At TruStage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance, investment and technology solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.
Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition
Job Purpose:
This position is responsible for analyzing and interpreting past and future business performance. Communicates findings effectively to customers and executive level management. Leads complex analyses and uses them to influence business decisions made by senior leaders. Creates solutions which utilize resources efficiently in support of strategic plans. Responsible for working with and influencing multiple customers, up to and including C- level officers.
- Consultant:
- Provides advice as regards to strategy, management, and operations as well as the structure of a business.
- Achieves operational objectives by contributing information and recommendations to strategic plans and reviews; prepares and completes action plans; implements productivity, quality, and/or customer-service standards; resolves problems; identifies trends; determines system improvements.
- Accountable for full financial support as primary point of contact (POC) for a member or members of the Executive Leadership Team
- Provide matrix reporting direction and support of work for team members.
Job Responsibilities:
This position is responsible for providing comprehensive financial management support to a specific customer set. Specifically, this position will:
- Initiate and drive financial support, including direction to other finance resources, to achieve client's identified business strategy.
- Develop and interpret complex modeling, with an understanding of core finance concepts such as NPV, IRR, DCF, etc.
- Build relationships with assigned client(s) and provide requested financial support.
- Influence customer decisions; propose, implement, and assess solutions.
- Collaborate with the Finance organization to provide Accounting and Finance guidance to customers.
- Help communicate and explain financial concepts and methods to individuals throughout the assigned area.
- Accurately develop, maintain, and discuss various financial reports with clients.
- Lead client's efforts in forecasting financial and/or operational results for use in planning, budgeting, and decision-making.
- Have an in-depth understanding of the financial systems/processes; analyze and communicate impacts across the entire client organization and provide solutions.
- Improve processes related to achieving the above responsibilities.
The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.
Job Requirements:
- Bachelor's degree in Accounting or Financial discipline. MBA and/or professional financial certification preferred.
- 8+ years' experience in a finance or accounting related position.
- Proficient with Financial Reporting tools including Workday Financials, Adaptive Planning, and OfficeConnect.
- Proficient with Microsoft products, such as Excel, Teams and PowerPoint.
- Demonstrated ability to collaborate effectively and influence business leaders throughout the organization that have varying backgrounds and business acumen.
- Excellent written and verbal communication skills.
- Proven thought leader with ability to drive positive change across an organization.
- Proven ability to prioritize and deploy resources consistent with organizational goals, evaluate alternatives and negotiate for additional resources.
- Proven ability to work in a team environment, either directly or indirectly.
- Extensive knowledge of the financial services industry and product lines.
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If you’re ready to help make a difference, apply today. Please provide your Work Experience and Education or attach a copy of your resume. Applications received without this information may be removed from consideration.
Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.
Base Salary Range:
$108,000.00 - $162,100.00
At TruStageTM, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan. Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees. We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what’s most important.
Accommodation request
TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.
