The Tech Financial Management Consultant 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.
JOB DESCRIPTION:
Essential Duties & Responsibilities
Performs a combination of duties in accordance with departmental guidelines:
- 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.
Reporting Relationship
Typically reports to Director or above.
Skills, Knowledge & Abilities
- 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 insurance industry knowledge.
Education & Experience
- 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.
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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, the national base pay range for this job level is $54,000 to $103,000 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] .
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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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