A Strategic Planner or Strategic Analyst is responsible for identifying the needs of their business and developing plans to determine the direction it should take to succeed. These analysts are employed in a variety of fields, though they are typically found in IT, finance, banking, business operations fields.
The Strategy Analyst supports the development, execution, and monitoring of enterprise strategy by providing data-driven analysis, in depth research, marketing intelligence, and insights that guide executive decision making. This role plays a critical part in the strategic planning process translating complex transformation into actionable recommendations, supporting strategic initiatives, and ensuring alignment between organizational priorities and measurable outcomes. The Strategy Analyst will work closely with business leaders and product leadership to evaluate opportunities, track progress, and strengthen accountability for results. 1)
Strategic Planning Support:
Play a key role in enterprise strategic planning process by conducting quantitative and qualitative analysis, building financial and operational scenarios, and synthetizing insights into clear recommendations. Support quarterly, annual, and multi-year planning cycles by preparing executive and board level materials, coordinating inputs across business units, and ensuring that strategic priorities are well-defined, measurable, and aligned with business goals. Objective thought partner to senior level executives and support creation of CEO level executive communications. (25%) 2)
Research and Market Intelligence:
Conduct in-depth research on industry trends, competitor strategies, regulatory developments and member/partner needs. Transform complex research findings into actionable intelligence that highlights opportunities, risks, and implications for the organization's long-term positioning. (20%) 3)
Performance Tracking and Reporting:
Design, maintain, and enhance enterprise dashboards, scorecards, and KPIs to monitor progress against strategic goals. Ensure executives and the board have timely, accurate, and actionable visibility into performance, enabling course corrections and accountability across the organization. Build robust data models in excel for dynamic scenario analysis that supports business cases and strategic priority analysis. (15%) 4)
Business Case Development:
Build financial and operational models to evaluate new initiatives, products, or partnerships. Provide clear analysis of expected ROI, risks, and alignment with organizational priorities, enabling leaders to make informed, data-driven investment decisions. (15%) 5)
Executive and Board Materials:
Prepare concise, high-quality presentations, reports, and briefing documents that translate complex data, analysis, and research into clear narratives. Provide executive leadership and the board with the insights that they need to evaluate progress, approve initiatives, and set direction. (15%) 6)
Cross-Functional Collaboration:
Partner with Finance, Operations, PMO & CMO, Product, and Data & Analytics teams to embed strategy into day-to-day execution. Facilitate alignment between departments, clarify ownership of initiatives, and ensure strategic priorities are advanced through coordinated, cross-functional action. Ensures proper policies, procedures, risk mitigation activities, and operating controls are followed. Reports gaps in policies, procedures, and operating controls to leadership to ensure member impact and risk is mitigated. (10%)
