Sr Manager Financial Analysis

Travelers Companies, Inc.; Toronto; On-site; CAD 106,000 - 156,000; Full time

Benefits offered by this job

Health Insurance

Retirement plan contributions

Paid Time Off

Wellness program

Volunteer encouragement

Job summary

Travelers Companies, Inc. seeks a Senior Manager, Financial Analysis to translate data into actionable insights, forecast outcomes, and partner with business areas to inform decisions.

The role requires leading a team, presenting financial results, and driving continuous improvement in reporting processes. The ideal candidate will guide analysts, review complex reports, and collaborate with senior leadership on strategic initiatives across Ontario and Canada.

Qualifications

• Four years of finance, financial planning, accounting, or related experience.
• Strong communication skills across management levels.
• Ability to mentor and develop employees.
• Experience with financial analysis concepts and accounting principles.
• Ability to manage multiple projects and meet deadlines.
• Experience leading and coordinating several projects simultaneously.
• Proficiency with Excel, Word, Outlook, PowerPoint and financial software.

Responsibilities

• Prepare and validate complex financial and operational reports.
• Review team reports for accuracy and presentation quality.
• Analyze trends and variances against broad business objectives.
• Test and validate data, identifying limitations and gaps.
• Present financial insights to leaders and functional teams.
• Create complex analyses to support business strategy.
• Review external filings and press for insights relevant to departments.
• Lead projects involving regulatory changes in financial reporting.
• Coach, train, and mentor team members.
• Perform other duties as assigned.

Skills

Financial analysis

Data interpretation

Leadership

Communication

Project management

Strategic thinking

Education

Bachelor’s degree in Finance, Accounting, Economics

MBA in finance/accounting or CPA/CMA

Tools

Microsoft Office

TM1

Essbase

Hyperion

Job description

Who Are We?

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 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 may also be eligible for performance-based case incentive awards.

Salary Range $106,000.00 - $156,000.00

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 Manager, 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 partner to the business, you will interpret, communicate, and apply analyses in a way that resonates with the intended audience. You will act as a subject matter expert on interpretations of trends in business performance and may coach and mentor members on your team.

What Will You Do?

• Prepare, evaluate, and validate complex financial and operational reports focusing on improving the process of completing these tasks and the effectiveness of the content delivered while ensuring accuracy and help synthesizing data into impactful observations.
• Review team members’ reports and provide feedback on accuracy and presentation.
• Perform analysis of trends and variances in business performance against broad business objective.
• Perform testing and validation of data and analyses with a strong understanding and ability to communicate data limitations and gaps.
• Prepare and present financial insights to financial leaders and/or functional teams, answering most questions.
• Manage the creation of complex analyses to support 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.
• Participate and/or lead in projects that involve complex analysis and implementation of non-complex, routine business and financial regulatory changes relating to financial reporting, such as reorganizations, mergers and acquisitions, etc.
• Provide coaching, training, and mentoring.
• 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, principles and processes and accounting practices and principles.
• Excellent communication skills with the ability to influence across all levels of management.
• Leadership qualities with the ability to mentor and develop employees.
• Strong data analysis skills with the ability to interpret trends and provide insights and recommendations to business partners.
• Manage multiple projects simultaneously and follow through to ensure timely completion.
• Ability to think strategically and use judgement to resolve issues as they arise.
• Experience leading and managing multiple projects simultaneously and follow through to ensure timely completion.
• Experience using Microsoft Office (e.g. Excel, Word, Outlook, PowerPoint) and Financial Reporting Software (e.g. TM1, Essbase, Hyperion, etc.).
• Ability to understand how supported area’s business strategy and plan objectives align with enterprise goals.

What is a Must Have?

Four 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, partners, and children – are eligible for coverage from the first day of employment.
• Retirement: Travelers provides a core contribution of 3% of your total eligible earnings to your Deferred Profit Sharing Plan (“DPSP”). Travelers also matches your savings plan contribution dollar-for-dollar up to 5% of base pay.
• Paid Time Off: Start your career at Travelers with a minimum of 20 days Paid Time Off (“PTO”) annually, plus the opportunity to purchase additional days to allow for up to a total of 36 PTO days per year. You will also receive twelve 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. We are committed to providing accommodation to persons with disabilities. If you require accommodation during the recruitment or interview process we will work with you to accommodate your needs. If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you.

This posting is for an existing vacancy. Travelers does not use artificial intelligence (AI) tools to assess, screen or select applicants. Travelers reserves the right to fill this position at a level above or below the level included in this position.

To learn more about our comprehensive benefit programs please visit http://careers.travelers.com/life-at-travelers/benefits/.

Travelers has more than 30,000 employees in the United States, Canada, the United Kingdom, and Ireland.

Open to all employees, our 10 Diversity Networks celebrate culture and communities and create spaces for all employees through powerful forums for dialogue and support.

Travelers has been recognized by organizations such as G.I. Jobs and Military Times.

Our employees are valuable assets to their hometowns, volunteering for important causes each year.

Imagine other opportunities here.