AVP, Financial Analysis - Investment Operations and Finance

Avp, Financial Analysis – Investment Operations and Finance

Travelers is a leading property casualty insurer seeking an experienced finance professional to lead investment financial analysis for a portfolio that exceeds $100billion. The role reports to executive leadership, provides strategic financial insights, and manages a small analytical team.

Annual base salary range: $ – $. Final pay will reflect experience, location, and qualifications. Eligible for performance‑based cash incentive awards.

• Ensure all investment portfolio reports, exhibits, and presentations are accurate, impactful, and clear.
• Synthesize analytical insights into actionable recommendations and lead the analysis of high‑complexity financial and operational reports.
• Identify data gaps, explain limitations, and recommend alternatives.
• Present findings and recommendations to senior management, including formal presentations and monthly financial results.
• Drive business strategy for supported organizations through investment‑focused financial analysis.
• Monitor competitor releases, SEC filings, and industry trade press to derive insights applicable to departmental strategies.
• Advise on financial regulatory changes, reorganizations, mergers, and acquisitions affecting reporting.
• Coach, train, mentor, and develop analytical team members; manage staffing and performance.
• Perform other duties as assigned.

• Bachelor’s degree in Finance, Accounting, Economics, or MBA (finance or accounting concentration). Optional advanced designations (CPA, CMA).
• Extensive experience with financial analysis concepts, processes, and accounting principles, preferably within the P&C insurance industry.
• Significant forecasting experience across fixed income, private equity, real estate, and short‑term investments.
• Exceptional communication, collaboration, and influencing skills for presenting complex information to senior leaders.
• Proven leadership, mentoring, and team‑development abilities, with a track record of aligning resources to key objectives.
• Advanced data analysis skills to interpret trends and provide actionable insights.
• Excellent organization, multitasking, and delegation capabilities.
• Proficiency with Microsoft Office (Excel, Word, Outlook, PowerPoint) and financial reporting software (TM1, Essbase, Hyperion, etc.).
• Strong business acumen, problem‑solving, and strategic thinking across the company.

• Eight years of finance, financial planning, accounting, or related experience.
• Previous management experience.

• Health insurance for employees and eligible family members starting the first day of employment.
• 401(k) plan with dollar‑for‑dollar match up to 5% of eligible pay; additional contributions for student loan repayment.
• Fully funded pension plan.
• Minimum 20 days paid time off annually plus nine paid holidays.
• Wellness and mental health programs, including free counseling, health coaching, and wellness resources.
• Volunteer encouragement and matching gift program.

Travelers is an equal‑opportunity employer. The company values the unique talents of every individual and is committed to diversity and inclusion. Colorado candidates are not required to disclose educational dates. For physical requirement questions, please email our recruiting team. Travelers reserves the right to fill this position at a different level than indicated.