Manager of Planning & Enablement in Benefits division optimizing how the team works together. Collaborating closely with leaders to drive data strategy and cross-functional initiatives.
Responsibilities
Support development and execution of division strategies aligned with business unit priorities.
Translate division objectives into actionable plans with measurable outcomes.
Monitor progress on initiatives, identify risks, and recommend corrective actions.
Prepare reports and presentations to inform leadership decision-making.
Partner with business unit stakeholders to lead standardization and alignment initiatives that enhance efficiency and effectiveness.
Implement governance frameworks, performance metrics, and accountability structures.
Foster collaboration across the business unit to ensure alignment with strategic goals.
Mentor staff and promote a culture of innovation, transparency, and continuous improvement.
Partner with centralized business unit finance teams and/or Finance to analyze and forecast division performance.
Lead the division’s data strategy and utilize data to measure and track success of offerings.
Identify cost optimization opportunities with a continued focus on the employee experience
Requirements
Bachelor’s degree in Business Administration, Finance, Operations, or related field
7–10 years of relevant experience, including 3+ years in management or as a subject matter expert.
Strong knowledge of operational planning, finance partnership, and performance optimization.
Proven ability to lead teams and manage cross-functional initiatives.
Advanced leadership skills with ability to influence and collaborate across functions.
Expertise in performance analytics and translating data into actionable insights.
Ability to manage multiple priorities in a fast-paced, matrixed environment.
**Desired Qualifications**
Master’s degree in Business Administration, Finance, or related field.
Experience in financial services or credit union industry.
Comprehensive understanding of enterprise operations and strategic alignment.
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