Senior FP&A Analyst

We exist to help people achieve financial clarity. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given.

At our core, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.

Job Summary The Senior FP&A Analyst role is an important role which provides the foundational financial support to business leaders to enable proactive and meaningful business reviews & strategic discussions. It requires analytical skills and the ability to partner and influence across the organization. This role supports forecasting, decision-making, and overall financial performance by partnering with FP&A Business Partners and business leaders.

Collaboration and partnership are foundational to success in this role. Thriving in an evolving environment, working to drive innovation, and adopt industry best practice to drive sustainable growth is key.

This role will support the Distribution Solutions group including Advice strategy, Advisor Practice Solutions, and Advisor Revenue & Practice productivity, as well as other Distribution leaders. Responsibilities will include input into the creation of the long range/annual Plan, forecasting and actuals management reporting, and financial modeling. This role will also be responsible for consolidated management reporting for the Distribution Division.

Job Responsibilities and Duties Collaborate with business leaders across the organization to engage in financial planning activities and support decision-making utilizing strategic financial analyses.

Provide financial analysis, planning/forecasting and decision-making support to multiple business areas and support key business routines such as quarterly forecast, annual and long-range planning.

Lead the preparation of detailed budgets and forecasts for FP&A Business Partners and leaders to drive decisions and forecast results

Perform frequent and complex ad hoc analytical assignments and modeling to identify opportunities in the business and presenting recommendations to FP&A Business Partners and leaders

Support FP&A Business Partners & division leaders in managing over $1 billion in organization expenses and deliver reporting to assist in the identification of appropriate levels of spending and potential areas of cost reduction.

Serve as a partner to assigned (1st and 2nd level) business leaders in the monthly review, updating, and variance analysis of financial forecasts on a rolling basis;
Work with corporate finance to review affordability of expenses and adjust as needed. Identify, analyze, and provide insights on emerging trends.

Collaborate with initiative owners and business leaders to identify essential data analysis and measurements needed to ensure initiative’s success.

Support resource investment analysis processes across a portfolio of projects.

Prepare communications, coordinate, and lead meetings to present findings to business leaders on topics such as business performance, KPIs, and investment analysis.

Job Qualifications Bachelor’s degree in accounting, business, or finance required; advanced degree in finance or professional designation (e.g., CPA, CMA, MBA) preferred.

FP&A, financial analysis or public accounting experience required.

Successful experience in financial forecasting, budgeting, business partnership, and financial modeling preferred.
2+ years financial planning & analysis experience or other similar experience.

Advanced spreadsheet skills preferred.

Other Critical Factors Critical thinker.

Must be able to handle multiple priorities and deadlines independently.

Ability to interact with multiple levels of management and employees, demonstrating strong interpersonal skills and the ability to constructively handle conflict.

Ability to work independently and demonstrate initiative.

Ab…