Finance Portfolio Lead (Hybrid)

TruStage Financial Planning Role 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. 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. Job 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. 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 and work effectively in a matrixed organization Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status. Base Salary Range: $121,500.00 - $182,300.00 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.

Created: 2026-03-04