Finance Operations Management Lead

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 will contribute to optimizing management processes with a lens on innovation and efficiency. This role will work closely with Finance leaders to provide leadership of execution of management processes, process improvements and execution of Finance strategy.

This position is responsible for leading the execution of Finance management processes including planning, strategic roadmap and communication strategy. Responsible for end-to-end oversight of key topics, events and actions that align to the Finance strategy annual planning calendar.

This individual will work to collaborate with key stakeholders (Finance and Enterprise) and be responsible for consolidating and synthesizing information for various audiences.

Job Responsibilities:

• Provide leadership on the execution of management processes for Finance, in addition to supporting all of Finance’s management processes
• Drives execution of Finance strategy
• Partners with Finance & Actuarial functions to identify and support operational process improvement and drives cross functional process optimization
• Develops and maintains resource planning across Finance & Actuarial functions (demand management) to ensure execution commitments are met
• Key lead to participate on enterprise operational efforts to represent Finance needs as needed or requested
• Develop, maintain and manage calendarization of operating processes, includes sequencing of events to align to strategic objectives
• Oversight of strategic action items to ensure timing and execution align to the management operating process calendar
• Manage the dependencies of Finance management operations objectives with alignment to the Finance strategy
• Lead special projects and assignments as directed by Finance leadership.
• Provide support in business unit communication planning and development. Work with the communications team to develop and execute a yearly communication plan, including speaking points and content for business meetings and events. Serve as the project manager and planner for meetings on behalf of the business unit leader.
• Meet with stakeholders to resolve complex business issues.
• Proactively engage members, leaders, and stakeholders within and cross-functional to the business unit regarding key business initiatives; make appropriate recommendations and take necessary steps to achieve successful business results.
• Develop close working relationships with other members of the business unit leadership to ensure successful attainment of goals and objectives.

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

Job Requirements:

• 7+ years of relevant experience with a minimum of 5 years in the insurance industry
• Bachelor’s degree in Finance or Accounting or related area/experience
• Business transformation / optimization, including portfolio management and project management experience, preferably within a Finance function
• Demonstrated insightful strategic thinking
• Demonstrated sense of high-urgency and 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
• 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
• Organizational savvy with ability to influence with a sense of urgency to ensure deadlines are met

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:

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.