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About the Role

The Principal Analyst, Enterprise Strategy partners in executing the organization's enterprise-level strategic planning, goal-setting frameworks, and performance measurement processes. This role directs data-driven analysis, maintains strategic initiative integrity, and acts as a liaison between Strategy leadership and functional teams to ensure accurate reporting and strategic alignment.

Responsibilities

• Conducts sophisticated financial and operational analysis to support executive decision-making.
• Develops and refines models to assess resource allocation, business case viability for new initiatives, and enterprise performance outcomes.
• Provides guidance to junior analysts on analytical approaches and methodology.
• Contributes to the design and execution of the enterprise-level strategic planning and goal-setting processes.
• Ensures consistency in methodology, data integrity, and alignment with organizational priorities.
• Assists with establishing guardrails and processes to maintain the integrity of enterprise goals and reporting.
• Oversees and ensures the collection, validation, and analysis of enterprise metrics.
• Proactively engages with functional stakeholders to clarify data discrepancies, provide strategic context, and ensure accuracy before reports reach the Management Committee (MC) and Board.
• Leads quality assurance of reporting deliverables.
• Owns the end-to-end development process for Board and MC materials, including establishing quality standards, coordinating inputs from multiple stakeholders, and conducting final reviews for strategic coherence.
• Ensures all deliverables meet executive expectations for rigor, clarity, and strategic alignment.
• Provides feedback to contributors on presentation standards and messaging.
• Drive significant strategic initiatives and "rapid response" analysis projects as assigned by Enterprise Strategy leadership.
• Manages complex workstreams involving multiple stakeholders, including deep dives into emerging risks, market opportunities, operational efficiency reviews, and enterprise-wide corporate initiatives.
• Builds and maintains strong working relationships with functional data owners, program managers, and business leaders across the organization.
• Serves as a primary point of contact for stakeholders on strategic planning methodology, data requirements, timeline management, and strategic alignment issues.
• Monitors industry trends and developments in strategic planning and performance management methodologies.
• Synthesizes this information into actionable insights and briefs for the Strategy team.
• Identifies opportunities and friction points enhance the planning process and strategic framework.
• Collaborate with stakeholders to design more efficient workflows, templates, and tools for future cycles.
• Serves as a technical resource and consultant to team members on strategic planning methodologies and analytical approaches.
• Facilitates knowledge-sharing sessions on emerging best practices, provides guidance on navigating complex stakeholder dynamics, and supports skill development through real-time coaching during project execution.
• Contributes content and facilitation to enterprise-wide training on strategic frameworks.
• Demonstration of FINRA’s values.
• Collaboration, both in-person and virtually, in furtherance of FINRA’s mission of investor protection and market integrity.
• Other duties as assigned

Requirements

• Bachelor’s degree in finance or business administration or equivalent; MBA or related graduate degree is a plus.
• Minimum of eight (8) years of relevant experience in corporate strategy, management consulting, FP&A, or a business operations role.
• Minimum of two (2) years in a leadership or mentoring role with demonstrated ability to guide and develop team members.
• Proven experience leading cross-functional strategic initiatives and workstreams with organizational scope.
• Advanced experience with strategic modeling, framework development, and/or OKR/KPI methodology.
• Strong project and program management skills; experience managing complex, concurrent initiatives with stakeholder coordination.
• Proven ability to collaborate and influence across matrixed organizations with direct authority.
• Agile project experience: Proven ability to manage ad-hoc projects with undefined scopes, moving from ambiguity to a structured answer quickly.
• Expert proficiency in Excel and PowerPoint.
• Ability to build dynamic models and executive-ready presentations is essential.
• Strong quantitative and qualitative analytical skills with the ability to synthesize complex data into executive-level insights.
• Exceptional written and oral communication skills, with the ability to present findings to senior-level stakeholders.
• Self-starter who can manage multiple competing priorities/projects independently and guide others in doing the same.
• FINRA’s Code of Conduct imposes restrictions on employees’ investments and requires financial disclosures.
• Employees are required to disclose to FINRA all brokerage accounts that they maintain.
• Employees must execute FINRA’s Employee Confidentiality and Invention Assignment Agreement without qualification or modification.
• Comply with the company’s policy on nepotism.

