Director, Corporate Financial Planning & Analysis jobs in United States
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Travelers · 1 month ago

Director, Corporate Financial Planning & Analysis

Travelers is a leading property casualty insurer with a strong commitment to customer service and community involvement. The Director of Corporate Financial Planning & Analysis will design and present financial reports, collaborate with business partners, and provide actionable insights to inform decision-making and advance team objectives.

Auto InsuranceInsuranceProperty Insurance
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

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

Qualification

Financial AnalysisFinancial Reporting SoftwareLeadershipData AnalysisCommunication SkillsProject ManagementCoachingMentoringCollaborationProblem SolvingAdaptability

Required

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
Excellent communication skills with the ability to influence across all levels of management
Proven leadership skills with the ability to mentor and develop employees
Excellent analytical skills with the ability to evaluate and understand current data and systems, find opportunities, recommend changes, and translate into business impacts
Experience leading and managing multiple complex 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 quickly gain an understanding of Travelers' business strategy and plan objectives to align with enterprise goals
Five years of finance, financial planning, accounting, or related experience

Benefits

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.

Company

Travelers

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Travelers provides insurance coverage to protect the things that are important to you – your home, your car, your valuables and your business.

H1B Sponsorship

Travelers has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (75)
2024 (47)
2023 (60)
2022 (42)
2021 (27)
2020 (20)

Funding

Current Stage
Public Company
Total Funding
unknown
2002-03-22IPO

Leadership Team

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Dan Frey
Executive Vice President and Chief Financial Officer
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Beth Maerz
SVP, Customer, Strategy and Innovation
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Company data provided by crunchbase