Financial Strategy Analyst IV

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, 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

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.

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

Education: 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.

• 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.

• 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.

• 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.

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.

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:

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. 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.