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 leaders across Marketing, Digital, and Member Experience. The position offers an opportunity to influence enterprise-wide outcomes through data-driven insights and executive-level storytelling.

Responsibilities

• Serve as a trusted financial advisor to Marketing, Digital, and Member Experience leadership.
• Conduct financial analysis and scenario modeling to evaluate investments, staffing, and operational tradeoffs.
• Develop ROI analyses, net present value (NPV) models, and business cases supporting strategic initiatives.
• 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 executive-level presentations translating complex financial data into clear narratives.
• Prepare monthly financial reporting packages, variance analysis, and actionable insights.
• Identify and implement process improvements to simplify and standardize finance partnership activities.
• 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 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.

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 BI 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, education, and training.
• 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 one of the following states: Washington, California, Virginia, North Carolina, Oregon, Idaho, Arizona, Texas, Georgia, or South Carolina.

For those located in Washington state within reasonable commuting distance to the headquarters, attendance onsite is requested on Tuesdays and Wednesdays. Remote work is available for candidates outside the commute area within approved remote 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.