CS - Planning and Performance - Mgr - Corporate Strategic Planning

Golden 1; Sacramento (CA); Hybrid; USD 135,000 - 155,000; Full time

Benefits offered by this job

Hybrid work arrangement

Job summary

Golden 1 Credit Union seeks a Manager of Corporate Strategic Planning to lead enterprise planning, align priorities across units, and drive measurable outcomes in California. The role collaborates with senior leaders to develop and mature the strategic planning framework and reporting platforms.

You will guide SPS and Board materials, oversee executive reporting, and ensure compliance with applicable laws while partnering with Corporate Strategy to shape the team's direction.

Qualifications

• Bachelor’s Degree in business administration or related field.
• Master’s Degree or relevant professional certification preferred.
• 7+ years progressive strategic planning experience in financial services.
• Strong understanding of how a financial institution operates.
• 5+ years experience leading senior professionals.

Responsibilities

• Develop and mature a comprehensive business unit planning framework, capturing activities, progress and outcomes.
• Mature and utilize a strategic planning platform and reporting tools.
• Partner with Corporate Strategy leadership to guide strategic direction.
• Facilitate strategic planning sessions for complex or technical areas to develop and evolve strategies.
• Collaborate with Senior Leadership to review and revise business unit plans for alignment with Mission, Vision and Goals.
• Lead ad hoc projects with urgency and cross-functional collaboration with external stakeholders.
• Create and execute Executive and Board level reporting with high quality standards.
• Coordinate materials for SPS and Board Education Sessions and collaborate across the credit union.
• Conduct research on corporate initiatives and prepare feasibility and implications reports.
• Build relationships with leaders to enable cross-functional strategic progress reporting.
• Monitor industry trends and economic forecasts to assess impact on current business model.
• Maintain knowledge of state and federal laws related to credit union compliance.
• Prepare and review reports using MS Office, performance management software and BI tools.
• Oversee staff and foster positive employee engagement.
• Perform other duties as assigned.

Education

Bachelor’s Degree in business administration or related field

Job description

Job Title: Mgr - Corporate Strategic Planning

Status: Exempt

Reports to: VP - Corporate Strategy

Department: Planning and Performance

Job Code: 11761

Pay Range: $135,300.00 - $155,000.00 Annually

WHO WE ARE:

Golden 1 Credit Union is among the top credit unions in the country. As a member-owned, not-for-profit cooperative, Golden 1 is guided by the credit union philosophy of “people helping people.” We are committed to empowering our members and uplifting our communities as we create a more equitable and financially inclusive California. We welcome all who embrace our Core Values.

WHO YOU ARE:

You are a strategic planning leader who thrives on connecting vision, execution, and measurable outcomes. You excel at aligning priorities across business units, facilitating strategic discussions, and helping leaders make informed decisions that drive long-term organizational success.

WHAT YOU'LL DO:

• Effective administration and continued development and maturity of a comprehensive business unit planning management framework that effectively captures business unit activities, progress, and outcomes.
• Effectively mature, monitor, and utilize a comprehensive strategic planning management platform.
• Partner with Corporate Strategy leadership to provide thoughtful recommendations on the team's strategic direction.
• Facilitate strategic planning sessions for complex or highly technical areas of the Credit Union to develop, document, and continually evolve strategies and tactics that are critical to the achievement of key outcomes.
• Oversee the process of collaborating with Senior Leadership to periodically review and revise business unit plans used to track our progress toward achievement of our Mission, Vision, and Strategic Goals. Provide recommendations to continuously improve alignment within and between business unit plans.
• Efficiently lead and solution ad hoc requests and projects with a sense of urgency and a focus on quality, engaging in thoughtful teamwork with external stakeholders and other members of the Corporate Strategy team, as necessary.
• Responsible for the successful creation and execution of ongoing and ad hoc Executive and Board level reporting, ensuring that utmost level of quality control is maintained through the creation and iteration process of materials.
• Participate in the strategic planning process, including coordinating materials for the annual Strategic Planning Session (SPS), the annual Board Educational Session, and partnering with other areas across the Credit Union, to develop and deliver strategic planning materials.
• Conduct research related to corporate initiatives and prepare related reports regarding feasibility, viability, and resulting implications.
• Build and maintain strong relationships with leaders to effectively facilitate the cross-functional effort required to generate complex strategic progress reporting.
• Contribute to the collection, analysis, and synthesis of organizational intelligence, with a focus on competitive intelligence, by monitoring industry developments, economic trends, and business cycle forecasts to determine potential impacts to our current business model and to make recommendations.
• Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position.
• Ideate, prepare and review reports, analysis, and organize and manage meetings using the Microsoft Office Suite (Word, Excel, PowerPoint, etc.), performance management software, project management software, business intelligence/data visualization software, or any other software utilized to track, report, or analyze internal or external data/information.
• Oversee staff and facilitate positive employee engagement.
• Perform other duties as may be assigned.

QUALIFICATIONS AND PREFERENCES:

• Bachelor’s Degree in business administration or other related degree required
• Master’s Degree or relevant professional certification preferred
• 7+ years progressive experience, preferably with strategic planning, business development, and/or strategic marketing experience in the financial services industry required
• A strong understanding of how a financial institution operates required
• 5+ years experience in leading senior professionals required

WHY JOIN US:

Golden 1 Credit Union provides its employees a market-competitive and internally equitable total rewards compensation package through a variety of programs. These programs are designed to attract, motivate, and retain employees that drive and support the achievement of Our Mission, Vision, and Strategic Goals. The Credit Union is committed a total rewards philosophy built on; a comprehensive compensation package, well-being and work-life balance, career development and growth, rewards and recognition, and a commitment to Diversity, Equity and Inclusion. We believe in fostering a workplace where every employee is recognized, valued, and motivated to contribute their best.

Please view the full job description detailing the complete list of duties and expectations for this role by clicking or copying this URL into your browser: https://golden1.jdxpert.com/ShowJob.aspx?EntityID=2&id=2369

DISCLAIMER/INTENT AND FUNCTION OF JOB DESCRIPTIONS:

The above information on this description has been designed to indicate the general nature and level of work performed by team members within this classification. Because the nature of positions and job functions can change over time, this job description is not designed to contain or be interpreted as a comprehensive inventory of all essential functions, duties, responsibilities and qualifications requirements of team members assigned to this job. Job duties may be changed or modified in the Credit Union’s discretion. The Credit Union will keep team members updated on key functions, duties, and requirements of their position by communications from the Credit Union and by updating the job description from time to time. Any team member with questions about the nature of their job duties is encouraged to consult with their supervisor.

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