Capacity Planning and Lifecycle Mgmt Analyst

Job Description

JOB INFORMATION

Title:

Capacity Planning and Lifecycle Mgmt Analyst

Officer Title:

Grade:

29

FLSA Classification:

Exempt

Date Last Edited:

3/20/2026

Reports To:

Senior Director Enterprise Architecture

Department:

Enterprise Architecture

URL Link

https://hvfcu.jdxpert.com/ShowJob.aspx?EntityID=2&jobcode=1155

PRIMARY FUNCTION

The Capacity Planning and Lifecycle Management Analyst is a critical member of the Enterprise Architecture team, supporting the SVP of Enterprise Architecture in designing, implementing, and optimizing technology infrastructure and application portfolios across the organization. This role is responsible for ensuring that enterprise systems are scalable, resilient, and cost-effective, with a focus on both current operational needs and future growth. The analyst will play a vital part in developing strategies for resource allocation, capacity forecasting, lifecycle optimization, and technology refresh cycles to maximize business value and minimize risk.

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Analyze current and projected workloads across IT systems, applications, and infrastructure to determine capacity requirements.

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Develop models and forecasts to anticipate growth in business demand, identifying potential bottlenecks before they impact operations.

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Collaborate with cross-functional teams (IT Operations, Application Owners, Infrastructure, and Business Units) to capture requirements, usage patterns, and strategic direction.

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Recommend and justify infrastructure investments, scaling strategies, and resource allocations to support organizational objectives

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Utilize data-driven analysis and industry benchmarks to propose improvements in resource utilization, performance, and reliability.

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Monitor and manage the lifecycle of enterprise assets (hardware, software, platforms, and services), ensuring timely upgrades, replacements, and retirements.

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Maintain lifecycle roadmaps for major applications and infrastructure components and communicate upcoming changes to relevant stakeholders

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Assess the technical debt, end-of-life risks, and obsolescence issues, developing mitigation plans in alignment with business priorities.

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Establish processes and controls to track the status of assets, licenses, warranties, and contracts related to enterprise technology.

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Facilitate the transition or decommissioning of legacy systems, minimizing disruption to business operations.

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Prepare and present reports, dashboards, and recommendations on capacity, utilization, lifecycle status, and risks to executive leadership and technical teams.

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Champion initiatives that enhance system scalability, performance, and agility, supporting the organization’s digital transformation goals.

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Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.

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Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.

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Responsible for regular and predictable attendance including punctuality.

Bachelor’s Degree or at least 2 years equivalent experience for each undergraduate year not completed; undergraduate degree cannot substitute for minimum number of years of experience.

Information Technology, Computer Science or related field.

X

Relevant technical certification(s) in infrastructure platforms: VMWare

X

Relevant technical certification(s) in cloud platforms:  Microsoft Azure

X

Minimum 1 Year

Capacity planning, lifecycle management, asset management, or related roles within enterprise environments

X

Minimum 1 Year

Background in enterprise architecture, IT operations, or infrastructure management is strongly preferred

X

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Strong analytical and data modeling skills; proficiency in capacity planning tools and platforms (e.g., BMC, CA, ServiceNow, custom solutions).

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Familiarity with ITIL, COBIT, or other IT service management frameworks.

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Knowledge of cloud computing, virtualization, and hybrid environments.

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Solid understanding of hardware and software lifecycle concepts, licensing, and support models.

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Effective time management, prioritization, and project coordination abilities

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Strong problem-solving skills and attention to detail.

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Advanced proficiency in Microsoft Office Software (Visio, Word, Excel, Outlook, PowerPoint, etc.)

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Must be able to learn new software products.

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Advanced verbal, written and presentation skills.

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Must be able to demonstrate advanced analytical, communication and interpersonal skills.

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Ability to effectively communicate with Senior Management.

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Ability to work in a fast-paced environment and deal with a variety of internal/external customer and vendor situations.

PHYSICAL DEMANDS

Frequency

Physical Demand

Weight (lbs.)

