Head of Planning & Analytics

Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. This role sits at the intersection of strategy, analytics, and large-scale program execution , requiring a leader who can drive transformational change while delivering actionable business insights. The ideal candidate combines exceptional project and program management capabilities with strong analytical expertise, business acumen, and executive communication skills. This individual will partner closely with senior leadership to develop and execute strategic initiatives that enhance performance, modernize data and reporting capabilities, and enable data-driven decision making across Branch & Small Business Banking.
The Strategic Initiatives & Analytics Manager partners with the Head of Data Analytics & Insights to identify, prioritize, and execute high-impact initiatives that drive business performance, operational efficiency, and strategic growth. This role leads complex, enterprise-scale programs and transformation efforts while providing strategic analysis, actionable insights, and executive-level recommendations to senior leadership.
They must be equally comfortable leading large cross-functional initiatives, performing deep analytical assessments, developing business cases, and creating polished executive presentations that clearly communicate strategy, findings, recommendations, and progress against objectives.
This leader will play a key role in shaping the future of the Data Analytics & Insights organization by driving initiatives across data platforms, analytical delivery capabilities, scorecards, incentive data support, alerts and leads, client and field insights, workforce and capacity planning, and long-range strategic planning.
Lead large-scale, cross-functional strategic initiatives from concept through implementation, ensuring alignment to organizational priorities and business outcomes.

• Develop and execute comprehensive program plans, governance structures, milestones, risk mitigation strategies, and stakeholder communication plans.
• Partner with senior leaders across Branch & Small Business Banking to identify opportunities for growth, efficiency, and performance improvement.
• Coordinate complex initiatives requiring collaboration across business, operations, analytics, technology, finance, and risk management teams.

Analytics, Insights & Business Strategy

• Conduct strategic and operational analyses to identify trends, opportunities, risks, and performance improvement recommendations.
• Translate complex data into meaningful business insights that inform executive decision-making.
• Assess business performance through analysis of key operational, sales, client engagement, and financial metrics.
• Develop business cases, forecasts, scenario analyses, and strategic recommendations to support investment decisions and organizational priorities.
• Partner with leaders to define success measures, establish performance frameworks, and track initiative outcomes.

Develop high-quality executive presentations, strategic updates, board-level materials, and leadership communications.

• Synthesize complex information into concise, compelling, and visually polished presentations that clearly articulate business implications and recommended actions.
• Branch & Small Business Banking Expertise
• Maintain deep understanding of Branch & Small Business Banking operations, performance drivers, financial metrics, sales effectiveness measures, and client engagement KPIs.
• Leverage business knowledge to identify opportunities to improve productivity, revenue growth, client experience, and operational performance.
• Align strategic initiatives and analytical efforts with enterprise and line-of-business objectives.

Bachelor’s or Master’s degree or equivalent work experience.

~10+ years of experience in program management, strategic initiatives, analytics, consulting, business strategy, or related fields.

Strong analytical and problem-solving skills with ability to translate data into strategic business recommendations.

• Advanced knowledge of project and program management methodologies and governance frameworks.
• Demonstrated experience building executive-level presentations and communicating effectively with senior leaders.
• Experience leading data, reporting, scorecard, or analytics transformation initiatives.
• Strong financial acumen and strategic planning capabilities.

Successfully leads high-impact transformation initiatives that improve business performance and organizational effectiveness.

~ Drives alignment across stakeholders while ensuring projects are delivered on time, within scope, and with measurable business impact.

This role is open to any Hub location across all regions. Bank location three (3) or more days per week
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Healthcare (medical, dental, vision)

• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Up to 11 paid holiday opportunities
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.Citizenship and Immigration Services. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.