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 and financial services 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:
Responsible for analyzing and interpreting past and future business performance through financial reporting. Communicate findings and impacts effectively to customers and management. This position is responsible for providing comprehensive support to a broad customer group and has an aptitude for learning new technologies and applying them to improve processes within the reporting and accounting teams.
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
- Collaborate with the Finance organization to provide Accounting and Finance guidance to customers.
- Accurately develop, maintain and discuss various reports with the reporting team.
- Provide analysis and explain results to clients.
- Build relationships with assigned clients and provide requested support.
- Ensure understanding of the systems/processes for the business areas supported.
- Collaborate with others in a team setting, either directly or indirectly.
- 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 reporting area.
- Evaluate and resolve issues and errors found within our tools, maintaining the credibility and integrity of the data.
- Utilize various tools, including automation tools, to configure and develop the future process.
- Collaborate with others in a team setting, either directly or indirectly.
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 or Financial discipline.
- Previous experience (1-5 years) in finance or accounting role preferred. (i.e. Internship).
- Proficient with Microsoft products, such as Excel, Power Query, Access.
- Strong knowledge of generally accepted accounting principles (GAAP) and statutory accounting principles (SAP).
- Effective written and verbal communications.
- Proven ability to manage multiple priorities.
- Proven ability to identify process improvements.
- Proven ability to work effectively with team members.
- Familiar with Financial Reporting tools. Workday, Workday Reporting tools (Office Connect) experience preferred.
#LI-LT
If you’re ready to help make a difference, apply today. A resume is required to apply. TruStage may process applicant information using an Artificial Intelligence (AI) tool. This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. TruStage recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves forward. Candidates may choose to opt out of this process.
Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.
Base Salary Range:
$83,100.00 - $124,700.00
At TruStage, 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.
Skills Required
- Bachelor's degree in Accounting or Financial discipline.
- Previous experience in finance or accounting role preferred (1-5 years).
- Proficient with Microsoft products.
- Strong knowledge of GAAP and SAP.
- Effective written and verbal communications.
- Proven ability to manage multiple priorities and identify process improvements.
- Familiar with Financial Reporting tools, specifically Workday Reporting tools.
CUNA Mutual Group Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about CUNA Mutual Group and has not been reviewed or approved by CUNA Mutual Group.
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Healthcare Strength — Comprehensive medical, dental, and vision options are highlighted as core offerings. Some locations additionally feature onsite or virtual clinic access as part of the health support.
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Retirement Support — Retirement programs include a 401(k) with Roth options alongside an active defined‑benefit pension documented in company financial statements. These elements indicate notable long‑term financial support within the package.
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Leave & Time Off Breadth — Time‑off programs include generous PTO or self‑managed time off, paid holidays, and paid volunteer time. These components are presented as part of a comprehensive total‑rewards offering.
CUNA Mutual Group Insights
What We Do
We believe a brighter financial future should be accessible to everyone. Built on the principle of “people helping people,” CUNA Mutual Group is a financially strong insurance, investment and financial services company. Through our company culture, community engagement, and products and solutions, we are working to create a more equitable financial system that helps to improve the lives of those we serve and our society. In 2020, the CUNA Mutual Group Foundation donated $3.8 million dollars to support more than 80 community partners and organizations, including several credit union foundations.
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