Sr. Financial Consultant, Market Insights and Strategic Initiatives

Travelers•Hartford, CT

12h

About The Position

Business Insurance (BI) Financial Planning & Analysis has high visibility to BI Leadership and is responsible for providing financial and analytical support to business partners across Business Insurance. This Sr. Financial Consultant, Market Insights & Strategic Initiatives role splits time across two core areas. On the strategic initiatives side, you'll build financial models and analyze key results tied to business objectives, helping shape and track progress against the multi-year plan. You'll also monitor key capability builds underway across the organization and serve as an informed voice to the BI Finance community on those efforts. On the market intelligence side, you'll analyze competitor, market, and economic data to keep a pulse on the industry — with significant focus to competitor earnings — and surface emerging trends to business partners. To thrive here, you'll need to work effectively across all levels of the BI FP&A team, the broader finance organization, and a diverse set of business partners. You'll build a solid understanding of the commercial property casualty marketplace and the strategic capabilities being developed, positioning yourself as a go-to resource for timely, relevant insight across the BI Finance community.

Requirements

Two years of finance, financial planning, accounting, or related experience.
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 and processes and accounting practices and principles.
Excellent written and verbal communication skills with the ability to collaborate effectively with business partners.
Ability to analyze data to interpret trends and provide insights to management.
Strong organizational and time management skills with the ability to handle shifting priorities.
Ability to foresee challenges and proactively look for ways to create more efficient processes for the business.
Experience using Microsoft Office (e.g., Excel, Word, Outlook, PowerPoint) and Financial Reporting Software (e.g. TM1, Essbase, Hyperion, etc.).

Responsibilities

Prepare, evaluate, and validate financial and operational reports.
Analyze and interpret trends and variances in business performance, while interacting with cross functional peers on a frequent basis.
Perform testing and validation of data and analyses when applicable.
Synthesize and present exhibits, results, observations, and recommendations to direct manager, team members and/or cross functional peers.
Support your financial and business partners in the creation of analyses to support business strategy.
Review competitor press releases, SEC filings, and industry trade press for helpful insights, linking key themes together.
Perform other duties as assigned.