TruStage · 6 hours ago
Treasury Technology Analyst (Remote)
United States
Full-time
Remote
Mid, Senior Level
$78K/yr - $118K/yr
5+ years exp
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Responsibilities
Build relationships with assigned clients and provide requested support.
Ensure understanding of the systems/processes for the business areas supported.
Research new tools and existing tools’ new functionality and evaluate opportunities to apply these capabilities to improve current business processes.
Participate in the selection of tools that are appropriate for the business area supported (ie. Accounting, Actuarial, Treasury, Forecasting & Planning)
Evaluate and resolve issues and errors found within our tools, maintaining the credibility and integrity of the data; monitor and troubleshoot integrations
Design and maintain payment job schedule around bank schedule, holiday schedule and determine impacts to customers
Design and maintain critical reports that facilitate planning and forecasting as well as ongoing financial analysis around unit performance
Participate in projects providing analysis, requirements, design, testing and implementation.
Define detailed business process improvements and capture how the current state business design will need to be transformed into a future state workflow to achieve the required business results
Utilize various tools, including automation tools, to configure and develop the future state process
Collaborate with others in a team setting, either directly or indirectly
Work across all finance enterprise systems / processes maintaining company confidential information standards
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.
Qualification
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Required
Bachelor’s degree in Accounting or Financial discipline or equivalent work experience.
5+ years’ experience in a finance or accounting related position.
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.
Benefits
Medical
Dental
Vision
Employee assistance program
Life insurance
Disability plans
Parental leave
Paid time off
401k
Tuition reimbursement
Company
TruStage
Formerly, CUNA Mutual Group, we are bringing together almost a century of experience within our family of brands under the TruStage™ name.
1,001-5,000 employees
Funding
Current Stage
Late StageLeadership Team
Sidd Kuckreja
SVP, Chief Technology Officer
Brian J. Borakove
Senior Vice President - Deputy Chief Financial Officer
Company data provided by crunchbase
