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Director, Financial Analysis
The Travelers Companies
Hartford, CT, United States
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Primary Job Duties & Responsibilities
Lead a team in the coordination and review of:
• Ongoing management of Financial forecasting model
• Monthly management and operating committee presentations
• Quarterly earnings call preparation, including summarized financial documents relied upon by the senior management team (e.g. Financial Brief, Annotated Supplement)
• 10Q and 10K Management Discussion and Analysis Outlook
• Annual Goodwill support
• Strategic priorities and requests on an ad-hoc basis
Role also responsible for:
• Business ownership of Travelers’ enterprise-wide forecasting system
• Direction, scheduling, timing, and allocation of work for staff, and briefing to Corporate FP&A senior management team
• Participating in completion of Annual Financial Plan and Budget
• Participating in completion of Multi-year strategic plan
• In partnership with Investor Relations and Corporate accounting, completion of ad-hoc competitor and industry analysis, with comparisons and takeaways for Travelers and related businesses
• Coordination of business continuity plans, Sarbanes-Oxley and other controls for the Corporate FP&A team
Company Information
Solid reputation, passionate people and endless opportunities. That's Travelers. Our superior financial strength and consistent record of strong operating returns mean security for our customers - and opportunities for our employees. You will find Travelers to be full of energy and a workplace in which you truly can make a difference.
Job Summary
As a member of the Corporate FP&A management team, coordinate the analysis and presentation of actual and forecasted financial results for the company’s executive team. Corporate FP&A synthesizes, distills, and analyzes financial results of the enterprise, from business segments to large operational areas. This role works closely with senior members of Investor Relations, Corporate Accounting, Treasury, Claim, and Information Technology and across all Business Segments. Corporate FP&A work products are relied upon by the Chief Financial Officer, as well as other members of senior management and the Board of Directors.
Under general direction, lead a team in the development of analysis and reporting for monthly and quarterly management and operating committees, as well as quarterly earnings calls. Draw conclusions and recommendations from the analysis in order to tell the story of financial results and help inform business decisions. The role is also responsible for the facilitation of the company-wide financial forecast. Opportunities available for presenting senior members of Corporate Finance. Expected to be versed in both finance, accounting and business concepts.
Minimum Qualifications
Minimum of 4 years of related experience. Minimum 2 years of management experience.
Education, Work Experience & Knowledge
Bachelor's degree in finance or accounting preferred. Typically 6+ years related experience. Thorough knowledge of Financial Analysis concepts, principles, processes and applications. Thorough Knowledge: Possesses advanced knowledge of subject matter in order to solve unusual as well as common work problems.
Job Specific & Technical Skills & Competencies
General knowledge of the insurance business. Advanced analytic skills. General knowledge of accounting practices and principles. Intermediate to advanced data utilization skills to access and gather data, including a basic understanding of what the data represents. Advanced written and verbal communication skills. Intermediate time management/ prioritization skills. Advanced ability to solve problems and suggest solutions. Advanced decision making skills. Advanced knowledge of Microsoft Office (e.g. Excel, Word, Outlook). Intermediate influencing of business partners. Intermediate business perspective including some understanding of the political nature of the organization. Intermediate leadership skills, including delegation, employee development, hiring, and retaining talent. Advanced project management skills. Intermediate ability to think strategically. Ability to identify customers needs and take appropriate action to meet those needs. Ability to work well in tight timeframes and deadlines. Intermediate ability to present material concisely. Advanced Leadership Skills, including ability to: Leverage Differences, Manage in a participative manner, Develop employees, Manage change effectively.
Advanced skill/competency level: demonstrates advanced knowledge and ability; can apply the competency in new or complex situations. May guide other professionals.
Physical Requirements
Operates standard office equipment (Frequently) Sitting (can stand at will) (Frequently)
Equal Employment Opportunity Statement
Travelers is an equal opportunity employer.