Financial Strategy Analyst

This is a senior individual contributor role within a Corporate Financial Planning & Analysis (FP&A) team.
You will take end-to-end ownership of enterprise operating expense planning, forecasting, variance analysis, and management reporting.
The role combines deep financial analysis with process ownership, business partnership, and continuous improvement.
You will develop strong expertise in operating expense drivers, allocation methodologies, enterprise financials, data models, and complex consolidations.
As a trusted resource for peers and stakeholders, you will help strengthen analytical quality, financial discipline, and reporting processes.
The role also provides opportunities to lead complex initiatives, influence without direct authority, and bring structure to ambiguous situations.
Your work will help create greater capacity for strategic analysis, stronger business partnership, and the continued evolution of FP&A processes.

• Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, or a related field is required; a master’s degree is preferred.
• 5+ years of progressive experience in corporate finance, FP&A, financial reporting, accounting, or related financial analysis functions.
• Strong financial and accounting knowledge, with the ability to independently evaluate financial results, challenge assumptions, identify issues, and draw meaningful conclusions.
• Experience leading complex financial processes and managing multiple workstreams while maintaining momentum and communicating progress effectively.
• Strong communication skills, including the ability to develop concise executive-level analyses, presentations, and recommendations.
• Financial services or insurance industry experience, particularly in enterprise-level FP&A and operating expense management, is preferred.
• CPA or CFA certification is a plus, as is experience using or implementing Workday, Power BI, Tableau, Adaptive Planning, Hyperion, or similar financial planning and reporting platforms.
• Ability to work effectively within Pacific, Mountain, or Central Time Zones is preferred.
• Demonstrated ownership and initiative, with a proactive approach to identifying solutions, following through on commitments, and improving processes.
• Strong curiosity and critical-thinking skills, with the ability to understand how work connects across teams, systems, and processes and to explore the underlying reasons behind financial outcomes.
• Collaborative mindset, humility, and willingness to contribute to the collective growth and success of the team.