Primary Job Duties & Responsibilities
Conduct an insightful and complete review and approve internal management based financial reporting, both routine and ad hoc for complete and consistent results within corporate policies and standards. Review and approve more complex financial activities for various lines of business including journal entries and account reconciliations.
Review external financial statements including, but not limited to GAAP (Generally Accepted Accounting Principles), SEC and STAT (Statutory Accounting Principles). Develop, perform and certify financial controls in accordance with Sarbanes-Oxley requirements. Review more complex documentation to support Internal and External Audits. Interact with internal and external auditors.
Develop/ oversee key business decision support leveraging robust financial analyses and operational perspectives with a focus on key performance metrics (i.e. production, profitability, expense management, staffing.) Engage with business partners to develop and create overall financial/business plan, budget and forecasts for the organization (annual, ongoing and multi-year). Lead projects that analyze and implement complex business and financial regulatory changes relating to financial reporting. For example, business reorganizations, mergers and acquisitions, new accounting standards, etc. Monitor and maintain compliance with various financial external regulatory requirements and internal accounting policies. Apply complex accounting and financial concepts and controls to support the development, implementation or enhancement of financial systems and processes. (SME) Other duties as assigned.
Job Specific & Technical Skills & Competencies
Intermediate project management skills.
Demonstrated advanced interpersonal skills.
Demonstrated advanced communication. Intermediate presentation skills. Ability to interact effectively with others across functions and levels across enterprise.
Demonstrated ability to influence others across function area and potentially enterprise-wide. Intermediate ability to think strategically. Advanced leadership skills, including ability to:
Leverage Differences Manage in participative manner Manage change effectively Advanced skill/competency level: demonstrates advanced knowledge and ability; can apply the competency in new or complex situations. May guide other professionals.
Under General Direction, performs professional accounting work to ensure current, accurate and complete financial information. Develops, reviews and approves complex financial reports and analysis.
Position does not manage others. General Direction: Establishes procedures for attaining specific goals and objectives in a broad area of work. Generally final results are reviewed.
Education, Work Experience & Knowledge
Operates standard office equipment (Frequently) Sitting (can stand at will) (Frequently) Use of Keyboards, Sporadic 10-Key (Frequently)
Minimum 4 years of related work experience.
The Travelers Companies