Senior Manager, Financial Analysis - InsuraMatch

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.

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

$96,400.00 - $159,100.00

Target Openings

1

What Is the Opportunity?

InsuraMatch is a thriving national independent agency, owned by Travelers Insurance. We are seeking a Senior Manager of Finance with exceptional Excel expertise to join our innovative, growing, and rapidly evolving organization. This role offers a unique opportunity to lead and shape financial operations within a flat, collaborative structure that values agility and cross-functional partnership. You will navigate the complexity of managing both strategic financial planning and day-to-day operational excellence while leading a talented team of finance professionals. Your contributions will have a direct impact on the agency’s business.

Superior Excel skills are essential for this position, as you'll be developing sophisticated financial models, creating dynamic forecasting tools, and building complex analytical frameworks that drive critical business decisions. You'll leverage these capabilities to manage our bottom-up budgeting and forecasting process across all InsuraMatch's activities and all aspects of our P&L, transforming raw data into actionable insights that shape our strategic direction.

This position is perfect for a finance leader who thrives in fast-paced settings, enjoys wearing multiple hats, and wants to be part of an organization that embraces innovation and empowers its people to drive results. In our dynamic environment, you'll have direct access to senior leadership and the opportunity to make an immediate impact on business outcomes. If you're ready to take on diverse challenges—from complex financial modeling and strategic analysis to managing accounting operations and process optimization—while utilizing your Excel mastery to enhance our financial capabilities, this role offers the perfect blend of responsibility, growth potential, and professional fulfillment.

This position may manage finance professionals.

What Will You Do?

• Prepare, evaluate, and validate complex financial and operational reports focusing on improving the process of completing these tasks and the effectiveness of the content delivered while ensuring accuracy and help synthesizing data into impactful observations.
• Review team members’ reports and provide feedback on accuracy and presentation.
• Perform analysis of trends and variances in business performance against broad business objective.
• Perform testing and validation of data and analyses with a strong understanding and ability to communicate data limitations and gaps.
• Prepare and present financial insights to financial leaders and/or functional teams, answering most questions.
• Manage the creation of complex analyses to support business strategy.
• Review competitor press releases, SEC filings, and industry trade press for helpful insights, linking key themes together and identifying applicability to departmental strategies.
• Participate and/or lead in projects that involve complex analysis and implementation of non-complex, routine business and financial regulatory changes relating to financial reporting, such as reorganizations, mergers and acquisitions, etc.
• Provide coaching, training, and mentoring.
• If a manager of people, effectively oversee and engage direct reports and perform management activities such as performance management, career development, and talent acquisition.
• 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.
• Experience with Financial An