Finance AI Enablement Lead - Remote

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Job Title

Finance AI Enablement Lead - Remote

Requisition Number

R7621 Finance AI Enablement Lead - Remote (Open)

Location

California - Home Teleworkers

Additional Locations

Alabama - Home Teleworkers, Alabama - Home Teleworkers, Arizona - Home Teleworkers, Arkansas - Home Teleworkers, Colorado - Home Teleworkers, Connecticut - Home Teleworkers, Delaware - Home Teleworker, District of Columbia - Home Teleworkers, Florida - Home Teleworkers, Georgia - Home Teleworkers, Idaho - Home Teleworkers, Illinois - Home Teleworkers, Indiana - Home Teleworkers, Iowa - Home Teleworkers, Kansas - Home Teleworker, Kentucky - Home Teleworkers, Louisiana - Home Teleworkers, Maine Home Teleworkers, Maryland - Home Teleworkers, Massachusetts - Home Teleworkers, Michigan - Home Teleworkers, Minnesota - Home Teleworkers, Mississippi - Home Teleworker, Missouri - Home Teleworker, Montana - Home Teleworkers {+ 21 more}

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 Finance AI Enablement Lead!

Your Role:

The Finance AI Enablement Lead drives the identification, evaluation, and adoption of artificial intelligence tools across the Finance organization. This role translates Finance business needs into practical AI-enabled solutions and ensures responsible, scalable adoption through structured experimentation, implementation, training, and support.

The role partners closely with Finance departments (Accounting, FP&A, Investments, Real Estate, Risk & Tax) along with IT, Data and Security teams to accelerate value realization from AI while maintaining strong governance and user confidence. Success is defined by measurable improvements in efficiency, insight generation, and decision-making across Finance teams.

Your Work:

• Identifies high-impact AI opportunity areas across Finance, including forecasting, reporting, analysis, close processes, controls, and decision support.

• Conducts and synthesizes business process analysis, user research, and technology assessments to inform AI use cases and prioritization.

• Develops hypotheses, pilot plans, and experimentation approaches to validate AI-enabled Finance solutions.

• Evaluates and recommends AI tools aligned with Finance needs, enterprise architecture, and risk standards.

• Leads pilot implementations and supports transition from experimentation to scaled adoption.

• Partners with IT, Data, Security, Legal, and Risk teams to ensure responsible, compliant AI usage.

• Designs and delivers training, documentation, and best-practice guidance for Finance users.

• Acts as the primary AI champion and subject-matter resource for Finance teams.

• Provides ongoing support, troubleshooting, and continuous improvement for Finance AI tools.

• Tracks adoption, usage, and outcomes to assess effectiveness and inform next-step recommendations.

• Prepares executive-ready insights, updates, and recommendations for Finance leadership.

• Contributes to portfolio-level prioritization discussions related to Finance transformation and AI initiatives.

Required Experience, Education and Skills:

• Bachelor’s degree in Finance, Accounting, Business, Information Systems, Economics, or a related field; or equivalent practical experience.

• 8 years of experience in Finance, Finance transformation, AI technology enablement, innovation, or related roles.

• Experience working with AI tools, automation, analytics platforms, or generative AI solutions.

• Demonstrated experience implementing or supporting business-facing technology solutions.

• Strong understanding of Finance processes and workflows (e.g., FP&A, Accounting, Investments, Tax, Finance Operations).

• Ability to identify AI-enabled opportunities and translate business needs into actionable solutions.

• Experience using and deploying AI for structured problem-solving, hypothesis-driven experimentation, and learning-based iteration.

• Strong analytical skills, including the ability to assess impact, value, and risk.

• Excellent communication skills, with the ability to explain technical concepts to non-technical audiences.

• Ability to influence cross-functional stakeholders without direct authority.

• Comfort working in ambiguous or evolving problem spaces.

• Strong facilitation and change-management skills to drive adoption.

• Curiosity and continuous learning mindset related to emerging AI technologies.

What would make us excited about you?

• Advanced coursework or certifications in analytics, AI, automation, finance transformation, or change management.

• Consulting experience with nationally recognized organization (Big 4 or similar).

• Experience partnering with IT, data, security, or risk teams in a regulated environment.

• Experience leading pilots, training programs, or adoption initiatives.

• Experience supporting senior leaders with analysis, recommendations, and decision-making.

• Actively shapes our company culture (e.g., supporting employee resource groups, mentoring employees, volunteering, joining cross-functional projects).

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

• Demonstrates a company ownership mindset, thinking beyond boundaries of their own area.

• Travels as needed for role, including divisional / team meetings and other in-person meetings. Expect to spend 25% time in Walnut Creek, CA with additional travel to external conferences.

• 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 long‑term 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 in‑person 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 [email protected]

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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