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. The Enterprise Technology Finance team collaborates and acts as trusted partners to Enterprise Technology leadership and key business stakeholders by delivering proactive data-driven insights and analytics that influence strategic decision making, accelerate business outcomes, and optimize organization effectiveness and efficiency. As Director, Financial Analysis - Enterprise Technology Finance, you will partner with the core infrastructure organization of Enterprise Technology — the backbone of Travelers' technology capabilities and a dynamic hub of innovation — with opportunity for career growth and the chance to solve complex, high-impact problems at the intersection of finance and technology. 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. 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.

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), Generative AI tools, and Financial Reporting Software (e.g., TM1).
  • Ability to quickly gain an understanding of Travelers' business strategy and plan objectives to align with enterprise goals.
  • High energy, self-motivated professional with a strong drive for excellence, growth and the ability to thrive in a fast-paced environment.
  • Strong analytical and problem-solving skills, with the ability to navigate ambiguity, synthesize large amounts of data, and deliver clear, actionable conclusions under tight timelines.
  • Five years of finance, financial planning, accounting, or related experience.

Responsibilities

  • Drive financial strategy, forecasting, and budgeting for the core infrastructure organization within Enterprise Technology, ensuring timely and accurate financial planning that supports Travelers’ critical technology capabilities.
  • Evaluate ROI and guide investment decisions in cutting-edge infrastructure technologies, providing rigorous financial analysis to support scalable, sustainable business growth.
  • Design and lead sophisticated financial models to analyze and optimize cost structures across infrastructure platforms, shared services, and technology investments.
  • Identify process improvement and efficiency opportunities by effectively leveraging AI tools to enhance financial analysis and reporting capabilities.
  • 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.
  • Monitor technology industry trends, emerging innovations, and market developments relevant to Enterprise Technology infrastructure, and provide actionable insights to management.
  • Provide coaching, training, and mentoring.
  • 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.
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