Strategy jobs in United States
Explore 392 matching jobs.
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Securian Financial
Posted: 10/20/2026Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates advanced financial modeling capabilities, including three-statement models and DCF analysis, while effectively communicating financial concepts to non-finance stakeholders. Proficient in SQL and AI tools to enhance reporting and analysis processes.
Highest-signal resume keywords
Advanced Financial ModelingInvestment Banking ExperienceExpert in Excel / Google SheetsSQL ProficiencyCFA, CPA or MBA
Tech Stack
Tools & technologiesBigQueryPythonSQL
About the role
Key responsibilities & impact- Build and maintain integrated financial models, scenario and sensitivity analyses, and business cases for new products, partnerships and investments
- Evaluate economics of commercial agreements, including pricing, revenue share, unit economics and ROI
- Support fundraising, M&A and capital allocation decisions
- Own monthly and quarterly forecasts for supported areas
- Contribute to annual budgeting and long-range planning using driver-based models connecting operational metrics to P&L outcomes
- Lead monthly and quarterly reviews of actuals versus plan and forecast
- Explain variances and flag risks and opportunities to business leaders
- Partner with leadership on market sizing, investment prioritization and cost optimization
- Prepare executive-, board- and investor-ready materials
- Use SQL, BigQuery and AI tools to automate recurring reporting and analysis
Requirements
What you’ll need- 4+ years of experience in investment banking, corporate development, private equity, strategic finance or FP&A
- Investment banking or private equity experience (Analyst or Associate) preferred
- Advanced financial modeling skills: three-statement models, DCF, scenario and sensitivity analysis
- Expert in Excel / Google Sheets
- Solid understanding of accounting and how the three financial statements connect
- Ability to explain financial concepts to non-finance partners and present to senior leaders
- Working knowledge of SQL, or demonstrated ability to quickly learn technical tools
- Hands-on use of AI tools such as Claude, ChatGPT or Copilot
- Strong ownership, comfort with ambiguity and a builder mindset
- A degree in Finance, Economics, Business, Math, Engineering or another quantitative discipline
- Experience with Python and/or BI tools is nice to have
- CFA, CPA or MBA is nice to have
Benefits
Comp & perks- Pre-IPO equity packages
- Unlimited PTO
- Carrot Cash travel stipend
- Access to co-working space on demand through FlexDesk
- Work-from-home stipend
- Generous parental leave
- 100% employer paid Medical, Dental and Vision coverage for employees
- Disability & Life insurance
- Health Reimbursement Account (HRA)
- DCA/FSA
- Access to 401k plan
- Entrepreneurial culture
- Open communication with management and company leadership
- Small, dynamic teams with massive impact
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ModelingThree-Statement ModelsDCF AnalysisScenario AnalysisSensitivity AnalysisAccounting PrinciplesForecastingBudgetingMarket SizingCost Optimization
Soft Skills
Strong OwnershipComfort with AmbiguityBuilder MindsetEffective Communication
Tools & Technologies
SQLBigQueryAI ToolsExcelGoogle SheetsPythonBI Tools
Certifications & Qualifications
CFACPAMBA
Industry Keywords
Investment BankingCorporate DevelopmentPrivate EquityStrategic FinanceFP&A
