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

Corporate Financial Planning & Analysis is a highly visible team that directly supports enterprise-level executives. The incumbent will make key contributions to the team by helping to create: internal and external outlooks, monthly/quarterly consolidated reporting, annual and multi-year planning, and materials used by executive team to prepare for quarterly earnings calls. In addition, the incumbent will be exposed to a wide array of ad-hoc projects involving financial modeling, data analytics, and economic/industry/financial analyses.

Under Moderate Supervision, responsible for conducting and documenting complex financial analysis projects/assignments. 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. Moderate Supervision: Incumbent performs standard and routine assignments independently to conclusion; unusual problems which may require exceptions to procedures or processes to set priorities and meet specific goals and objectives of the function or unit.

Primary Job Duties & Responsibilities
Prepare, evaluate and validate complex internal and/or external financial and operational reports, both routine and ad-hoc. Perform analysis and interpretation of trends and variances in business performance, interacting with cross functional peers on a frequent basis. Validate analyses. Identify and use 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. Assist in tactical production of financial plan in support of the Business plan and forecast for the organization (annual, ongoing and long term). Synthesize and present exhibits, results, observations, recommendations to direct manager, team members and/or cross functional peers. Assist in tactical production of overall strategic plan, including the understanding of impact of competitor, market and industry landscape. Apply basic accounting and financial concepts and controls to provide input on the development, implementation or enhancement of financial, operations and business applications. Prepare complex and review routine financial activities for various lines of business including journal entries and account reconciliation. Prepare external financial statements including, but not limited to GAAP (Generally Accepted Accounting Principles), SEC and STAT (Statutory Accounting Principles) . Perform financial controls in accordance with Sarbanes-Oxley requirements. Other duties as assigned.

Minimum Qualifications
Minimum of 2 years of related experience.

Education, Work Experience & Knowledge
Bachelor's degree in finance or accounting preferred. Typically 3-4 years of related experience. General knowledge of Financial Analysis concepts and processes. General Knowledge: Possesses sufficient knowledge to perform most work in normal situations.

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 to problems. Takes responsibility for decisions and actions. Intermediate working knowledge of Microsoft Office (e.g. Excel, Word, Outlook). 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 skill/competency level: demonstrates solid knowledge and ability; can apply the competency with minimal or no guidance, in the full range of typical situations. Requires guidance handling novel or more complex situations.

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

Equal Employment Opportunity Statement
Travelers is an equal opportunity employer.