Director, Corporate Financial Planning & Analysis

Who Are We?

Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.

The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment.

As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.

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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 Director, Corporate Financial Planning & Analysis, you will design, model, and present financial reports to assigned business area(s) and proactively identify trends and impacts on the business to inform decisions. You will collaborate with business partners across the segments and support areas for various monthly and quarterly analyses and deliverables, such as expense reporting and Management and Operating Committee presentations on a monthly basis, the Financial Brief, Annotated Supplement, and other analyses on a quarterly basis, as well as the Annual and Multi-Year Plans.

As a collaborative partner to the business, you will help advance team objectives and business outcomes by interpreting, communicating, and applying analyses in a way that resonates with the intended audience. You will also review and approve team member’s interpretations of trends in business performance. This position may manage finance professionals.

• Synthesize reports generated into impactful exhibits, insightful results/observations, and actionable recommendations to influence business partners and management, ensuring quality control/accuracy.
• Review team members’ reports and provide coaching and feedback on accuracy and presentation.
• Execute identified analyses aligned with broad business objectives.
• Perform testing and validation of data and analyses and identify gaps and limitations in data sets while recommending potential alternatives.
• Prepare and present influential financial insights to senior financial leaders and/or functional teams, answering most questions.
• Direct the creation of complex analyses to influence business strategy.
• Review competitor press releases, SEC filings, and industry trade press for helpful insights, linking key themes together and identifying applicability to departmental strategies. Push insights up to management in a timely manner and/or dive deeper into an actionable insight.
• Lead projects that analyze and implement complex business and financial regulatory changes relating to financial reporting, such as reorganizations, mergers and acquisitions, etc.
• Provide coaching, training, and mentoring.
• If a manager of people, effectively oversee and engage direct reports and perform management activities such as performance management, career development, and talent acquisition.
• Perform other duties as assigned.

• 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.
• Extensive experience with Financial Analysis concepts, principles, processes, applications and accounting practices and principles, preferably with some exposure to the P&C insurance industry.
• Exce…