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First Command Financial Services, Inc. · 1 day ago

Strategy and Performance Analyst

Fort Worth, TX

Full-time

Onsite

Mid Level

3+ years exp

First Command Financial Services, Inc. is seeking a Strategy & Performance Analyst to connect strategic priorities with execution and outcomes. This role involves maintaining the strategic roadmap, conducting performance analysis, and supporting decision-making through actionable insights and collaboration with stakeholders.

BankingConsultingCrowdfundingFinancial Services

Growth Opportunities

H1B Sponsor Likely

Hiring Manager

Nicole Custred

Responsibilities

Maintain and enhance the enterprise strategic roadmap, including priorities, milestones, and success metrics

Conduct market, industry, and internal performance analysis to inform strategic planning, strategy refinement, and decision-making

Support the development and communication of strategic plans, including presentations for executive leadership and Board of Directors

Assist with strategy governance by sequencing and aligning strategic imperatives, and by monitoring dependencies, risks, and progress

Contribute to OSM-led workshops, planning sessions, and quarterly reviews

Develop and maintain dashboards, scorecards, and reports to track performance against strategic goals

Translate quantitative and qualitative data to insights and recommendations for leadership decision-making

Collaborate with various stakeholders across the organization to define and refine OKRs, ensuring alignment with measurable performance metrics and enterprise goals

Leverage tools (e.g. Excel, Power BI, Tableau) to automate and streamline reporting and deliver timely, accessible insights

Participate in quarterly performance review cycles, leading data collection, synthesis, and report preparation for OSM, ELT and Board of Directors

Support OSM leadership in promoting alignment and transparency between strategy creation, execution and performance measurement

Support continuous improvement efforts in planning processes, tools, templates, and reporting infrastructure, in line with the OSM service model implementation plan to drive milestone-based progress

Proactively deliver strategy and performance insights to inform decision-making, drive accountability, and improve organizational outcomes

Qualification

Analytical ThinkingFinancial FluencyTechnical ProficiencyCross-Functional CollaborationContinuous ImprovementGovernance DisciplineDetail OrientationCommunication SkillsAdaptabilityConfidentiality

Required

Bachelor's degree (preferred majors: Business, Finance, Economics, Data Analytics, or Organizational Strategy)

3+ years of experience in strategy, business analysis, finance, consulting, or related field

Strong analytical and problem-solving skills; ability to synthesize complex data into clear insights

Strong Excel and PowerPoint; experience with Power BI, Tableau, or other BI/project management tools is a plus

Experienced in performance metrics, forecasting, and reporting

Comfortable working in dynamic environments with evolving priorities and multiple deadlines

Strong interpersonal and communication skills; able to engage technical and non-technical audiences

Demonstrates high attention to detail and accuracy across work products and processes

Ability to handle sensitive data with integrity and confidentiality

Demonstrates the ability to follow and uphold structured strategy and performance management routines with accuracy, transparency, and reliability

Exhibits curiosity and initiative to identify opportunities for enhancing OSM processes, tools, and reporting

Builds strong partnerships across OSM, ELT, and business units, fostering alignment and shared accountability

Reflects competencies that guide how strategies are developed, communicated, and executed across the enterprise, emphasizing Collaborative Communication, Growth Mindset, Responsible Contribution, and Service to Others

Embodies the OSM's collective behavioral expectations of customer focus, resourcefulness, collaboration, and nimble learning, ensuring consistency in how the function operates in service to the organization

Demonstrates the ability to apply business insight and deliver results with measurable impact, maintaining resilience through shifting priorities and challenges

Leverages data and digital tools to improve analysis and reporting efficiency, while continuously optimizing strategic planning and performance tracking processes

Delivers high-quality, data-driven insights and recommendations that guide enterprise decision-making

Preferred

Experience working in or with cross-functional teams and exposure to executive-level communication

Company

First Command Financial Services, Inc.

Glassdoor4.3

First Command Financial Services, Inc. coaches our Nation’s military families in their pursuit of financial security.

Founded in 1958

Fort Worth, Texas, USA

501-1000 employees

http://www.firstcommand.com

H1B Sponsorship

First Command Financial Services, Inc. has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (13)

2024 (13)

2023 (10)

2022 (9)

2021 (9)

2020 (6)