Financial Strategy Analyst IV
Job Summary
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.
Key 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.
Skills And Background You'll Need
- Educational Requirements: Bachelor's degree in Finance, Accounting, Economics, Business Analytics, or a related field required, Master's degree preferred.
- Experience: 5+ years of progressive experience in corporate finance, FP&A, financial reporting, accounting, or related financial analysis functions.
- Financial and Accounting Knowledge: Strong financial and accounting knowledge with the ability to independently evaluate results and challenge assumptions.
- Leadership and Communication: 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.
- Industry Experience: Financial services or insurance industry experience, including enterprise-level FP&A and operating expense management preferred.
- Technical Skills: CPA, CFA, and/or experience leveraging or implementing Workday, Power BI, Tableau, Adaptive Planning, Hyperion, or similar reporting and planning tools preferred.
- Time Zone: Ability to work within Pacific, Mountain, or Central Time Zones preferred.
Key Behaviors of a Successful Candidate
- Ownership & Initiative: Takes full accountability for results, follows through on commitments, and proactively identifying solutions and opportunities.
- Curiosity and Critical Thinking: Goes beyond the surface level to understand how work connects across teams, systems, and processes and seeks to understand the "why."
- One Team Mindset: Approaches work with humility and a bias for collaboration, investing in the collective growth and success of the team.
Why Join The Standard?
- 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.
- 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.
Eligibility to Participate in an Incentive Program
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.
Actual Compensation
The actual compensation for this role will be based on a combination of education and experience, knowledge and skills, position budget, internal equity, and market data. Salary Range: $109,750.00 - $160,500.00 Positions will be posted for at least 5 days from original posting date.
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.
Equal Opportunity Employer
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.
Background Check
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 requires a criminal background investigation and employment, education and licensing verification as a condition of employment. After any conditional offer of employment is made, the background check will include an individualized assessment based on the applicant’s specific record and the duties and requirements of the specific job. Applicants will be provided an opportunity to explain and correct background information. All employees of The Standard must be bondable.