Job Title: Mgr - Corporate Strategic PlanningStatus: ExemptReports to: VP - Corporate Strategy Department: Planning and Performance Job Code: 11761Pay Range: $135,300.00 - $155,000.00 AnnuallyLocation: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…