Manager, Financial Analysis - Personal Insurance

Travelers•Hartford, CT

1d•$89,800 - $148,300

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 a Manager, Financial Analysis, you will prepare, evaluate, validate, and present financial reports to assigned business area(s), conduct analyses to identify trends and outliers, and begin to provide insights and solutions to management. You will be responsible for leading expense management support for Personal Insurance Distribution Channels. This is a highly visible role that plays an integral part in providing financial and analytical support to business partners and leaders in Personal Insurance. By fostering key relationships, you will bring your understanding of business context to act as a liaison to translate financial results and clearly communicate the impact. You will connect with others and take action to achieve customers’ needs. In this role, you will be a key member of the Personal Insurance Finance team, assisting with the monthly accounting close, financial reporting and forecasting, as well as the execution of the annual budget for PI's distribution channels. This role values and rewards business partnership, creative modeling, critical thinking, accurate financial modeling, a positive attitude and the desire to help drive strategic change and deliver on strong financial commitments.

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.
Experience with Financial Analysis concepts, principles and processes and accounting practices and principles.
Excellent communication skills with the ability to consult on projects and present information effectively.
Ability to influence team members and management.
Strong data analysis skills with the ability to interpret trends and provide insights and recommendations to business partners.
Manage multiple projects simultaneously and follow through to ensure timely completion.
Ability to think strategically and use judgement to resolve issues as they arise.
Experience using Microsoft Office (e.g. Excel, Word, Outlook, PowerPoint) and Financial Reporting Software (e.g. TM1, Essbase, Hyperion, etc.).
Three years of finance, financial planning, accounting, or related experience.

Responsibilities

Prepare, evaluate, and validate financial and operational reports focusing on improving the process of completing these tasks and the effectiveness of the content delivered while ensuring accuracy.
Perform and review analysis and interpret trends and variances in business performance, interacting with cross functional peers on a frequent basis.
Perform testing and validation of data and analyses having a general understanding of data limitations and gaps.
Synthesize and present exhibits, results, observations, and recommendations to direct manager, team members and/or cross functional peers with the ability to answer some questions.
Begin to manage the creation of complex analyses to support 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.
Participate in projects that involve complex analysis and implementation of non-complex, routine 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.