Strategy 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

Department

Strategy

Job Location

3560 Pentagon Blvd, Beavercreek, Ohio

Additional Locations

• Cincinnati
• Columbus

Position Type

Full-Time/Regular

Work Type

Variable

NMLS Required

No

Pay Classification

Exempt (Salary)

Grade and Compensation Band

PG 18: $84,427.20 – $126,568.00 (Annually)

Target Compensation

$90,000 - $110,000

The Strategy Analyst supports the development, execution, and monitoring of enterprise strategy by providing data-driven analysis, in depth research, marketing intelligence, and insights that guide executive decision making. This role plays a critical part in the strategic planning process translating complex transformation into actionable recommendations, supporting strategic initiatives, and ensuring alignment between organizational priorities and measurable outcomes. The Strategy Analyst will work closely with business leaders and product leadership to evaluate opportunities, track progress, and strengthen accountability for results.

• Strategic Planning Support: Play a key role in enterprise strategic planning process by conducting quantitative and qualitative analysis, building financial and operational scenarios, and synthetizing insights into clear recommendations. Support quarterly, annual, and multi-year planning cycles by preparing executive and board level materials, coordinating inputs across business units, and ensuring that strategic priorities are well-defined, measurable, and aligned with business goals. Objective thought partner to senior level executives and support creation of CEO level executive communications. (25%)
• Research and Market Intelligence: Conduct in-depth research on industry trends, competitor strategies, regulatory developments and member/partner needs. Transform complex research findings into actionable intelligence that highlights opportunities, risks, and implications for the organization’s long-term positioning. (20%)
• Performance Tracking and Reporting: Design, maintain, and enhance enterprise dashboards, scorecards, and KPIs to monitor progress against strategic goals. Ensure executives and the board have timely, accurate, and actionable visibility into performance, enabling course corrections and accountability across the organization. Build robust data models in excel for dynamic scenario analysis that supports business cases and strategic priority analysis. (15%)
• Business Case Development: Build financial and operational models to evaluate new initiatives, products, or partnerships. Provide clear analysis of expected ROI, risks, and alignment with organizational priorities, enabling leaders to make informed, data-driven investment decisions. (15%)
• Executive and Board Materials: Prepare concise, high-quality presentations, reports, and briefing documents that translate complex data, analysis, and research into clear narratives. Provide executive leadership and the board with the insights that they need to evaluate progress, approve initiatives, and set direction. (15%)
• Cross-Functional Collaboration: Partner with Finance, Operations, PMO & CMO, Product, and Data & Analytics teams to embed strategy into day-to-day execution. Facilitate alignment between departments, clarify ownership of initiatives, and ensure strategic priorities are advanced through coordinated, cross-functional action. Ensures proper policies, procedures, risk mitigation activities, and operating controls are followed. Reports gaps in policies, procedures, and operating controls to leadership to ensure member impact and risk is mitigated. (10%)

Required Skills

• Bachelor’s degree in Business, Economics, Finance, or related field. Masters Degree or 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 a corporate, financial services, or consulting environment.
• Strong interpersonal and communication skills.
• Experience in applying data analysis to solve business problems in fast-moving environments.
• Strategic Planning Tools & Frameworks: Proficiency in frameworks such as SWOT, PESTLE, Porter’s Five Forces, balanced scorecards, and OKRs to evaluate organizational positioning and define priorities.
• Financial & Quantitative Analysis: Advanced Excel and financial modeling skills; ability to build ROI models, sensitivity analyses, and scenario forecasts to support business cases and strategy recommendations.
• Research & Competitive Intelligence: Ability to conduct primary and secondary research, synthesize market trends, competitor moves, and regulatory developments into actionable insights.
• Communication & Storytelling: Strong skills in developing executive-ready presentations and board materials that translate complex data and analysis into clear, compelling narratives.
• Critical Thinking & Problem Solving: Ability to evaluate ambiguous business problems, identify root causes, and propose practical, data-driven solutions.
• Technology Awareness: Working knowledge of data infrastructure, analytics platforms, and emerging technologies (AI, automation, digital transformation tools) to assess innovation opportunities; preferred.
• Data Analysis & Visualization: Skilled in extracting, analyzing, and presenting data using BI and visualization tools (Power BI, Tableau, Looker, or similar). Comfortable with SQL for querying and joining datasets; preferred.