Lead Financial Strategy Associate

Job Description

Job Description

The work we do has an impact on millions of lives, and you can be a part of it.

We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.

The Finance Strategy Lead is a senior individual contributor who partners closely with FP&A, Accounting, and Actuarial leadership to shape, prioritize, and drive execution of high-impact strategic initiatives. This role brings deep finance and actuarial domain expertise and plays a hands-on role in problem diagnosis, solution design, and decision-making.

 

The Finance Strategy Lead operates across strategy formulation through execution, ensuring initiatives deliver measurable business outcomes while balancing value, risk, and operational feasibility. Typical initiatives include accounting and actuarial data transformation, financial reporting modernization, regulatory enhancements, system migrations, and cross-functional process redesign.

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, Actuarial Science, 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

Protective’s targeted salary range for this position is $99,500 to $145,000. Actual salaries may vary depending on factors, including but not limited to, job location, skills, and experience. The range listed is just one component of Protective’s total compensation package for employees. This position also offers additional incentive opportunities through an annual incentive based on individual and Company performance.

 

 

The internal title for this role is Lead Associate Strategy. #LI-AP1

Employee Benefits:

We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits ( e.g. , paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health.  Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective’s platform to improve wellbeing while earning cash rewards.   

Eligibility for certain benefits may vary by position in accordance with the terms of the Company’s benefit plans.

Accommodations for Applicants with a Disability :

If you require an accommodation to complete the application and recruitment process due to a disability, please email  View email address on ziprecruiter.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process.

Please note that the above email is solely for individuals with disabilities requesting an accommodation.  General employment questions should not be sent through this process.

We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.