Financial Strategy Analyst
New
J
JobgetherFinance
United States, Pacific, Mountain, or Central Time Zones preferredFull-TimeSenior
SalarySalary range of $109,750–$160,500
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Job Details
- Experience
- 5+ years
- Required Skills
- Microsoft Power BITableauAccountingFinancial analysisWorkday
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, or a related field (master’s degree 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.
- Experience using or implementing Workday, Power BI, Tableau, Adaptive Planning, Hyperion, or similar financial planning and reporting platforms is a plus.
- 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.
Responsibilities
- 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.
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