Financial Planning & Analysis Manager

Travelers

. Oversee the Financial Planning & Analysis function and own the end-to-end month-end process .

Posted 10/15/2026full-timeBoston • Massachusetts • United StatesSeniorLead💰 $104,000 - $171,700 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Financial Planning & Analysis, including budget preparation, forecasting, and financial performance insights. Proficient in utilizing BI platforms and EPM systems to enhance financial reporting and operational improvements.

Highest-signal resume keywords

Financial Planning & AnalysisBudget PreparationOneStream ImplementationData Analysis & ReportingCross-Functional Collaboration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisForecastingBudgetingExpense Variance AnalysisKPI DevelopmentData ConsolidationFinancial Reporting AutomationSensitivity AnalysisOperational ImprovementFinancial Data Accuracy

Soft Skills

Problem-SolvingCommunicationTeam CollaborationOrganizational SkillsInfluencing Skills

Tools & Technologies

Google SuiteLookerOneStreamBI PlatformsEPM Systems

Certifications & Qualifications

CFACPAMBA

Industry Keywords

P&C InsuranceFinancial ObjectivesData InfrastructureOperational DecisionsFinancial Performance Insights

About the role

Key responsibilities & impact

Oversee the Financial Planning & Analysis function and own the end-to-end month-end process
Ensure timely and accurate delivery of FP&A deliverables
Approve journals and prepare underlying booking support files as needed
Lead preparation and consolidation of the annual operating budget and ongoing forecasts
Prepare and present financial performance insights to the broader business, leadership team, and board
Support scenario planning models and sensitivity analyses
Partner with support and shared service teams on expense variance analysis and capitalization assessments
Define and implement metrics and KPIs with the Data & Analytics team and other business functions
Manage the development, priorities, and work allocation of a senior analyst
Lead US Finance operational improvements for FP&A systems and data processes
Automate financial reporting, consolidate data sources, and streamline planning using AI and other technology
Collaborate with the Global Finance Change team to implement and optimize OneStream and related data infrastructure
Ensure accuracy, consistency, and reliability of financial data
Partner with senior functional leaders to align operational decisions with financial objectives

Requirements

What you’ll need

Bachelor’s degree in Finance, Accounting, Business Administration, or a related field required
7+ years of experience working in an FP&A role
Experience with Google Suite, Looker, OneStream, or other BI platforms/EPM systems
P&C Insurance provider experience preferable but not required
Master’s degree (MBA) or relevant professional certification (CFA, CPA) preferred
Self-starter who thrives in a fast-paced environment
Team player willing to assist wherever needed
Ability to influence and collaborate with cross-functional teams
Exceptional problem-solving skills and ability to turn data into actionable insights
Highly organized and detail-oriented, with ability to manage multiple priorities
Superior verbal and written communication skills
Ability to present financial information to diverse audiences, including senior executives

Benefits

Comp & perks

Performance-based cash incentive awards
Medical, dental, vision, and prescription drug coverage
Short-term disability, long-term disability, and life insurance coverage
401(k) plan with a 5% employer match
Commuter benefits for parking and public transit costs
25 days of vacation time
10 sick days
10 company holidays
Learning and development investment
Regular team outings and volunteer opportunities
Office space
Hybrid working model with flexibility