Technology Financial Management Senior Consultant jobs in United States
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CNA Insurance · 4 months ago

Technology Financial Management Senior Consultant

CNA Insurance is committed to fostering a culture where every employee feels valued and is part of something significant. The Senior Consultant will manage financial data related to projects and products, ensuring accuracy and compliance while supporting audits and financial forecasting.

FinanceFinancial ServicesInformation ServicesInformation TechnologyInsuranceProperty ManagementReal EstateRisk Management
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H1B Sponsor Likelynote

Responsibilities

Review and maintain financial data including accruals, invoices, 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

Qualification

Financial management principlesFinancial data analysisPlanview proficiencyTechnology financials managementInsurance industry knowledgeProfessional judgmentStakeholder managementComplianceExcel proficiencyJira proficiencyConfluence proficiencyCommunication skillsInterpersonal skills

Required

Bachelor's Degree in Accounting, Finance, Economics, or equivalent work experience
5–7 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
Ability to manage challenging scenarios and balance stakeholder needs with available resources
Knowledge of financial management principles including budgeting, forecasting, and capitalization
Experience in financial data analysis and variance explanation
Strong communication and interpersonal skills for cross-functional collaboration
Ability to contextualize financial data for senior leadership
Professional judgment and accountability in decision-making
Understanding of technology processes, compliance, and controls

Preferred

Preferred insurance industry knowledge

Benefits

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.

Company

CNA Insurance

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CNA is one of the largest U.S. commercial property and casualty insurance companies.

H1B Sponsorship

CNA Insurance has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (30)
2024 (32)
2023 (25)
2022 (43)
2021 (32)
2020 (14)

Funding

Current Stage
Public Company
Total Funding
$0.88M
2016-09-12Post Ipo Equity· $0.88M
1978-01-13IPO

Leadership Team

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Luke Mellors
Vice President, Technology
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Daniel Franzetti
EVP of Worldwide Claim
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Company data provided by crunchbase