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Finance Portfolio Lead

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteSeniorTeam 1,001-5,000Since CUNA Mutual Group, which was founded in 1935H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

1 day ago

Salary

$121.5K - $182.3K / year

Seniority

Senior

Bachelor Degree10 yrs expEnglish

Job Description

• 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

Job 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

Benefits

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

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