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Financial Manager Financial Consultant

Senior Finance Portfolio Lead

Job in Madison, Dane County, Wisconsin, 53774, USA
Listing for: TruStage Insurance Agency LLC
Full Time position
Listed on 2026-02-18
Job specializations:
  • Finance & Banking
    Financial Manager, Financial Consultant
Salary/Wage Range or Industry Benchmark: 121500 - 182300 USD Yearly USD 121500.00 182300.00 YEAR
Job Description & How to Apply Below
A financial services provider in Madison is seeking a Finance Portfolio Lead. This hybrid role involves executing financial discipline in portfolio planning, developing a benefit realization framework, and preparing financial KPI reporting. Ideal candidates should possess a Bachelor's degree in Finance or related field and 10+ years of experience in financial analysis. Strong financial modeling and advanced Excel skills are essential.

This position offers competitive compensation and extensive benefits, empowering employees to thrive in a flexible work environment.
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Position Requirements
10+ Years work experience
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