CS - Planning and Performance - Mgr - Corporate Strategic Planning

Golden 1 Credit Union; Sacramento (CA); Sur place; USD 135 000 - 155 000; Plein temps

Résumé du poste

Golden 1 Credit Union seeks a strategic planning leader to connect vision with execution and measurable outcomes. You will align priorities across planning and performance with Corporate Strategy and facilitate senior-level discussions to drive long-term success.

In this role, you will manage a mature planning framework, partner with executives, and lead complex strategic initiatives while delivering high-quality reporting to the Board and stakeholders in a financial services environment.

Qualifications

• 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.

Responsabilités

• Effective administration and maturity of a comprehensive business unit planning management framework.
• Mature, monitor, and utilize a comprehensive strategic planning management platform.
• Partner with Corporate Strategy leadership to provide recommendations on strategic direction.
• Facilitate strategic planning sessions for complex areas to develop and evolve strategies and tactics.
• Oversee collaboration with Senior Leadership to review and revise business unit plans.
• Lead and complete ad hoc requests and projects with urgency and quality.
• Create and execute Executive and Board level reporting and materials.
• Coordinate materials for SPS and Board Educational Session.

Connaissances

Strategic planning

Financial services knowledge

Leadership

Formation

Bachelor’s Degree in business administration or related

Master’s Degree or relevant professional certification

Description du poste

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.

Qualificiations 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.

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.