CS - Planning and Performance - Mgr - Corporate Strategic Planning

Golden 1 Credit Union•Sacramento, CA

1d•Hybrid

About The Position

Golden 1 Credit Union is seeking a strategic planning leader to connect organizational vision, execution, and measurable outcomes. The Manager of Corporate Strategic Planning administers and develops the business unit planning framework and strategic planning platform, helps align priorities across business units, and supports leaders in making informed decisions that advance long-term organizational success. The role partners with Corporate Strategy leadership and senior leaders, facilitates strategic planning for complex or technical areas, oversees business unit plan reviews, and recommends ways to strengthen alignment between plans. The position leads executive- and Board-level reporting, supports annual strategic planning and Board educational sessions, conducts research on corporate initiatives, and contributes to organizational and competitive intelligence. It also oversees staff and promotes positive employee engagement. The position reports to the VP - Corporate Strategy.

Requirements

Bachelor’s degree in business administration or a related field.
At least 7 years of progressive experience, preferably in strategic planning, business development, and/or strategic marketing in the financial services industry.
Strong understanding of how a financial institution operates.
At least 5 years of experience leading senior professionals.

Nice To Haves

Master’s degree.
Relevant professional certification.

Responsibilities

Administer and continually develop a comprehensive business unit planning management framework to capture activities, progress, and outcomes.
Mature, monitor, and use the strategic planning management platform.
Partner with Corporate Strategy leadership to make recommendations on the team's strategic direction.
Facilitate strategic planning sessions for complex or highly technical areas, developing, documenting, and evolving strategies and tactics tied to key outcomes.
Oversee collaboration with Senior Leadership to periodically review and revise business unit plans tracking progress toward the Credit Union's Mission, Vision, and Strategic Goals.
Recommend improvements to alignment within and between business unit plans.
Lead ad hoc requests and projects, engaging stakeholders and Corporate Strategy team members as needed.
Create and execute ongoing and ad hoc Executive- and Board-level reporting, maintaining quality control throughout development and revision.
Participate in strategic planning, coordinate materials for the annual Strategic Planning Session and annual Board Educational Session, and partner across the Credit Union to develop and deliver planning materials.
Research corporate initiatives and prepare reports on feasibility, viability, and implications.
Build and maintain relationships with leaders to facilitate cross-functional strategic progress reporting.
Collect, analyze, and synthesize organizational intelligence, particularly competitive intelligence, by monitoring industry developments, economic trends, and business cycle forecasts and assessing potential impacts and recommendations.
Maintain an understanding of applicable state and federal credit union compliance laws and regulations, including bank secrecy and anti-money laundering laws appropriate to the position.
Prepare and review reports and analyses and organize and manage meetings using Microsoft Office and applicable performance management, project management, business intelligence, data visualization, or other software.
Oversee staff and facilitate positive employee engagement.
Perform other duties as assigned.