Sr Financial Analyst, Technology (FP&A)

Posted 9 Days Ago
Chicago, IL
Hybrid
Senior level
Cloud • Insurance • Professional Services • Analytics • Cybersecurity
The Role
The Sr Financial Analyst will manage the reporting development lifecycle, conduct data analysis, ensure data integrity, and develop relationships with FP&A teams. They will also collaborate with stakeholders to troubleshoot problems, coach users on dashboard tools, and lead data research activities.
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.
CNA seeks to offer a comprehensive and competitive benefits package to our employees that helps them - and their family members - achieve their physical, financial, emotional and social wellbeing goals.
For a detailed look at CNA's benefits, check out our Candidate Guide .
This individual contributor role implements and maintains overall global IT data visualization dashboards, facilitates data integration, data quality and reports creation and maintenance for the full scope of IT data across all disciplines. Promotes IT data standards and coding structures through in-depth knowledge of internal management information reporting requirements. Demonstrates deep technical proficiency in data reporting, maintenance and control procedures for data collection and reporting system applications. Conducts control activities to ensure data quality and adherence to IT data policy.
JOB DESCRIPTION:
Essential Duties & Responsibilities
Performs a combination of duties in accordance with departmental guidelines:

  • Manages the full lifecycle of reporting development: assess, design, develop and maintain all relevant dashboards/reports for budget planning, forecasting, accrual management and operational reporting processes. Identifies primary use cases and improvements required to current dashboards and reports. [Technical Capabilities]
  • Conducts data analysis, develops and executes requisite changes to implement approved requests, ensuring that new requirements comply with IT data policy and/or reporting needs. Crafts high level design of data solutions. Consults with relevant stakeholders to analyze dashboard usage and capabilities, identifies associated risks, resolves problems and recommends and/or executes resolutions. Tests changes prior to deployment into production environment as appropriate. [Technical Capabilities]
  • Develops and maintains relationships with FP&A team in order to enable smoother transition of information between the two groups [Relationships]
  • Collaborates with management, technical staff and subject matter advisors to understand business issues, troubleshoot problems and develop and recommend cost-effective data solutions for data anomalies. [Relationships]
  • Ensures data integrity by developing and executing necessary processes and controls around the flow of data. Performs data cleansing to ensure quality of data output. [Technical Capabilities]
  • Utilizes technology to analyze data and/or metrics from applicable systems to review data processes, identify issues, determine actions to resolve or escalate problems that require data, system or process improvements. [Technical Capabilities]
  • Conducts training and coaching of users on features and functions of dashboard and other related tools/reports. [Whole Leadership]
  • Leads data related research and root cause analysis activities, provides correction specifications, and escalates issues as appropriate. [Business Acumen]
  • Works with technical and non-technical stakeholders on various analyses and research and participates in and/or may lead special projects as appropriate. [Relationships]
  • Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; and participating in professional societies. [Technical Capabilities / Relationships]
  • Collaborates and works well with diverse teams and embraces the views of others to develop better solutions. [Relationships]
  • May perform additional duties as assigned.


Reporting Relationship
Typically AVP or above
Skills, Knowledge & Abilities

  • Specialized expertise implementing and maintaining dashboards, developing and executing data mapping and transformation processes and requirements within and between applications and data sources across IT; rationalizing and analyzing large amounts of data across IT disciplines (Infrastructure, Security, App/Dev, RTB/CTB initiatives). Creates and implements testing methods and procedures as appropriate. [Technical Capabilities]
  • Deep analytical, integrative and problem-solving skills with proven ability to manipulate and analyze high-volume, high-dimensionality data from varied sources. [Technical Capabilities]
  • Advanced computing skills including, but not limited to: PowerBI, Tableau, alteryx as well as MS Office Suite, with a minimum of five years of experience blending and analyzing multiple data sets, building reporting pipelines and dashboards and utilizing analysis and reporting/visualization tools preferred.
  • Excellent communication, interpersonal, influencing and presentation skills to work effectively among all levels of internal/external stakeholders. [Relationships]
  • Strong ability to execute multiple projects in a fast-paced, dynamic work environment. [Whole Leadership]
  • Ability to work independently as well as collaboratively in a team environment. [Whole Leadership]
  • Skillful at learning new system applications/functions. [Technical Capabilities]
  • Readily adapts to change. [Whole Leadership]


Education & Experience

  • Bachelor's degree in Business or Technology related disciplines - Finance, Accounting, Economics, etc.
  • Typically,five to seven (5-7) years of work experience, preferably in operational analysis, financial management functions, data/statistical analysis, data architecture, data modeling and business intelligence.
  • Advanced computing skills including, but not limited to: PowerBI, Tableau, Alteryx as well as MS Office Suite, with a minimum of five years of experience blending and analyzing multiple data sets, building reporting pipelines and dashboards and utilizing analysis and reporting/visualization tools preferred.
  • Looker or Thoughtspot experience a plus
  • Experience interacting with FP&A function for budgeting, forecasting processes
  • Planview experience is a plus.
  • Applicable certifications preferred.


#LI-JB1
CNA is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contact [email protected] .

Top Skills

Data Integration
Data Visualization

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
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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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