Strategic Business Partner

Job Title

Strategic Business Partner

Banesco USA is seeking a Strategic Business Partner for our Strategic Planning business unit.

Primary Job Duties:

• Facilitate the bank's end-to-end annual planning cycle by coordinating schedules, preparing agendas, and administering executive-level discussions.
• Direct the preparation of necessary materials for planning sessions, ensuring all stakeholders are aligned with the established methodology.
• Serve as a facilitator for the organization, ensuring that tactical plans across different units are cohesive and contribute to the Bank's overall strategy.
• Translate the organization’s long-term vision into actionable steps, supporting its implementation across all levels of the bank.
• Synthesize internal and external data to ensure that business growth and project alignment remain consistent with the company's strategic roadmap.
• Contribute to the creation and active management of the Strategic Portfolio of Initiatives, ensuring all projects are prioritized based on their ability to deliver high-impact business solutions.
• Help track and validate the strategic relevance of initiatives to ensure they contribute to the bank’s competitive advantage and overall positioning.[KS1] [JM2]
• Partner directly with Executive Management to develop, maintain, and monitor a cohesive system-wide strategic plan.
• Act as an internal consultant, providing a holistic business vision to identify synergies across different departments and projects.
• Lead the design, development, and implementation of reports, models and dashboards to support business needs.
• Support and contribute to data collection and analysis of data related to strategic performance to produce the most useful insights and future analytics.
• Synthesize complex financial data into executive-level reports and presentations for the Board of Directors and Executive Committees.
• Proactively identify performance gaps in strategic initiatives and KPIs, gathering explanations and proposing corrective actions.
• Conduct specialized financial research and "special project" analyses, such as evaluating market potential or business growth opportunities.
• Research and consolidate competitor information to prepare comparative analyses of the Bank’s market position.
• Verify data quality to ensure all strategic reporting is accurate and serves as a "single source of truth" for the organization.
• Monitor macroeconomic and social estimation to identify events that could modify the Bank’s performance assumptions
• Assists in preparing reports and presentations as assigned.
• Responsible for completing ad hoc analysis as assigned.
• Responsible for completing annual training program assigned.
• Performs other functions and/or duties as assigned.

Job Requirements:

• Education: Bachelor’s or Graduate degree in Finance, Economics, Business Administration, Engineering, or a related quantitative field.
• Professional Experience: At least 4 to 6 years of experience in the fields of strategic planning, financial analysis, and/or management consulting. Exposure to the domestic and international banking industry is preferred.
• Full professional proficiency (written and verbal) in both English and Spanish is required.
• Demonstrates comprehensive financial and statistical literacy along with the ability to apply said knowledge holistically to draw insight, interpret complex financial and market data. Utilizes rigorous critical thinking and analytical skills to identify root causes and develop effective resolutions for business and customer-related issues.
• Demonstrates advanced expertise in the Microsoft Office Suite, specifically utilizing Excel for complex financial modeling and PowerPoint for developing high-impact executive and board-level presentations.
• Proficient in leveraging data query and dashboarding tools to synthesize raw internal and external data into actionable business insights and standard reporting.
• Experienced in utilizing AI-enhanced BI tools to accelerate strategic research, improve forecasting accuracy, and automate complex reporting workflows.
• Skilled in navigating industry-leading research platforms, including S&P Global and IBISWorld, to perform rigorous competitive benchmarking and analyze macroeconomic trends.
• Exhibits superior verbal and written communication skills, with a proven ability to engage and influence stakeholders across all organizational levels. Leverages high-level interpersonal abilities to ensure consistent satisfaction for both internal and external customers.
• Features strong organizational and time-management skills necessary to prioritize tasks and manage multiple concurrent assignments effectively. Maintains a meticulous attention to detail and accuracy while working independently to meet deadlines through proactive initiative.
• Operates with unwavering integrity and ethics, consistently upholding the bank's core organizational values. Remains highly adaptable and flexible when facing change, demonstrating the ability to navigate ambiguity and new tasks with professional composure.
• Familiarized with BSA/AML policies and Enterprise Risk Management (ERM) frameworks to ensure all strategic initiatives remain within the Bank’s risk appetite

Benefits:

Paid Time-Off, Tuition Reimbursement, Paid Parental Leave, Medical, Dental, Vision, 401k Match, and Life, Supplemental Insurances, and Short-Term & Long-Term Disability benefits.

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