Business Strategy and Planning

What you'll do:

• Drives the development and coordination of components within the overarching CoSA strategy.
• Works with executive management to establish strategic and operational framework that establishes enables short and long-term business goals and key results.
• Develops specific processes to manage the business strategic and operational planning process.
• Drives the alignment of business process and frameworks to enterprise strategy, process and framework.
• Partners with senior-level leaders across functions and channels to develop near- and long-term visions and roadmaps and works with business leaders to manage transition from strategy to execution.
• Maintains responsibility of integration of change management plans, project documentation and strategies for large, complex business specific initiatives that often impact the organization and/or enterprise.
• Identifies strengths and weaknesses to evaluate operational effectiveness by establishing best practices and management routines to address gaps.
• Guides team members as they perform research and analysis.
• Supports CoSA executive leadership by leading the design, coordination, and governance of the annual strategic planning and operational planning processes.
• Leads and motivates cross-functional team members in strategy and operational plan development and implementation.
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
  

What you have:

• Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
• 8 years of directly related business planning consultation experience to include developing business strategy for short-term and/or long-term goals.
• Experience influencing and managing communication to senior executives, internal colleagues through concise, official and regular updates on status, progress, strategies and roadmaps.
• Extensive experience in Project Management.
• Strong business acumen in financial services or related industry, and a proven ability to balance strategic thinking with practical implementation skills.
• Experience working with clients/customers to realize business issues and develop a strategy for the business’s direction from the gathered insights.
  

What sets you apart:

• US military experience through military service or a military spouse/domestic partner [optional]
• Extensive experience in program management of strategic initiatives/programs including facilitating vertical and horizontal integration of work efforts.
  

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.