Financial Reporting Analyst - Investment Reporting

Posted 8 Hours Ago
Be an Early Applicant
Chicago, IL
47K-78K Annually
Junior
Cloud • Insurance • Professional Services • Analytics • Cybersecurity
The Role
The Financial Reporting Analyst will prepare investment schedules for quarterly and annual financial reporting, conduct technical accounting research, investigate investment results, and lead process improvement initiatives. Collaboration with auditors and internal teams is essential, alongside strong analytical and communication skills.
Summary Generated by Built In

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 position reports to the Director and is part of the Investment Reporting team, which has responsibility for the Company's internally and externally reported investment data. This includes the creation, and analysis of investment schedules included within the Company's quarterly Form 10-Qs and annual Form 10-Ks with the SEC, as well as quarterly and annual statutory filings. The role provides opportunities to collaborate across business units and utilize new technologies, as we strive to continually enhance and improve processes.
The Investment Reporting team is part of part of CNA's Investments & Treasury Division. This division is responsible for managing the firm's trade settlement, analysis, accounting and reporting for the firm's $45+ billion investment portfolio, as well as bank relationships and cash management activities.
The ideal candidate is a self-motivated, team-player that possesses a strong analytical mindset and a high degree of accountability for accurately reporting externally on CNA's financial position and internally to deliver meaningful financial insights that shape the direction of the Company. This role requires strong communication and organizational skills, attention to detail, and the desire to innovate and improve.
JOB DESCRIPTION:
Essential Duties & Responsibilities

  • Prepares investment schedules for the quarterly Form 10-Qs, annual Form 10-Ks, and required statutory filings.
  • Prepares management reporting documents and provides analytical support for internal requests.
  • Participates in technical accounting research and in determining the proper reporting treatment of complex or unusual transactions.
  • Participates in evaluating the impact of new disclosure guidance.
  • Investigates investment results, understands and effectively communicates impact to management.
  • Leads process improvement initiatives that enhance the efficiency and accuracy of financial reporting, including furthering use of technology to streamline processes.
  • Works collaboratively within the team, across the department, and individuals external to CNA.
  • Liaison with internal and external auditors and provides necessary support.
  • May perform additional duties as assigned.


Reporting Relationship
Director
Skills, Knowledge & Abilities

  • Basic knowledge of accounting and industry issues as they relate to the organization.
  • General knowledge of GAAP and STAT accounting principles, practices and procedures.
  • Strong knowledge of Microsoft Office Suite and other business-related software systems.
  • Detail oriented with strong organizational skills and ability to manage multiple projects effectively.
  • Strong analytical and problem solving skills, and ability to work independently.
  • Effective verbal and written communication skills.


Education & Experience

  • Bachelor's Degree, preferably in accounting or finance.
  • Typically one to three years of work experience in accounting/finance or reporting related role.
  • Certified Public Accountant (CPA) designation a plus.


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, t he national base pay range for this job level is $47,000 to $78,000 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] .

What the Team is Saying

Meghan Bautista
Mehrzad Adelzadeh
Alison Massey
SenthilKumar Asokan
Zach Jones
Lisa Smith
Josie Lee
The Company
HQ: Chicago, IL
7,000 Employees
Hybrid Workplace
Year Founded: 1897

What We Do

CNA is one of the largest U.S. commercial property and casualty insurance companies. Backed by more than 125 years of experience, CNA provides a broad range of standard and specialized insurance products and services for businesses and professionals in the U.S., Canada and Europe.

As a company of allies, we understand the importance of fostering an inclusive and supportive culture for all employees. Our eight Employee Resource Groups elevate the voices of underrepresented groups and champion critical DEI initiatives in the workplace and beyond. We strive to promote an environment of inclusion and continuously work to ensure all employees feel valued and respected.

Why Work With Us

CNA knows the importance of having the tools you need to expand your expertise and develop your career. With a variety of cross-discipline and cross-functional opportunities, CNA provides you with the tools and resources needed to customize your career path and understand what is needed to be effective in your role.

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CNA Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
Company Office Image
HQChicago, IL
Located in the heart of the loop, CNA’s headquarters are at 151 N Franklin. With close proximity to both L and Metra stations.

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