Key skills
C
About this role
Role Overview
- Ensure all reports, exhibits, and presentations from the team are accurate, impactful, and clear.
- Ensure all insights derived from the team’s analysis are synthesized into actionable recommendations and lead the analysis of financial and operational reports of the highest complexity.
- Identify gaps and limitations in data sets and understand multiple layers of complexity with the ability to explain and recommend potential alternatives.
- Oversee, synthesize, and present exhibits, results, observations, and recommendations to senior management, including formal presentations, monthly financial results, etc.
- Lead the investment financial analysis and own the finance perspective to drive business strategy for supported organizations.
- Review competitor press releases, SEC filings, and industry trade press for helpful insights, linking opaque themes together and identifying applicability to departmental strategies.
- Oversee implementation of business and financial regulatory changes related to financial reporting, such as reorganizations, mergers and acquisitions, etc.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or pursuing a Master’s in Business Administration with a concentration in finance or accounting or professional designations such as CPA, CMA or comparable advanced professional education.
- Eight years of finance, financial planning, accounting, or related experience.
- Previous management experience.
- Extensive experience with Financial Analysis concepts, principles, processes, applications and accounting practices and principles preferably with some exposure to the P&C insurance industry.
- Significant investment financial analysis and forecasting experience for a broad range of investment asset classes including (Fixed Income, Private Equity, Real Estate, and short-term investments).
- Exceptional data analysis skills with the ability to interpret trends and report insights and recommendations to business partners.
- Experience using Microsoft Office (e.g., Excel, Word, Outlook, PowerPoint) and Financial Reporting Software (e.g., TM1, Essbase, Hyperion, etc.).
Benefits
- Health Insurance : Employees and their eligible family members – including spouses, domestic partners, and children – are eligible for coverage from the first day of employment.
- Retirement: Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum.
- Paid Time Off: Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
- Wellness Program: The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs.
- Volunteer Encouragement: We have a deep commitment to the communities we serve and encourage our employees to get involved.