Capital Management Analyst (Madison, WI - Hybrid)

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

This position is responsible for modeling, analyzing, and forecasting the company’s capital position. The position will develop models and forecasts and will communicate output effectively to customers and management. The position will work with an influence up to and including VP level customers.

Job Responsibilities:

• Maintain the company’s regulatory and rating agency capital models, provide related financial analysis, and explain results to clients.
• Assist in the forecasting of statutory financial statements and regulatory and rating agency capital to be used in planning, budgeting, and decision making.
• Prepare annual regulatory capital filings.
• Track and report on pending regulatory and rating agency capital changes.
• Coordinate the completion of annual rating agency data requests and questionnaires.
• Accurately develop, maintain, analyze and discuss various financial reports with clients.
• 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.
• Improve processes related to achieving the above responsibilities.
• Support project teams as needed and work collaboratively.

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.
• Strong knowledge of GAAP and Statutory Accounting Principles.
• Proficient with Financial Reporting tools, primarily WorkDay and Office Connect.
• Proficient with Microsoft products, such as Excel, PowerPoint and Word.
• 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.
• 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:

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.