Business Management Analyst

TruStage

2d•$83,100 - $124,700•Hybrid

About The Position

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 position serves as a key liaison between business stakeholders and technical teams, supporting a financial advisor-based distribution model serving credit union members nationwide. This role is responsible for translating business needs into data, reporting, and analytics solutions that enhance advisor effectiveness, support sales performance, and improve operational outcomes. The analyst ensures business priorities are clearly defined, appropriately prioritized, and successfully delivered within a shared services environment. The role will work closely with the Business Management team, providing administrative, analytical, and operational support to ensure successful execution of business priorities.

Requirements

Bachelor’s degree in business administration, Operations Management, Information Systems, Data Analytics, or a related field (or equivalent experience)
5+ years of experience in business-facing technology, analytics, sales enablement, financial services, or operations
Advanced proficiency in Microsoft Excel, including PivotTables, XLOOKUP/VLOOKUP, complex formulas, data validation, reporting, dashboard development, and analysis of large datasets
Demonstrated ability to translate business requirements into technical solutions and vice versa
Experience gathering and prioritizing requirements across multiple stakeholders
Strong analytical skills with experience interpreting data and validating reporting outputs
Proven ability to build effective relationships with both business and technical teams
Ability to manage multiple priorities and drive initiatives from concept through implementation
A resume is required to apply.

Nice To Haves

Knowledge of financial services, wealth management, broker-dealer operations, and/or financial advisor platforms
Experience working within a shared services or matrixed environment
Familiarity with reporting tools and dashboard consumption (e.g., Power BI, Salesforce reporting)

Responsibilities

Partner with Data & Reporting teams to define, refine, and prioritize reporting requirements aligned with business objectives
Provide business context to support the development of dashboards, metrics, and analytics solutions
Validate reporting outputs to ensure accuracy, usability, and alignment with business expectations
Analyze data to support sales performance, forecasting, and growth initiatives
Identify and troubleshoot data discrepancies, collaborating with appropriate teams to resolve issues
Continuously evaluate and enhance reporting processes for efficiency, scalability, and usability
Gather, document, and prioritize business and technical requirements across multiple stakeholders
Translate business needs into clear, actionable technical specifications
Deliver ad hoc analyses and develop repeatable reporting solutions where applicable
Build and maintain strong relationships with business leaders and technical partners
Proactively identify opportunities to improve reporting, analytics, and decision-making capabilities
Provide reporting and analytical insights to support sales team performance and growth objectives
Interpret and apply business rules to ensure data integrity and consistency
Support execution and understanding of operational processes, including programs such as the LPL charge process
Contribute to cross-functional projects supporting sales and operational initiatives
Manage the intake and tracking of contract requests
Support the Business Manager in contract review and redlining processes
Coordinate communication and workflow between sales teams and legal partners
Serve as a coordination point for resolving reporting and system-related issues impacting advisors and sales teams
Partner with external partners and shared services teams to identify root causes and implement solutions
Identify recurring issues and recommend process or system improvements
Drive continuous improvement efforts to enhance data quality, reporting accuracy, and user experience