Analyst ensuring data quality and reporting consistency in the bank’s financial operations. Responsible for data analysis and visualization supporting management decisions.
About the role
- Support management in strategic business planning for Retirement Services. Update strategic initiatives and communication templates while ensuring measures of success are tracked and reported.
Responsibilities
- Support management to ensure strategic business priorities are identified, prioritized, executed, and results measured
- Update strategic planning templates and communications for Retirement
- Work with management to update strategic initiatives and assigned strategic dashboards/tracking mechanisms
- Support strategic planning processes, priorities, capabilities, measures of success, etc. Includes cadence and timing of various inputs/outputs
- Identify integrations and establish contacts across the Retirement organization to align efforts and plan implementation
- Assist with escalated issues on priorities, goals, strategies, resources and key initiatives
- Prepare presentations for delivery to specific audiences
- Coordinate input from leaders across Retirement to document holistic business cases including impacts and end to end needs with a focus on organizational readiness to drive successful outcomes
Requirements
- Bachelor’s degree in a business field or equivalent experience
- Two years of strategic planning experience in a similar environment or in a planning/consultant role
- Ability to communicate with all levels of the organization to guide strategic planning fundamentals and plan execution
- Analytical and problem-solving skills to plan strategy, tactics and perform root cause analysis on Retirement tickets
- Familiarity with project management tools, lifecycles, Retirement, etc.
- Proficiency using MS Office tools
- Five years of strategic planning experience in Retirement or similar environment as a planning/consultant role (preferred)
- Insurance/financial services experience (preferred)
- Understanding of LEAN Six Sigma methodology (preferred)
Benefits
- Competitive Pay
- Bonus for Eligible Employees
- Benefits Package
- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Employee Discounts
- Career Training & Development Opportunities
- Health and Work/Life Balance Benefits
- Paid Time Off starting at 160 hours annually for employees in their first year of service
- Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays)
- Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
- Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child
- Adoption Assistance
- Employee Assistance Program
- College Coach Program
- Back-Up Care Program
- PTO for Volunteer Hours
- Employee Matching Gifts Program
- Employee Resource Groups
- Inclusion and Diversity Programs
- Employee Recognition Program
- Referral Bonus Programs
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