Protective
Financial Services
LeadFinancialStrategyAssociate
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“Lead Financial Strategy Associate at Protective. Skills: Finance strategy, Strategic planning, Cross-functional leadership, Executive communication. Lead cross-functional teams. Partner with stakeholders”
What You'll Achieve.
Deliver measurable business outcomes; Balance value, risk, and operational feasibility; Align on strategic intent, priorities, and success measures; Establish and track business outcomes, KPIs, and OKRs; Ensure clear decision rights, roles, and responsibilities; Surface issues early with clear trade-off recommendations; Ensure compliance with regulatory, security, data privacy, and governance requirements; Track post-implementation benefits
Industry & Context.
Problem diagnosis; Solution design; Analytical problem-solving; Critical thinking skills
What They're Looking For.
Must Have
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
Nice to Have
Master’s degree in Business Administration, Accounting, Finance or related field, Experience within life insurance and annuity products, accounting, or financial reporting, 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
What You'll Do.
Lead cross-functional teams
Partner with stakeholders
Align on strategic intent
Serve as strategy owner
Establish and track outcomes
Own delivery accountability
Provide executive communication
Manage change control
Drive continuous improvement
Track post-implementation benefits
How You'll Work.
Team & Collaboration
Partner with Finance, Accounting, Actuarial, Technology, and other stakeholders; Influence outcomes without direct authority; Serve as a strategy owner and integrator between business stakeholders, technical teams, and executive leadership; Own delivery accountability, ensuring clear decision rights, roles, and responsibilities across teams
Communication Scope
Executive-level communication; Presentation skills; Stakeholder management skills; Transparent executive-level communication
Process & Methodology
Strategy development and execution, End-to-end strategy, Multiple concurrent initiatives, Outcome-based measurement, Delivery accountability, Scope, schedule, cost, quality monitoring, Change control management, Continuous improvement practices
Full Job Description
## 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 Finance 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 finance and actuarial data transformation, 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 Finance, 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 gov
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