Travelers

Director, Corporate Financial Planning – Analysis

Travelers

full-time

Posted on:

Location Type: Hybrid

Location: Hartford • Connecticut • Minnesota • United States

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Salary

💰 $104,000 - $171,700 per year

Job Level

Lead

About the role

  • Synthesize reports generated into impactful exhibits, insightful results/observations, and actionable recommendations to influence business partners and management, ensuring quality control/accuracy.
  • Review team members’ reports and provide coaching and feedback on accuracy and presentation.
  • Execute identified analyses aligned with broad business objectives.
  • Perform testing and validation of data and analyses and identify gaps and limitations in data sets while recommending potential alternatives.
  • Prepare and present influential financial insights to senior financial leaders and/or functional teams, answering most questions.
  • Direct the creation of complex analyses to influence business strategy.
  • Review competitor press releases, SEC filings, and industry trade press for helpful insights, linking key themes together and identifying applicability to departmental strategies.
  • Push insights up to management in a timely manner and/or dive deeper into an actionable insight.
  • Lead projects that analyze and implement complex business and financial regulatory changes relating to financial reporting, such as reorganizations, mergers and acquisitions, etc.
  • Provide coaching, training, and mentoring.
  • If a manager of people, effectively oversee and engage direct reports and perform management activities such as performance management, career development, and talent acquisition.
  • Perform other duties as assigned.

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.
  • Extensive experience with Financial Analysis concepts, principles, processes, applications and accounting practices and principles, preferably with some exposure to the P&C insurance industry.
  • Excellent communication skills with the ability to influence across all levels of management.
  • Proven leadership skills with the ability to mentor and develop employees.
  • Excellent analytical skills with the ability to evaluate and understand current data and systems, find opportunities, recommend changes, and translate into business impacts.
  • Experience leading and managing multiple complex projects simultaneously and follow through to ensure timely completion.
  • Experience using Microsoft Office (e.g., Excel, Word, Outlook, PowerPoint) and Financial Reporting Software (e.g., TM1, Essbase, Hyperion, etc.).
  • Ability to quickly gain an understanding of Travelers' business strategy and plan objectives to align with enterprise goals.
  • Five years of finance, financial planning, accounting, or related experience.
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.
  • If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account.
  • You are also eligible for a Pension Plan that is 100% funded by Travelers.
  • 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. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
  • Volunteer Encouragement: We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Financial AnalysisAccounting practicesData validationData analysisFinancial reportingProject managementRegulatory complianceBusiness strategyAnalytical skillsPerformance management
Soft Skills
Communication skillsLeadership skillsMentoringCoachingInfluencingTeam managementPresentation skillsFeedback provisionOrganizational skillsProblem-solving
Certifications
Bachelor’s degree in FinanceBachelor’s degree in AccountingBachelor’s degree in EconomicsMaster’s in Business AdministrationCPACMA