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Sr Dir Financial Analysis Technology & Operations Finance Tools & Agile Costing Lead

Hartford, Connecticut

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 160 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.

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

$115,900.00 - $191,300.00

Target Openings


What Is the Opportunity?

Under Broad Oversight, responsible for developing and overseeing financial reporting, control and analysis for assigned business or function. Exciting opportunity to manage and define the ongoing journey for agile costing policy and toolset, help define and prioritize overall strategic tool set needs, in partnership with Technology & Operations finance leaders, and drive overall direction financial tool set needs with ongoing changes in the delivery and operating model spaces. Including but not limited to Agile costing system (ACS) management and changes and enhancements, Agile resource planning tools, Agile financial management, technical oversight & prioritization of strategic tools, and desire to simplify and modernize data, tools, and processes. Ongoing management of interactions, reporting, and controls, between ACS and sources including Workday Fieldglass, TM1, Rally/Jira, and other. This role manages a team of 3 professionals. Broad Oversight: Receives guidance in terms of broad goals and overall objectives and establishes the methods to attain them. Generally the incumbent is in charge of an area of work and typically formulates policy for this area, but may have final authority for approving policy.

What Will You Do?

  • Provide leadership to business area, setting work objectives and goals for employees, managing performance and making hiring and compensation decisions.
  • Oversee, synthesize and present exhibits, results, observations, recommendations to business partners and senior management, including formal presentations.
  • Design, prepare, evaluate and validate more complex internal and/or external financial and operational reports, both routine and ad-hoc, to support tactical and strategic business objectives.
  • In addition, review and approve less complex reports and analyses prepared by others.
  • Maintain general understanding of data sources and implications to reporting environment.
  • Consult with business partners to recommend, develop and create overall financial plan in conjunction with business plan and forecast for the organization (annual, ongoing and long term).
  • Consult with business partners to support and drive overall strategic plan. Responsibilities may include (understanding impact of competitor, market, industry landscape, internal cost benefit analysis of investments.
  • Perform, review and approve analysis and interpretation of trends and variances in business performance, interacting with senior business partners. Identify analysis requirements in light of business objectives.
  • With broader organization perspective, apply most complex accounting and financial concepts and controls to provide subject matter expertise and consultation on the development, implementation or enhancement of financial, operations and business applications.
  • Use/assign others the appropriate tools to obtain, compile and analyze complex data necessary to support robust financial reports and analysis. Strategically review financial platforms and tools and make recommendations to management. on potential enhancements and changes.
  • Review external financial statements and including, but not limited to GAAP (Generally Accepted Accounting Principles), SEC and STAT (Statutory Accounting Principles) . Review is completed with comprehensive view of organizational impact.
  • Develop, perform and certify complex financial controls, in accordance with Sarbanes-Oxley requirements.
  • Establish and maintain an awareness of the importance of a sound financial control environment.
  • Support supplier management, partnering with business partners in assessing risk, determining pricing, reviewing contracts, and monitoring results.
  • Responsible for oversight of all financial activities for various lines of business including journal entries and account reconciliations.
  • Other duties as assigned.
  • Perform other duties as assigned.

What Will Our Ideal Candidate Have?

  • Bachelor's degree in finance, accounting preferred.
  • Typically 8+ years of related experience.
  • Thorough knowledge of Financial Analysis concepts, principles, processes and applications across all Financial Analysis functions.
  • Thorough Knowledge: Possesses advanced knowledge of subject matter in order to solve unusual as well as common work problems.
  • Advanced knowledge of the insurance business.
  • Advanced analytic skills.
  • Thorough knowledge of accounting practices and principles.
  • Advanced data utilization skills to access and gather data, including a basic understanding of what the data represents.
  • Advanced written and verbal communication skills.
  • Advanced time management/ prioritization skills.
  • Advanced ability to solve problems and suggest solutions.
  • Advanced problem solving and decision making skills.
  • Advanced knowledge of Microsoft Office (e.g. Excel, Word, Outlook).
  • Advanced influencing of business partners.
  • Intermediate business perspective including an understanding of the political nature of the organization.
  • Intermediate strategic planning capabilities.
  • Intermediate leadership skills, including delegation, employee development, hiring and retaining talent.
  • Advanced project management skills.
  • Intermediate ability to think strategically.
  • Identifies customers needs and takes appropriate action to meet those needs.
  • Ability to work well in tight timeframes and deadlines.
  • Advanced ability to present material concisely.
  • Advanced Leadership Skills, including ability to:
  • Leverage Differences.
  • Manage in participative manner.
  • Develop employees.
  • Manage change effectively.
  • Inspire others and promote a vision.
  • Understand and navigate organization.
  • Align resources to accomplish key objectives.
  • Establishes strong coalitions and networks both within and outside of the division.
  • Promotes productive working relationships with other departments within the company.
  • Advanced skill/competency level: demonstrates advanced knowledge and ability; can apply the competency in new or complex situations.
  • May guide other professionals.

What is a Must Have?

  • Minimum of 6 years of related experience.
  • Minimum 3 years of management 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 and resources that empower you to achieve your wellness goals. In addition, our Life Balance program provides access to professional counseling services, life coaching and other resources to support your daily life needs. Through Life Balance, you're eligible for five free counseling sessions with a licensed therapist.
  • 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. 

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

About Travelers

The Travelers Companies, Inc. (NYSE: TRV) is a leading property casualty insurer selling primarily through independent agents and brokers. The company's diverse business lines offer its global customers a wide range of coverage in the auto, home and business settings. A component of the Dow Jones Industrial Average, Travelers has more than 30,000 employees and generated revenues of approximately $25 billion in 2010.