Capital Management Analyst (Madison, WI - Hybrid)

TruStage•Madison, WI

4d•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 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.

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.

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.