Lead Financial Strategy Associate

Key Responsibilities:

Lead cross-functional teams through end-to-end strategy development and execution for multiple concurrent initiatives.

Partner with FP&A, Accounting, Actuarial, Technology, and other stakeholders to align on strategic intent, priorities, and success measures.

Influence outcomes without direct authority through strong facilitation, clarity, and accountability.

Serve as a strategy owner and integrator between business stakeholders, technical teams, and executive leadership.

Establish and track business outcomes, KPIs, and OKRs aligned to enterprise strategy.

Own delivery accountability, ensuring clear decision rights, roles, and responsibilities across teams.

Monitor scope, schedule, cost, quality, and risks; surface issues early with clear trade-off recommendations.

Provide transparent executive-level communication on progress, risks, issues, and value realization.

Manage change control and ensure compliance with regulatory, security, data privacy, and governance requirements.

Drive continuous improvement through data-driven delivery practices, automation, and analytics.

Track post-implementation benefits and facilitate lessons-learned to inform future initiatives.

Core Competencies (Skills, Knowledge and Abilities):

Strong accounting and actuarial acumen with the ability to apply expertise to complex business problems.

Strategic planning and execution, including outcome-based measurement (KPIs and OKRs).

Influence without authority and ability to lead in highly matrixed environments.

Executive-level communication, presentation, and stakeholder management skills.

Data-driven decision-making and analytical problem-solving.

Understanding of enterprise delivery frameworks and governance models.

Resilience and adaptability in fast-paced, ambiguous environments.

Strong judgment related to risk, controls, and regulatory considerations.

Minimum Requirements

Bachelor’s degree in Business, Finance, Accounting, or a related field.

8 years of experience in accounting, finance, actuarial science, or related functions.

Proven ability to partner with senior Finance leaders as a trusted strategic advisor.

Excellent analytical, problem-solving, and critical thinking skills.

Demonstrated experience owning outcomes across strategy formulation through execution.

Preferred Qualifications

Master’s degree in Business Administration, Accounting, Finance or related field.

Experience within life insurance and annuity products, accounting, or financial reporting.

FP&A, Accounting, and Actuarial

Familiarity with data, technology development processes, and related governance and controls.

Experience with digital transformation, ERP implementations, cloud migrations, or large-scale system integrations.

Lean Six Sigma Green Belt or Black Belt, or similar process improvement credentials.

Progressive experience leading financial initiatives or driving complex, cross-functional change efforts