Strategic Planning Analyst Job

Responsible for supporting the Office of Strategic Planning in the ongoing development and execution of strategy. This position includes full support of the ongoing strategic planning cycle and the use of the Balanced Scorecard organization-wide.

This position is expected to be hybrid.

NYC Salary Range - $85,620 - $90,000 annually; compensation is commensurate to geographic location.

• Regardless of seniority or role, uphold UNFCU’s mission, core values, and guiding principles by providing an exceptional service experience to colleagues and members alike through consistent demonstration of our service excellence behaviors.
• Partner with senior leadership to continue to build a best in class Office of Strategic Planning that produces actionable, measurable and effective strategic plans that drive the growth of UNFCU.
• Assist in the planning and organizing of strategic planning meetings and other related events.
• Conduct structured and rigorous analyses on the external environment in order to generate valuable insights that position UNFCU to choose the right priorities.
• Stay current on global changes related to industry trends, the United Nations, UNFCU’s member universe, and factors within UNFCU. Identify patterns or themes that help the organization identify new priorities or modify existing ones. Support various teams, the Strategic Planning Council, and senior management with such insights as related to their importance and impact.
• Assist the Office of Strategic Planning in managing UNFCU’s corporate Balanced Scorecard as well as the multiple cascading Balanced Scorecards at varying tiers within the organization. Balanced Scorecard management includes gathering metric data, inputting data into the Balanced Scorecard management software, analyzing data for strategic recommendations, reporting, and the annual refresh cycle.
• Draft strategic communications for internal publication throughout the organization, including updates to the Strategy Intranet page, updates to the Balanced Scorecard dashboard, producing annual strategy progress reports, and compiling quarterly strategy newsletters.
• Assist in the identification and prioritization of strategic initiatives as well as gather information on the status of ongoing strategic initiatives.
• Provide support for strategic planning activities including assisting any specialized task forces; serve as a team member as requested.
• Conduct research as needed, producing detailed analytical reports and summaries as requested by senior management.
• Assist in the compilation of presentations to the Board of Directors and other volunteer committees as necessary.
• Ensure compliance with federal and state laws and regulations and UNFCU’s Code of Ethics & Business Conduct.

• Bachelor’s Degree in Business Administration/Management or related field required, plus prior experience working for a financial institution or in strategic planning preferred
• High degree of proficiency using Microsoft Office Suite, including Excel, PowerPoint, and Word
• Strong data analysis skills
• Familiarity with ClearPoint Strategy software preferred
• Strong organizational and project management skills
• Proven analytical and quantitative skills
• Strong and professional interpersonal, verbal and written communication skills
• Ability to manage relationships at all levels throughout the organization
• Ability to multi-task, managing multiple projects concurrently