Finance Operations Management Lead (Hybrid)

TruStage•Madison, WI

2d•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 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.

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

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.