John Streff, CFA

John Streff, CFA

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location of John Streff, CFAHartford, Connecticut, United States

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  • Timeline

  • About me

    Executive Director - Capital Markets & Balance Sheet/Cash Flow Forecasting at CVS Health

  • Education

    • The University of Connecticut

      2002 - 2005
      Bachelor of Science Business Administration
    • The University of Connecticut

      2011 - 2014
      MBA Finance
  • Experience

    • The Hartford

      Jun 2005 - Oct 2012

      Graduate of The Hartford Financial Services’ Financial Leadership rotational program, which provided diverse exposure to enterprise-wide financial planning, analysis, risk management and reporting divisions.3rd Rotation – Investment Analysis and Reporting (HIMCO) Identified and researched general account investment grade corporate and municipal securities with credit concerns, making recommendations for impairments when appropriate. Provided analysis on the general account’s net investment income, realized capital gains and trade activity for use in investor relations’ external communications.2nd Rotation – Small Commercial Controllers (P&C) Completed annual plan and monthly expense outlooks for Specialized Sales Team and Alternative Market Solutions. Analyzed Small Commercial department’s expenses and reported variances against plan and outlook to management. Supported the completion of the OUE/ULAE plan for Small Commercial and developed a process for uploading all associated splits to TM1.1st Rotation – Capital Management (Life) Reviewed credit quality of investment portfolios and determined required capital needed based on various capital models to understand HIG’s capital needs during the Financial Crisis. Facilitated the completion of the annual Capital Plan, including the projection of statutory surplus and prepared supporting exhibits for Senior Management and Board of Directors. Show less

      • Sr. Financial Analyst - Global Annuity Financial Planning and Analysis

        Jul 2011 - Oct 2012
      • Senior Financial Analyst - Financial Leadership Development Program

        Aug 2008 - Jun 2011
      • Consultant - Complex Claims Group

        Jun 2005 - Jul 2008
    • Aetna

      Oct 2012 - Sept 2014
      Sr. Treasury Consultant

      Provided short-term funding analysis/recommendations, maintained enterprise-wide cash forecast and ensured liquidity/investments were optimized across legal entity structure. Supported Capital Management’s initiative of reducing non-regulated entities’ capital by determining legal entities’ anticipated liquidity needs and ultimate dividend capacity.

    • The Hartford

      Sept 2014 - Mar 2016
      Treasury Consultant - Corporate Treasury

      Support Treasurer/Assistant Treasurer on various initiatives including liability management, share repurchases, contingent capital facilities and board/rating agency presentations. Prepare monthly liquidity stress scenarios and validate underlying assumptions, providing analysis to identify risks and drivers.

    • Aetna, a CVS Health Company

      Mar 2016 - Oct 2022
      • Director - Capital Management

        Apr 2019 - Oct 2022
      • Corporate Treasury Manager - Capital Management

        Mar 2016 - Apr 2019
    • CVS Health

      Oct 2022 - now
      Executive Director - Capital Markets & Balance Sheet/Cash Flow Forecasting
  • Licenses & Certifications

    • Chartered Financial Analyst (CFA) Charterholder

      CFA Institute
      Oct 2018