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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial analysis, reporting processes, and strategic project management while effectively communicating insights and recommendations to stakeholders. Proficient in data analysis and interpretation, with a strong foundation in finance and accounting principles.
Highest-signal resume keywords
Financial AnalysisData AnalysisFinancial Reporting SoftwareCommunication SkillsProject Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Analysis ConceptsAccounting PracticesTrend InterpretationReporting ProcessesStrategic Thinking
Soft Skills
Excellent CommunicationInfluencing SkillsCoachingMentoringCollaboration
Tools & Technologies
Microsoft ExcelMicrosoft WordMicrosoft OutlookMicrosoft PowerPointTM1/IPAEssbaseHyperion
Certifications & Qualifications
Bachelor’s Degree in FinanceBachelor’s Degree in AccountingBachelor’s Degree in EconomicsCPACMA
Industry Keywords
Financial ReportingOperational ReportsBusiness StrategyConstructionEnergyMarine
About the role
Key responsibilities & impact- Prepare, evaluate, and validate financial and operational reports
- Improve reporting processes and the effectiveness of delivered content while ensuring accuracy
- Perform and review analyses and interpret trends and variances in business performance
- Interact frequently with cross-functional peers
- Test and validate data and analyses, considering data limitations and gaps
- Synthesize and present exhibits, results, observations, and recommendations to managers, team members, and cross-functional peers
- Begin managing complex analyses supporting business strategy
- Participate in projects involving complex analysis and routine financial reporting regulatory changes, including reorganizations, mergers, and acquisitions
- Provide coaching, training, and mentoring
- Perform other duties as assigned
- Support Construction, Energy, and Marine business units with group-wide reporting, strategic projects, initiatives, and ongoing enhancements
- Collaborate with business partners to translate financial results and communicate their impact
Requirements
What you’ll need- Bachelor’s degree in Finance, Accounting, or Economics, or pursuing a Master’s in Business Administration with a concentration in finance or accounting, or professional designations such as CPA or CMA or comparable advanced professional education
- Three years of finance, financial planning, accounting, or related experience
- Experience with financial analysis concepts, principles, and processes and accounting practices and principles
- Excellent communication skills and ability to consult on projects and present information effectively
- Ability to influence team members and management
- Strong data analysis skills with ability to interpret trends and provide insights and recommendations
- Ability to manage multiple projects simultaneously and ensure timely completion
- Strategic thinking and judgment to resolve issues
- Experience with Microsoft Office, including Excel, Word, Outlook, and PowerPoint
- Experience with financial reporting software such as TM1/IPA, Essbase, or Hyperion
- IPA / TM1 experience preferred
Benefits
Comp & perks- Health insurance from the first day of employment for employees and eligible family members
- 401(k) dollar-for-dollar matching up to the first 5% of eligible pay, subject to an annual maximum
- Paying it Forward Savings Program for employees with student loan debt
- Pension Plan 100% funded by Travelers
- Minimum of 20 days Paid Time Off annually
- Nine paid company Holidays
- Wellness program with tools, discounts, resources, caregiving support, free professional counseling, and health coaching
- Matching Gift and Volunteer Rewards program
- Performance-based cash incentive awards
