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TruStageTR

Finance Modernization Lead

Welcome to TruStage, where we deliver comprehensive insurance, investment, and technology solutions that cater to the diverse needs of our clients, helping them navigate various life stages with confidence.

TruStage

Employee count: 1001-5000

Salary: 134k-201k USD

United States only

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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:
This role is needed to support modernization of Finance & Actuarial functions

This position is responsible for driving implementation of process improvements and solutions to further optimize Corporate Finance & Actuarial functions

This individual will work to collaborate with the Corporate Finance leadership team and various other key stakeholders to align internal business requirements and controls to optimize solutions. They will act as a change champion to drive efficiency and modernization

Job Responsibilities:

  • Leads the development and maintaining the Corporate Finance modernization roadmap
  • Provides thought leadership on solutions and emerging trends (Data, AI, Automation) to inform Finance modernization roadmap
  • Partners with Finance leaders and technology teams to align and prioritize business and technology roadmaps and develop solutions to future business opportunities by helping to define financial measures and supporting business cases
  • Providing consulting and expert guidance of planning and execution to meet commitments, including scope, financial impacts and schedule
  • Develops/manages execution plans and identifies intersection points within Corporate Finance and other enterprise initiatives
  • Tracks risks and issues and develops mitigation plans, representing Corporate Finance
  • Drives solutions to improve process and technology optimization
  • Provides regular updates to keep Finance stakeholders informed of progress and health
  • Interfaces with vendors that support implementation of Corporate Finance modernization initiatives
  • Identifies and manages stakeholders impacted by finance modernization initiatives
  • Develops change management plans to ensure communication and implementation plans are executed effectively

The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.

Job Requirements:

  • Bachelors degree in Finance or Accounting, or relevant functional area
  • 10+ years of relevant experience within a minimum of 8 years in insurance industry
  • Experience and knowledge of Finance & Actuarial processes and systems
  • Business modernization / optimization and project management experience, preferably in a Finance function
  • Demonstrated insightful strategic thinking
  • Demonstrate a sense of high urgency and a bias for action
  • Ability to drive change and innovation to optimize results
  • Ability to quickly grasp new concepts/requirements and related product/functional knowledge
  • Strong analytical, decision-making and problem solving skills
  • Good negotiation, influencing and stakeholder management skills
  • Strong communication skills with the ability to build effective relationships, influence others and work effectively in a matrixed environment

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:

$133,700.00 - $200,600.00

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.

About the job

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Posted on

Job type

Full Time

Experience level

Salary

Salary: 134k-201k USD

Education

Bachelor degree

Experience

10 years minimum

Location requirements

Hiring timezones

United States +/- 0 hours

About TruStage

Learn more about TruStage and their company culture.

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Welcome to TruStage, where we deliver comprehensive insurance, investment, and technology solutions that cater to the diverse needs of our clients, helping them navigate various life stages with confidence. From our inception nearly a century ago as CUNA Mutual Group to our transformation into TruStage, our core philosophy has been rooted in the belief that a brighter financial future should be accessible to everyone.

We specialize in a wide range of services, including personal and commercial insurance products, lending protection, and innovative technology solutions. Our offerings are designed to be flexible and easy to understand, providing our clients with the tools they need to make informed financial decisions. We pride ourselves on being more than just an insurance provider; we strive to be a trusted partner in our clients’ financial journeys, helping them protect what matters most. Our commitment to customer satisfaction has earned us recognition, including being named one of America's Best Insurance Companies. With over 37 million consumers protected under our umbrella, we are dedicated to empowering individuals and families across the nation.

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TruStage

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