Life & Group Senior Financial Analyst

Job Description

Performs a combination of duties in accordance with departmental guidelines:

• Develops results analysis to contextualize performance against business unit financial and operational goals.
• Prepares monthly financial reporting results packages and supports analysis to explain income statement results in close collaboration with Actuarial and Accounting partners.
• Prepares monthly management reporting results packages and supporting analysis in support of Claim and Operations leadership’s oversight of CNA’s third party administrators who manage CNA’s claims and policyholder interactions.
• Participates in annual financial planning process and reporting in close partnership with Actuarial and Operational teams.
• Manages monthly expense forecast assembly and reporting to enable informed decisions and contextualize business trajectory.
• Analyzes company performance to generate insights relative to peer companies.
• Leverages financial expertise to recognize and resolve emerging issues, independently investigate anomalies and variances in data.
• Supports decision-makers through effective verbal and written communication.
• Synthesizes key insights, clearly and concisely communicating them with actionable recommendations to senior leadership.
• Drives process improvement and automation.

Essential Duties And Responsibilities

May perform additional duties as assigned.

Skills, Knowledge And Abilities

• Strong knowledge of corporate and departmental accounting/finance practices, procedures and principles as well as solid knowledge of an insurance organization and industry.
• Advanced modeling skills including proficiency in Excel and analysis tools.
• Track record of delivering results with a high degree of accuracy.
• Ability to work independently and self-motivate in a rapidly changing environment.
• Ability to work with senior business partners within established deadlines.
• Familiarity with emerging AI technologies and a track record of incorporating them into workflows to enhance productivity and decision-making.
• Experience with BI tools, such as Tableau, PowerBI, or Looker.
• Experience with ETL tools, such as SQL or Alteryx, preferred but not required.
• Experience with Workday, Adaptive, and Google Cloud, preferred but not required.

Education And Experience

• Bachelor's degree in business, economics, finance, accounting, or equivalent.
• 3 or more years of finance experience or a related analytical field with progressively increasing levels of responsibility.