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CSAA Insurance Group, a AAA Insurer Financial Consultant II in Glendale, Arizona

Are you a Financial Consultant who enjoys being responsible for effective configuration, operation, and maintenance of ERP software and related systems? This could be the role for you! The Financial Consultant II acts as a SME for ERP system administration. This role will assist project teams with technical issues in the development of any new improvements, upgrades, or defect resolution efforts. These activities include the definition of needs, benefits, and technical strategy; research & development within the project life-cycle; technical analysis and design; and support of operations staff in executing, testing and rolling-out the solutions.

The successful person will be responsible for but not limited to the following:

  • ERP implementation support including the support of multiple business applications as required including PeopleSoft and Blackline

  • Manage the day to day maintenance of ledger trees, hierarchies, rules, and dimensions

  • Configure the application to meet agreed business requirements, ensuring stakeholders are fully informed on the impact of potential changes

  • Assist with the testing process and organizing UAT with users

  • Use reporting tools to create, develop and maintain reports to monitor data quality and support the reporting needs of the business areas

  • Maintains ERP system performance by performing system monitoring and analysis, and performance tuning; troubleshooting software, networks and operating and system management systems; designing and running system load/stress testing; escalating application problems to vendor.

  • Secures PeopleSoft system by developing system access, monitoring, control, and evaluation; establishing and testing disaster recovery policies and procedures; completing back-ups; maintaining documentation.

  • Performing analysis to ensure accuracy and completeness within sub ledger activity

  • Design and maintain procedures for reconciliations of new and existing accounts

  • Provide guidance for development and implementation of any new interfaces or changes to existing interfaces to GL

  • Manage source system interfaces issues when they occur

Essential Functions:

  • Uses professional concepts in develops resolution to critical issues and broad design matters of the highest degree of complexity (issues cut across functions, require team involvement, require senior leadership participation)

  • Assists accounting group with issue resolution relating to sub ledger activity

  • Provides coaching and assistance to accounting staff.

  • Builds and maintains effective relationships between the business unit(s) and finance.

  • Handles high-level and complex financial and operational analyses by independently reaching out across work groups and divisions to find SME's to manage the work and achieve to alignment and resolution.

  • Ability to work in a fast-paced environment, manage multiple tasks simultaneously and meet critical deadlines

Knowledge, Skills and Abilities:

  • Solid Understanding of GAAP and Statutory Accounting Principles (SAP).

  • Knowledge of financial statement preparation and financial analysis techniques.

  • Strong analytical skills needed to structure and conduct analysis and to evaluate and develop logical solutions to accounting issues

  • Ability to challenge, persuade, and influence senior leaders

  • Understanding of the financial dynamics of a P & C insurer and AAA operations and their application to CSAA’s accounting environment.

  • Proficient at facilitation and presentation and strong oral and written communication skills

Education, Work Experience, Licenses & Certifications:

  • Bachelor's degree with emphasis on Business Administration, Finance or Accounting or equivalent experience

  • Certified Public Accountant

  • 10+ years previous experience

  • Project and Process Management experience

  • Background in Reconciliation of GL/Financial accounts


  • Corporate accounting experience in a SOX environment

  • PeopleSoft or other large ERP experience

  • Insurance experience is a plus

  • BlackLine Reconciliation Software experience

CSAA Insurance Group offers many benefits, including:

  • Medical, dental, vision, disability and life insurance coverage including benefits coverage for domestic partners. Company contributions into a Health Savings Account (HSA).

  • 401(k) plus company matching dollar for dollar up to 6% and a cash balance retirement program.

  • Paid bonding leave for birthing and non-birthing parent and paid adoption leave.

  • Two weeks paid military leave.

  • Paid time off, plus ten paid holidays and 24 hours of paid time off to volunteer.

  • Tuition reimbursement, self-service training, career development and mentorship opportunities.

Be part of a community that works

At CSAA Insurance Group, we take pride in our values-based culture. Helping our employees lead enriched lives and satisfying careers is how we work. Our employees appreciate the integrity and inclusion that is evident throughout our everyday interactions. We respect the diverse range of perspectives, backgrounds and cultures of our teams, and join together when it comes to helping our members, community or one another!

Headquartered in Walnut Creek, California, our community also works in Arizona, Colorado, Nevada, New Jersey and Oklahoma. Learn more about us at

Let’s work together

Please submit your application to be considered. We communicate via email, so please check your inbox to ensure you don’t miss important updates from us. Questions?

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.