Senior Strategist

First Technology Federal Credit UnionHillsboro, OR
Hybrid

About The Position

This role leads cross-functional collaboration to facilitate business unit strategy sessions, ensuring business unit and division plans alignment to the enterprise strategy. Here's what you can expect from the job and what you need to be successful:

Requirements

  • Minimum four (4) years of relevant experience surrounding strategic planning at the enterprise level.
  • Advanced experience in consulting, corporate strategy, business planning, operations, finance or related roles.
  • Knowledge, understanding and use of strategic frameworks, tools, and processes.
  • Self-starter who is Intellectually curious and a continuous learner who stays on top of market and sector trends.
  • Critical thinking with the ability to make the complex simple.
  • Analytical, data-driven mindset with comfort in Excel, PowerPoint, Word and other common tools.
  • Strong facilitation, influencing, and moderation capabilities.
  • Excellent communication and presentation skills.
  • Bachelors degree in field relevant to role (or 4 additional years of relevant experience in lieu of a degree)

Responsibilities

  • Lead and facilitate structured strategy/business planning workshops across all organizational levels, from operational teams to Executive Leadership.
  • Synthesize, analyze, and interpret data and insights from business units, review trends, and identify areas requiring attention, to support strategic and business planning.
  • Conduct research on market dynamics, industry trends, benchmarks, and competitive landscape to inform strategic recommendations.
  • Applies a variety of strategy development methods and frameworks to support organizational planning and decision ‑ making.
  • Recommend approach to elicit decisions to form and revise strategies.
  • Partners on change management activities, helping integrate new processes, messaging, and stakeholder needs to advance strategic objectives.
  • Synthesize quantitative data and qualitative inputs into actionable hypotheses, strategic priorities, and recommendations.
  • Interact confidently with stakeholders at all levels; question norms, test assumptions, and build credibility via constructive challenge and influence.
  • Translate complex findings into compelling narrative presentations, reports, and executive summaries—suitable for varied audiences including senior leadership.
  • Navigate ambiguity and drive action while thriving in environments with shifting priorities, define clarity from uncertainty, and drive strategic alignment and execution.
  • Collaborate with leaders, form OKR’s and the appropriate monitoring process to ensure progress to strategic plans.
  • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Benefits

  • Traditional medical, dental, and vision coverage
  • 401K matching up to 5% per pay period
  • Paid Time Off (PTO): You'll accrue up to 15 vacation days in your first year. In addition, you'll receive 40-hours of sick time, and three personal days, which will refresh annually
  • 11 paid federal holidays
  • Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)
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