Principal Analyst, Enterprise Strategy

FINRA • New York, NY

2d • $114,200 - $248,700 • Hybrid

About The Position

The Principal Analyst, Enterprise Strategy serves as a partner in executing the organization's enterprise-level strategic planning, goal-setting frameworks, and performance measurement processes. This role is responsible for directing data-driven analysis across multiple workstreams, maintaining the integrity of strategic initiatives. The Principal Analyst acts as a liaison between Strategy leadership and functional teams, building relationships with key stakeholders to ensure accurate reporting and strategic alignment. This is a senior individual contributor role with stakeholder engagement responsibilities, working under general guidance from the Director.

Requirements

• Bachelor’s degree in finance or business administration or equivalent; MBA or related graduate degree is a plus.
• Minimum of eight (8) years of relevant experience in corporate strategy, management consulting, FP&A, or a business operations role.
• Minimum of two (2) years in a leadership or mentoring role with demonstrated ability to guide and develop team members.
• Proven experience leading cross-functional strategic initiatives and workstreams with organizational scope.
• Advanced experience with strategic modeling, framework development, and/or OKR/KPI methodology.
• Strong project and program management skills; experience managing complex, concurrent initiatives with stakeholder coordination.
• Proven ability to collaborate and influence across matrixed organizations with direct authority.
• Agile project experience: Proven ability to manage ad-hoc projects with undefined scopes, moving from ambiguity to a structured answer quickly.
• Advanced analytical toolset: Expert proficiency in Excel and PowerPoint.
• Ability to build dynamic models and executive-ready presentations is essential.
• Strong quantitative and qualitative analytical skills with the ability to synthesize complex data into executive-level insights.
• Exceptional written and oral communication skills, with the ability to present findings to senior-level stakeholders.
• Self-starter who can manage multiple competing priorities/projects independently and guide others in doing the same.

Nice To Haves

• MBA or related graduate degree

Responsibilities

• Conducts sophisticated financial and operational analysis to support executive decision-making.
• Develops and refines models to assess resource allocation, business case viability for new initiatives, and enterprise performance outcomes.
• Provides guidance to junior analysts on analytical approaches and methodology.
• Contributes to the design and execution of the enterprise-level strategic planning and goal-setting processes.
• Ensures consistency in methodology, data integrity, and alignment with organizational priorities.
• Assists with establishing guardrails and processes to maintain the integrity of enterprise goals and reporting.
• Oversees and ensures the collection, validation, and analysis of enterprise metrics.
• Proactively engages with functional stakeholders to clarify data discrepancies, provide strategic context, and ensure accuracy before reports reach the Management Committee (MC) and Board.
• Leads quality assurance of reporting deliverables.
• Owns the end-to-end development process for Board and MC materials, including establishing quality standards, coordinating inputs from multiple stakeholders, and conducting final reviews for strategic coherence.
• Ensures all deliverables meet executive expectations for rigor, clarity, and strategic alignment.
• Provides feedback to contributors on presentation standards and messaging.
• Drive significant strategic initiatives and "rapid response" analysis projects as assigned by Enterprise Strategy leadership.
• Manages complex workstreams involving multiple stakeholders, including deep dives into emerging risks, market opportunities, operational efficiency reviews, and enterprise-wide corporate initiatives.
• Builds and maintains strong working relationships with functional data owners, program managers, and business leaders across the organization.
• Serves as a primary point of contact for stakeholders on strategic planning methodology, data requirements, timeline management, and strategic alignment issues.
• Monitors industry trends and developments in strategic planning and performance management methodologies.
• Synthesizes this information into actionable insights and briefs for the Strategy team.
• Identifies opportunities and friction points enhance the planning process and strategic framework.
• Collaborate with stakeholders to design more efficient workflows, templates, and tools for future cycles.
• Serves as a technical resource and consultant to team members on strategic planning methodologies and analytical approaches.
• Facilitates knowledge-sharing sessions on emerging best practices, provides guidance on navigating complex stakeholder dynamics, and supports skill development through real-time coaching during project execution.
• Contributes content and facilitation to enterprise-wide training on strategic frameworks.
• Demonstration of FINRA’s values.
• Collaboration, both in-person and virtually, in furtherance of FINRA’s mission of investor protection and market integrity.
• Other duties as assigned

Benefits

• comprehensive health, dental and vision insurance
• basic life, accidental death and dismemberment, supplemental life, spouse/domestic partner and dependent life, and spouse/domestic partner and dependent accidental death and dismemberment, short- and long-term disability, long-term care, business travel accident, disability and legal.
• immediate participation and vesting in a 401(k) plan with company match
• eligibility for participation in an additional FINRA-funded retirement contribution
• tuition reimbursement
• commuter benefits
• adoption assistance
• backup family care
• surrogacy benefits
• employee assistance
• wellness programs
• 15 days of paid time off
• 5 personal days
• 9 sick days
• two volunteer service days
• military leave
• jury duty leave
• bereavement leave
• voting and election official leave for federal, state or local primary and general elections
• care of a family member leave (available after 90 days of employment)
• childbirth and parental leave (available after 90 days of employment)
• nine paid holidays

What This Job Offers

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