Financial Strategy Analyst

Accountabilities:: Lead core FP&A processes and monthly financial analysis, ensuring the integrity of financial results by validating assumptions, reconciling outputs, identifying anomalies, and applying sound accounting and finance principles. Own annual operating expense planning and forecasting activities, including allocation methodologies, trend analysis, and detailed analysis of underlying financial drivers. Develop and maintain deep expertise in enterprise financials, operating expense drivers, foundational data models, allocation methodologies, and complex financial consolidations. Lead complex financial initiatives from concept through execution, creating structure in ambiguous situations, coordinating multiple workstreams, and ensuring key deliverables and milestones remain on track. Influence cross-functional stakeholders without direct authority by communicating clearly, maintaining momentum, and building alignment around financial priorities and decisions. Identify and implement process improvements that increase efficiency, consistency, analytical quality, and reporting reliability across core FP&A activities. Prepare clear executive-level financial analyses, presentations, and recommendations that support informed business decisions. Act as a trusted resource for peers and stakeholders, helping elevate analytical standards and strengthen process discipline across the team. Requirements: Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, or a related field is required; a master’s degree is preferred. 5+ years of progressive experience in corporate finance, FP&A, financial reporting, accounting, or related financial analysis functions. Strong financial and accounting knowledge, with the ability to independently evaluate financial results, challenge assumptions, identify issues, and draw meaningful conclusions. Experience leading complex financial processes and managing multiple workstreams while maintaining momentum and communicating progress effectively. Strong communication skills, including the ability to develop concise executive-level analyses, presentations, and recommendations. Financial services or insurance industry experience, particularly in enterprise-level FP&A and operating expense management, is preferred. CPA or CFA certification is a plus, as is experience using or implementing Workday, Power BI, Tableau, Adaptive Planning, Hyperion, or similar financial planning and reporting platforms. Ability to work effectively within Pacific, Mountain, or Central Time Zones is preferred. Demonstrated ownership and initiative, with a proactive approach to identifying solutions, following through on commitments, and improving processes. Strong curiosity and critical-thinking skills, with the ability to understand how work connects across teams, systems, and processes and to explore the underlying reasons behind financial outcomes. Collaborative mindset, humility, and willingness to contribute to the collective growth and success of the team. Benefits: Remote work opportunity within the United States. Salary range of $109,750–$160,500, with actual compensation based on factors including education, experience, knowledge, skills, position budget, internal equity, and market data. Annual incentive bonus plan. Medical, dental, and vision coverage. 401(k) plan with matching company contributions. Paid time off, including 11 holidays, 2 wellness days, and 8 volunteer hours annually; PTO increases with tenure. Paid parental leave and adoption/surrogacy assistance. Employee giving program with double matching for eligible nonprofit and school donations. Supportive management and opportunities for career growth and advancement. Full-time position with a remote-first work arrangement.