Analyst II, State Reporting Accountant

6 days ago

Madison, WI, United States CUNA Mutual Full time

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:
Responsible for analyzing and interpreting past and future business performance. Communicate findings and impacts
effectively to customers and management. Responsible for working with and influencing Manager and Director level
customers. This position is responsible for providing comprehensive support to a broad customer group.

Analyst:
Helps implement solutions by reviewing data, determining the requirements of a project or program, and
communicating them clearly to stakeholders, facilitators and partners. They assist with the business case, organizing
requirements, translating and simplifying requirements, and requirements analysis. Analysts may also use
requirements to drive the design or review of test cases, process change requests, and manage a project's scope,
acceptance, installation and deployment.

Position Specific Job Responsibilities (State Reporting Accountant):
State Reporting

  • Oversee the state reporting process by managing technology, completing reporting requirements and managing team resources.
  • Develop understanding of the financial systems and processes to act as a data steward to ensure the integrity of financial reporting.
  • Understand new state reporting requirements and work with internal teams to meet requirements.
  • Review processes to identify efficiencies and develop streamlined processes.
  • Understand new product offerings and work with internal teams to implement changes to reporting process.
  • Identify opportunities for automation and manage automation projects.
  • Produce ad-hoc reports and assist in various projects.
  • Improve processes related to achieving the above responsibilities.
  • Provide guidance to analysts and project teams.
  • Help communicate and explain financial concepts and methods to individuals throughout the Controller group and other departments such as compliance, product or claims.
Job Requirements:
  • Bachelor's degree in Accounting or Financial discipline.
  • Previous experience (1-5 years) in finance or accounting role preferred. (i.e. Internship)
  • Proficient with Microsoft products, such as Excel and Word.
  • Demonstrated ability to collaborate effectively with a specific business unit leader.
  • Effective written and verbal communications.
  • Proven ability to manage multiple priorities.
  • Proven ability to identify process improvements.
  • Proven ability to work effectively with team members.
  • Familiar with Financial Reporting tools, Workday


#LI-LT

If you're ready to help make a difference, apply today. A resume is required to apply. TruStage may process applicant information using an Artificial Intelligence (AI) tool. This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. TruStage recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves forward. Candidates may choose to opt out of this process.

Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.

Base Salary Range:
$62,000.00 - $93,000.00

At TruStage, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan. Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees. We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when "life happens," you can focus on what's most important.

Accommodation request

TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.

  • Business Analyst/Consultant

    1 week ago

    Madison, WI, United States Concord IT Systems Full time

    The State of Wisconsin is looking for a Business Analyst/Consultant -II Candidate must be a CURRENT WI resident. No relocation allowed. The Information Technology Department at the Wisconsin Historical Society (WHS) manages the technology and computer infrastructure that drives the Agency's business systems and automation requirements. The IT department...

  • Accounting Analyst

    5 days ago

    Madison, WI, United States Cardamom Health Full time

    About Cardamom The next evolution of healthcare requires flexible, agile teams to deliver high-tech, results-based solutions and support. Our team is here to help our customers tackle the initiatives and challenges on their organizational roadmap, and give clinicians, operational teams, and researchers access to the data they need to take care of their...

  • Accounting Analyst

    2 days ago

    Madison, WI, United States Cardamom Health Full time

    About Cardamom The next evolution of healthcare requires flexible, agile teams to deliver high-tech, results-based solutions and support. Our team is here to help our customers tackle the initiatives and challenges on their organizational roadmap, and give clinicians, operational teams, and researchers access to the data they need to take care of their...

  • Accountant I Or Ii

    4 days ago

    Madison, WI, United States University of Wisconsin Full time

    Current Employees: If you are currently employed at any of the Universities of Wisconsin, log in to Workday to apply through the internal application process. Job Category: Academic Staff Employment Type: Regular Job Profile: Accountant II Job Summary: The Department of Radiology at the University of Wisconsin-Madison School of Medicine and Public Health...

  • Accountant I Or Ii

    2 weeks ago

    Madison, WI, United States University of Wisconsin Full time

    Current Employees: If you are currently employed at any of the Universities of Wisconsin, log in to Workday to apply through the internal application process. Job Category: Academic Staff Employment Type: Regular Job Profile: Accountant II Job Summary: The Department of Radiology at the University of Wisconsin-Madison School of Medicine and Public Health...

  • Accountant I Or Ii

    2 weeks ago

    Madison, WI, United States University of Wisconsin Full time

    Current Employees: If you are currently employed at any of the Universities of Wisconsin, log in to Workday to apply through the internal application process. Job Category: Academic Staff Employment Type: Regular Job Profile: Accountant II Job Summary: The Department of Radiology at the University of Wisconsin-Madison School of Medicine and Public Health...

  • Loan Accounting

    6 days ago

    Madison, WI, United States SitusAMC Full time

    SitusAMC is where the best and most passionate people come to transform our client's businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve. At SitusAMC, we are looking to match your unique experience...

  • CAT/CAIS Reporting Analyst

    6 days ago

    Madison, WI, United States Raymond James Financial Services Full time

    Please note: This role is not eligible for Work Visa sponsorship, either currently or in the future. We are seeking a detail-oriented professional with hands-on experience in regulatory reporting, specifically with CAT and CAIS , to support our compliance operations and ensure accurate trade and account data submissions. A fully remote option may be...

  • CAT/CAIS Reporting Analyst

    6 days ago

    Madison, WI, United States Raymond James Financial Services Full time

    Please note: This role is not eligible for Work Visa sponsorship, either currently or in the future. We are seeking a detail-oriented professional with hands-on experience in regulatory reporting, specifically with CAT and CAIS , to support our compliance operations and ensure accurate trade and account data submissions. A fully remote option may be...

  • Audit and Compliance Security Analyst II

    1 week ago

    Madison, WI, United States Information Resource Group Full time

    Role: Audit and Compliance Security Analyst II Location: Madison, WI- Must Relocate Duration: 1 year Interview Process: Teams Duration of the Contract: Until 6/30/25 with extension likely. Candidate MUST be a WI resident or willing to relocate to WI prior to starting the role at their own expense. Remote within the State Top Required Skills & Years of...