Senior Investment Accounting & Controls Lead

Travelers

Saint Paul (MN)

On-site

USD 74,000 - 122,000

Full time

14 days+
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Benefits offered by this job

Health Insurance
401(k) Matching
Paid Time Off
Wellness Program
Volunteer Encouragement

Job summary

Travelers is seeking a Senior Accountant to join our accounting team. You will ensure accurate books and records for internal and external reporting, perform journal entries, reconciliations, and payment requests for fixed income assets.

Ideal candidates have a finance/accounting background, strong communication, and the ability to analyze data for management insights. The role emphasizes SOX controls, collaboration with partners, and opportunities for professional growth.

Qualifications

  • Two years of finance, accounting, financial planning, or related experience.
  • Bachelor’s degree or professional designation in accounting/finance.
  • Strong written and verbal communication skills with business partners.

Responsibilities

  • Compile, review, and analyze financial data for variance analysis and accuracy.
  • Support development of complex financial analyses for KPIs (production, profitability, expenses).
  • Prepare analyses to support budgets and forecasts.
  • Review components for internal management-based financial reporting with GAAP/SEC considerations.
  • Prepare external financial statements and ensure Sarbanes-Oxley compliance.
  • Assist with audits and maintain documentation.
  • Provide coaching and mentoring to junior staff.
  • Perform other duties as assigned.

Skills

Accounting theory
Communication skills
Data analysis
Time management
Process improvement
MS Office
PeopleSoft
Financial reporting software

Education

Bachelor's degree in finance or accounting
CPA/CMA or equivalent

Tools

Microsoft Office
PeopleSoft
Investment Accounting Systems
Bloomberg
Hyperion
Adobe Acrobat / Foxit PDF Editor

Job description

Travelers is seeking a Senior Accountant to join our accounting team. You will ensure accurate books and records for internal and external reporting, perform journal entries, reconciliations, and payment requests for fixed income assets.

Ideal candidates have a finance/accounting background, strong communication, and the ability to analyze data for management insights. The role emphasizes SOX controls, collaboration with partners, and opportunities for professional growth.

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