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 is critical in providing strategic financial insights to support business growth and member services. The position involves partnering with leaders across Marketing, Digital, and Member Experience to guide investment decisions, operational efficiency, and staffing strategies through advanced financial modeling and analysis.

Responsibilities

• Serve as a trusted financial advisor to Marketing, Digital, and Member Experience leadership.
• Deliver financial insights that support strategic business decisions.
• Develop ROI analyses, net present value (NPV) models, and business cases for strategic initiatives.
• Perform scenario modeling to evaluate funding priorities, operational changes, and growth opportunities.
• Analyze staffing capacity, productivity metrics, and delivery economics to optimize performance.
• Lead forecasting, budgeting, and financial planning activities for assigned portfolios and cost centers.
• Create executive-level presentations and financial storytelling to communicate complex data clearly.
• 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.
• Strong knowledge of GAAP, Chart of Accounts, Fixed Assets, and advanced financial modeling skills.
• Proven ability to manage multiple priorities and develop presentations for leadership.

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

Location

Candidates must reside in one of the following states: Washington, California, Virginia, North Carolina, Oregon, Idaho, Arizona, Texas, Georgia, or South Carolina.

• For candidates located in Washington state within reasonable commuting distance to the headquarters in Tukwila, attendance onsite is requested on Tuesdays and Wednesdays.
• For candidates outside the commute area but within approved remote work locations, this role is fully remote.

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.