Finance AI Innovation Intern - Hybrid at CSAA… · Walnut…

Summary: CSAA Insurance Group (CSAA IG), a AAA insurer, is one of the leading personal lines property and casualty insurance groups in the United States. The Finance AI Innovation Intern will support the Finance organization’s AI enablement initiatives by helping identify, prototype, and evaluate AI use cases to modernize workflows and improve efficiency. Responsibilities: - Partner with Finance teams including Investments, Internal Audit, Accounting, Tax and others to identify and prioritize AI use cases that improve efficiency, reporting, and analysis - Assist in redesigning Finance workflows using an AI-first mindset, including process mapping and identification of automation opportunities - Support the development, refinement, and analysis of financial models and reports by sourcing relevant inputs (industry data, external research, key assumptions) and interpreting financial statements and outputs, leveraging AI tools to enhance insights and efficiency - Support the Investments team by exploring AI applications in investment accounting, reporting, reconciliations, and analytics, including the creation of custom GPTs to support investment accounting workflows - Assist with streamlining operational and compliance-related support tasks, including data entry (e.g., MAR support, risk assessments), testing activities, and preparation of recurring reports - Develop prompt libraries, documentation, and training materials to enable responsible and effective AI usage within Finance - Conduct financial and process analysis to evaluate pilots, track adoption metrics, and assess value realization - Present findings, insights, and recommendations to Finance leadership and cross-functional partners Required Qualifications: - Current undergraduate or graduate student, in Finance, Accounting, Business, Information Systems or related field, ideally graduating in December 2026 or May 2027 - Strong interest in how AI and emerging technologies can transform Finance functions - Exposure to ChatGPT, Microsoft Copilot, or similar AI tools required - Foundational understanding of investments, financial statements, budgeting, forecasting, or financial analysis - Experience using Excel and PowerPoint required; familiarity with data analysis tools is a plus - Strong research, analytical, and critical thinking skills - Ability to clearly communicate complex ideas in both written and verbal formats - Self-motivated, curious, and comfortable working in a fast-paced, evolving environment - Demonstrates intellectual curiosity, professionalism, and collaborative mindset - Must have authorization to work indefinitely in the U.S Preferred Qualifications: - GPA of 3.0+ preferred Required Skills: AI tools, Financial analysis Important Skills: Excel, PowerPoint Nice-to-Have Skills: Research skills, Analytical skills, Communication skills, Collaborative mindset, Self-motivated