Position OverviewThe Strategic Planning Analyst III plays a pivotal role in shaping the organization's future. This position supports the facilitation of strategy development, the preparation and execution of strategy reviews, and the creation of clear, consistent communications. The Strategic Planning Analyst III will support alignment, accountability, and momentum around strategic priorities that drive the company's growth and success.
Essential Job Functions- Facilitates and supports business and department-level strategic planning processes
- Designs and conducts strategy reviews and alignment meetings
- Creates and maintains strategy communications, including planning templates, updates, visuals, and scorecards
- Monitors the progress and effectiveness of strategic initiatives, providing regular updates and recommendations for adjustments as needed
- Supports the implementation and enablement of the company's strategy framework, documentation, and execution systems, and develop change management plans to gain adoption
- Partners with cross-functional teams and senior leaders to define business goals and ensure consistent alignment on key initiatives
- Identifies and compiles analysis and insights from internal and external sources to support decision-making, including market trends, competitive intelligence, and emerging risks
- Prepares and presents reports and presentations to senior leadership, providing clear and concise insights and recommendations
- Stays up to date with industry trends, best practices, and emerging technologies to ensure the organization remains competitive and innovative
- Developing workshop facilitation materials and strategy enablement resources
- Performs other duties as assigned
Education & ExperienceRequired- Bachelor's degree in Business, Organizational Leadership, Communications, or a related field. Or equivalent work experience.
- Typically requires 2- 4+ years of experience in strategic planning, business planning, business analysis, management consulting, or corporate communications
Preferred- Experience in the insurance industry, particularly in Commercial Lines, Personal Lines, or Life Insurance
Good to have requirements: - Familiarity with strategy and execution frameworks such as 4DX, Playing to Win, OKRs, Balanced Scorecard, OGSM
- Experience working in a strategy, business development, financial planning, or transformation office.
- Qlik
Must have requirements: - Microsoft Office Applications
- Comfortable facilitating workshops and large meetings
Certifications & LicensesKnowledge, Skills & AbilitiesDemonstrated ability to:- Communicate effectively across all levels of the organization
- Influence business leaders and cross-functional teams
- Think critically and connect tactical details to enterprise strategy
- Work independently in a fast-paced environment
- Write, collect, and review data
Demonstrated skill in:- Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems
- Situational analysis and decision-making
Demonstrated knowledge of:- strategic planning and execution
- industry standards
- Microsoft Office Suite- Including SharePoint
Applicants must be authorized to work in the U.S. without sponsorship now or in the future. Pay Range:
- $83,000 - $111,000 per year
- This range is based on the expected level of experience and skills for this position. Final compensation will depend on individual
Benefits: - Health, Dental and Vision Insurance
- Generous 401(k) with company match
- Paid Time Off (PTO) with Paid Holidays
- Flexible/Hybrid Work Schedule
- Paid Volunteer Program
For more information about the benefits we offer, please visit our Careers Page.
