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
Under General Supervision, responsible for coordinating, conducting and documenting complex financial analysis, and/or reporting projects, and/or maintaining financial system to support the Boiler & Machinery practice within Middle Market Finance, includes Direct, Facultative and Treaty business. The individual will have direct engagement with Boiler & Machinery leadership and will be expected to actively participate as the finance SME in business initiatives. Position does not manage others, But may serve as a team lead. Team Lead: Directs daily work activities of a small group of employees. Works with higher level manager to set goals/objectives and provides input regarding performance of employees being led.

Primary Job Duties & Responsibilities
Assist in the design, preparation, evaluation and validation of complex internal and/or external financial and operational reports, both routine and ad-hoc. Perform and review analysis and interpretation of trends and variances in business performance, interacting with cross functional peers on a frequent basis. Validate analyses. Synthesize and present exhibits, results, observations, recommendations to cross functional peers and management. Accountable for tactical production of financial plan in support of the Business plan and forecast for the organization (annual, ongoing and long term). Apply basic accounting and financial concepts and controls to provide subject matter expertise in the development, implementation or enhancement of financial, operations and business applications. Identify, use and train others on appropriate tools to obtain, compile and analyze more complex data necessary to support more advanced financial reports and analysis, and provide input on potential tool utilization enhancements. Accountable for tactical production of overall strategic plan including an advanced understanding of impact of competitor, market and industry landscape. Prepare and review external financial statements including, but not limited to GAAP (Generally Accepted Accounting Principles), SEC and STAT (Statutory Accounting Principles). Review and approve complex financial activities for various lines of business including journal entries and account reconciliations. Perform and review financial controls in accordance with Sarbanes-Oxley requirements. Support supplier management by providing input to manager in assessing risk, reviewing contracts, and monitoring results. Other duties as assigned.

Minimum Qualifications
Minimum of 3 years of related experience.

Education, Work Experience & Knowledge
Bachelor's degree in finance or accounting preferred. Typically 4+ years of related experience. General knowledge of Financial Analysis concepts, principles and processes.

Job Specific & Technical Skills & Competencies
General knowledge of the insurance business. Intermediate analytic skills. General knowledge of accounting practices and principles. Intermediate data utilization skills to access and gather data, including a basic understanding of what the data represents. Intermediate written and verbal communication skills. Intermediate time management/ prioritization skills. Intermediate ability to solve problems and suggest solutions. Intermediate decision making skills. Intermediate working knowledge of Microsoft Office (e.g. Excel, Word, Outlook). Intermediate influencing of cross functional peers. Intermediate business perspective including an understanding of the political nature of the organization. Intermediate project management skills. 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.

Physical Requirements
Operates standard office equipment (Frequently) Sitting (can stand at will) (Frequently)

Equal Employment Opportunity Statement
Travelers is an equal opportunity employer.
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