Senior Financial Analyst – Member & Digital Experience
North Carolina, United States of America
Full Time
2 hours ago
$117,200 - $143,200 USD
Visa Sponsor
Key skills
SQLBILeadershipBudgetingCollaboration
About this role
Role Overview
Partner with Business Leaders: Serve as a trusted advisor to Marketing, Digital, and Member Experience leaders by delivering meaningful financial insights that support strategic business decisions.
Drive Decision Support: Help leadership evaluate investments, staffing strategies, and operational tradeoffs through proactive financial analysis and scenario modeling.
Business Case Development: Create ROI analyses, net present value models, and executive-level recommendations that support strategic initiatives and investments.
Perform Scenario Modeling: Develop financial scenarios that help leaders assess funding priorities, operational changes, and growth opportunities.
Analyze Capacity & Productivity: Evaluate staffing efficiency, productivity metrics, and delivery economics to optimize organizational performance.
Support Financial Planning: Lead forecasting, budgeting, and financial planning activities across assigned portfolios and cost centers.
Develop Executive Narratives: Translate complex financial data into concise, compelling executive-level presentations and financial storytelling.
Prepare Financial Reporting: Deliver monthly reporting packages, variance analysis, and actionable business insights that support leadership visibility and decision-making.
Improve Finance Processes: Identify opportunities to simplify, standardize, and improve Finance partnership processes across Marketing and operational teams.
Drive Cross-Functional Collaboration: Partner across Finance and business teams to improve consistency, reporting efficiency, and strategic alignment.
Support Portfolio Consolidation: Assist with consolidation and reporting preparation across multiple business portfolios and initiatives.
Requirements
Bachelor’s degree in business administration, Finance, Accounting, Economics, or equivalent work-related experience required.
Minimum 7 years of experience as a finance business partner, analyst with working knowledge of GAAP, Chart of Accounts, Fixed Assets, etc. and advanced analysis and financial modeling skills required.
Demonstrated ability to conceptualize, plan, organize, and balance multiple priorities against competing deadlines required and experience coordinating and developing presentations for management/leadership required.
Experience supporting Marketing, Digital, Product, Member Experience, or Operations teams.
Experience building and owning ROI and/or NPV models, business cases, supporting investment tradeoff analysis and executive decision-making, and developing capacity, staffing, or productivity models.
Process improvement and simplification experience required; SQL or BI tool experience is a plus.
Tech Stack
SQL
Benefits
401(k) Company Match (up to 3%)
4% annual contribution to your 401(k) by BECU
Medical, Dental and Vision (family contributions as well)