TruStageTR

Financial Data Modeling Consultant - B2B Sales Enablement

TruStage, formerly CUNA Mutual Group, is a leading insurance and financial services company that has been serving credit unions and their members for nearly 90 years, offering a range of products to help people achieve financial security.

TruStage

Employee count: 1001-5000

Salary: 91k-137k USD

United States only

We are seeking a Financial Data Modeling Consultant to help us shape what's next in insurance, investment, and technology solutions. You will be responsible for translating internal and external data to build, refresh, and maintain scalable financial projection tools.

Requirements

  • Bachelor's degree in Business, Finance, Accounting, or Data and Analytics
  • 5+ years of experience in translating data to build financial projection type tools/Power BI Reports from a customer perspective
  • Strong analytical and consulting skills
  • Strong proficiency in PowerBI/Microsoft Excel, Access, etc.
  • Demonstrated high-level knowledge of financial management concepts, financial industry trends, economic principles, and regulatory requirements
  • Proven ability to clearly and effectively communicate information with confidence to internal/external clients in person and in writing

Benefits

  • Base salary range: $91,300.00 - $136,900.00
  • Annual incentive (bonus) plan
  • Medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement
  • Flexible workplace, career growth, and retirement assistance

About the job

Apply before

Posted on

Job type

Full Time

Experience level

Mid-level

Salary

Salary: 91k-137k USD

Location requirements

Hiring timezones

United States +/- 0 hours

About TruStage

Learn more about TruStage and their company culture.

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TruStage is dedicated to making a brighter financial future accessible to everyone. For nearly 90 years, the company, formerly known as CUNA Mutual Group, has been a trusted partner for credit unions and their members, providing straightforward and affordable insurance and financial products. Customers are at the heart of TruStage's mission. Recognizing that the financial landscape can be complex and intimidating, TruStage strives to simplify the process of securing financial well-being. Whether it's through life insurance, auto and home coverage, or retirement solutions, the focus is on providing clear, accessible options that empower individuals and families to protect what matters most. This customer-centric approach is rooted in the company's history, which began in 1935 with the core principle of 'people helping people'.

This long-standing commitment to its customers and partners is why millions of people rely on TruStage for their financial security. The company understands that each customer's journey is unique, with different needs and goals at every stage of life. To meet these diverse needs, TruStage offers a wide range of solutions, from personal and commercial insurance to lending protection and wealth management services. By unifying its brands under the TruStage name, the company has created a more seamless and integrated experience for its customers, making it easier than ever to access a comprehensive suite of financial tools. TruStage is not just a provider of financial products; it is a partner dedicated to helping people navigate their financial futures with confidence and peace of mind, continually innovating to build a more equitable financial system for all.

Employee benefits

Learn about the employee benefits and perks provided at TruStage.

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Vision Insurance

Vision care benefits.

Dental Insurance

Comprehensive dental coverage.

Life Insurance

Company-sponsored life insurance.

Paid Parental Leave

Offers paid leave for new parents.

View TruStage's employee benefits
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TruStage

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TruStage hiring Financial Data Modeling Consultant - B2B Sales Enablement • Remote (Work from Home) | Himalayas