About The Position

Travelers’ financial analysis team turns financial results into actionable insights and forecasts to help business partners make informed decisions. This position supports the Construction, Energy, and Marine (CEM) business units, which represent approximately $5 billion in revenue. The role supports CEM-wide reporting, strategic projects and initiatives, and ongoing enhancements. It requires strong analytical and technical skills, attention to detail, agility, and effective collaboration. The Manager, Financial Analysis prepares, evaluates, validates, and presents financial reports; analyzes trends and outliers; and begins to provide insights and solutions to management. The role also builds relationships and applies business context to explain financial results and their impact.

Requirements

  • At least three years of finance, financial planning, accounting, or related experience.
  • Experience with financial analysis concepts, principles, and processes, and accounting practices and principles.
  • Excellent communication skills, including the ability to consult on projects and present information effectively.
  • Ability to influence team members and management.
  • Strong data analysis skills, including the ability to interpret trends and provide insights and recommendations to business partners.
  • Ability to manage multiple projects simultaneously and follow through to ensure timely completion.
  • Ability to think strategically and use judgment to resolve issues.
  • Experience using Microsoft Office, such as Excel, Word, Outlook, and PowerPoint, and financial reporting software.

Nice To Haves

  • Bachelor’s degree in Finance, Accounting, or Economics; pursuing an MBA with a concentration in finance or accounting; or professional designations such as CPA, CMA, or comparable advanced professional education.
  • Experience with TM1/IPA, Essbase, Hyperion, or similar financial reporting software.

Responsibilities

  • Prepare, evaluate, and validate financial and operational reports, improving the process and effectiveness of delivered content while ensuring accuracy.
  • Perform and review analyses and interpret trends and variances in business performance, frequently interacting with cross-functional peers.
  • Test and validate data and analyses, maintaining a general understanding of data limitations and gaps.
  • Synthesize and present exhibits, results, observations, and recommendations to the direct manager, team members, and cross-functional peers, and answer some questions.
  • Begin managing the creation of complex analyses to support business strategy.
  • Participate in projects involving complex analysis and implementation of non-complex, routine business and financial regulatory changes related to financial reporting, including reorganizations and mergers and acquisitions.
  • Provide coaching, training, and mentoring.
  • Perform other duties as assigned.

Benefits

  • Health insurance coverage for employees and eligible family members from the first day of employment.
  • Dollar-for-dollar 401(k) match on contributions up to the first 5% of eligible pay, subject to an annual maximum.
  • Paying it Forward Savings Program, with an annual employer contribution to the employee’s 401(k) when the employee makes a student loan payment.
  • Pension Plan funded 100% by Travelers.
  • Minimum of 20 days of paid time off annually and nine paid company holidays.
  • Wellness program with tools, discounts, resources, and caregiving support.
  • Mental health program offering free professional counseling services, health coaching, and other resources.
  • Matching Gift and Volunteer Rewards program.
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