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SalaryAt 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
Responsible for analyzing and interpreting past and future business performance as part of the Direct to Consumer Finance team supporting TruStage products. 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. (Open to candidates within the Continental US)
Job Responsibilities:
This position is responsible for providing comprehensive financial management support to a specific customer set.
Specifically, this position will:
- 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 list 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.
- 5+ years’ experience in a finance or accounting related position.
- Proficient with Financial Reporting tools. Business Objects, SAP – BPC and PeopleSoft or Workday Financials experience preferred.
- 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.
