Sr Financial Analyst – Member & Digital Experience

Overview

A financial institution with 1.5 million members and over $30 billion in managed assets is seeking a Senior Financial Analyst focused on Member & Digital Experience. This role supports strategic business decisions by providing advanced financial insights and modeling to leaders across Marketing, Digital, and Member Experience. The position offers an opportunity to influence enterprise-wide outcomes through data-driven investment and operational decision-making.

Responsibilities

• Serve as a trusted financial advisor to Marketing, Digital, and Member Experience leadership.
• Deliver financial analysis and scenario modeling to evaluate investments, staffing, and operational tradeoffs.
• Develop ROI analyses, net present value (NPV) models, and executive-level recommendations.
• Perform scenario modeling to assess funding priorities and growth opportunities.
• Analyze staffing capacity, productivity metrics, and delivery economics to optimize performance.
• Lead forecasting, budgeting, and financial planning for assigned portfolios and cost centers.
• Create concise, compelling executive presentations and financial storytelling.
• Prepare monthly financial reporting packages, variance analysis, and actionable insights.
• Identify opportunities to simplify and improve finance partnership processes.
• Collaborate cross-functionally to enhance reporting efficiency and strategic alignment.
• Support portfolio consolidation and reporting across multiple business initiatives.

Requirements

• Bachelor’s degree in Business Administration, Finance, Accounting, Economics, or equivalent experience.
• Minimum 7 years of experience as a finance business partner or analyst with strong knowledge of GAAP, Chart of Accounts, Fixed Assets, and advanced financial modeling skills.
• Proven ability to manage multiple priorities and develop presentations for management and leadership.
• Residency required in one of the following states: WA, CA, VA, NC, OR, ID, AZ, TX, GA, or SC.
• For Washington state residents near the headquarters, onsite presence is requested two days per week; remote work is available for approved locations.

Preferred Qualifications

• Master’s degree in Business preferred.
• Experience in the financial services industry preferred.
• Advanced proficiency with enterprise financial planning and reporting tools; experience with OneStream is highly preferred.
• Experience supporting Marketing, Digital, Product, Member Experience, or Operations teams.
• Expertise in building and managing ROI and NPV models, business cases, investment tradeoff analysis, and capacity or productivity models.
• Experience in process improvement and simplification; knowledge of SQL or business intelligence tools is a plus.

Compensation & Benefits

• Target annual pay range: $117,200 to $143,200.
• Full pay range: $91,000 to $169,400.
• Compensation decisions based on skills, experience, and education.
• Performance-based incentives available.
• Benefits include:
  • 401(k) company match up to 3% plus 4% annual contribution.
  • Medical, dental, and vision coverage with family contributions.
  • Paid time off and exchange program.
  • Tuition reimbursement.
  • Volunteer time off and donation matching.

Location

Candidates must reside in WA, CA, VA, NC, OR, ID, AZ, TX, GA, or SC. Washington state candidates near the headquarters are expected to work onsite two days per week; remote work is available for others in approved locations.

Equal Opportunity

The employer is an equal opportunity organization. All qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, veteran status, disability, sexual orientation, gender identity, or any other protected status.