Financial Data Modeling Consultant - B2B Sales Enablement

CUNA Mutual Group; United States; Remote; USD 91,000 - 137,000; Full time

Job summary

Join a leading financial organization known for its commitment to diversity and inclusion, where you will leverage your expertise in data analytics and visualization tools to develop scalable financial projection solutions. This remote position allows you to work closely with cross-functional teams, ensuring our value propositions resonate effectively in the marketplace. Ideal candidates will have a proven track record in finance and strong analytical skills.

Benefits

Flexible working environment

401k retirement plan

Tuition reimbursement

Medical, dental, and vision insurance

Paid time off

Qualifications

• 5+ years experience in building financial projection tools.
• Strong proficiency in data visualization and analysis.
• High-level knowledge of financial management concepts.

Responsibilities

• Create and maintain financial projection tools for B2B channels.
• Liaise with Data and Analytics Team for accurate data views.
• Deliver training on self-serve financial tools for Sales.

Skills

Analytical skills

Consulting skills

Collaborative skills

Education

Bachelor's degree in Business, Finance, Accounting or Data and Analytics

MBA or advanced degree (preferred)

Tools

Power BI

Microsoft Excel

Access

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, 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:

By working closely with the data/analytics team, this position is responsible for translating internal and external data to help build, refresh and maintain scalable financial projection type tools using various visualization tools (PowerBI & Excel) to help quantify the value of all our solutions and dollarize customer pain across all b2b channels. This role will also act as a back up to our financial consultant role as needed to help consult with internal customers for basic financial tool/data requests.

Job Responsibilities:

• Create and maintain key financial projection tools (Power BI and/or Excel based) for all b2b channel (mature and new) customers to quantify the impact of our solutions and customer pain which helps bring our value prop stories to life
• Be the key liaison to the Data and Analytics Team for ensuring the right data views are needed and updated in Snowflake and where data is not yet available, be able to access data from different sources to ensure the data request from sales is executed in a timely fashion.
• Once tools are developed, utilize a content automation system (thru our Sales Enablement Tech) that drives content efficiency by improving sales content assembly, personalization of marketing materials for targeted deals, and automation of data that may otherwise be difficult for sellers to access.
• Work with IT Support as needed to update any key financials tools (ISIM)
• Deliver and present basic ISIM Requests, provide, financial reviews and other data heavy requests – including training of various self-serve financial tools for Sales
• Be a back-up to the Financial Consultant Role in certain situations.

The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.

Job Requirements:

• Bachelors degree in Business, Finance, Accounting or Data and Analytics. Advance degree or professional designation (MBA, etc) is preferred.
• 5+ years experience in translating data to build financial projection type tools/Power BI Reports from customer perspective.
• Strong analytical and consulting skills.
• Strong proficiency in PowerBI/Microsoft Excel, Access, et
• Demonstrated high-level knowledge of financial management concepts, financial industry trends, economic principles and regulatory requirements,
• Proven ability to clearly and effectively communicate information with confidence to internal/external clients in person and in writing
• Strong collaborative skills who can work effectively in team environment

Work Authorization/Sponsorship

At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc.

#LI-Remote

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:

$91,300.00 - $136,900.00

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.