Financial Strategy Analyst IV

Overview

This role is a senior individual contributor position within the Corporate Financial Planning & Analysis (FP&A) team, reporting to the Director of Corporate FP&A. The position involves end-to-end ownership of enterprise operating expense planning, forecasting, variance analysis, and management reporting. The individual will serve as a trusted resource to peers, elevating analytical quality and strengthening process discipline. The role requires building deep expertise in operating expense drivers, allocation methodologies, enterprise financials, foundational data models, and complex consolidations. Over time, the individual will identify opportunities to streamline and improve core FP&A processes to enable deeper analysis, stronger business partnership, and support team growth.

Responsibilities

• Lead core FP&A processes and monthly financial analysis, ensuring the integrity of financial results by validating assumptions, reconciling outputs, identifying anomalies, and applying strong accounting and finance principles.
• Own the annual operating expense planning and forecasting processes, including allocation methodologies, trend analysis, and development of deep expertise in underlying financial drivers and details.
• Influence without direct authority to lead complex initiatives from concept through execution, create structure in ambiguous situations, and ensure critical deliverables and milestones remain on track.
• Identify and implement process improvements that increase efficiency, consistency, and reporting quality.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business Analytics, or a related field required; Master's degree preferred.
• Minimum of 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 results and challenge assumptions.
• Experience leading complex financial processes, managing multiple workstreams, maintaining momentum, and communicating status effectively.
• Clear and concise communication skills with experience preparing executive-level analyses, presentations, and recommendations.
• Ability to work within Pacific, Mountain, or Central Time Zones preferred.

Preferred Qualifications

• Experience in financial services or insurance industry, including enterprise-level FP&A and operating expense management.
• CPA, CFA, and/or experience leveraging or implementing Workday, Power BI, Tableau, Adaptive Planning, Hyperion, or similar reporting and planning tools.

Key Behaviors

• Ownership & Initiative: Takes full accountability for results, follows through on commitments, and proactively identifies solutions and opportunities.
• Curiosity and Critical Thinking: Goes beyond surface level to understand how work connects across teams, systems, and processes and seeks to understand the "why."
• One Team Mindset: Approaches work with humility and a bias for collaboration, investing in the collective growth and success of the team.

Compensation & Benefits

• Salary range: $109,750.00 - $160,500.00, based on education, experience, knowledge, skills, position budget, internal equity, and market data.
• Annual incentive bonus plan.
• Comprehensive benefits package including medical, dental, vision, and a 401(k) plan with matching company contributions.
• Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually; PTO increases with tenure.
• Paid parental leave and adoption/surrogacy assistance.
• Employee giving program with double matching of donations to eligible nonprofits and schools.
• Supportive management approach and opportunities for career growth and advancement.

Location

• Ability to work within Pacific, Mountain, or Central Time Zones preferred.

Additional Information

• Eligibility to participate in the incentive program is subject to program rules and plan governance; awards depend on individual and organizational performance.
• The employer is an Affirmative Action/Equal Opportunity employer and considers qualified applicants without regard to race, religion, color, sex, national origin, gender identity, sexual orientation, age, disability, veteran status, or other protected conditions.
• The organization maintains a drug- and alcohol-free work environment.
• Employment is contingent upon successful completion of a criminal background investigation, employment, education, and licensing verification.
• Applicants will have an opportunity to explain and correct background information.
• All employees must be bondable.