Skills

• Strategic Analysis & Modeling
• Strategic Planning & Governance
• Performance Monitoring & Reporting
• Executive Materials Development & Quality Assurance
• Strategic Project Leadership
• Stakeholder Relationship Management
• Market Intelligence & Best Practices
• Process Improvement & Methodology
• Strategic Planning Expertise & Knowledge Transfer
• Excel
• PowerPoint
• Quantitative and qualitative analytical skills
• Written and oral communication skills
• Project and program management
• Agile project management

Location

• Hybrid

Work Type

• Hybrid
• Full-time

Experience Level

• Principal
• Senior
• 8+ years relevant experience
• 2+ years leadership/mentoring experience

Education Level

• Bachelor's degree in finance or business administration or equivalent
• MBA or related graduate degree is a plus

Salary/Compensations

• CO/FL/TX: Minimum Salary $114,200, Maximum Salary $207,200
• IL/PA: Minimum Salary $125,900, Maximum Salary $228,000
• MA/MD/VA/Washington, DC: Minimum Salary $131,200, Maximum Salary $238,300
• NY/NJ: Minimum Salary $131,200, Maximum Salary $248,700

Benefits

• Comprehensive health, dental and vision insurance
• Basic life, accidental death and dismemberment, supplemental life, spouse/domestic partner and dependent life, and spouse/domestic partner and dependent accidental death and dismemberment
• Short- and long-term disability
• Long-term care
• Business travel accident, disability and legal
• Immediate participation and vesting in a 401(k) plan with company match
• Eligibility for participation in an additional FINRA-funded retirement contribution
• Tuition reimbursement
• Commuter benefits
• Adoption assistance
• Backup family care
• Surrogacy benefits
• Employee assistance programs
• Wellness programs
• 15 days of paid time off
• 5 personal days
• 9 sick days
• Two volunteer service days
• Military leave
• Jury duty leave
• Bereavement leave
• Voting and election official leave
• Care of a family member leave (available after 90 days of employment)
• Childbirth and parental leave (available after 90 days of employment)
• Nine paid holidays

About the Company

• FINRA is an independent, non-governmental regulator for all securities firms doing business with the public in the United States.
• FINRA works to protect investors and maintain market integrity in a public-private partnership with the Securities and Exchange Commission (SEC), while also benefiting from the SEC’s oversight.
• FINRA’s independent regulation plays a critical role in America’s financial system–all at no cost to taxpayers.
• FINRA touches virtually every aspect of the securities business—from registering and educating industry participants to examining securities firms; writing rules; enforcing those rules and the federal securities laws; informing and educating the investing public; providing trade reporting and other industry utilities; and administering the largest dispute resolution forum for investors and registered firms.
• FINRA uses technology powerful enough to look across markets and detect potential abuses.
• Using a variety of data gathering techniques, we work to detect insider trading and any strategies firms or individuals use to gain an unfair advantage.
• In today's fast-paced and complex global economy, FINRA is a trusted advocate for investors, dedicated to keeping the markets fair and proactively addressing emerging regulatory issues before they harm investors or the markets.
• FINRA operates from Washington, DC, and New York, NY, with other offices around the country.
• Our Growth is Creating Great Opportunities!
• Our team is expanding, and we want to hire the most talented people we can. Continued success depends on it!
• Thanks for your interest in working on our team!

Equal Opportunity

• All qualified applicants receive consideration for employment without regard to any legally protected category, including race, color, age, national origin, ethnicity, religion, disability, genetic information, military or veteran status, sex, or any other status or classification protected by state or local law.
• FINRA strives to make our career site accessible to all users. If you need a disability-related accommodation for completing the application process, please contact FINRA’s Employee Relations team at 240-386-4865 or by email at EmployeeRelations@FINRA.org.
• FINRA abides by the requirements of 41 CFR 60-741.5(a). This regulation prohibits discrimination against qualified individuals on the basis of disability and requires affirmative action by covered prime contractors and subcontractors to employ and advance in employment qualified individuals with disabilities.
• FINRA abides by the requirements of 41 CFR 60-300.5(a). This regulation prohibits discrimination against qualified protected veterans and requires affirmative action by covered prime contractors and subcontractors to employ and advance in employment qualified protected veterans.