Financial Consultant - Business Insurance Finance, National Accounts

Job Category

Finance and Accounting

Compensation Overview

The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.

Salary Range

$62,200.00 - $102,600.00

Target Openings

1

What Is the Opportunity?

Travelers' financial analysis team translates raw numbers into actionable insights to tell the story of past financial results and forecast possibilities into the future. The team acts as an independent party to collaborate with business partners and enable them to make informed decisions rooted in economic reality. As a Financial Consultant, Financial Analysis, you will prepare, evaluate, validate, and package financial reports for the National Accounts production team and begin to conduct analyses to identify trends. You will leverage your ability to connect with others and take action to achieve customer's needs.

What Will You Do?

• Responsibilities include reviewing Loss Sensitive deals to ensure accurate financial results and production metrics. This entails reviewing the Loss Sensitive Pricing Model (LSP), Accounting Pricing Exhibit (APE), and various financial documentation for accuracy and completeness.
• Collaborate with both Marketing and Actuarial to facilitate resolution of any identified issues. Document and manage timely resolution of any issues.
• Position also entails monthly reporting or account level production statistics for home and field office management including validating results.
• Position may also support other countrywide reporting.
• Analyze, interpret, and validate trends and variances in business performance, while partnering with cross functional peers on limited basis.
• Synthesize and present exhibits, results, and observations to direct manager and team members.
• Support your financial partners in the preparation of analyses to support business strategy.
• Perform other duties as assigned.

What Will Our Ideal Candidate Have?

• Bachelor's degree in Finance, Accounting, Economics, or professional designations such as CPA, CMA or comparable advanced professional education.
• Knowledge of Financial Analysis concepts and processes, and accounting practices and principles.
• Written and verbal communication skills with the ability to pay attention to detail and effectively convey information.
• Ability to leverage analytical skills access and gather data, and understanding of what the data represents.
• Experience using Microsoft Office (e.g., Excel, Word, Outlook, PowerPoint) and Financial Reporting Software (e.g., TM1, Essbase, Hyperion, etc.).
• Working knowledge of the insurance industry.
• Time management/prioritization skills and ability to solve problems and make recommendations.
• Takes responsibility for decisions and actions.
• Intermediate project management skills.
• Ability to identify customers needs and take appropriate actions while working within tight timeframes and deadlines.

What Is a Must Have?

• Bachelor's Degree in finance, accounting, related degree or equivalent experience.

What Is in It for You?

• Health Insurance: Employees and their eligible family members including spouses, domestic partners, and children are eligible for coverage from the first day of employment.
• Retirement: Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
• Paid Time Off: Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
• Wellness Program: The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
• Volunteer Encouragement: We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.

Employment Practices

Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences. In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions. If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you. Travelers reserves the right to fill this position at a level above or below the level included in this posting. To learn more about our comprehensive benefit programs please visit