Finance Advisor job description

TransUnion's Job Applicant Privacy Notice

What We'll Bring:
At TransUnion, we have a welcoming and energetic environment that encourages collaboration and innovation. We are consistently exploring new technologies and tools to be agile. This environment gives our people the opportunity to hone current skills and build new capabilities, while discovering their genius.

Come be a part of our team - you'll work with great people, pioneering products and cutting-edge technology.

What You'll Bring:
Bachelor's degree in Accounting/Finance and ability to apply key accounting and finance principles.3-5 years of direct experience.Lead the consolidation and visualization of actuals for various product lines and cost centers.Prepare quarterly forecast and annual budget cycle through the preparation of reporting and analysis.Communicate financial performance to executive leadership team members.

We'd Love To See:
Strong analytic and technical skills, including familiarity with Microsoft Office products, Power BI and Salesforce.

Impact You'll Make:
The Finance team partners with the parent company, TransUnion to provide financial insight into business performance while helping inform and support decision-making processes.Activities include reporting key business performance indicators; strategic planning; annual budgeting and forecasting; variance analysis and the preparation of executive reports and presentations.Associates have strong planning and analytical skills, GAAP knowledge, the ability to interpret and clearly explain data to non-Finance leadership and enjoy ongoing opportunities to support the business and improve business performance.Support respective lines of business by researching questions and investigating variances on financial statements.Prepare ad-hoc reports and assists in special projects, focused to improve forecasting accuracy and provide additional business insight.Work with functional teams to develop KPIs for operational performance and strategic goal-setting.Prepare client and product-level P&L models and reporting.Work with Sales, Operations and Client Success teams to develop client-facing reporting and data visualization.Partner with the Product and Technology team to analyze and budget for Capex investment and budgetary tracking.Prepare profitability and variance analysis, pricing models, etc., as needed.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, veteran status, marital status, citizenship status, sexual orientation, gender identity or any other characteristic protected by law.

TransUnion's Internal Job Title:
Acquisition Exempt, Acquired Associate

• Comprehensive and ongoing professional training and development
• State-of-the-art marketing and sales solutions
• A vast array of competitive insurance and financial products designed to meet the protection and financial needs of your clients
• A clearly defined career path, including opportunities in Management for qualified individuals.
• Comprehensive benefits, including a defined benefit pension plan,1 and significant earnings potential

Here's what you'll do : As a New York Life Agent, you'll be offering high-quality life insurance, fixed annuities,2 long-term care insurance, and other products for insurance and retirement planning needs. You'll also:

• Develop and implement business and marketing plans
• Prospect for potential clients
• Discuss financial concerns and needs of individuals
• Present potential solutions using our suite of products and services
• Develop your professional skills and knowledge

About Us

Our promise? To work with you to build a strong financial future.
We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve their financial security. Since 1845, we’ve been doing just that—making sure our customers are prepared for whatever life has in store and that we will be there to help them face the future with confidence.

We’re a lot like the clients we serve. Each of us is working hard to meet life’s responsibilities and build our own futures. Funding retirement? Looking after aging parents? Dealing with the death of a family member? We’ve been there, and we’ve persevered through the toughest of times. So when we work with you, we appreciate that we are being trusted with your most important assets: your family and your business. We take that responsibility seriously. For more than 170 years, we’ve kept every promise we’ve made to our customers. That’s simply a fact.

We invite you to explore the depth of that commitment.

At Mutual of Omaha, we're not afraid to step outside the box and release the potential for ultimate success. We are a Fortune 500 company that allows you to carve your own professional path in many areas.

In the field, our Advisors provide sound professional advice helping their customers pursue their financial goals by developing a personalized plan based on the customer’s unique financial situation. While in our corporate office each associate provides value to the customer through their unique strengths. This collaboration creates a level of synergy not found anywhere else.

What you’re good at…

• Being a leader . You are driven to be the best and foster the same motivation in your teammates.
• Networking . You are constantly looking to expand your network and get energy from connecting with others. Above all else, this is a people business.
• Entrepreneurial skills . You possess business savvy and have the solid determination to run your own business.
• Being a self-starter . Your tenacity and determined mindset along with thick skin help you keep your eye on the prize.
• Advocating for clients . To you, your clients are everything. You are passionate about serving them as a dedicated relationship manager.

What you can expect from us…

• Consistent support . Whether it’s through teaming up with a senior advisor, or providing you with tools to track your goals, results, and business practices, Mutual of Omaha is committed to your success.
• A complete line of insurance and financial services products . These include Life, Disability Income, Long-Term Care insurance and annuities. Financial advisors appointed with our broker dealer offer 401(k), mutual funds, retirement plans and other variable products, Securities and Advisory services offered through Mutual of Omaha Investor Services Inc. Member FINRA/SIPC.
• Strong company ratings . Insurance-rating and information agencies A.M. Best, Standard & Poor’s and Moody’s all agree we are one of the best.
• Solid consumer brand awareness . Mutual of Omaha's Wild Kingdom, key national sponsorships like PGA, LPGA and Nationwide tours help our company stay a household name.
• A group of driven, hardworking individuals . Mutual of Omaha’s commitment to workplace diversity and inclusion has created an organization of professionals dedicated to their clients and their communities. Last year, 537 employees contributed more than 2,200 volunteer hours to 18 organizations. Needless to say, we’re proud.

Being a part of our Mutual of Omaha Advisors team, you can expect to make a difference in the lives of others and your own career. We believe in hiring and promoting hard-working, talented professionals. So if you’re a go-getter with an entrepreneurial mindset and have a passion for helping others, we’d love to get to know you.

Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company.