Job Number: 10154
Job Number: 260000F7
External Description: About the Role Equitable is looking for a Senior Strategic Financial Analyst to be part of the Pricing, Insights and Analytics team within Wealth Management . In this highly visible role, you will help shape business decisions and strategy by developing analytics, financial models, and actionable insights that support growth, profitability, and informed decision-making.
What You'll Be Doing - Support the development of strategic objectives that promote disciplined growth and profitability.
- Conduct financial analysis across advisor compensation design, economics, and performance.
- Build financial models to forecast business outcomes under multiple scenarios, including developing, testing, and reviewing key assumptions and potential risks.
- Analyze data to identify issues, structure problems, and develop actionable recommendations using sound problem-solving frameworks and critical thinking.
- Research market competitors and benchmark advisor margins against industry peers.
- Define and track key performance indicators tied to core business growth drivers, business performance, and financial trajectory.
- Collaborate with Wealth Management leadership, Finance, Compensation, Field Leadership, Insurance business areas and enterprise strategy leaders to turn strategic priorities into measurable financial outcomes.
- Develop senior- and executive-level presentations that synthesize complex financial topics into clear insights and recommendations.
- The successful candidate will manage multiple complex assignments and competing priorities in a dynamic, ambiguous environment. This high-performing team values a results-driven mindset, analytical rigor, collaboration, and transparent communication.
This position offers a hybrid work schedule, with an on-site presence of 2-3 days per week combining flexibility with team collaboration.
The base salary range for this position is $92,000 - $135,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.
For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
Equitable Pay and Benefits: Equitable Total Rewards Program
What You Will Bring Required Qualifications:
- Bachelor's degree in Finance, Accounting, Business, or a related field.
- 4 years of experience in strategic finance, business analytics, management consulting, and/or corporate FP&A.
- Established Microsoft Excel and PowerPoint skills, including the ability to model, manipulate, analyze, and present large or complex data sets.
- Effective technical, analytical, and critical thinking skills, with demonstrated ability to solve complex problems and drive change.
Preferred Qualifications:
- Insurance or financial licenses, Six Sigma, Project Management, CPA, CFA, and/or actuarial certification.
- Power BI, SQL, Tableau, Alteryx, Python, data visualization, or dashboarding tool expertise.
- Demonstrated interpersonal skills with the ability to engage effectively across all levels of the organization, including senior management.
- Effective written and verbal communication skills, including the ability to develop and deliver presentations that synthesize complex issues and recommended solutions.
- Experience translating financial results into a clear, compelling business story.
- Prioritization skills with a clear focus on outcomes and results.
- Self-directed work style, with the initiative to seek proactive feedback and continuously improve.
- Demonstrated ability to meet deadlines in a fast-paced, project-driven, team-oriented environment.
- Knowledge of and passion for the financial services industry.
Skills Decision Making and Critical Thinking: Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment.
Financial Analysis: Knowledge of tools and approaches of financial analysis; ability to read, interpret and draw accurate conclusions from financial and numerical material.
Financial Forecasting and Modeling: Knowledge of processes, tools and techniques of financial forecasting and modeling; ability to explore and evaluate alternative financial scenarios and results.
Process Management: Knowledge of business process improvement tools and techniques; ability to understand, monitor, update, control, or enhance existing business or work processes.
Community / Marketing Title: Senior Strategic Financial Analyst (HYBRID)
Location_formattedLocationLong: New York, New York US
