Technology Finance Strategy Consultant

US001 CMFG Life Insurance Company; Madison (WI); Hybrid; USD 104,000 - 156,000; Full time

Benefits offered by this job

Annual incentive plan

Medical/dental/vision benefits

401k plan and tuition reimbursement

Job summary

TruStage is seeking a senior finance professional to analyze and interpret the performance of the Technology EI&T Division, communicating insights to senior leaders. You will lead complex analyses, build strategic financial models, and influence critical business decisions, partnering with multiple clients and teams to shape initiatives.

The role requires 8+ years in finance/accounting, a strong foundation in NPV/IRR/DCF, and proficiency with Workday, Adaptive Planning, and OfficeConnect.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Financial analysis

Forecasting

Leadership

Communication

Cross-functional collaboration

Education

Bachelor's degree in Accounting or Finance

MBA preferred

Tools

Workday Financials

Adaptive Planning

OfficeConnect

Excel

PowerPoint

Teams

Job description

TruStage is seeking a senior finance professional to analyze and interpret the performance of the Technology EI&T Division, communicating insights to senior leaders. You will lead complex analyses, build strategic financial models, and influence critical business decisions, partnering with multiple clients and teams to shape initiatives.

The role requires 8+ years in finance/accounting, a strong foundation in NPV/IRR/DCF, and proficiency with Workday, Adaptive Planning, and OfficeConnect.