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 and net present value (NPV) models to support business cases and strategic initiatives.
• Analyze staffing capacity, productivity, and delivery economics to optimize performance.
• Lead forecasting, budgeting, and financial planning for assigned portfolios and cost centers.
• Prepare monthly financial reports, variance analyses, and executive presentations.
• Translate complex financial data into clear, compelling narratives for leadership.
• Identify opportunities to improve and standardize finance partnership processes.
• Collaborate cross-functionally to enhance reporting efficiency 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.
• 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.
• Skilled in building and managing ROI, NPV, capacity, staffing, and productivity models.
• Experience with process improvement and simplification; knowledge of SQL or BI tools is a plus.

Compensation & Benefits

• Target annual pay range: $117,200 - $143,200
• Full pay range: $91,000 - $169,400
• Performance-based incentives available
• 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, 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.