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 analysis and modeling to guide investments, staffing, and operational efficiency. The position offers the opportunity to influence enterprise-wide outcomes and work closely with leaders across Marketing, Digital, and Member Experience.

Responsibilities

• Serve as a trusted financial advisor to Marketing, Digital, and Member Experience leadership.
• Deliver financial insights to 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 consistency and strategic alignment.
• Assist with 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.
• Working 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 a financial institution 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 with process improvement and simplification; SQL or business intelligence tool experience 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 (including family contributions).
  • 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 in Washington state within reasonable commuting distance to Tukwila, attendance at headquarters on Tuesdays and Wednesdays is requested.
• For candidates outside the commute area but within approved remote locations, this role is remote.

The organization is committed to fostering an inclusive and collaborative environment regardless of remote or onsite work.

Equal Opportunity

This employer is an equal opportunity employer. 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.