Director, Corporate Financial Planning & Analysis

Travelers • Hartford, CT

12d

About The Position

Travelers' financial analysis team translates raw numbers into actionable insights to tell the story of past financial results and forecast possibilities into the future. The team acts as an independent party to collaborate with business partners and enable them to make informed decisions rooted in economic reality. As Director, Corporate Financial Planning & Analysis, you will design, model, and present financial reports to assigned business area(s) and proactively identify trends and impacts on the business to inform decisions. You will collaborate with business partners across the segments and support areas for various monthly and quarterly analyses and deliverables, such as expense reporting and Management and Operating Committee presentations on a monthly basis, the Financial Brief, Annotated Supplement, and other analyses on a quarterly basis, as well as the Annual and Multi-Year Plans. As a collaborative partner to the business, you will help advance team objectives and business outcomes by interpreting, communicating, and applying analyses in a way that resonates with the intended audience. You will also review and approve team member's interpretations of trends in business performance. This position may manage finance professionals.

Requirements

• Five years of finance, financial planning, accounting, or related experience.

Nice To Haves

• 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.

Responsibilities

• 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.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Number of Employees: 5,001-10,000 employees