Technology Financial Management Consultant

CNA Insurance • Chicago, IL

136d • $54,000 - $103,000

About The Position

The Tech Financial Management Coordinator is responsible for the entry and maintenance of all financial data related to projects/products including baselines, actuals, accruals, forecasts, contracts, purchase orders, invoices, internal and external allocations, and external labor rates. They must follow all controls, processes, and procedures and provide evidence of completion, where required. They will review all reports and make updates/corrections based on exceptions.

Requirements

• Bachelor’s Degree in Accounting, Finance, Economics, or equivalent work experience.
• 3–5 years of experience managing technology financials including capitalization, accruals, and forecasting.
• Experience working with technology vendors and/or managed service providers.
• Proficiency with Jira, Confluence, Planview, Excel, and other standard workplace applications.

Nice To Haves

• Preferred insurance industry knowledge.

Responsibilities

• Review and maintain financial data including accruals, invoices, paids, and forecasts in Planview.
• Ensure accuracy of vendor invoices, milestone validations, and time reporting reconciliation.
• Support audit and compliance by completing checklists, submitting evidence, and correcting discrepancies.
• Maintain accurate project baselines and update them based on governance approvals.
• Ensure proper capitalization setup and tracking for internal software development.
• Manage financial change controls and update Planview accordingly.
• Coordinate contract submissions and purchase order creation with accurate mapping to projects.
• Ensure data quality by reviewing exception reports and correcting inaccuracies.
• Support forecasting by updating labor rates, reviewing variances, and adjusting forecasts post-timesheet progression.
• Escalate non-compliance or financial discrepancies to the Director for resolution.

Benefits

• Comprehensive and competitive benefits package.
• Support for physical, financial, emotional, and social wellbeing goals.

What This Job Offers

• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees