What are the responsibilities and job description for the Project Analyst - IT position at AAA Life Insurance Company?
Overview
We need an ambitious, curious leader to become a Project Analyst on the Technology Team to help drive the biggest change in the company’s history.
The Opportunity – Why Join
Are you ready to redefine how an entire industry engages with customers? At AAA Life we leverage technology to put human connection at the heart of what we do. If you are someone who thrives on purpose and wants to make a tangible difference in people’s lives when it matters most, then join AAA Life who has the unique ability to access tens of millions of existing AAA customers powered by the strength of one of America’s most trusted brands. We have embarked on a mission to double in size - Becoming one of the largest providers in the US. These facts showcase why we're the right choice:
- On purpose: a leading professional services firm found that the commitment, empathy and dedication of employees at AAA Life was the highest across a benchmark of top US companies
- On growth: we have the privilege to offer our products to tens of millions of Americans that are proud members of AAA
- On making a difference: we serve Americans by delivering life insurance products that make a true difference for families during their hardest times, not wealth management instruments (more details on this during the interview)
- On culture: USA Today named us 2025 top workplace nationwide. We believe the job of an insurance company is to do good. Our mission is to help our members during what is often the hardest times in their lives. We pick up the phone to people who have lost loved ones and offer our genuine support. That is why we will always put human connection at the heart of what we do - always being there to talk to our members person to person. We believe the job of an insurance company is to pay out. That is what insurance is for. Most of our members have real life policies - policies that bring peace of mind during life, and genuine support in the event of death. We are not here to chase the super-rich with annuities and wealth management products. AAA has been one of the most trusted names in America because it believes in providing the services that middle class Americans need.
Responsibilities
The Role
You will join a small, newly formed, and highly visible Transformation Office responsible for leading the company’s most strategic, enterprise‑wide transformation initiatives. These programs are complex, mission‑critical, and backed by multi‑million‑dollar investments. As a key driver within the Transformation Office, you will translate strategy into execution—turning transformational vision into measurable outcomes and sustained business impact.
This is a high visibility Project Change Management Analyst role – serves as a central point of accountability for portfolio‑level performance, financial transparency, and delivery insight across IT initiatives. It partners closely with initiative leads, Finance, and Centers of Excellence to consolidate financial and delivery data into consistent, executive‑ready reporting, Steering Committees, and governance forums. The role ensures disciplined portfolio reporting across agile, waterfall, and hybrid efforts, proactively surfacing risks, dependencies, and performance gaps to enable informed decisions, strengthen governance, and drive value realization throughout the transformation.
The Next Phase
Our mission is to provide those services for as many people as we can. To achieve that we need to evolve. We need to boldly embrace innovation and technology. Your leadership will help us deliver on our mission together and achieve our transformation. At AAA Life, empathy and progress go hand in hand, creating a culture where bright ideas flourish and meaningful impact grows. If you are drawn to an environment that values purpose as much as potential, we invite you to join us. Because here, being there for people isn’t just a promise—it is our driving force.
Position Responsibilities
- Track and report on IT project performance, including actual vs spend, forecasted costs, delivery milestones, and KPI progress
- Monitor financial performance across IT initiatives, ensuring alignment with budgets, forecasts, and expected value realization
- Consolidate updates from Transformation Office, Initiative Leads (including Product Owners and Scrum Masters), Finance and COE Managers into executive-ready reporting
- Identify, analyze, and escalate delivery risks, dependencies, and performance gaps
- Prepare standardized metrics reports and dashboards for Steering Committee (SteerCo), Technology Leadership, and executive stakeholders to support governance and decision‑making.
- Partner with Finance to validate financial data, including capital vs. expense spend, labor, and vendor costs
- Ensure consistency and integrity of reporting across the IT portfolio, including adherence to PMO standards and governance frameworks
- Support reporting across Agile, Waterfall, or hybrid delivery methodologies
- Participate in recurring forums (e.g., IT Transformation stand-ups, finance reviews) to surface insights and ensure alignment
Core Competencies – How You Will Contribute
- Analytical Thinking: Ability to interpret financial and delivery data, identify trends, and generate actionable insights
- Financial Acumen: Understanding of IT budgeting, forecasting, and cost tracking (including Capital vs. Expense and Operating Expense)
- Data Visualization & Reporting: Ability to create clear, concise, and executive-ready reports and dashboards
- Attention to Detail: High level of accuracy in reporting, data validation, and reconciliation
- Communication Skills: Ability to translate technical and financial information into clear insights for non-technical stakeholders
- Stakeholder Management: Effective collaboration with IT, Finance, PMO, and business leaders
- Risk Awareness: Proactive identification and escalation of risks and issues
- Adaptability: Ability to operate in fast-paced, evolving IT and transformation environments
Qualifications
Required Education/Experience
- Bachelor’s degree in Information Technology, Business, Finance, Accounting, or a related field
- 3–5 years of experience in IT project reporting, PMO, financial analysis, or technology program support
- 2-5 years of experience supporting IT projects or transformation initiatives in Agile, Waterfall, or hybrid environments
- 3-5 years of proficiency in Microsoft Office
- 3-5 years of experience with project and portfolio management tools (e.g., Jira, Azure DevOps, ServiceNow, Clarity) preferred
- 3-5 years of experience tracking IT financials, including resource costs, vendor spend, and infrastructure investments
Preferred Experience
- Experience using Power BI and SQL analytics to track adoption, workforce readiness, and transformation KPIs, translating insights into executive‑ready reporting.
- Proficiency with Atlassian Jira and Confluence to support agile delivery, transformation governance, and change documentation.
- Experience with Monday.com or similar work‑management tools to coordinate cross‑functional initiatives and track transformation milestones.
- Advanced proficiency in Microsoft Office (Excel, PowerPoint, Word) for leadership communications, dashboards, and reporting.
How You’ll Work
- Work Solution: Hybrid (Tuesday- Thursday) or Remote (USA)
- Relocation Eligibility: Available
What We Bring to the Table
- Hybrid work environment that promotes work-life balance
- Comprehensive medical, dental, and vision coverage starting from your first day
- Employer 401k match and employer contribution to a pension plan
- Generous PTO and paid parental leave to support your family needs
- Various associate resource groups and community involvement initiatives
Essential Job Functions
While performing the duties of this job, the employee is frequently required to stand, walk, sit, use hands to finger, handle, or feel and talk or hear. Specific vision abilities required by this job include close vision, distance vision, color vision, depth perception, and ability to adjust focus.
This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements. Reasonable accommodation will be provided for otherwise qualified applicants as needed to enable them to fulfill these requirements.
AAA Life Insurance Company does not offer immigration sponsorship for this position. This includes visa types such as H-1B, TN, and STEM OPT. Please do not apply if you currently require or may require employer-sponsored immigration support now or in the future.