Consultant II, Technology Finance (Hybrid)

TruStage; Madison (WI); On-site; USD 104,000 - 156,000; Full time

Job summary

TruStage in Madison, WI seeks a seasoned finance professional to analyze and interpret past and future performance for the Technology EI&T Division. You will communicate findings to management and lead complex analyses to influence senior leaders, building processes to support strategic initiatives.

Responsibilities include driving financial support for client strategies, building robust models (NPV, IRR, DCF), and delivering timely reports.

Qualifications

• Bachelor’s degree in Accounting or Finance required.
• 8+ years’ experience in a finance or accounting role.
• MBA and/or professional financial certification preferred.
• Proficient with Workday Financials, Adaptive Planning, and OfficeConnect.
• Excellent written and verbal communication skills.

Responsibilities

• Provide comprehensive financial management support for a specific client set.
• Develop and interpret complex modeling (NPV, IRR, DCF).
• Build relationships with assigned clients and provide financial support.
• Influence customer decisions; propose and assess solutions.
• Accurately develop and discuss various financial reports with clients.
• Lead forecasting for planning, budgeting, and decision-making.
• Understand financial systems/processes and communicate impacts.
• Improve processes related to the responsibilities.
• Guide analysts and project teams.
• Collaborate with Finance to provide guidance to customers.
• Explain financial concepts to stakeholders.

Skills

Financial analysis

Budgeting/Forecasting

Excel & Office

Stakeholder influence

Financial systems

Education

Bachelor’s degree in Accounting/Finance

MBA preferred

Tools

Workday Financials

Adaptive Planning

OfficeConnect

Job description

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 and financial services 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 of the Technology EI&T Division. Communicates findings effectively to customers and 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 Senior Vice Presidents. Lead building of process to support strategic business initiatives.

• Consultant:

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 for 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.
• 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.
• Provide guidance to analysts and project teams.
• 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.

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. Workday Financials, Adaptive Planning, and OfficeConnect experience preferred.
• 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.

#LI-LT

TruStage may process applicant information using an Artificial Intelligence (AI) tool. This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. TruStage recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves forward. Candidates may choose to opt out of this process.

Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.

Base Salary Range:

$104,200.00 - $156,300.00

At TruStage, 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.