Financial Strategy Analyst IV

The Standard • Portland, OR

5d • $109,750 - $160,500

About The Position

Join our Corporate Financial Planning & Analysis (FP&A) team, reporting to the Director of Corporate FP&A, as a senior individual contributor with end-to-end ownership of enterprise operating expense planning, forecasting, variance analysis, and management reporting. The role serves as a trusted resource for their peers, helping elevate analytical quality and strengthen process discipline. This individual will build deep expertise in operating expense drivers, allocation methodologies, enterprise financials, foundational data models, and complex consolidations. Over time, they will identify opportunities to streamline and improve core FP&A processes, creating capacity for deeper analysis, stronger business partnership, and supporting the team's continued growth and evolution.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business Analytics, or a related field required, 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 results and challenge assumptions.
• Experience leading complex financial processes, managing multiple workstreams, maintaining momentum, and communicating status effectively.
• Clear and concise communication skills with experience preparing executive-level analyses, presentations, and recommendations.
• Ability to work within Pacific, Mountain, or Central Time Zones preferred.

Nice To Haves

• Financial services or insurance industry experience, including enterprise-level FP&A and operating expense management preferred.
• CPA, CFA, and/or experience leveraging or implementing Workday, Power BI, Tableau, Adaptive Planning, Hyperion, or similar reporting and planning tools preferred.

Responsibilities

• Lead core FP&A processes and monthly financial analysis, ensuring the integrity of financial results through validating assumptions, reconciling outputs, identifying anomalies, and applying strong accounting and finance principles.
• Own the annual operating expense planning and forecasting processes, including allocation methodologies, trend analysis and development of deep expertise in underlying financial drivers and details.
• Influence without direct authority to lead complex initiatives from concept through execution, create structure in ambiguous situations, and ensure critical deliverables and milestones remain on track.
• Identify and implement process improvements that increase efficiency, consistency, and reporting quality.

Benefits

• medical, dental, vision
• 401(k) plan with matching company contributions
• An annual incentive bonus plan
• Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually
• Paid parental leave and adoption/surrogacy assistance
• An employee giving program that double matches your donations to eligible nonprofits and schools

What This Job Offers

• Job Type: Full-time
• Career Level: Senior