Sr. Financial Analyst at Chubb in Philadelphia, Pennsylvania

Job Description:

Description

This position will be based in Philadelphia PA.  This group is responsible for preparing Chubb’s Earnings Press Release, Chubb’s Financial Supplement, assisting with the Earnings Call Commentary, among others. This role will be expected to assist the External Reporting Manager and overall team with the quarterly and annual reporting requirements and other duties.

Duties and Responsibilities

The primary function of the role is to aid the External Reporting Manager on certain external filings and help with the preparation, analysis, and explanation of the quarter and annual financial results. Additional specifics are outlined below.

• Reporting requirements for the quarter and year-end primarily include:
  
  
  • Assist the manager with the preparation of Chubb’s Earnings Press Release
  
  
  • Assist the manager with the preparation of Chubb’s Financial Supplement
  
  
  • Help review and prepare the Earnings Call Commentary for Chubb’s CFO
  
  
  • Review of Chubb’s CEO commentary
  
  
  • Assist the SEC Reporting Team on the 10-Q and the 10-K when necessary
  
  
  • Help collect data from global reporting teams for consolidation purposes
  
  
  • Assist with the analysis of the quarter and annual financial results, including fluctuations and trends and help explain the driving factors
  
  
  • Use of TM1 (excel add-in) and Intelligize (accounting research tool) for reporting purposes, including analysis and timely research
  
  
  • On an annual basis, assist with the review of Chubb’s CEO Shareholder Letter, Proxy Statement, and other annual report materials
  
  
  • Assist with preparing supporting documentation, including documentation needed for audit purposes
  
  
  
  

• Other non-reporting period responsibilities primarily include:
  
  
  • Assist with reviewing marketing materials, such as our Company’s Corporate Presentation and Company Profile, among others, and post-earnings call debriefs
  
  
  • Help prepare documentation for the following quarter including rolling and reviewing our supporting files and other post-mortem projects
  
  
  • Assist with ad-hoc projects for senior leaders
  
  
  • Help review peer filings, research accounting guidance updates, and remain up to date with accounting, industry specific, and other current events
  
  
  
  

• Assist and continually aim to recommend different approaches and strategies to improve the team’s overall processes

Reporting Relationships

• Work closely with senior finance leaders


• Coordinate with different functions within finance, such as the Financial Planning & Analysis (FP&A) Team, SEC Reporting Team, Asset Management, among others


• Work with teams outside of finance, including Investor Relations and global marketing teams, Management Reporting, Corporate Development, and more

Technical Skills

• Bachelor’s degree in Business with a major in Accounting or Finance


• Strong communication skills (written and verbal)


• Strong computer skills and the ability to adapt and utilize technological tools and advancements


• High levels of exposure to both Microsoft Word and Microsoft Excel


• Problem solving skills


• Multi-task

Required Personal Skills

• Team player (customer service background is a bonus) while also working strong independently


• Positive attitude


• Remain calm in strenuous situations


• Time management


• Detail-oriented


• Organized


• Dedicated to the craft (lifelong student of the profession)


• Embrace all cultures and thought processes


• Outstanding listener


• Be professional