Strategy Execution Analyst (San Diego)

CALIFORNIA FEDERAL CREDIT UNION•San Diego, CA

About The Position

This role bridges the gap between strategy and execution—transforming insights into action through coordinated project management, stakeholder alignment, and results tracking. This role plays a critical part in driving key initiatives across marketing, product, and operations to enhance member engagement, accelerate growth, and increase organizational agility.

Requirements

Proven ability to work cross-functionally across departments (e.g., Marketing, Product, Retail, Operations).
Strong analytical skills with the ability to translate insights/data into strategic action plans.
Excellent communication and stakeholder management skills
Highly organized, detail-oriented, and capable of managing multiple complex initiatives simultaneously
Bachelor’s degree or achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree
Proficiency with Jira, Power BI, Excel, SharePoint, Microsoft Planner, and Teams.
5–8 years of experience in strategy execution, strategic operations, business consulting, or program management.

Nice To Haves

Experience in financial services, fintech, credit unions, or member-driven organizations is a plus.

Responsibilities

Translate data-driven strategies into structured execution plans.
Own initiative roadmaps, including deliverables, milestones, owners, and dependencies.
Collaborate with stakeholders across Marketing, Member Experience, and Operations to launch, manage, and optimize initiatives.
Oversee timelines, track action items, and resolve blockers to maintain progress.
Lead the delivery of initiatives such as credit card growth campaigns, member segmentation activations, and financial wellness pilots.
Guide working groups or project teams through agile-style sprints or structured workback schedules.
Utilize Jira, Microsoft Teams, and Power BI for tracking and reporting on progress.
Partner with analysts to translate data insights into actionable business opportunities.
Establish feedback loops to ensure continuous learning and process improvement.
Document best practices, frameworks, and playbooks to scale execution strategies.
Serve as the primary liaison between BI&A and cross-functional teams during project execution.
Facilitate meetings, track key decisions, and manage communication flow effectively.
Support senior leadership through detailed summaries, dashboards, and retrospectives.
Assists with special projects.
Performs other duties as assigned.
Comply with regulatory guidelines and internal policies.
Complies with BSA requirements as commensurate with position.