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Analyst, Investment Operations
Cuna Mutual Group
Madison, WI, United States
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Responsible for providing analysis and insight as it relates to assigned customer business needs. 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
Job Responsibilities:
• Develop and provide detailed analysis for assigned business area: explain results and provide insight/recommendations to internal and external customers
• Accurately develop, maintain and discuss various reports with clients; including but not limited to monthly financial, audit, etc.
• Build relationships with assigned clients up through the director level and provide requested support
• Ensure understanding of the systems/processes for the business areas supported
• Assist in the identification and development of plans for process improvements for the assigned area
• Collaborate with others in a team setting, either directly or indirectly
• Serve as a subject matter expert within their respective business area
• Serve in a leadership role in complex divisional or corporate wide projects with department and/or division executives and managers
• Examination of complex contracts, amendments and computations; Translate relevant information into our accounting environment by proposing appropriate accounting to the manager
Job Requirements:
• Bachelor's degree in Accounting or Financial discipline
• Four years' experience in business related role preferred to include:
◦ Planning and problem-solving skills
◦ Leading small to medium project efforts
◦ Working independently and with teams
◦ Analyzing processes, identifying problems and their root causes, and assisting in the development of improvements
◦ Building relationship with peers and stakeholders
• Proficient with Microsoft products, such as Excel and PowerPoint
• 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
*LI-JG
CUNA Mutual Group’s insurance, retirement and investment products provide financial security and protection to credit unions and their members worldwide. As a dynamic and growing company, we strive to create a culture of performance, high standards and defined values. In return for your skills and contributions, we offer highly competitive compensation and benefit packages, significant professional growth, and the opportunity to win and be rewarded.
Please provide your Work Experience and Education or attach a copy of your resume. Applications received without this information may be removed from consideration.