Financial Analysis Consultant
About The Position
The Financial Analysis Consultant position is part of CNA’s Investments, Treasury and Investor Relations Division, which manages a $50 billion investment portfolio primarily comprised of fixed income securities. The role focuses on investment income planning, forecasting, portfolio modeling and analytics, management reporting, performance analysis, and pricing analysis. It offers the opportunity to analyze portfolio results, develop and communicate key themes and insights to leadership, and partner with teams across the organization to align on business objectives. Depending on an applicant’s experience and qualifications, CNA may hire candidates as a Financial Analysis Consultant or Senior Financial Analyst. The role typically requires 3–7+ years of related experience.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
- Typically 5 to 7 years of related experience in financial analysis, investment reporting, investment accounting, or a related field.
- Strong investment acumen, particularly in fixed income concepts, and ability to connect portfolio activity, market movements, and investment strategy to financial results.
- Knowledge of GAAP accounting principles, practices, and procedures, potentially including technical experience with the balance sheet, income statement, and statement of cash flows.
- Excellent project management, organizing, and planning skills, with the ability to manage competing priorities and deliver work on time.
- Ability to synthesize complex information into a clear management-level narrative that focuses leadership on relevant trends, drivers, risks, and implications.
- Strong interpersonal, presentation, verbal, and written communication skills, including the ability to interact with internal and external business partners.
- Very strong knowledge of Microsoft Office Suite and other business-related software systems.
Nice To Haves
- CFA designation or progress toward the CFA designation.
Responsibilities
- Lead the preparation of monthly investment management reports and analyze results, investment performance, reinvestment activity, analytics, risk metrics, and significant trends.
- Communicate findings clearly and concisely to senior leadership, including the CIO, CFO, and Treasurer.
- Lead investment income planning and forecasting, develop key assumptions, evaluate drivers of deviations from prior results and plan, and generate stakeholder buy-in.
- Partner across the organization on investment portfolio matters, evaluating the financial implications of portfolio decisions and market movements with enterprise risk management, investor relations, long-term care finance and actuarial teams, and other business areas.
- Support quarterly earnings analysis, rating agency requests, peer analysis, strategic initiatives, and ad hoc modeling requests.
- Lead projects and key team objectives, including identifying opportunities to improve and streamline core reporting processes.
Benefits
- Comprehensive and competitive benefits package supporting employees’ and their family members’ physical, financial, emotional, and social wellbeing.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
