Director, Financial 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 160 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.

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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 a Director, Financial 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.

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. In this role as Director, Financial Analysis, you will be a leader within the Middle Market Finance organization, collaborating with the Business Insurance (BI) Field team.

You will support the 10 Field Vice Presidents and work closely with the Small Commercial and Middle Markey leadership teams. Your responsibilities include providing monthly reporting, analysis, and annual planning for the 10 BI Regions, as well as facilitating two main operating reviews within BI leadership. Building relationships with leaders in the BI Field and home office is essential, as you will serve as the main Finance contact for BI Field Leaders, assisting with ad hoc requests and navigating the organization.

This role will also be involved in multiple BI Finance transformation initiatives, playing a critical role in shaping, driving, and monitoring long-term strategic priorities. The ideal candidate will possess strong technical skills and financial acumen. Familiarity with TM1 / IPA is a plus. A strong executive presence is required, as you will be engaging with senior leaders and representing Middle Market Finance in various work streams.

The ability to connect financial content to broader business strategies is essential.

• 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…