Financial Strategy Analyst II

The next part of your journey is right around the corner — with The Standard.

A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams across the nation, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference?

Job Summary

The Corporate FP&A Team is responsible for leading the development and execution of enterprise financial growth strategy, annual planning, and performance management efforts.  The team succeeds by driving financial visibility and accountability, building strong relationships, and grounding in facts with executive and finance teams across the company. Ideal candidates for this team will have a bias towards action, partnership and communication skills, and know-how to balance getting the details right while still moving quickly. Curiosity and initiative are required daily to develop, outline, and execute on a meaningful path forward.

Reporting to the Manager of Corporate FP&A, this role will contribute to team responsibilities including end-to-end ownership of analysis and presentation including both development and delivery of materials, partnering with executive and peer finance teams, and executing financial planning activities.  Team members will leverage financial modeling and systems knowledge to provide solutions and meet stakeholder needs, then utilize strong communication skills to deliver outputs.  The team has significant responsibility and interaction with finance leadership as well as opportunity for self-directed progress.

Principal Duties & Responsibilities:

• Serve as a central point in creation of Annual Financial Plan and Forecasts including consolidation activities, analysis of performance, and presentation of enterprise results.

• Deep understanding of enterprise financials, business operations, and key operational drivers.  Ability to cut through the noise to identify areas of focus and highest impact.

• Build thoughtful analysis and presentation appropriate for leadership to drive business decisions that align with the enterprise performance needs and strategy.

• Creation of strong partnership with key financial stakeholders to understand business needs, opportunities, and areas of support.  Help influence leaders to reach optimal financial decisions for the organization.

• Lead ad-hoc financial analysis projects to fulfill needs of the organization while navigating ambiguity and complexity

• Drive process improvements by partnering with up and downstream process owners and enhance current tools/systems related to financial management.

Skills and Background You’ll Need

Focus on compilation and execution of reporting, ad-hoc analysis, and financial data.  Ability to create succinct written communication and lead effective meetings while building a foundation for future growth. Demonstrate ability towards self-sufficiency through systems, business partnering, or financial statement expertise.

Education:

• Bachelor’s degree in Finance, Financial Markets, Economics, Management Information system, Business Analytics or equivalent field

• Master’s degree or CFA a plus.

Experience:

• Progressive experience in corporate finance, planning, strategy, M&A, or equivalent. 

  • For higher level roles specific experience in financial services or insurance is a differentiator as is familiarity with corporate structure and enterprise level FP&A.

• Required to be fully proficient in MS Office and familiarity with financial systems (Workday, Oracle, SAP, or related). 

• Preferred but not required experience in Power BI, Tableau or other similar visualization software, as well as FP&A tools (Adaptive Planning, Hyperion).

(** Pacific Standard Time or Mountain Time candidates highly preferred**)

Key Behaviors of a Successful Candidate

• Vision – possess internal curiosity to continually ask questions and improve results as part of the daily approach.

• Critical Thinker – display resourcefulness and diligence to solve problems, ensure quality of work products and communicate in a way that results in action from stakeholders.

• Team-Oriented – making the well-being of the team the priority and ensuring work focus is always on progressing the team’s visions and goals or improving fellow team members.

We have built an enduring legacy of stability, financial strength and exceptional customer service through the contributions of the service-oriented people who choose to work at The Standard. To ensure we can attract and retain the best talent, when you join The Standard you can expect:

• A rich benefits package including medical, dental, vision and a 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 — PTO increases with tenure

• A supportive, responsive management approach and opportunities for career growth and advancement 

• Paid parental leave and adoption/surrogacy assistance

• An employee giving program that double matches your donations to eligible nonprofits and schools

In addition to the competitive salary range below, our employee-focused benefits support work-life balance. Learn more about working at The Standard.

• Eligibility to participate in an incentive program is subject to the rules governing the program and plan. Any award depends on a variety of factors including individual and organizational performance.

Salary Range:

Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Mortgage Investors, LLC, StanCorp Investment Advisers, Inc., and American Heritage Life Insurance Company and American Heritage Service Company, marketed as The Standard, are Affirmative Action/Equal Opportunity employers. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, gender identity, sexual orientation, age, disability or veteran status or any other condition protected by federal, state or local law. Except where precluded by state or federal law, The Standard will consider for employment qualified applicants with arrest and conviction records pursuant to the San Francisco Fair Chance Ordinance. The Standard offers a drug- and alcohol-free work environment where possession, manufacture, transfer, offer, use of or being impaired by an illegal substance while on The Standard's property, or in other cases which the company believes might affect operations, safety or reputation of the company is prohibited. The Standard requires a criminal background investigation and employment, education and licensing verification as a condition of employment. All employees of The Standard must be bondable.