Strategic Financial Analyst (Compensation Team)

Strategic Financial Analyst (Compensation Team)

At Equitable, our power is in our people.

We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?

The Senior Strategic Financial Analyst is a member of the Pricing, Insights and Analytics team within the Wealth Management organization. In this highly visible role, you will have the opportunity to shape business decisions and strategy through business insights gained from the development of analytics and models.

Key Job Responsibilities

• Support in the development of Equitable’s strategic objectives to ensure its continued discipline for growth and profitability.
• Financial analysis, including reviewing all aspects of advisor compensation design and performance
• Build financial models that help forecast business outcomes under various scenarios
• Support assumption development for forecasting models
• Analyze data to provide strategic insights; identify issues, structure problems, and generate actionable recommendations using formal problem-solving frameworks and critical thinking
• Research competitors in the market to provide management with meaningful analysis to benchmark advisor margins vs. peers
• Create dashboards with actionable metrics to help manage and understand trajectory of business
• Develop presentations for senior/executive management which provide insight and recommendations on complex financial topics
• A successful candidate will be expected to manage multiple, complex assignments and competing priorities, and must be comfortable working in an ambiguous environment. This high-performing team works with a results-driven approach and transparent communication.

The base salary range for this position is $68,000 - $90,000. 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

Required Qualifications

• Bachelor’s degree in Finance, Accounting and/or Business
• 3 years experience working in a financial/business analyst role and/or internal/external strategy
• Established Microsoft Excel and PowerPoint skills to manipulate, model and analyze large/complex volumes of data

Preferred Qualifications

• Insurance/Financial licenses, Six Sigma, Project Management, CPA, CFA and/or actuarial certification
• Technical, analytical and critical thinking skills, with demonstrated ability to analyze and solve complex problems and drive change
• Proven interpersonal skills and the ability to interact with all levels of the organization, including senior management
• Proven written and verbal communication skills, including the ability to develop and deliver presentations that synthesize complex problems and recommended solutions
• Experience creating the financial story/story-telling results
• Prioritization skills with a clear focus on results
• Initiative-taking and self-directed work style who seeks regular proactive feedback from supervisor
• Demonstrated ability to meet project deadlines and work within a fast paced, project driven and team 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.

Diversity, Equity and Inclusion: Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change.

ABOUT EQUITABLE

At Equitable, we’re a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.

We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.

We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.

We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

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Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

NOTE: Equitable participates in the E-Verify program.

If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com.