The role serves as the steward of the investment portfolio financial information, ensuring compliance with internal policies and external requirements
Job Summary
The role serves as the steward of the investment portfolio financial information, ensuring compliance with internal policies and external requirements.
Candidates will lead a team to advance organizational objectives while developing robust financial analyses focused on key performance metrics like production and profitability.
Travelers offers comprehensive benefits including dollar-for-dollar 401(k) matching up to 5% of eligible pay and a fully funded pension plan.
Matching Summary
The role serves as the steward of the investment portfolio financial information, ensuring compliance with internal policies and external requirements.
Salary
Base: $146,400.00 - $241,600.00; Bonus: Performance-based cash incentive awards available; Benefits: Health insurance, 401(k) match, pension plan, 20 days PTO
Skills & Requirements
Must-have
Fixed income investment portfolio experience
Sarbanes-Oxley compliance implementation
Financial planning and budgeting leadership
External audit relationship management
Team coaching and performance management
Nice-to-have
Strong internal and external networking skills
Ability to influence senior leadership
Experience with TM1, Essbase, or Hyperion
Strategic alignment of resources
Data analysis and trend interpretation
Key Requirements
Eight years of finance or accounting experience
Previous management experience required
Bachelor's degree in finance, accounting, or economics
Professional designations such as CPA or CMA preferred