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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, and data interpretation, with strong capabilities in synthesizing insights and collaborating with cross-functional teams. Proficient in utilizing financial reporting software and Microsoft Office tools to support business strategy and operational efficiency.
Highest-signal resume keywords
Financial AnalysisFinancial Reporting SoftwareMicrosoft ExcelBachelor’s Degree in FinanceExcellent Communication Skills
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 AnalysisAccounting PracticesData InterpretationTrend AnalysisOperational Reporting
Soft Skills
CollaborationOrganizational SkillsTime ManagementProactive Problem Solving
Tools & Technologies
Microsoft OfficeTM1EssbaseHyperion
Certifications & Qualifications
CPACMA
Industry Keywords
Financial ReportingBusiness StrategyCross-Functional CollaborationCompetitor AnalysisSEC Filings
About the role
Key responsibilities & impact- Prepare, evaluate, and validate financial and operational reports
- Analyze and interpret trends and variances in business performance
- Interact frequently with cross-functional peers
- Perform testing and validation of data and analyses
- Synthesize and present exhibits, results, observations, and recommendations to managers, team members, and cross-functional peers
- Support financial and business partners in creating analyses supporting business strategy
- Review competitor press releases, SEC filings, and industry trade press for helpful insights
- Prepare and maintain monthly MMBC reporting packages, quarterly eligibility lists, and Operations Review materials
- Support Business Center leaders with ad hoc data requests
- Identify trends and variances and present findings to Business Center leads and Middle Market Finance partners
- Perform other duties as assigned
Requirements
What you’ll need- 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
- Experience with Financial Analysis concepts and processes and accounting practices and principles
- Excellent written and verbal communication skills
- Ability to collaborate effectively with business partners
- Ability to analyze data to interpret trends and provide insights to management
- Strong organizational and time management skills
- Ability to handle shifting priorities
- Ability to foresee challenges and proactively create more efficient processes
- Experience using Microsoft Office, including Excel, Word, Outlook, and PowerPoint
- Experience with financial reporting software such as TM1, Essbase, or Hyperion
- Two years of finance, financial planning, accounting, or related experience
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 contributions toward a 401(k) account for eligible 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 services, and health coaching
- Matching Gift and Volunteer Rewards program