The Senior Financial Analyst leads financial reporting, analysis, and collaboration across departments to address business objectives and investment strategies.
You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.
Job Summary
The Senior Financial Analyst position is part of CNA's Investments & Treasury Division. CNA and its subsidiaries maintain a $45+ billion investment portfolio primarily comprised of fixed income securities.
The primary responsibility for the role is preparation of management reporting deliverables, including analysis of results, investing activities, and portfolio exposure. The individual will be required to interpret and summarize results as well as provide insights into variances to prior periods and plan. They will also lead projects and own key team objectives as required by the organization's business needs.
This role offers an opportunity to collaborate across the Investments & Treasury division and with other business units, including but not limited to long-term care reserving, enterprise risk management, corporate development and our asset managers in order to ensure alignment on business objectives.
JOB DESCRIPTION:
Essential Duties & Responsibilities:
1. Participates in defining the issues and scope of assigned projects; suggests approach and methodology and enhances analysis where applicable.
2. Maintenance and streamlining of monthly portfolio presentation including key summary for CIO, CFO and Treasurer.
3. Proactively investigate anomalies and variances in data.
4. Prepares and presents interpretations of findings for leadership within Investments & Treasury Division and broader corporate partners.
5. Participates in the development and implementation of financial strategies or tactics.
6. Interacts and coordinates with other departments to address business issues and meet organizational objectives.
7. Supports efforts in net investment income planning and variance analysis, rating agency reviews, quarterly earnings analysis, peer analysis, and development of ad-hoc management level reporting.
Reporting Relationship
Director or above
Skills, Knowledge & Abilities
1. Strong investments acumen, particularly fixed income concepts, with the ability to apply knowledge to business facts and circumstances.
2. Knowledge of GAAP accounting principles, practices and procedures which may include technical experience in balance sheet, income statement and statement of cash flows.
3. Excellent project management, organizing, and planning skills with proven ability to manage competing priorities and execute deliverables in a timely fashion.
4. Strong analytical and problem solving skills with the ability to effectively resolve issues of a complex nature.
5. Strong interpersonal, presentation, verbal and written communication skills with the ability to effectively interact with internal and external business partners.
6. Very strong knowledge of Microsoft Office Suite and other business-related software systems.
Education & Experience
1. Bachelor's Degree in Accounting, Finance, Economics or Business
2. Typically three to five years of related financial analysis experience
3. Pursuit of CFA designation a plus
#LI-MR1
#LI-HYBRID
I n certain jurisdictions, CNA is legally required to include a reasonable estimate of the compensation for this role. In District of Columbia , California, Colorado, Connecticut, Illinois , Maryland , Massachusetts , New York and Washington, the national base pay range for this job level is $54,000 to $103,000 annually.Salary determinations are based on various factors, including but not limited to, relevant work experience, skills, certifications and location. CNA offers a comprehensive and competitive benefits package to help our employees - and their family members - achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA's benefits, please visit cnabenefits.com .
CNA is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contact [email protected] .
Job Summary
The Senior Financial Analyst position is part of CNA's Investments & Treasury Division. CNA and its subsidiaries maintain a $45+ billion investment portfolio primarily comprised of fixed income securities.
The primary responsibility for the role is preparation of management reporting deliverables, including analysis of results, investing activities, and portfolio exposure. The individual will be required to interpret and summarize results as well as provide insights into variances to prior periods and plan. They will also lead projects and own key team objectives as required by the organization's business needs.
This role offers an opportunity to collaborate across the Investments & Treasury division and with other business units, including but not limited to long-term care reserving, enterprise risk management, corporate development and our asset managers in order to ensure alignment on business objectives.
JOB DESCRIPTION:
Essential Duties & Responsibilities:
1. Participates in defining the issues and scope of assigned projects; suggests approach and methodology and enhances analysis where applicable.
2. Maintenance and streamlining of monthly portfolio presentation including key summary for CIO, CFO and Treasurer.
3. Proactively investigate anomalies and variances in data.
4. Prepares and presents interpretations of findings for leadership within Investments & Treasury Division and broader corporate partners.
5. Participates in the development and implementation of financial strategies or tactics.
6. Interacts and coordinates with other departments to address business issues and meet organizational objectives.
7. Supports efforts in net investment income planning and variance analysis, rating agency reviews, quarterly earnings analysis, peer analysis, and development of ad-hoc management level reporting.
Reporting Relationship
Director or above
Skills, Knowledge & Abilities
1. Strong investments acumen, particularly fixed income concepts, with the ability to apply knowledge to business facts and circumstances.
2. Knowledge of GAAP accounting principles, practices and procedures which may include technical experience in balance sheet, income statement and statement of cash flows.
3. Excellent project management, organizing, and planning skills with proven ability to manage competing priorities and execute deliverables in a timely fashion.
4. Strong analytical and problem solving skills with the ability to effectively resolve issues of a complex nature.
5. Strong interpersonal, presentation, verbal and written communication skills with the ability to effectively interact with internal and external business partners.
6. Very strong knowledge of Microsoft Office Suite and other business-related software systems.
Education & Experience
1. Bachelor's Degree in Accounting, Finance, Economics or Business
2. Typically three to five years of related financial analysis experience
3. Pursuit of CFA designation a plus
#LI-MR1
#LI-HYBRID
I n certain jurisdictions, CNA is legally required to include a reasonable estimate of the compensation for this role. In District of Columbia , California, Colorado, Connecticut, Illinois , Maryland , Massachusetts , New York and Washington, the national base pay range for this job level is $54,000 to $103,000 annually.Salary determinations are based on various factors, including but not limited to, relevant work experience, skills, certifications and location. CNA offers a comprehensive and competitive benefits package to help our employees - and their family members - achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA's benefits, please visit cnabenefits.com .
CNA is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contact [email protected] .
Top Skills
Microsoft Office Suite
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