Sr Financial Consultant - Middle Market

Travelers • Hartford, CT

2d • $75,800 - $125,000

About The Position

The Senior Financial Consultant for Travelers’ Middle Market Business Center (MMBC) is a key contributor within Middle Market Finance, responsible for accurate and timely reporting and analysis for MMBC leadership. The role prepares and maintains monthly MMBC reporting packages, quarterly eligibility lists, and Op Review materials, and supports Business Center leaders with ad hoc data requests. It validates data, identifies trends and variances, and presents findings clearly to Business Center business unit leads and Middle Market Finance partners. The position calls for strong Excel skills, adaptability to shifting priorities, and an interest in streamlining and automating reporting. Experience with reporting tools such as IPA (TM1) and ReportWorq is a plus; the team will support the right candidate in developing those skills. The role offers opportunities to build relationships with business partners and grow toward more independent ownership of analysis.

Requirements

• At least two years of finance, financial planning, accounting, or related experience.
• Experience with financial analysis concepts and processes, and accounting practices and principles.
• Excellent written and verbal communication skills and the ability to collaborate effectively with business partners.
• Ability to analyze data, interpret trends, and provide insights to management.
• Strong organizational and time-management skills, including the ability to handle shifting priorities.
• Ability to anticipate challenges and proactively identify ways to create more efficient business processes.
• Experience using Microsoft Office, including Excel, Word, Outlook, and PowerPoint, and financial reporting software such as TM1, Essbase, or Hyperion.

Nice To Haves

• Bachelor’s degree in Finance, Accounting, or Economics; an MBA in progress with a concentration in finance or accounting; or professional designations such as CPA, CMA, or comparable advanced professional education.
• Experience with reporting tools such as IPA (TM1) and ReportWorq.

Responsibilities

• Prepare, evaluate, and validate financial and operational reports.
• Analyze and interpret trends and variances in business performance, interacting frequently with cross-functional peers.
• Perform testing and validation of data and analyses when applicable.
• Synthesize and present exhibits, results, observations, and recommendations to the direct manager, team members, and/or cross-functional peers.
• Support financial and business partners in creating analyses to support business strategy.
• Review competitor press releases, SEC filings, and industry trade press for useful insights, linking key themes together.
• 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) matching contributions up to the first 5% of eligible pay, subject to an annual maximum.
• Paying it Forward Savings Program contributions to the employee’s 401(k) when the employee makes student loan payments.
• Pension Plan funded 100% by Travelers.
• At least 20 days of paid time off annually and nine paid company holidays.
• Wellness program with tools, discounts, and resources supporting wellness goals and caregiving needs.
• Mental health program providing access to free professional counseling, health coaching, and other resources.
• Matching Gift and Volunteer Rewards program.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior