Financial Analysis Consultant

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. 

This Financial Analysis Consultant position is part of CNA’s Investments, Treasury and Investor Relations Division. CNA and its subsidiaries maintain a $50 billion investment portfolio primarily comprised of fixed income securities.

The core responsibilities of the role include investment income planning, forecasting, portfolio modeling and analytics, management reporting, performance and pricing analysis. This role offers an opportunity to analyze portfolio results, develop and communicate key themes and insights to leadership and partner with teams across the organization, including long-term care actuarial and finance, enterprise risk management, investor relations, and the portfolio management team to ensure alignment on business objectives.

As determined by CNA and depending on the applicant’s experience and/or qualifications, candidates may be hired into one of two positions: Financial Analysis Consultant or Senior Financial Analyst. Typically 3-7+ years of related experience.

JOB DESCRIPTION:

Essential Duties & Responsibilities

1.     Lead the preparation of monthly investment management reports and analyze results, investment performance, reinvestment activity, analytics, risk metrics and significant trends.

2.     Communicate findings in a clear and concise manner to senior leadership. Including CIO, CFO, and Treasurer.

3.     Serve as the lead for the investment income planning and forecasting processes. Develop key assumptions and evaluate underlying drivers of deviations investment income relative to prior and plan. Generate buy in from key stakeholders.

4.     Serve as a partner on investment portfolio matters across the organization. Evaluate financial implications of portfolio decisions and market movements with enterprise risk management, investor relations, long-term care finance and actuarial, and other business areas.

5.     Support quarterly earnings analysis, rating agency requests, peer analysis, strategic initiatives, and ad hoc modeling requests.

6.     Lead projects and key team objectives, including identifying opportunities to improve and streamline core reporting processes.

 

  

Reporting Relationship

Director or above

Skills, Knowledge & Abilities

1.     Strong investment acumen, particularly fixed income concepts, with the ability to connect portfolio activity, market movements, and investment strategy to the financial results.

2.     Knowledge of GAAP accounting principles, practices, and procedures, which may include technical experience in the 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.     Demonstrated ability to synthesize complex information into a clear management-level story, focusing senior leadership on the most relevant trends, drivers, risks, and implications.

5.     Strong interpersonal, presentation, verbal, and written communication skills with the ability to 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 Finance, Accounting, Economics, Business, or related field.

2.     Typically 5 to 7 years of related experience in financial analysis, investment reporting, investment accounting or a related field.

3.      CFA designation or progress toward the CFA designation is a plus.

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In 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 $72,000 to $141,000 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 utilizes AI-enabled technology during the recruiting process. For more information, please visit our careers page.

CNA is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contact [email protected]