Analyst Senior Lead, Strategy & Planning

FIS Management Services LLC; Jacksonville (FL); On-site; USD 138,000 - 235,000; Full time

Benefits offered by this job

Competitive salary

Inclusive, diverse environment

Learning and growth

Job summary

FIS is seeking an Analyst Sr. Lead, Strategy & Planning to shape and execute the Capital Markets AI agent strategy, accelerate AI adoption, and build business cases for AI investments across client-facing products and workflows.

You will collaborate with Product, Technology, Architecture, Data, Risk, and Commercial teams to deliver AI-enabled solutions and mentor colleagues in planning and analytics.

Qualifications

• Bachelor's degree or equivalent in Business, Finance, Economics, Strategy, Analytics, or related field.
• Significant experience in strategic planning, consulting, or corporate strategy.
• Expertise in financial modeling, forecasting, scenario planning, and business case development.
• Strong analytical and communication skills with ability to influence executives.

Responsibilities

• Lead strategic planning initiatives for long-term growth.
• Analyze market trends, customer needs, and AI technology developments.
• Develop financial models, business cases, and scenario analyses for AI investments.
• Provide strategic recommendations to senior leadership on growth and priorities.
• Lead cross-functional planning across Product, Technology, Data, Architecture, Risk, and Commercial teams.
• Design operating models, governance, and performance measures.

Skills

Strategic planning

Financial analysis

Executive influence

Cross-functional leadership

AI technologies

Problem solving

Education

Bachelor's degree

Master's degree (preferred)

Tools

AI platforms

Copilots/agentic tech

Workflow automation tools

Job description

Job Description

We are FIS. Our technology powers the world’s economy and our teams bring innovation to life. We champion diversity to deliver the best products and solutions for our colleagues, clients, and communities. If you’re ready to start learning, growing, and making an impact with a career in fintech, we’d like to know: Are you FIS?

About the Role

As an Analyst Sr. Lead, Strategy & Planning, you will shape and execute the Capital Markets AI agent strategy, accelerating the adoption of AI-powered capabilities across client-facing products and workflows. You will evaluate build, buy, and partner opportunities, develop business cases for AI investments, and collaborate across Product, Technology, Architecture, Data, Risk, and Commercial teams to deliver AI-enabled solutions. The ideal candidate combines strategic planning and financial analysis expertise with hands-on experience applying AI technologies to solve complex business challenges and drive measurable outcomes.

What You Will Be Doing

• Lead strategic planning initiatives that support long-term business growth and organizational objectives.
• Analyze market trends, customer needs, competitive dynamics, emerging AI technologies, and business performance to identify opportunities and risks.
• Develop financial models, business cases, and scenario analyses to evaluate AI investments, partnerships, and innovation opportunities.
• Provide strategic recommendations to senior leadership on growth, transformation, and operational priorities.
• Lead cross-functional planning and execution efforts across Product, Technology, Data, Architecture, Risk, and Commercial teams.
• Design and improve operating models, planning processes, governance frameworks, and performance measures.
• Monitor KPIs and strategic metrics to inform decision-making, resource allocation, and execution priorities.
• Drive business transformation and process improvement initiatives that increase efficiency, decision quality, and customer value.
• Develop build, buy, and partner strategies for AI-enabled capabilities, assessing vendors, partnerships, and internal development options.
• Serve as the primary business stakeholder for strategic AI initiatives, defining objectives, success measures, governance, and executive reporting.
• Mentor team members in strategic planning, financial analysis, business modeling, and problem-solving.

Required Qualifications

• Bachelor's degree in Business, Finance, Economics, Strategy, Analytics, or a related field, or equivalent experience.
• Significant experience in strategic planning, management consulting, corporate strategy, finance, product management, business analysis, or related disciplines.
• Expertise in financial modeling, forecasting, scenario planning, and business case development.
• Strong analytical, critical thinking, and problem-solving skills with the ability to navigate ambiguity.
• Proven ability to influence executive stakeholders and communicate complex recommendations effectively.
• Experience leading cross-functional initiatives across multiple stakeholders and business functions.
• Strong understanding of market analysis, strategic planning frameworks, and performance management.
• Exceptional communication, presentation, and stakeholder management skills.
• Hands-on experience using AI platforms, copilots, agentic technologies, reasoning models, or workflow automation tools to improve business outcomes.
• Experience developing business cases, operating plans, or strategic recommendations involving AI, automation, digital transformation, or emerging technologies.

Preferred Qualifications

• Master's degree in Business Administration, Finance, Economics, Strategy, or a related field.
• Experience in financial technology, banking, payments, financial services, or other regulated industries.
• Expertise in analytics, business intelligence, data visualization, and enterprise transformation.
• Experience developing strategy and operating models, leading organizational change, and evaluating, implementing, and scaling AI-enabled solutions, including agents, copilots, automation, LLMs, RAG, AI governance, technology partnerships, and build-versus-buy decisions.

What We Offer You

At FIS, you can grow your career as far as you want to take it.

• Opportunities to make an impact in fintech
• Personal and professional learning
• Inclusive, diverse work environment
• Resources to give back to your community
• Competitive salary and benefits

Competitive Salary and Benefits

FIS is committed to providing its employees with an exciting career opportunity and competitive compensation. The pay range for this full-time position is $138,440.00 - $235,350.00 and reflects the minimum and maximum target for new hire salaries for this position based on the posted role, level, and location. Within the range, actual individual starting pay is determined by additional factors, including job-related skills, experience, and relevant education or training. Any changes in work location will also impact actual individual starting pay. Please consult with your recruiter about the specific salary range for your preferred location during the hiring process.

EEOC Statement

FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test.

ADA Disclaimer

In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.

Sourcing Model

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

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