Treasury Technology Analyst (Remote)

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:
Position has an aptitude for learning new technologies and applying them to improve processes. Provides business support around the analysis, design, implementation, and use of various financial systems, tools and processes. Participates in the entire lifecycle of financial systems and processes analysis ranging from the identification of business requirements to final implementations. Participates in the identification of process improvements and providing consultation to finance customers on business recovery efforts including root cause analysis and proposed long- and short-term solutions.

This position is responsible for analyzing and interpreting past and future business performance. Provide financial analysis and insight as relates to assigned customers’ business operations. Develop forecasts and financial plans for assigned customers. Communicate findings and impacts effectively to customers and management. Responsible for working with and influencing up to and including VP level customers.

Analyst:

Helps implement solutions by reviewing data, determining the requirements of a project or program, and communicating them clearly to stakeholders, facilitators and partners. They assist with the business case, organizing requirements, translating and simplifying requirements, and requirements analysis. Analysts may also use requirements to drive the design or review of test cases, process change requests, and manage a project’s scope, acceptance, installation and deployment.

Job Responsibilities:

•  Build relationships with assigned clients and provide requested support.
• Ensure understanding of the systems/processes for the business areas supported.
• Research new tools and existing tools’ new functionality and evaluate opportunities to apply these capabilities to improve current business processes.
•  Participate in the selection of tools that are appropriate for the business area supported (ie. Accounting, Actuarial, Treasury, Forecasting & Planning)
• Evaluate and resolve issues and errors found within our tools, maintaining the credibility and integrity of the data; monitor and troubleshoot integrations
• Design and maintain payment job schedule around bank schedule, holiday schedule and determine impacts to customers
•  Design and maintain critical reports that facilitate planning and forecasting as well as ongoing financial analysis around unit performance
• Participate in projects providing analysis, requirements, design, testing and implementation.
• Define detailed business process improvements and capture how the current state business design will need to be transformed into a future state workflow to achieve the required business results
• Utilize various tools, including automation tools, to configure and develop the future state process
• Collaborate with others in a team setting, either directly or indirectly
• Work across all finance enterprise systems / processes maintaining company confidential information standards
• Provide financial analysis and explain results to clients (monthly, quarterly and annually). This includes both business and Finance leaders.
• Provide effective financial support for client’s identified business strategy.
• Accurately develop, maintain, analyze and discuss various financial reports with clients (monthly, quarterly and annually).
• Lead client in forecasting financial and/or operational results to be used in planning, budgeting and decision making.
• Ensure appropriate allocations/accounting for resources (maintain appropriate allocation definitions and accounting).
• Develop and interpret complex modeling, with an understanding of core finance concepts such as NPV, IRR, DCF, etc.
• Build relationships with assigned clients and provide requested financial support.
• Have an in-depth understanding of the financial systems/processes for the business areas supported.
• Improve processes related to achieving the above responsibilities.
• Provide guidance to analysts and project teams and work collaboratively.
• Collaborate with the Finance organization to provide Accounting and Finance guidance to customers.

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 or equivalent work experience.
• 5+ years’ experience in a finance or accounting related position.
• Proficient with Microsoft products, such as Excel, PowerPoint and Access.
• Demonstrated ability to collaborate effectively with customers of varying backgrounds and business acumen.
• Excellent written and verbal communication skills.
• Demonstrated strong organizational skills; ability to effectively manage multiple projects and priorities.
• Excellent ability to self-prioritize workload, as well as manage and communicate resource conflicts.
• Demonstrated ability to analyze data or processes and propose solutions.
• Demonstrated knowledge of the financial services industry and product lines.
• General knowledge of finance/accounting principles.
• Proven ability to work in a team setting, directly and indirectly.

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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:

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.