Finance Manager owning Achievers’ global e - commerce Marketplace P&L. Building predictive models and guiding margin, revenue, and customer growth decisions.
About the role
- Financial Analyst underwriting contract surety bonds and assessing contractor risk for Travelers, a commercial insurance company. Building broker relationships and supporting quality insurance underwriting.
Responsibilities
- Analyze financial information and assess the risk of contractors and related companies
- Underwrite and assess risk for contract surety bonds and bonding facilities
- Analyze and interpret financial statements and forecast future performance
- Understand contractors' operations, experience and business plans
- Complete formal annual account reviews
- Underwrite bond requests and create or propose solutions to underwriting challenges
- Establish collaborative relationships with colleagues across the organization
- Develop relationships with assigned brokers and clients
- Demonstrate superior customer service standards
- Work tactically with brokers to ensure understanding of Travelers' objectives
- Participate in industry functions to increase marketplace visibility, network with stakeholders and build industry knowledge
- Perform other duties as assigned
- Progress toward roles involving sales and business development responsibilities
Requirements
- Bachelor's degree with a business discipline specialization in finance, accounting or economics
- Enrollment in the Associateship in Canadian Surety Bonding (ACSB) program
- Ability to analyze financial information and assess contractor and related-company risk
- Ability to analyze and interpret financial statements and forecast future performance
- Ability to understand contractor operations, experience and business plans
- Ability to underwrite contract surety bonds and bonding facilities
- Ability to build and maintain relationships with brokers, clients, colleagues and other associates
- Ability to provide superior customer service
- Ability to participate in industry functions and network with stakeholders
Benefits
- Health insurance for employees and eligible family members from the first day of employment
- Core contribution of 3% of total eligible earnings to the Deferred Profit Sharing Plan (DPSP)
- Dollar-for-dollar matching of savings plan contributions up to 5% of base pay
- Minimum of 20 paid time off days annually
- Option to purchase additional PTO for up to 36 PTO days per year
- Twelve paid company holidays
- Wellness program with tools, discounts and resources
- Mental health program with free professional counseling services, health coaching and other resources
- Matching Gift and Volunteer Rewards program
- Enrollment in the Associateship in Canadian Surety Bonding (ACSB) program offered through the Surety Association of Canada and the University of Toronto
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