Tracy M.

Tracy M. Email and Phone Number

Senior Financial Consultant at Travelers @ Travelers
Tracy M.'s Location
West Hartford, Connecticut, United States, United States
About Tracy M.

Strong finance professional with over 16 years of experience in financial analysis, financial reporting, and accounting. My organizational and detail-oriented skills have helped me collect data efficiently when I prepare financial reports for senior management. I create financial monthly and quarterly reports based on my strong Microsoft Excel (Pivot Table, V-lookup, macros, and IF statements) skills. I also conduct variance analysis on how a business performs with the general ledger accounts. Furthermore, I have a proven track record of meeting deadlines and take initiative to make confident and well-informed decisions. I enjoy collaborating with colleagues and leaders on projects. I think of myself as an innovator who “Think outside the box” mentality. As a result, I am always developing new and improve on existing reports to present the data effectively, creatively, and save time in the overall reporting process. I am the type of person who likes to continuously learn in order to succeed in life.Therefore, I decided to change my career from Accounting to Finance. I graduated from the University of Connecticut with a Master of Business Administration degree in Finance. Finance is my passion I possess an analytical mind and I can tell you the story behind the numbers. I am interested in an opportunity where I can apply my experience and skillsets that will allow me to practice forecasting, budgeting, and analysis of business operations more.

Tracy M.'s Current Company Details
Travelers

Travelers

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Senior Financial Consultant at Travelers
Tracy M. Work Experience Details
  • Travelers
    Senior Financial Consultant
    Travelers Jun 2023 - Present
    New York, Ny, Us
  • Travelers
    Senior Accountant Specialist
    Travelers Apr 2017 - Jun 2023
    New York, Ny, Us
    • Responsible for preparing quarterly and monthly financial reports for senior management and various line of business.• Liaison between Corporate tax and various lines of businesses to help reconcile general ledger accounts and understand the tax issues.• Conduct variance analysis in business performance regarding general ledger accounts.• Review journal entries, account reconciliations, and other account analysis.• Assist in identifying and improving processes and efficiencies within the department.
  • Travelers
    Accountant Specialist
    Travelers Apr 2013 - Apr 2017
    New York, Ny, Us
    • Contribute to improving the Tax department’s reporting process by documenting the processes and enhancing the collection of data from the internal reporting system.• Develop automated financial reports for the department in order to perform financial analysis research. • Assist in month-close process reporting: taxes, licenses, and fees in a timely, accurate manner.• Forecast monthly cash flow projections of all state payments as part of the department’s expense reporting.
  • Travelers
    Accountant
    Travelers Jan 2007 - Apr 2013
    New York, Ny, Us
    • Process journal entries and analyze various General Ledger accounts to reduce inaccuracy and ensure Profit & Loss integrity. • Prepare and analyze ad hoc reports for senior management resulting in savings opportunities estimate at $1 million in penalties.
  • Aetna
    Procurement College Intern
    Aetna May 2006 - Aug 2006
    Hartford, Connecticut, Us
    Researched and reorganized the Accounts Payable procedure manual. Utilized Oracle application system to process the Accounts Payable vendor invoices. Analyzed financials and prepared risk assessments for all publicly traded supplier companies utilizing Credit Risk Monitor. Analyzed high risk supplier companies and documented in Frictionless application system. Updated 2nd quarter imputed income report for Travel Services.
  • Webster Bank
    Teller I
    Webster Bank Mar 2003 - Nov 2004
    Stamford, Ct, Us
    Promoted Webster Bank products/services and answered customer inquiries. Processed customer transactions in an accurate and timely manner.

Tracy M. Education Details

  • University Of Connecticut School Of Business
    University Of Connecticut School Of Business
    International Finance
  • University Of Connecticut School Of Business
    University Of Connecticut School Of Business
    Finance

Frequently Asked Questions about Tracy M.

What company does Tracy M. work for?

Tracy M. works for Travelers

What is Tracy M.'s role at the current company?

Tracy M.'s current role is Senior Financial Consultant at Travelers.

What schools did Tracy M. attend?

Tracy M. attended University Of Connecticut School Of Business, University Of Connecticut School Of Business.

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