Frequently

Sit for prolonged periods of time

Frequently

Required to communicate verbally

Frequently

Normal range of vision and hearing abilities required

Occasionally

Lift and/or move objects

30

Occasionally

Travel outside of work location to attend meetings and training programs

Frequently

Required to skillfully operate a computer, telephone and other standard office equipment

WORK ENVIRONMENT

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Typically the noise level in the work environment is low to moderate.

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May experience occasional job stress in dealing with difficult situations and/or high volume.

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High energy, high impact atmosphere.

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There are no significant hazardous conditions.

View Competencies

Capacity Planning & Management

Knowledge of the tools and practices for determining and managing resources (hardware, software, telecommunications, etc.); ability to plan and manage the capacity to provide satisfactory levels of service for current and future applications.

Level 1

1. Describes basic concepts and issues behind capacity planning.

2. Lists major tools and methods used in capacity planning and management.

3. Describes the capacity characteristics of installed hardware, software or applications.

4. Names and interprets several capacity-related measurements such as Volume & Performance Testing.

Managing Multiple Priorities

Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.

Level 2

1. Performs at least 2-3 concurrent activities without reducing productivity.

2. Completes current work according to assigned priorities.

3. Recognizes changing demands and priorities; validates changes with management.

4. Responds to day-to-day operational priorities while still making progress on project work.

5. Obtains information about how current assignments contribute to organizational goals.

Service Excellence

Consistently incorporates Hudson Valley's member and employee value proposition, reinforcing organizational culture and brand differentiators.

Level 1

1. Anticipates and meets the needs of both internal and external customers. Delivers high quality service and is committed to continuous improvement.  2. Consults with management on modifying business processes to enhance service delivery. Monitors own work to ensure quality and apply feedback to improve performance.  3. Integrates core values into the way work is done and how relationships are conducted.  4. Possesses knowledge of customer service concepts and techniques; ability to meet or exceed customer needs and expectations and provide excellent service in a direct or indirect manner.  5. Tailors communications based on others’ needs, motivations and agendas.

Work Standards

Sets high standards of performance for self and others; assumes responsibility and accountability for successfully completing assignments or tasks.

Level 3

1.  Coaches others to develop effective techniques for producing expected results.  2. Confirms achievement and acceptance of results to ensure process closure.  3. Escalates unusual findings that could have an impact on future process cycles.  4. Mobilizes group to anticipate likely results expected in future process cycles.  5. Recognizes significant results in ways that sustain employee motivation to achieve.  6. Sets critical work standards and expectations for a group or unit.

Flexibility and Adaptability

Adapts as needed; knowledge of successful approaches, tools, and techniques for dealing with changes and adapting to a changing environment.

Level 3

1. Helps others adapt to changing environments and accept new situations.  2. Identifies and elevates process improvements.  3. Leverages prior experience as a help towards handling changing situations.  4. Makes progress in an atmosphere of ambiguity and uncertainty.  5. Recovers from disappointments and setbacks.  6. Works effectively with unstructured teams, situations, or environments.

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee in this position.  Additional functions and requirements may be assigned by supervisors as deemed appropriate, with or without notice.

Nothing contained in this material creates a contract of employment between an employee and Hudson Valley Federal Credit Union or otherwise alters the at-will nature of the employment relationship.

Are you able to perform the essential functions listed in this job description with or without reasonable accommodation?  YES_______  NO_______

By signing below you certify that you have received this job description and understand the requirements, essential functions and duties of the position.  If you are currently employed in this position, your signature acknowledge that this job description accurately describes the position, including its essential functions.

Name:  _____________________________________________

Signature: _____________________________________________

Date:  _____________________________________________ 

Please also note that Hudson Valley Federal Credit Union respects the religious beliefs and practices of employees and will, on request, reasonably accommodate its employees when a reasonable accommodation is available that does not create an undue hardship on the Credit Union’s business.  Therefore, unavailability for work due to religious observances or practices may not be a bar to employment.