Senior Strategy & Transformation Analyst

Job Description

JOB INFORMATION

Title:

Senior Strategy & Transformation Analyst

Officer Title:

AVP

Grade:

30

FLSA Classification:

Exempt

Date Last Edited:

3/24/2025

Reports To:

Director of Strategy & Transformation

Department:

Corporate Development

URL Link

https://hvfcu.jdxpert.com/ShowJob.aspx?EntityID=2&jobcode=1091

PRIMARY FUNCTION

The Sr Strategy & Transformation Analyst is essential in conducting strategic analysis, supporting management consulting engagements, and aiding in the evaluation of mergers, acquisitions, and strategic partnerships to drive HVCU's corporate strategy.

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Strategic Analysis & Business Insight: Conduct market research and analyze data to identify industry trends and growth opportunities. Develop financial models, business cases, and executive presentations to support strategic decision-making. Monitor and report on strategic roadmaps and key performance indicators (KPIs).

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Management Consulting: Support internal consulting engagements by identifying opportunities and recommending solutions. Conduct analysis and workflow assessments to drive efficiency improvements. Collaborate with business units to develop action plans aligned with the credit union’s strategic agenda.

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Research & Development (R&D) for Corporate Strategy: Conduct R&D and impact analysis on financial services trends, changes, disruptions, and macroeconomic factors. Evaluate emerging trends and business models that could influence corporate operations and strategic decision-making.

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Mergers, Acquisitions, & Strategic Partnerships: Assist in evaluating M&A opportunities, strategic partnerships, and market expansion initiatives. Support due diligence efforts by gathering and analyzing data. Conduct financial and operational impact assessments for proposed growth initiatives and assist in integration planning.

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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

Business, Finance, Economics, Data Analytics or related field

X

Master’s Degree

Business, Finance, Economics, Data Analytics or related field

X

Project Management (PMP), Lean Six Sigma, or Change Management (Prosci)

X

Minimum 5 Years

Experience in strategy, management consulting, business analysis, or financial services.

X

Minimum 5 Years

Experience in financial modeling, business process improvement, or data analytics

X

Minimum 5 Years

Prior experience in financial services

X

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Strong analytical and problem-solving skills with the ability to translate data into actionable insights.

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Experience with data visualization tools (e.g., Tableau, Power BI) is a plus.

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

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Excellent written and verbal communication skills.

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

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

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.

Title:

Senior Strategy & Transformation Analyst

View Competencies

Analytical Approach

Synthesizes ideas and information required for process improvement into a manageable form.

Level 4

1. Models a consistently analytical basis for decision making.

2. Re-frames complex ideas and diverse data into simple pictures or statements.

3. Scrutinizes counterintuitive findings before implementing.

4. Presents defensible, well documented business cases.

5. Negotiates from rational positions.

6. Advocates on behalf of unpopular initiatives that have merit.

Service Excellence

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

Level 3

1. Creates a sense of accountability and personal ownership for employees and self.  2. Designs strategies to inspire peers and business unit to raise the bar of customer service delivery.  3. Monitors industry for trends in enhancing member service with special attention to financial services.  4. Establishes best practices for internal and external service excellence.  5. Systematically identifies potential problems when designing systems/processes using techniques including brainstorming and cost/benefit analyses to reduce the chances of unnecessary problems.

Leadership

Leads people towards meeting the organization’s vision, mission, and goals. Provides an inclusive workplace that fosters diversity, development, teamwork and continuous improvement.

Level 2

1. Creates a connection to demonstrate how daily actions contribute to organizational outcomes. Coaches team to assume full responsibility for shared goals and objectives.   2. Develops the ability of others to perform and contribute to the organization by providing ongoing feedback and opportunities to learn through formal and informal methods.   3. Implements the organization’s workforce development/planning strategies within business units.  4. Makes well-informed, effective and timely decisions, even when data is limited.  5. Takes a stand, maintains integrity and tactfully defends position in the face of significant opposition.

Results Driven

Drives critical activities to completion. Meets organizational goals and customer expectations.

Level 2

1. Clearly communicates expected results. Uses motivational tactics to generate team buy in. Consistently measures progress and refocuses efforts to ensure attainment.  2. Implements specific policies or practices based on laws or regulations governing these practices.  3. Makes effective use of technology to achieve results. Ensures access to and security of technology systems.  4. Takes full responsibility for results, keeping stakeholders properly informed of status, issues and potential problems.  5. Understands the organizations influence dynamics and uses that information to establish alliances to achieve organizational goals and objectives.

Resiliency

Adapts positively to changing environments in order to achieve business results.

Level 2

1. Anticipates the impact of change in markets, politics, and culture on the organization and its clients.  2. Deals effectively with pressure; remains optimistic and persistent, even under adversity.  3. Develops new insights into situations; questions conventional approaches.  4. Implement change initiatives so as to minimize adverse impacts on people.  5. Understanding of the necessity of continuous personal growth; ability to gauge one's strengths, limitations and interests, and use of this knowledge for purposes of performance effectiveness and self-development.