Strategy Analyst

Wright-Patt Credit Union•Beavercreek, OH

4d•$84,427 - $126,568

About The Position

The Strategy Analyst supports the development, execution, and monitoring of enterprise strategy by providing data-driven analysis, in depth research, marketing intelligence, and insights that guide executive decision making. This role plays a critical part in the strategic planning process translating complex transformation into actionable recommendations, supporting strategic initiatives, and ensuring alignment between organizational priorities and measurable outcomes. The Strategy Analyst will work closely with business leaders and product leadership to evaluate opportunities, track progress, and strengthen accountability for results.

Requirements

Quantitative and qualitative analysis skills
Financial and operational scenario building skills
Ability to synthesize insights into clear recommendations
Experience preparing executive and board level materials
Ability to coordinate inputs across business units
Strong research skills
Ability to transform complex research findings into actionable intelligence
Experience designing, maintaining, and enhancing enterprise dashboards, scorecards, and KPIs
Experience building robust data models in excel for dynamic scenario analysis
Experience building financial and operational models
Experience preparing concise, high-quality presentations, reports, and briefing documents
Cross-functional collaboration skills
Understanding of policies, procedures, risk mitigation activities, and operating controls

Responsibilities

Play a key role in enterprise strategic planning process by conducting quantitative and qualitative analysis, building financial and operational scenarios, and synthetizing insights into clear recommendations.
Support quarterly, annual, and multi-year planning cycles by preparing executive and board level materials, coordinating inputs across business units, and ensuring that strategic priorities are well-defined, measurable, and aligned with business goals.
Act as an objective thought partner to senior level executives and support creation of CEO level executive communications.
Conduct in-depth research on industry trends, competitor strategies, regulatory developments and member/partner needs.
Transform complex research findings into actionable intelligence that highlights opportunities, risks, and implications for the organization’s long-term positioning.
Design, maintain, and enhance enterprise dashboards, scorecards, and KPIs to monitor progress against strategic goals.
Ensure executives and the board have timely, accurate, and actionable visibility into performance, enabling course corrections and accountability across the organization.
Build robust data models in excel for dynamic scenario analysis that supports business cases and strategic priority analysis.
Build financial and operational models to evaluate new initiatives, products, or partnerships.
Provide clear analysis of expected ROI, risks, and alignment with organizational priorities, enabling leaders to make informed, data-driven investment decisions.
Prepare concise, high-quality presentations, reports, and briefing documents that translate complex data, analysis, and research into clear narratives.
Provide executive leadership and the board with the insights that they need to evaluate progress, approve initiatives, and set direction.
Partner with Finance, Operations, PMO & CMO, Product, and Data & Analytics teams to embed strategy into day-to-day execution.
Facilitate alignment between departments, clarify ownership of initiatives, and ensure strategic priorities are advanced through coordinated, cross-functional action.
Ensures proper policies, procedures, risk mitigation activities, and operating controls are followed.
Reports gaps in policies, procedures, and operating controls to leadership to ensure member impact and risk is mitigated.