CUNA Mutual Group

Analyst IV, Finance (Hybrid)

CUNA Mutual Group$83K — $124K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

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 preferred.
  • Proficient with Microsoft products such as Excel, PowerPoint, and Access.
  • Excellent written and verbal communication skills.
  • Demonstrated knowledge of the financial services industry and general finance/accounting principles.

Responsibilities

  • Analyze and interpret financial performance and communicate findings to clients and business leaders.
  • Support client business strategies with effective financial analysis.
  • Develop, maintain, and discuss various financial reports with clients.
  • Lead forecasting efforts for financial and operational results.
  • Ensure proper allocation and accounting of resources.
  • Build strong relationships with clients while providing necessary financial insights.
  • Collaborate with Finance teams to guide customers on Accounting and Finance matters.

Benefits

  • Medical, dental, and vision insurance.
  • Employee assistance program offering support services.
  • Life insurance and disability plans.
  • Parental leave and paid time off.
  • 401(k) retirement plan with options for contribution.
  • Tuition reimbursement for employee development.
  • Flexible work arrangements to support work-life balance.
Full Job Description
Job Purpose:
This position is responsible for analyzing and interpreting past and future business performance. Provide financial analysis and insight as relates to assigned customers' business operations. Develop forecasts and financial plans for assigned customers. Communicate findings and impacts effectively to customers and management. Responsible for working with and influencing up to and including VP level customers.

Job 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.


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 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.


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.

About CUNA Mutual Group

CUNA Mutual Group is an insurance and financial services company that provides a range of products and services to credit unions and their members. The company's offerings include life, disability, and long-term care insurance, as well as retirement planning and investment services. CUNA Mutual Group was founded in 1935 and is headquartered in Madison, Wisconsin. The company has more than 5,000 employees and serves more than 95% of credit unions in the United States.
Learn more about CUNA Mutual Group
Size
5,000 employees
Industry
Founded
1935

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