Strategic Planning & Analytics Analyst

Wright-Patt Credit Union; Beavercreek (OH); On-site; USD 84,000 - 127,000; Full time

Job summary

Wright-Patt Credit Union in Beavercreek, OH, is seeking a Strategy Analyst to support enterprise planning, analysis, and dashboarding. You will translate complex data into actionable recommendations and work with senior leaders to drive strategic initiatives and measurable outcomes.

You will build financial models, develop board-ready materials, and collaborate across departments to ensure alignment with organizational goals. A strong background in analytics and communication is essential.

Qualifications

• Bachelor’s degree in Business, Economics, Finance, or related field; MBA preferred.
• 3-5 years of experience in strategy, management consulting, finance, analytics, or related roles with demonstrated ability to conduct research, develop business cases, and support executive decision-making.
• Experience supporting strategic planning processes and developing board-ready materials in corporate, financial services, or consulting environments.
• Strong interpersonal and communication skills.
• Experience applying data analysis to solve business problems in fast-moving environments.
• Proficiency in Strategic Planning Tools & Frameworks: SWOT, PESTLE, Porter’s Five Forces, balanced scorecards, OKRs.
• Financial & Quantitative Analysis: advanced Excel and financial modeling; ROI models and scenario forecasts.
• Research & Competitive Intelligence: synthesize market trends into actionable insights.
• Communication & Storytelling: executive-ready presentations and board materials.
• Data & Technology: awareness of data infrastructure and analytics platforms; AI/automation preferred.
• Data Analysis & Visualization: BI tools and SQL querying familiarity.

Responsibilities

• Support enterprise strategic planning by performing quantitative and qualitative analyses and developing financial/operational scenarios.
• Research industry trends, competitors, regulations, and member needs to inform strategy.
• Design dashboards and KPIs; provide timely visibility to executives and the board.
• Build financial and operational models to assess new initiatives and partnerships.
• Prepare concise executive materials and board briefings.
• Collaborate across Finance, Operations, PMO & CMO, Product, and Data & Analytics teams to embed strategy.

Skills

Data analysis

Financial modeling

Strategic thinking

Communication

Problem solving

Education

Bachelor’s degree in Business, Economics, Finance, or related field

Master’s degree or MBA preferred

Tools

Power BI

Tableau

Looker

SQL

Excel

Job description

Wright-Patt Credit Union in Beavercreek, OH, is seeking a Strategy Analyst to support enterprise planning, analysis, and dashboarding. You will translate complex data into actionable recommendations and work with senior leaders to drive strategic initiatives and measurable outcomes.

You will build financial models, develop board-ready materials, and collaborate across departments to ensure alignment with organizational goals. A strong background in analytics and communication is essential.