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Lead Financial Strategy Associate
Job Location:
Job Location:
Birmingham, MI - USA
Yearly Salary:
$ 99500 - 145000
Yearly Salary:
Posted:
23 May 2026 (30+ days ago)
Posted:
Application Deadline:
10 October 2026
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
The work we do has an impact on millions of lives and you can be a part of it.
Wehelp protect our customers against lifes ofwhere you work within thecompany youll behelping 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
- Bachelors 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
- Masters 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
$99500 - $145000 a year
Protectives targeted salary range for this position is $99500 to $145000. 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 Protectives 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.
Employee Benefits:
We aim to protect the wellbeing of our employees and their families with a broad benefits addition to offering comprehensive health dental and vision insurance we support emotional wellbeing through mental health benefits and an employee assistance 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 Protectives platform to improve wellbeing while earning cash rewards.
Eligibility for certain benefits may vary by position in accordance with the terms of the Companys 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 emailemailprotected. 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 and identifying potential inconsistencies or verification signals in application materials based on available information. 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.
Required Experience:
IC
About Company
Protect your future with a life insurance policy or annuity from Protective. Discover options that give you and your family confidence for what's ahead.
