Senior Dealer Programs Analyst

CNA National is seeking a curious, creative and analytical person for a Senior Dealer Programs Analyst role to support the Dealer Programs team by delivering accurate, timely, and actionable insights through dashboards, proformas, and performance analytics. The role will also be responsible for data governance within the reinsurance business unit, working cross-functionally with accounting, sales and BI to support various initiatives. This role is central to reinsurance administration, field support, and continuous reporting improvements to support dealer program’s initiatives.

Role will be full-time in the Scottdale, Arizona office. A hybrid schedule will be considered after training is complete. Responsibilities for this role include:

Performance Monitoring & Insights

• Oversee KPI tracking across all reinsurance structures, including surplus, premium/loss, investment returns, and distribution timing.
• Identify trends, risks, and opportunities across the dealer portfolio and escalate as needed.
• Analyze underwriting results and cash flow trends to assess their impact on program structures.
• Support ad hoc data requests for field reviews, Quarterly Business Reviews (QBRs) and Executive and board-level reporting
• Support reporting and oversight related to matters, including but not limited to IRS form 8886, 831(b), collateral, and investing compliance for all profit participation programs
• Monitor internal policies and escalate issues or inconsistencies as needed.

Reporting & Tools Management

• Maintain and enhance existing Tableau dashboards and Excel-based tools supporting agents, field personnel and operational Profit Participation team.
• Support the transition of reporting from WPA to modern platforms like Tableau and Salesforce
• Work with key stakeholders within the external Sales Organization to design and develop new internal dashboards to support profit participation discussions
• Automate high touch point reports and processes through usage of Tableau
• Partner with BI and IT to improve data pipelines and ensure reporting accuracy.
• Profit Participation representative for all data and reporting initiatives across the organization

Education and Experience

• Bachelor’s degree in accounting or finance.
• 5-7 years of related insurance and reinsurance experience or equivalent combination of education and experience is required

Knowledge, Skills & Abilities

• Proficiency in Tableau, Excel, and data automation tools.
• Strong analytical and problem-solving skills with attention to detail.
• Ability to communicate insights clearly to both technical and non-technical audiences.
• Familiarity with Profit Participation structures (CFC, NCFC, DOWC, Retro) and related financial metrics a plus
• Experience working with cross-functional teams (Accounting, Sales, Compliance, BI/IT).

About CNA National