FP&A Financial Strategy Analyst

At The Standard, you’ll join a team focused on putting our customers first.

Our continued success is driven by a high-performance culture. We’re looking for people who are collaborative, accountable, creative, agile and are driven by a passion for doing what’s right – across the company and in our local communities.

We offer a caring culture where you can make a real difference, every day.
 
Ready to reach your highest potential? Let’s work together.

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 Director of 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:

• 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 executive 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.

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

• Lead ad-hoc financial strategy projects to fulfill needs of the organization including support of potential M&A transactions.

• 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

Based on existing skills and experience, candidates will be placed into one of two roles that reflect current progress along career track:

• FSA II: Focus on compilation and execution of reporting, ad-hoc requests, and financial data.  Ability to create succinct written communication and lead effective meetings while building a foundation for future growth.

• FSA III: Bring existing experience in finance or FP&A to effectively complete work and iterate next steps for enhancement or solutioning with any given assignment.  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.

• Expertise – display resourcefulness and diligence to build relationships, 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.

Why Join the Standard?

We have built an enduring legacy of stability, innovation and financial strength thanks to the contributions of the talented, creative and compassionate 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 a 401(k) plan with matching company contributions

• An annual incentive bonus plan 

• Generous paid time off

• A supportive and responsive management approach

• Opportunities for career growth and advancement  

• Paid time off to volunteer 

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

• Much more!

#LI-REMOTE

Please note - the salary range for this role is listed below. In addition to salary, our package includes incentive plan participation and comprehensive benefits including medical, dental, vision and retirement benefits, as well as an initial PTO accrual of 164 hours per year. Employees also receive 11 paid holidays and 2 wellness days per year.

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

Salary Range:

Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Equities, Inc. and StanCorp Investment Advisers, Inc., 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. 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 Standard 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, employment, education and licensing verification as a condition of employment. All employees of The Standard must be bondable.