Sr Financial Consultant - Middle Market

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.

Job Category

Finance and Accounting

Compensation Overview

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.

Salary Range

$75,800.00 - $125,000.00

Target Openings

1

What Is the Opportunity?

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 Consultant, Financial Analysis, you will prepare, evaluate, validate, and package financial reports for an assigned business area and conduct analyses to identify trends and outliers. You will leverage your ability to connect with others and take action to achieve customer's needs.

The Senior Financial Consultant for Middle Market Business Center (MMBC) is a key contributor within Middle Market Finance, responsible for accurate, timely reporting and analysis for MMBC leadership. This role prepares and maintains the monthly MMBC reporting packages, quarterly eligibility lists and Op Review materials, and supports Business Center (BC) leaders with ad hoc data requests. The role requires validating data, identifying trends and variances, and presenting findings clearly to BC business unit leads and Middle Market Finance partners. The successful candidate has strong Excel skills, adapts well to shifting priorities and looks for ways to streamline and automate reporting. Experience with reporting tools such as IPA (TM1) and ReportWorq is a plus, and the team will support the right candidate in building those skills. This role offers the chance to build strong relationships with business partners and grow toward more independent ownership of analysis.

What Will You Do?

• Prepare, evaluate, and validate financial and operational reports.

• Analyze and interpret trends and variances in business performance, while interacting with cross functional peers on a frequent basis.

• Perform testing and validation of data and analyses when applicable.

• Synthesize and present exhibits, results, observations, and recommendations to direct manager, team members and/or cross functional peers.

• Support your financial and business partners in the creation of analyses to support business strategy.

• Review competitor press releases, SEC filings, and industry trade press for helpful insights, linking key themes together.

• 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 and processes and accounting practices and principles.

• Excellent written and verbal communication skills with the ability to collaborate effectively with business partners.

• Ability to analyze data to interpret trends and provide insights to management.

• Strong organizational and time management skills with the ability to handle shifting priorities.

• Ability to foresee challenges and proactively look for ways to create more efficient processes for the business.

• Experience using Microsoft Office (e.g., Excel, Word, Outlook, PowerPoint) and Financial Reporting Software (e.g. TM1, Essbase, Hyperion, etc.).

What is a Must Have?

• Two 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 ([email protected]) 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/ .