CNA Insurance · 2 hours ago
Technology Financial Management Consultant
Chicago, IL
Full-time
Onsite
Mid Level
$54K/yr - $103K/yr
3+ years expCNA Insurance is committed to fostering a culture where employees feel valued and empowered. The Tech Financial Management Consultant is responsible for maintaining financial data related to projects/products and ensuring compliance with financial controls and processes.
FinanceFinancial ServicesInformation ServicesInformation TechnologyInsuranceProperty ManagementReal EstateRisk Management
Responsibilities
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
Qualification
Required
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
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
Preferred
Preferred insurance industry knowledge
Benefits
Comprehensive and competitive benefits package
Company
CNA Insurance
CNA is one of the largest U.S. commercial property and casualty insurance companies.
5001-10000 employees
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 CompanyTotal Funding
$0.88M2016-09-12Post Ipo Equity· $0.88M
1978-01-13IPO
Leadership Team
Luke Mellors
Vice President, Technology
Daniel Franzetti
EVP of Worldwide Claim
Recent News
2025-11-03
MarketScreener
2025-11-03
Company data provided by crunchbase