Portfolio and Process Analyst @US001 CMFG Life Insurance Company

[Hiring] Portfolio and Process Analyst @US001 CMFG Life Insurance Company

Mar 29, 2025 - US001 CMFG Life Insurance Company is hiring a remote Portfolio and Process Analyst. 💸 Salary: $81,500.00 - $122,300.00. 📍Location: USA.

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Role Description

This position plays a critical role in enterprise planning, governance, and execution by managing tools, developing dashboards, and maintaining a robust knowledge library. This role ensures that enterprise planning cycles run smoothly by setting schedules, defining planning requirements, and developing clear communications and instructions. The analyst ensures consistency across planning efforts and supports governance processes by delivering accurate data, actionable insights, and tools for effective decision-making.

Develop and maintain the quarterly and annual enterprise planning schedule and process, ensuring alignment with governance forums and organizational priorities.
Draft and distribute communications and instructions to guide business areas and shared service teams through planning cycles.
Ensure adherence to the planning schedule by monitoring deadlines, providing reminders, and tracking submissions.
Aggregate and validate enterprise-wide data to ensure accuracy and completeness for governance forums and decision-making.
Create dashboards and reports to visualize systemic health and progress toward enterprise goals.
Monitor the timeliness of data updates, ensuring reports are aligned with planning schedules and governance timelines.
Configure and maintain portfolio management and/or planning tools.
Develop user guides, training sessions, and onboarding materials for planning tools, ensuring accessibility for all stakeholders.
Troubleshoot tool-related issues and collaborate with corporate IT and learning teams to enhance usability and efficiency.
Create and manage a centralized knowledge library for the entire department.
Ensure the repository is regularly updated with new standards and requirements.
Provide stakeholders with clear guidance on accessing and utilizing the repository to align their work with enterprise planning standards.
Partner with Portfolio Planning Consultants, Enterprise Execution and Governance Leads, and other stakeholders to ensure metrics and reporting are accurate and actionable.
Participate in retrospectives to gather feedback and implement process improvements for future planning cycles.

Qualifications

Bachelor’s degree in Business Administration, Data Analytics, Information Systems, or related field; equivalent work experience will be considered.
5+ years of experience in data analytics, process management, portfolio planning, or related roles within a matrixed organization.
Demonstrated experience working with enterprise planning frameworks and maintaining knowledge management libraries.
Proven track record of creating enterprise-level dashboards, reports, and maintaining knowledge management systems.
Strong analytical skills to aggregate, validate, and interpret data at an enterprise level.
Expertise in creating dashboards and tools that provide insights into systemic health, enterprise portfolio progress, and governance adherence.
Proficiency in data visualization tools for developing actionable insights.
Familiarity with defining and documenting workflows and ensuring alignment with organizational priorities.
Understanding of governance processes, including planning cycles, submission requirements, and risk escalation protocols.
Proficiency in configuring and maintaining enterprise tools and systems for portfolio management and workflow tracking.
Experience with knowledge repository systems (e.g. Sharepoint) to ensure accessibility, clarity, and usability across teams.
Ability to collaborate with IT or corporate learning functions to develop and deliver tool-specific training materials.
Strong communication and interpersonal skills to align stakeholders, manage expectations, and facilitate cross-functional collaboration.
Skilled in creating clear and concise planning instructions, governance documentation, and process requirements.
Adept in communicating complex information to both technical and non-technical stakeholders.

Requirements

Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.
Base Salary Range: $81,500.00 - $122,300.00

Benefits

Medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement.
Flexible workplace that allows for work-life balance, career growth, and retirement assistance.
Annual incentive (bonus) plan eligibility.

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📍	Be aware of the location restriction for this remote position: USA
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Portfolio and Process Analyst @US001 CMFG Life Insurance Company

Data Analysis

Salary 💸 $81,500.00 - $122,300.00	Remote Location USA
Job Type full-time	Posted Mar 29, 2025

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📍	Be aware of the location restriction for this remote position: USA
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[Hiring] Portfolio and Process Analyst @US001 CMFG Life Insurance Company

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