Analyst III, Finance (Remote)

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:   

This position is responsible for providing analysis and insight as it relates to assigned customer business needs. Communicate findings and impacts effectively to customers and management. Responsible for working with and influencing Manager and Director level customers. This position is responsible for providing comprehensive support to a broad customer group 

Analyst – Helps implement solutions by reviewing data, determining the requirements of a project or program, and communicating them clearly to stakeholders, facilitators and partners. They assist with the business case, organizing requirements, translating and simplifying requirements, and requirements analysis. Analysts may also use requirements to drive the design or review of test cases, process change requests, and manage a project's scope, acceptance, installation and deployment. 

Job Responsibilities:  

• Develop and provide detailed analysis for assigned business area: explain results and provide insight/recommendations to internal and external customers 

• Accurately develop, maintain and discuss various reports with clients; including but not limited to monthly financial, audit, etc. 

• Build relationships with assigned clients up through the director level and provide requested support. 

• Ensure understanding of the systems/processes for the business areas supported. 

• Assist in the identification and development of plans for process improvements for the assigned area 

• Collaborate with others in a team setting, either directly or indirectly. 

• Serve as a subject matter expert within their respective business area 

• Serve in a leadership role in complex divisional or corporate wide projects with department and/or division executives and managers 

• Examination of complex contracts, amendments and computations. Translate relevant information into our accounting environment by proposing appropriate accounting to the manager. 

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, Financial discipline or equivalent work experience. 

• Four years' experience in business related role preferred to include: 

• Planning and problem-solving skills 

• Leading small to medium project efforts 

• Working independently and with teams 

• Analyzing processes, identifying problems and their root causes, and assisting in the development of improvements. 

• Building relationship with peers and stakeholders 

• Proficient with Microsoft products, such as Excel and PowerPoint. 

• Demonstrated ability to collaborate effectively with a specific business unit leader. 

• Effective written and verbal communications. 

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