Strategy Analyst

Compeer Financial • Lakeville, MN

23h • $75,600 - $114,200 • Hybrid

About The Position

Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin, providing financial services to support agriculture and rural communities. They offer a culture that promotes meaningful work, professional development, a flexible, hybrid work environment, and excellent benefits. This Strategy Analyst position provides critical analytical and research support to advance Compeer Financial’s enterprise and business unit strategies. The role contributes to high-impact strategic initiatives by conducting market research, leading client satisfaction measurement programs, and synthesizing data to support decision making across the organization. The analyst will work closely with more senior team members to develop strategic insights and assist in preparing communications and recommendations for internal stakeholders.

Requirements

• Bachelor’s degree in business, economics, marketing, statistics, or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
• Minimum of 3 years' experience in strategy, management consulting, or market research.
• Expertise in Qualtrics survey platform.
• Demonstrated experience conducting analysis and presenting findings in a structured, professional format.
• Strong quantitative and analytical skills, comfort in working with large data sets, and working knowledge of financial concepts (e.g., ROI, margin, growth) and business value drivers.
• Strong organizational and time management skills with demonstrated ability to deliver high-quality, accurate work within deadlines.
• Collaborative team player who engages constructively with stakeholders while also working independently to achieve goals.
• Demonstrates curiosity, initiative, and a growth mindset and actively seeks feedback and builds new skills.
• Proficient in Excel and PowerPoint.
• Experience with or willingness to learn tools such as Power BI, Tableau, SQL, or AI-enabled analytics.

Nice To Haves

• Experience in the financial/agriculture industry.
• Prior experience in UI/UX testing.

Responsibilities

• Provides expertise and leadership for client feedback and satisfaction measurements, ensuring quality data collection, analysis, and reporting.
• Works directly with business units and department leaders to create and execute research studies that impact business strategies.
• Manages the enterprise’s client insight panel, ensuring consistent engagement and a steady flow of high-quality client feedback.
• Utilizes expertise in survey programming, execution, and dashboard creation, sharing guidance and best practices with team members on the use of related tools and platforms.
• Manages external vendors to ensure timely and high-quality delivery and the efficient use of resources.
• Conducts secondary research and competitive intelligence to understand industry trends, customer dynamics, and market shifts.
• Supports market sizing, segmentation, and white space identification exercises.
• Gathers and synthesizes external benchmarks to inform internal decisions.
• Develops high-quality visuals, charts, and supporting slides for strategic presentations to communicate insights effectively.
• Assists with preparing content for senior leadership discussion and contributes to the creation of executive-ready materials that summarize key findings and insights.
• Contributes to workstreams on strategy, business development, or innovation projects.
• Participates in team problem-solving sessions, stakeholder interviews, and working meetings in order to advance project outcomes.
• Supports project planning, documentation, and knowledge capture activities.

Benefits

• Hybrid model – up to 50% work from home
• Flexible schedules including ample flexibility in the summer months
• Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match)
• Medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP
• Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off
• Learning and development programs
• Mentorship programs
• Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.)
• Professional membership/certification reimbursement

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees