P1 - Financial Analyst

Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves.

Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do.

Essential/Primary Job Functions

The candidate will be responsible for gathering and formatting data that is used to provide daily, monthly, quarterly, yearly and ad hoc reports as needed.

Primary Responsibilities

• Export and format data from current software
• Run scheduled reports as requested on a daily, monthly, quarterly, or yearly basis
• Build formula driven spreadsheets, charts and graphs

Other Skills and Abilities

• To perform the job successfully, an individual should have the following competencies:
• Advanced reporting skills using Microsoft Excel
• Knowledge of Visual Basic
• Accurate, High-Quality and Quick Response Time
• Continuous Learning - Responsible for personal development by acquiring and refining technical and professional skills related to position; proactively seek performance feedback and identify approaches to improve performance
• Verbal Communication - Express ideas and concepts clearly and efficiently and able to adjust style and methods for the audience; listen attentively, gather data, and understand content
• Written Communication - Write clearly in English/Spanish, proper grammar, punctuation, and spelling. Communicate succinctly, factually and in an organized manner
• Dependability - Dependable, punctual, and consistent without frequent unplanned absences; will coordinate through team-lead when absent; follows instructions and respond to managements directions
• Prioritization/Time Management - Ability to multi-task, prioritize importance of tasks and efficiently and accurately execute on a schedule; use resources effectively; set goals and timetables to achieve maximum productivity; track both completed and incomplete activities
• Teamwork - Able to work collaboratively in a team environment. Can coordinate and cooperate with others as part of a formal or informal team to accomplish departmental, divisional, and parent-company goals; works harmoniously with a team; contribute to and accept consensus

Job Requirements

• High School Diploma
• Minimum 2-years' experience creating financial reports
• Advanced knowledge of all Microsoft Products including but not limited to Excel, Outlook, Teams, Word and PowerPoint.
• Demonstrate an aptitude for learning and a clear ability to provide prompt high-level and responsive service
• Displays a positive attitude, good communications skills, strong planning, execution, and work ethic required

If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant!

As a member of the Truliant family, you will enjoy the following full time benefits:

• No-cost employee Medical, dental, vision coverage
• Prescription benefits (including mail order)
• Paid holidays and Paid Time Off (PTO)
• 401(k) plan with contribution matching
• Paid community involvement volunteers hours
• Paid group life Insurance
• Teammate loan discounts
• Tuition reimbursement
• Short and long-term disability
• Health & Wellness program
• Teledoc (physician video conferencing)
• Onsite fitness facilities or health club reimbursement
• Employee Assistance Program (EAP)
• Medical flexible spending account
• Dependent care flexible spending account