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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, accounting practices, and regulatory compliance within the insurance and financial services industry, while effectively leading and developing finance teams to achieve strategic objectives.
Highest-signal resume keywords
Financial AnalysisGAAP ComplianceSarbanes-Oxley RequirementsLeadership and Team DevelopmentFinancial Reporting Software
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 PlanningBudgetingExpense ManagementData AnalysisAccounting PracticesFinancial ControlsMergers and AcquisitionsInternal AuditsComplex Financial ConceptsRegulatory Compliance
Soft Skills
Communication SkillsInfluencing SkillsNegotiation SkillsOrganizational SkillsMentoring Skills
Tools & Technologies
Microsoft OfficeExcelTM1EssbaseHyperion
Certifications & Qualifications
CPACMA
Industry Keywords
Business InsuranceFinancial ServicesInternal Management ReportingCorporate PoliciesFinancial Regulatory Requirements
About the role
Key responsibilities & impact- Oversee timely and accurate books and records for internal and external reporting across multiple Business Insurance areas
- Maintain a strong control environment
- Oversee financial analyses and operational perspectives focused on production, profitability, expense management, and staffing
- Oversee development of financial/business plans, budgets, and forecasts
- Engage and influence multiple Business Insurance functions to develop analyses and financial and strategic plans
- Ensure consistent internal management financial reporting in line with corporate policies and standards
- Review external financial statements under GAAP, SEC, and STAT requirements
- Develop, perform, and certify complex financial controls in accordance with Sarbanes-Oxley requirements
- Oversee documentation supporting internal and external audits
- Ensure compliance with financial regulatory requirements and internal accounting policies
- Design and lead projects analyzing and implementing complex business and financial regulatory changes, including mergers and acquisitions
- Lead, coach, train, mentor, plan, staff, and manage performance and development for finance and accounting employees
- Perform other duties as assigned
Requirements
What you’ll need- Bachelor's degree in accounting and/or professional designations such as CPA, CMA or comparable advanced professional education
- Seven years of finance, accounting, financial planning, or related experience
- Extensive experience with financial analysis concepts, principles, processes, applications, and accounting practices within the insurance and financial services industry
- Excellent communication skills with ability to present, influence, and negotiate at various organizational levels and with external partners
- Exceptional data analysis skills with ability to interpret trends and report insights and recommendations
- Advanced leadership skills with ability to mentor, coach, and develop team members
- Advanced organization skills with ability to manage multiple priorities and ensure timely completion
- Experience using Microsoft Office, including Excel, Word, Outlook, and PowerPoint
- Experience using financial reporting software such as TM1, Essbase, or Hyperion
- Ability to apply complex accounting and financial concepts and controls to financial systems and processes
- Deep understanding of Travelers' business strategy and plan objectives
Benefits
Comp & perks- Health insurance for employees and eligible family members from the first day of employment
- 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, free professional counseling services, health coaching, and caregiving support
- Matching Gift and Volunteer Rewards program
