Financial Analyst III

Overview

Established nearly two centuries ago, FM is a leading mutual insurance company whose capital, scientific research capability and engineering expertise are solely dedicated to property risk management and the resilience of its policyholder-owners. These owners, who share the belief that the majority of property loss is preventable, represent many of the world’s largest organizations, including one of every four Fortune 500 companies. They work with FM to better understand the hazards that can impact their business continuity to make cost-effective risk management decisions, combining property loss prevention with insurance protection.

Summary

The Corporate Travel and Expense Financial Analyst is tasked with conducting both complex and routine analyses to support management in making informed decisions about corporate travel and expense programs. This role is crucial in both providing senior management with key travel and expense statistics and supporting the daily operations of the Corporate Travel and Expense Department.

Schedule and Location

This position is based in Johnston, RI and follows an office-based work model. Flexibility for remote work one day per week, either Tuesdays or Fridays, based on business needs.

Responsibilities

• Responsible for preparation of corporate travel reporting based on detailed analysis and business requirements; includes advanced analysis of lost savings due to travel policy noncompliance and travel booked outside of FM’s Travel Management Company
• Conduct routine reporting and analysis to ensure compliance with the Corporate Travel & Expense policy
• Facilitate change management and behavior modification exercises as needed
• Prepare and deliver both ad-hoc and routine analyses to management and other stakeholders throughout the organization
• Provide support to employees globally by:
• (1) Answering questions related to the Corporate Travel and Expense Policy
• (2) Support FM’s Travelers with all travel related inquiries
• (3) Provide end-user support to the SAP Concur Travel online booking tool globally
• Support Corporate Travel & Expense vendor management activities, including reporting, data analysis, issue resolution, and performance monitoring
• Participate in and provide analysis or support for special projects related to Corporate Travel and Expense, as needed
• Support Corporate Travel & Expense department vendor RFP activity
• Assist with identifying opportunities to automate or streamline reporting processes and improve the quality and accessibility of travel program data

Qualifications

Required Education

• Bachelors Degree (a combination of work experience, education and skills will be considered in lieu of a degree)

Highly Preferred Education

• Bachelor’s degree in accounting, finance or management

Required Work Experience

• 8+ years relevant experience in finance/accounting with reporting and analytics focus

Highly Preferred Work Experience

• Work experience supporting Corporate Travel & Expense

Required Skills

• Ability to work in a dynamic, non-routine environment with shifting priorities where multi-tasking will be required
• Highly organized with excellent attention to detail
• Strong analytical and problem-solving skills
• Demonstrated customer service orientation
• Excellent oral and written communication skills
• Advanced Microsoft Excel; Proficient in Microsoft PowerPoint and Word

Highly Preferred Technical Skills

• Experience with Power BI Software
• AI agent development skills
• Concur Travel Software experience
• Emburse Enterprise experience

The final job title, grade, and salary offer will vary based on individual education, skills, and experience. The position is eligible to participate in FM’s comprehensive Total Rewards program that includes an incentive plan, generous health and well-being programs, a 401(k) and pension plan, career development opportunities, tuition reimbursement, flexible work, time off allowances and much more.

FM is an Equal Opportunity Employer and is committed to attracting, developing, and retaining a diverse workforce.