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Sr Mgr, Financial Analysis
Sr Mgr, Financial AnalysisTravelers • Hartford, CT, US
Sr Mgr, Financial Analysis

Sr Mgr, Financial Analysis

Travelers • Hartford, CT, US
17 hours ago
Job type
  • Full-time
Job description

Sr Manager, Financial Analysis

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 Sr Manager, Financial Analysis, supporting the Market Facing Operations organizations (Small & Middle), you will provide financial ownership and insight across their budget, forecast, multi-year plan (MYP), cost-benefit analyses (CBAs), and ad hoc analysis. As a partner to the business, you will interpret, communicate, and apply analyses in a way that resonates with the intended audience. You will act as a subject matter expert on interpretations of trends in business performance and may coach and mentor members of the team. Beyond financial expertise you'll provide thought leadership and strategic guidance to help shape decisions and drive business performance.

Finance lead for the Market facing Operations Organizations (Small & Middle) :

  • Produce accurate and timely monthly financial results & analysis with robust commentary.
  • Prepare and present financial insights to these areas, answering most questions.
  • Active team member in these three business areas participating in monthly team meetings, internal meetings on strategic initiatives and monthly operating reviews.
  • Fully accountable for the annual plan, monthly forecast, tracking changes / variance from plan and MYP.
  • Partner closely with the BI Finance community to ensure alignment.

Financial Analysis, Reporting & Budgeting / Forecasting :

  • Prepare, evaluate, and validate complex financial and operational reports focusing on improving the process of completing these tasks and the effectiveness of the content delivered while ensuring accuracy and help synthesizing data into impactful observations.
  • Perform analysis of trends and variances in business performance against broad business objective.
  • Perform testing and validation of data and analyses with a strong understanding and ability to communicate data limitations and gaps.
  • Manage the creation of complex analyses to support business strategy.
  • Participate and / or lead in projects that involve complex analysis and implementation of non-complex, routine business and financial regulatory changes relating to financial reporting, such as reorganizations.
  • Assist in the development of annual expense budgets and forecasts by providing data-driven insights and recommendations.
  • Monitor actual expenses against budgeted and forecasted amounts, investigating, and explaining variances as necessary.
  • Continuously improve budgeting and forecasting processes to enhance accuracy and efficiency.
  • Provide coaching, training, and mentoring.
  • Perform other duties as assigned.
  • What Will Our Ideal Candidate Have?

  • 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 influence across all levels of management.
  • Leadership qualities with the ability to mentor and develop employees.
  • 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 leading and managing multiple projects simultaneously and follow through to ensure timely completion.
  • Experience using Microsoft Office (e.g. Excel, Word, Outlook, PowerPoint) and Financial Reporting Software (e.g. TM1, Essbase, Hyperion, etc.).
  • Ability to understand how supported area's business strategy and plan objectives align with enterprise goals.
  • What is a Must Have?

  • Four years of finance, financial planning, accounting, or related experience.
  • What Is in It for You?

  • Health Insurance : Employees and their eligible family members including spouses, domestic partners, and children are eligible for coverage from the first day of employment.
  • Retirement : Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
  • Paid Time Off : Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
  • Wellness Program : The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
  • Volunteer Encouragement : We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
  • Employment Practices

    Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences. In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions. If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you. Travelers reserves the right to fill this position at a level above or below the level included in this posting. To learn more about our comprehensive benefit programs please visit http : / / careers.travelers.com / life-at-travelers / benefits / .

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