Senior Corporate Strategy Advisor

Hudson Valley Credit Union•Poughkeepsie, NY

19d

About The Position

Hudson Valley Credit Union is currently recruiting for the position of Senior Corporate Strategy Advisor. Primary Function: Shapes and advances the long-term strategic direction of the credit union. Partners with senior leaders across business units to identify growth opportunities, evaluate emerging industry trends, and guide enterprise-wide transformation initiatives. Acts as an internal consultant and trusted advisor, providing data-driven insights, facilitating strategic decision-making, and ensuring alignment between enterprise priorities and the credit union's mission of delivering long-term member value

Requirements

Bachelor’s Degree in Business, Finance, Economics or related field required. Masters preferred.
Minimum 7 Years experience in corporate strategy, management consulting, financial services, or related strategic roles required.
Strong business acumen with demonstrated ability to analyze complex data, develop insights, and communicate clear recommendations required.
Proven success facilitating executive-level discussions and influencing senior decision-makers required.
Experience driving cross-functional initiatives in large, complex organizations required.

Nice To Haves

Knowledge of credit union or broader financial services industry preferred.
Project Management (PMP), Lean Six Sigma, or Change Management (Prosci) preferred.

Responsibilities

Partner with leadership to develop, refine, and track enterprise strategic plans.
Conduct market, member, and competitor analysis to identify risks, opportunities, and emerging trends.
Develop business cases, financial models, and strategic recommendations for new initiatives, partnerships, and growth opportunities.
Translate complex analysis into clear, concise narratives and recommendations for executive management and board-level audiences.
Serve as a trusted advisor to senior leaders on enterprise priorities and transformation initiatives.
Support the design and execution of cross-functional initiatives that drive efficiency, innovation, and measurable member impact.
Support workshops, strategic off-sites, and decision-making sessions with executives and stakeholders.
Provide thought partnership and support on organizational change, strategic frameworks, and financial services best practices.
Recommend and monitor KPIs and success metrics to track progress against strategic objectives.
Partner with Finance, Risk, and Business Intelligence teams to ensure alignment of strategic and financial planning.
Support enterprise portfolio management by helping to prioritize initiatives and allocate resources toward the highest-impact projects.
Act as a connector between enterprise strategy, business units, and enabling functions such as Transformation Office, PMO, and CUSO partners.
Provide support and peer mentorship that contributes to the growth of internal consulting and advisory capabilities across the organization.
Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
Responsible for regular and predictable attendance including punctuality.