Job Description

You will be responsible for the financial planning and analysis for an assigned business area. You will partner successfully with the business area leadership team, and be a key stakeholder and contributor within this group.

What Will You Do?

• Prepare and present exhibits, results [Income and Production], observations, recommendations to business partners and management, including formal presentations. These will be monthly and quarterly reports generally presented to the business teams
• Design, prepare, evaluate and validate more complex internal and/or external financial and operating reports, both routine and ad-hoc, to support tactical business objectives. In addition, review and approve less complex reports and analyses prepared by others.
• Perform, review and approve analysis and interpretation of trends and variances in business performance, interacting with business partners. Execute identified analyses in light of business objectives.
• Engage with business partners to develop and create overall financial plan (and reforecast) in conjunction with business plan and forecast for the organization (annual, ongoing and long term).
• Engage with business partners to support overall strategic plan and incorporate competitor and market intelligence into analysis, including internal cost benefit analysis of investments (where appropriate).
• Identify, use and/or assign others on the appropriate tools to obtain, compile and analyze complex data necessary to support robust financial reports and analysis, and initiate tool utilization enhancements.
• Review external financial statements including, but not limited to GAAP (Generally Accepted Accounting Principles), SEC and STAT (Statutory Accounting Principles).
• Develop, perform and certify financial controls in accordance with Sarbanes-Oxley requirements.
• Lead business projects from Business perspective. This may include monitoring budgets, preparing / reviewing cost benefit analysis, and flagging financial issues in projects as these arise.
• Monitor and maintain compliance with various financial external regulatory requirements and internal accounting policies.
• Perform other duties as assigned.

What Is in It for You?

• On commencement of employment, you are eligible for single cover provided by Travelers, with the option to add cover for your dependents, at your expense through payroll deduction.
• Holiday Entitlement: Start your career at Travelers with a minimum of 25 days holiday entitlement annually, plus the opportunity to purchase additional days to allow for up to a total of 35 holidays per year.
• The Travelers wellness programme is comprised of tools and resources that empower you to achieve your wellness goals.
• We have a deep commitment to the communities we serve and encourage our employees to get involved.

Required Knowledge, Skills, and Abilities

• Bachelor's degree in finance or accounting preferred.
• Thorough knowledge of Financial Analysis concepts, principles, processes and applications.
• General knowledge of the insurance business.
• Advanced analytic skills.
• General knowledge of accounting practices and principles.
• Intermediate to advanced data utilization skills to access and gather data, including a basic understanding of what the data represents.
• Advanced time management/ prioritization skills.
• Advanced ability to solve problems and suggest solutions.
• Advanced knowledge of Microsoft Office (e.g. Excel, Word, Outlook).
• Ability to identify customers needs and takes appropriate action to meet those needs.
• Ability to work well in tight timeframes and deadlines.
• Good ability to present material concisely.
• Professional designation (CIMA, ACA, ACCA or equivalent) or comparable advanced professional education preferred.