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Travelers

Senior FP&A Manager

Travelers

FP&A Manager overseeing financial reporting and analysis in a digital insurance brokerage. Driving strategic financial decisions and partnering with various business functions.

Posted 6/19/2026full-timeBoston • Massachusetts • 🇺🇸 United StatesSenior💰 $104,000 - $171,700 per yearWebsite

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Hard Skills
financial performance reportingannual operating budgetscenario planning modelssensitivity analysisexpense variance analysiscapitalization assessmentsmetrics and KPIsfinancial data accuracyfinancial reporting automationplanning processes
Soft Skills
leadershipcollaborationcommunicationanalytical thinkingproblem-solvingteam managementoperational decision-makinginsight presentationprioritizationstakeholder engagement
Tools & Technologies
OneStreamGoogle SuiteLookerEnterprise Performance Management systemsdata infrastructureAI technologyfinancial systemsreporting systemsbusiness intelligence platformsdata sources
Certifications & Qualifications
Bachelor's degree in FinanceBachelor's degree in AccountingBachelor's degree in Business AdministrationMaster's degree (MBA)CFACPA
Industry Keywords
FP&AP&C Insurancefinancial objectivesoperational improvementsfinancial analysisfinancial planningdata processesfinancial leversteam of analystsleadership capacity

About the role

Key responsibilities & impact
  • Oversee the Financial Planning & Analysis function (60% time allocation): Prepare and present clear, insightful financial performance reports with the broader business, our leadership team, and board.
  • Own the consolidation and presentation of our annual operating budget and ongoing forecasts.
  • Support the Director of FP&A and VP of Finance in preparing scenario planning models and conducting sensitivity analysis to evaluate financial outcomes under various assumptions.
  • Serve as the go-to finance partner for our support and shared service teams (like People, Legal, Engineering, etc), helping them with expense variance analysis and capitalization assessments.
  • Partner with Data & Analytics team and other business functions to define and implement new metrics and KPIs as needed, ensuring measurability against our key financial levers.
  • Manage the ongoing development, daily priorities, and work allocation of senior analyst on the team.
  • Serve as the US Finance lead in delivering operational improvements related to our FP&A systems & data processes (20% time allocation): Collaborate with the Global Finance Change team to implement and optimize our Enterprise Performance Management system (OneStream) and associated data infrastructure.
  • Ensure the accuracy, consistency, and reliability of financial data across all systems used for reporting and analysis.
  • Identify and implement "quick wins" to automate financial reporting, consolidate data sources, and streamline planning processes leveraging AI and other suitable technology.
  • Partner with senior functional leaders as required, ensuring operational decisions are aligned to our short and long term financial objectives (20% time allocation).

Requirements

What you’ll need
  • Bachelor's degree in Finance, Accounting, Business Administration, or a related field required.
  • Master's degree (MBA) or relevant professional certification (CFA, CPA) preferred.
  • 7+ years of experience working in an FP&A role (preferably with at least 2-3 years in a leadership or management capacity).
  • Experience with Google Suite, Looker, OneStream or other BI platforms/EPM systems.
  • Experience working for a P&C Insurance provider preferable, but not required.
  • Experience managing team of analysts preferred.

Benefits

Comp & perks
  • Group plan for medical, dental, vision, and prescription drug coverage.
  • Short term disability, long term disability, and life insurance coverage.
  • Participation in the Company’s bonus program.
  • Participation in 401(k) plan with a 5% employer match.
  • Commuter benefits to help cut down on parking and public transit costs.
  • 25 days of vacation time plus 10 sick days and 10 company holidays.
  • A genuine investment in your learning and development.
  • Regular team outings and volunteer opportunities.
  • An awesome office space.
  • A hybrid working model, giving our employees great choice and flexibility to work in a way that’s best for their particular job, their teams, and their lives.