VP, Strategy & Business Excellence

Position Overview

This is a highly visible, enterprise‑wide role reporting directly to the Chief of Staff. The individual will serve as a critical partner in coordinating strategic planning, supporting the execution of key initiatives, and enabling senior leadership effectiveness. Acting as a connective force across business lines, this role ensures alignment, clarity, and forward momentum on the organization’s most important priorities. The position requires a strong blend of strategic thinking, financial acumen, analytical rigor, and executive communication skills.

The ideal candidate is equally comfortable analyzing data, developing executive‑level materials, and embedding within initiatives to drive progress and measure results.

• Play a central role in the development and execution of the bank’s multi‑year strategic plans.
• Partner with business leaders to shape, refine, and align strategic priorities across the organization.
• Evaluate and challenge strategic initiatives to ensure they are actionable, measurable, and aligned with enterprise objectives.
• Track progress against key priorities and help drive accountability for results.

• Lead and support high‑impact, cross‑functional initiatives critical to enterprise success.
• Embed within key initiatives to accelerate execution and ensure progress against defined goals.
• Coordinate efforts across business lines to drive alignment in strategy development and implementation.

• Develop executive‑level presentations, memos, and Board‑ready materials.
• Translate complex data and concepts into clear, compelling narratives that inform decision‑making.
• Partner closely with senior leaders to refine messaging and ensure strategic clarity.

• Analyze financial performance, business metrics, and operational data to support strategic decision‑making.
• Interpret results and identify key drivers of performance, risks, and opportunities.
• Establish frameworks and identify data requirements to effectively evaluate business initiatives.

• Build strong, trusted relationships across the organization, including senior leadership.
• Facilitate discussions and working sessions to align priorities and drive outcomes.
• Serve as a collaborative partner across functions, promoting transparency and alignment.

• 5+ years of relevant experience in strategic planning, management consulting, banking, or corporate strategy
• Bachelor’s degree in business, finance, economics, or a related field strongly preferred
• Experience supporting or leading strategic planning efforts within financial services or commercial banking required
• Proven ability to work across multiple business lines on complex, enterprise‑level initiatives
• Experience supporting senior executives, including preparation of materials for high‑level strategic discussions
• Demonstrated experience building and tracking KPIs, dashboards, and performance metrics
• Demonstrated ability to effectively communicate with and influence senior executives, leading discussions with clarity, confidence, and strategic insight
• Strong proficiency in Microsoft Office Suite, with advanced skills in Excel, PowerPoint, and Microsoft Teams
• Proven ability to lead or support enterprise transformation or change initiatives

• Strategic Thinking:
  Ability to connect enterprise priorities to actionable plans
• Analytical Rigor:
  Strong financial and data analysis skills with the ability to generate actionable insights
• Business Acumen:
  Understanding of banking products, services, and financial drivers
• Executive Communication:
  Exceptional presentation and storytelling skills
• Influence & Relationship Building:
  Ability to build trust and effectively engage stakeholders at all levels
• Execution Focus:
  Track record of driving initiatives forward and delivering measurable outcomes
• Ownership Mindset:
  Proactive, self‑starter with strong follow‑through

• Results‑oriented with a strong sense of accountability
• Highly collaborative with a team‑first mindset
• Detail‑oriented with strong…