Budget & Financial Analysis Manager

Budget & Financial Analysis Manager

*Please note this is an onsite position based in Costa Mesa, CA. Relocation assistance is not provided for this role.

This position manages the preparation of insurance financial analysis, budgeting and forecasting.  Additionally, the position is responsible for reviewing all analyses, as well as numerous financial reports, to ensure information is accurate and presented in a format that is meaningful to executive management.



What You'll Do:

• You will prepare, analyze, and coordinate monthly forecasts and annual budget for insurance business units and financial statements.

• You’ll review cost/benefit analyses and develop the necessary approach for significant and/or complex financial models.

• You will present budget analyses for executive management. As well as providing executives with on-going financial projections, including five-year growth, profitability, revenue, expense and sales projections for the enterprise. Five-year projections include a forecast of revenue and expenses that is updated monthly and is included in monthly financial statements.

• You’ll monitor financial results of the organization and summarize results with comparisons against budgeted and forecasted amounts. Prepare budget spread reports that identify appropriate amounts for each month, utilizing seasonality trends for each revenue and expense category.

• Provide consulting services to Business Units for assessment of new business opportunities, including cost containment, revenue prospects and/or lines of business.

• You will prepare and review annual and monthly management reports, including updates to current reports. Create additional/new reports relevant to evolving business needs.

• Provide training to management and staff throughout the organization on Wawanesa financial policies and techniques for budgeting and forecasting, as well as in the use of cost benefit models for the preparation of financial analyses.

• You’ll resolve critical business issues, and identify business opportunities of a complex nature. Oversee the use of business models to forecast financial performance across the enterprise. Apprise executive management of significant situations impacting the organization, and act as lead in project development addressing said issues.

• The Manager independently assesses and develops logical approaches for tasks that may vary significantly in scope and complexity among all business lines throughout the enterprise.

• In addition, the manager ensures that reports and analyses are prepared and reported effectively, making sure information is accurate and presented in a timely manner.

What You'll Need:

• Bachelors Finance or Accounting

• 7-9 years Budget and Financial Analysis or Accounting

• Comprehensive communication skills required, both written and oral.

• Must possess comprehensive management, organizational and time management skills.

• Must be highly proficient in using all Microsoft Office software products, including comprehensive knowledge of Access, Excel, Word and PowerPoint programs.

• Ability to produce recommendations and proposals and a demonstrated ability to handle effective negotiations and complaint resolution required.

• Certified Public Accountant (CPA) - American Institute of Certified Public Accountants Preferred.

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The starting pay range for this position is:

$145,900.00 - $194,600.00

Additionally, for full time positions, you will be eligible to participate in our incentive program based upon the achievement of organization, team and personal performance.

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Remarkable benefits:
•    Health coverage for medical, dental, vision

•    401(K) saving plans with company match AND Pension    

•    Tuition assistance

•    Floating holidays and PTO for community volunteer programs

•    Paid parental leave

•    Wellness programs

•    Employee discounts (membership, insurance,

travel, entertainment, services and more!)

Auto Club Enterprises is the largest club within the national AAA federation. We have nearly 17,000 employees in 24 states helping more than 18 million members. The strength of our organization is our employees. Bringing together and supporting different cultures, backgrounds, personalities, and strengths creates a team capable of delivering legendary, lifetime service to our members. When we embrace our diversity – we win. All of Us! With our national brand recognition, long-standing reputation since 1900, and constantly growing membership, we are seeking career-minded, service-driven professionals to join our team.

“Through dedicated employees we proudly deliver legendary service and beneficial products that provide members peace of mind and value.”

AAA is an Equal Opportunity Employer

Our organization participates in E-Verify

The Automobile Club of Southern California will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable federal, state, and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance (FCIHO), the Unincorporated Los Angeles County (ULAC) regulation, and the California Fair Chance Act (CFCA).