Sr. Director, Financial Analysis - National Accounts Group

Who Are We?

Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.

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

$132,800.00 - $219,100.00

Target Openings

1

What Is the Opportunity?

The Senior Director, Financial Planning & Analysis is a critical leadership role responsible for supporting the National Accounts Group. This position leads the financial planning and forecasting function across National Accounts and Residual Markets, owning end-to-end planning processes while directing a variety of core FP&A activities - including the creation and presentation of financial reports that deliver clear, concise insights to senior leadership. The Senior Director will serve as an influential business partner with many stakeholders, including Home Office and Field Leadership, Actuarial, National Finance Controllership, and BI Shared Finance. This role requires the ability to synthesize complex financial data into executive-ready narratives that connect business performance drivers, progress against strategic objectives, and broader market dynamics - interpreting and communicating analyses in a way that resonates with each intended audience. This role also serves as a catalyst for modernizing the FP&A function, leading initiatives to redesign reporting frameworks, restructure planning environments, and drive continuous automation of month-end workflows. The Senior Director will lead and develop a team of finance professionals, overseeing project deliverables, reporting development, and financial analysis across assigned business areas.

What Will You Do?

• Synthesize reports generated into impactful exhibits, insightful results/observations, and actionable recommendations to influence business partners and senior management, ensuring quality control/accuracy.
• Review team members' reports and provide guidance on accuracy and presentation.
• Design, prepare, evaluate, and validate advanced financial and operational reports to support tactical and strategic business objectives.
• Identify gaps and limitations in data sets and understand multiple layers of complexity with the ability to explain and recommend potential alternatives.
• Oversee, synthesize, and present exhibits, results, observations, and recommendations to business partners and senior management, including formal presentations, ensuring content aligns with broader business objectives.
• Engage with business partners to translate complex analyses to influence business strategy.
• Review competitor press releases, SEC filings, and industry trade press for helpful insights, linking opaque themes together and identifying applicability to departmental strategies. Push insights up to management in a timely manner by creating actionable insights to influence business strategy.
• Design and lead projects that analyze and implement the most complex business and financial regulatory changes relating to financial reporting, such as mergers and acquisitions, etc.
• Provide coaching, training, and mentoring.
• If a manager of people, provide leadership, coaching, training, planning, staffing, and performance management and development to employees, in addition to ensuring the understanding of departmental objectives, vision, and strategy.
• Perform other duties as assigned.

What Will Our Ideal Candidate Have?

• 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.
• Extensive experience with Financial Analysis concepts, principles, processes, applications and accounting practices and principles preferably with some exposure to the P&C insurance industry.
• Excellent communication skills with the ability to present, influence, and negotiate at various levels of the organization and with external partners.
• Advanced leadership skills with the ability to mentor, coach and develop team members, leverage differences, and strategically align resources to accomplish key objectives.
• Exceptional data analysis skills with the ability to interpret trends and report insights and recommendations to business partners.
• Advanced organization skills with the ability to manage multiple priorities simultaneously and follow through to ensure timely completion.
• Experience using Microsoft Office (e.g., Excel, Word, Outlook, PowerPoint) and Financial Reporting Software (e.g., TM1, Essbase, Hyperion, etc.).
• Deep understanding of Travelers'' business strategy and plan objectives to align with enterprise goals.

What is a Must Have?

• Seven years of finance, financial planning, accounting, or related 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 http://careers.travelers.com/life-at-travelers/benefits/.