Finance Portfolio Lead (Hybrid)

TruStage•Madison, WI

7d•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: The purpose of this role is to support financial planning of work tied to portfolio management which includes business case development, cost benefit analysis, benefit realization and reporting of financial KPI’s aligned to capital budget investments This position is responsible to execute on the financial discipline of portfolio planning, including capital pool allocations, value capture framework and CBA’s This individual will develop and execute a value tracking framework and ongoing reporting of initiative investments. They will partner with enterprise portfolio planning, business finance and initiatives owners to coordinate business case development and cost benefit analysis to inform prioritization and ongoing financial management of the enterprise portfolio of work

Requirements

Bachelor’s degree in Finance, Accounting, Business or related field
10+years of experience in financial analysis, FP&A or corporate finance
Strong financial modeling skills and advanced Excel proficiency
Excellent analytical, problem-solving and communication skills
Strong business acumen and ability to present financial information to leadership
Experience in forecasting, budgeting and scenario modeling
High-urgency and bias for action execution oriented
Strong attention to detail and accuracy
Experience in redefining processes and solutions
Strong communication skills with the ability to build effective relationships, influence others an work effectively in a matrixed organization

Responsibilities

Responsible for execution of the financial discipline of portfolio planning, including capital pool allocations, benefits realization and cost benefit analysis
Leads the develop of a benefit realization framework and responsible for the ongoing execution through tracking and reporting to senior leadership
Partners with enterprise portfolio planning, segments and shared services on the financial impact of prioritized work, including reallocation of dollars
Leads the components of cost benefit analysis and financial KPIs to translate the outputs for actionable insights
Serves as an entry point to Finance on the inputs for the planning process and ongoing financial management of prioritized work
Responsible for understanding impacts that value creation has on the operating plan, coordinates actuals/forecast for initiatives and provides assessment of that changes to scope, schedule & budget has on value and cost drivers.
Prepares financial KPI reporting of the portfolio and provides insights of the capital portfolio budget on an ongoing basis
The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.