Financial Analyst – Surety

Posted 2 weeks ago

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About the role

  • Financial Analyst underwriting contractor surety risk for Travelers insurance. Analyzing financial statements, assessing bonds, and building broker and client relationships.

Responsibilities

  • Analyze financial information and assess 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 and maintain collaborative relationships with colleagues across the organization
  • Develop relationships with assigned brokers and clients
  • Demonstrate superior customer service standards
  • Work with brokers to ensure understanding of Travelers' objectives
  • Participate in industry functions to increase marketplace visibility, network with stakeholders and increase industry knowledge
  • Contribute to planned financial results through service, quality underwriting and responsiveness to new business submissions
  • Interact and collaborate with internal and external associates
  • Perform other duties as assigned

Requirements

  • Bachelor's degree with a business discipline specialization in finance, accounting or economics
  • Enrollment in the Associateship in Canadian Surety Bonding (ACSB) program offered through the Surety Association of Canada and the University of Toronto
  • Ability to analyze financial information and assess contractor and related-company risk
  • Ability to analyze and interpret financial statements and forecast future performance
  • Understanding of contractor operations, experience and business plans
  • Ability to underwrite contract surety bonds and bonding facilities
  • Ability to establish and maintain relationships with brokers, clients and internal stakeholders
  • Ability to provide superior customer service
  • Ability to work tactically with brokers and understand Travelers' objectives

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 days Paid Time Off annually
  • Opportunity to purchase additional days 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

Job type

Full Time

Experience level

Mid levelSenior

Salary

CA$59,760 - CA$89,640 per year

Degree requirement

Bachelor's Degree

Location requirements

HybridTorontoCanada

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