Strategic Finance Analyst (Hybrid) - Client-Focused Forecasting

trustage; Madison (WI); On-site; USD 83,000 - 125,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Employee assistance program

Life insurance

Disability plans

Parental leave

Paid time off

401k

Tuition reimbursement

Job summary

TruStage is seeking a seasoned finance professional to analyze and interpret past and future business performance for assigned customers. You will develop forecasts, provide financial insight, and communicate findings to clients and management, influencing decisions at VP levels.

The role emphasizes collaboration, complex modeling (NPV, IRR, DCF), and robust reporting. Expect to partner with customers, manage resources, and improve finance processes within a dynamic financial services

Qualifications

• Bachelor's degree in Accounting or Financial discipline or equivalent work experience.
• 5+ years' experience in a finance or accounting related position.
• Proficient with Financial Reporting tools. Business Objects, SAP - BPC and PeopleSoft 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.

Responsibilities

• 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.

Skills

Financial analysis

Forecasting

Communication

Collaboration

Data analysis

Education

Bachelor's degree in Accounting or Finance

Tools

Business Objects

SAP-BPC

PeopleSoft

Excel

PowerPoint

Access

Job description

TruStage is seeking a seasoned finance professional to analyze and interpret past and future business performance for assigned customers. You will develop forecasts, provide financial insight, and communicate findings to clients and management, influencing decisions at VP levels.

The role emphasizes collaboration, complex modeling (NPV, IRR, DCF), and robust reporting. Expect to partner with customers, manage resources, and improve finance processes within a dynamic financial services