Hybrid Capital Management Analyst

at TruStage

• Job title: Capital Management Analyst
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: $83,100 - $124,700 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Madison, United States

About the role

• Capital Management Analyst at TruStage responsible for forecasting and analyzing the company’s capital position. Collaborating with clients to develop financial models and reports.

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.

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.

Benefits

• medical
• dental
• vision
• employee assistance program
• life insurance
• disability plans
• parental leave
• paid time off
• 401k
• tuition reimbursement