AVP, Financial Analysis – Investment Operations and Finance

Travelers

. Ensure all reports, exhibits, and presentations from the team are accurate, impactful, and clear.

Posted 4/29/2026full-timeSt. Paul • Connecticut, Minnesota, New York • 🇺🇸 United StatesLead💰 $146,400 - $241,600 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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.

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills & Tools

financial analysisdata analysisforecastingaccounting practicesinvestment financial analysisfinancial reportingfinancial planningcomplexity analysisactionable recommendations

Soft Skills

leadershipcommunicationpresentation skillsorganizational skillsanalytical thinking

Certifications

Bachelor’s degree in FinanceBachelor’s degree in AccountingBachelor’s degree in EconomicsMaster’s in Business AdministrationCPACMA