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Job Details

  • Location: Coppell, TX, 75019
  • Date Posted: 2024-03-27
  • Employment Type: Full Time
  • Category: Accounting
  • Req Number: JR202420844
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Claims Analyst II

Job Summary
This position provides financial analysis support and financial reports to the various operating units within the Company for management decision making. This includes preparing cost/benefit analyses on various goals and objectives for the following year to assist with determining the projects that will benefit the Company and require funding for budget purposes. This position usually prepares analyses with average difficulty, and may prepare some more complicated cost/benefit analyses depending on their experience level and knowledge. In addition, this position reviews and prepares various management reports for Executive Management associated with the various products and business lines.

Job Duties

  • Prepare, review and assist in cost/benefit analyses. May also involve assisting operating units in monthly forecasting.

  • Prepare various management reports. This includes updating current reports, creating new reports that are relevant to changing business needs, and documenting how to prepare these reports.

  • Assist in developing computer models and automated reports with higher staff levels to develop these skills.

  • Update computer database and ensure it accurately includes all accounts/sections based on the current organization structure on a monthly basis. Also, ensure that backup information is maintained and updated off-site.

  • The work performed in the Finance area can vary significantly, especially regarding the level of financial analyses performed. Financial analyses can relate to anything that needs a financial review for management decision making. As a result, the financial analyst II's are expected to prepare a wide variety of analyses. For complex or unique analysis, the analyst II may need some guidance regarding the approach and the final written document necessary to present to management. However, the analyst II, should be able to develop logical assumptions and have good problem solving skills when preparing analyses or other reports.

  • Other tasks performed by the financial analyst II's may be more routine, such as preparing monthly or annual reports to executive management on various statistics, products, and business lines. The analyst II's may have more of these routine tasks as they gain better business knowledge to be able to assist and prepare analyses.


  • Bachelors Finance

  • 4-6 years Financial analysis

  • Moderate communication skills required.

  • Advanced computer skills in Microsoft Access and Excel software products preferred.

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

Remarkable benefits:
•    Health coverage for medical, dental, vision
•    401(K) saving plan with company match AND Pension
•    Tuition assistance
•    PTO for community volunteer programs
•    Wellness program
•    Employee discounts (membership, insurance, travel, entertainment, services and more!)

AAA Texas is part of the largest federation of AAA clubs in the nation. We have 14,000 employees in 21 states helping 17 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 1902, 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