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 plays a critical part in enabling smarter, data-driven investment and operational decisions that support members and business growth. The position involves partnering with leaders across Marketing, Digital, and Member Experience to provide strategic financial insights, build advanced ROI and NPV models, and guide key decisions around investments, staffing, and operational efficiency.

Responsibilities

• Serve as a trusted financial advisor to Marketing, Digital, and Member Experience leaders.
• Deliver meaningful financial insights to support strategic business decisions.
• Develop ROI analyses, net present value models, and executive-level recommendations.
• Perform scenario modeling to assess funding priorities, operational changes, and growth opportunities.
• Analyze staffing efficiency, productivity metrics, and delivery economics.
• Lead forecasting, budgeting, and financial planning activities across assigned portfolios and cost centers.
• Translate complex financial data into concise, compelling executive-level presentations.
• Prepare monthly financial reporting packages, variance analysis, and actionable business insights.
• Identify opportunities to simplify, standardize, and improve finance partnership processes.
• Collaborate cross-functionally to improve reporting efficiency and strategic alignment.
• Assist with portfolio consolidation and reporting preparation 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 management and 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.
• Experience building and owning ROI and/or NPV models, business cases, investment tradeoff analysis, and capacity or productivity models.
• Process improvement and simplification experience required.
• SQL or business intelligence tool experience is a plus.

Compensation & Benefits

• Target pay range: $117,200 to $143,200 annually.
• Full pay range: $91,000 to $169,400 annually.
• Compensation decisions 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 coverage (including family contributions).
  • Paid time off program plus 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 driving distance of the headquarters, attendance onsite is requested on Tuesdays and Wednesdays.
• For candidates outside the commute distance but within approved remote work locations, this role will be remote.

Equal Opportunity

The 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.