Principal Business & Financial Analyst- Strategy

Why Work For Us?

• Great Pay - opportunity to participate in AAA discretionary annual incentive plan or other incentive plans depending upon position
• 401k Matching – $1 for $1 company match up to 6% of eligible earnings per pay period
• Benefits – Medical, Dental, Vision, wellness program and more!
• Paid Holidays
• Paid Time Off – Team Members accrue paid time off monthly. Depending on position, an additional 24 hours per year are earmarked for volunteer activities.
• Collaborative Environment – AAA will value your contribution to providing exceptional service to our members
• Free AAA Classic Membership
• AAA Product Discounts
• Tuition Reimbursement Program

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At AAA, our Team Members strive to deliver amazing service and help our Members outsmart life’s roadblocks. We believe everything you do outside of work adds to who you are at work. We're working to transform AAA for the next century with a mission to create Members for life by unleashing the innovative spirit of our Team Members.

NOTE: This role is hybrid and requires 3 days week onsite in our Walnut Creek, CA office.

JOB SUMMARY

Our Principal Business & Financial Analyst, Strategy position supports the definition of business strategies and objectives through data-driven analysis,  planning, and developing high quality strategic documents. Operate with a high degree of independence with in depth knowledge of the business areas supported.

ESSENTIAL FUNCTIONS

• Strategic Plans: Translate business context, performance, objectives, and analysis into compelling presentations and reports used to inform internal executives and the Board of Directors on key enterprise strategies, updates and recommendations. 

• Data and Financial Analysis: Create actionable, data-driven recommendations that impact business decisions using internal and external data and models

• Business cases: Create business cases to analyze and justify investment decisions incorporating both business and financial data

• Business Partner Support: Partner with management up to the executive level to answer complex analytical business questions

• Projects: Be responsible for components of business partner-led projects and lead internal projects to improve processes and operations

KNOWLEDGE AND SKILLS

• Strong mathematical and analytical capacity

• Strong Knowledge of accounting principles Advanced Spreadsheets (Excel, Google Sheets) and Presentation software (Powerpoint, Google Slides)

• Strong business writing

• Executive communication and ability to influence

• Ability to quickly gain in depth understanding of new business models

• Strong understanding of MWG business models

• Ability to apply AGILE practices (ScrumMaster)

EDUCATION, COMPETENCIES, CERTIFICATIONS/LICENSES

• Minimum Qualifications

  • Bachelor's degree in related field plus 5 years of years of business analytics, finance, accounting or audit experience or High School diploma plus 7 years of of business analytics, finance, accounting or audit experience

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