with 100% reimbursement for eligible programs.
  • Opportunities for career development and advancement.
• Additional Perks:
  • Complimentary AAA membership with roadside assistance and travel discounts.
  • Adoption assistance program.

Job Posting Period

This position is expected to remain posted through September 25, 2026; however, it may close at any time once a qualified candidate pool is identified.