Business Strategy, Planning & Reporting Analyst
Carver Federal Savings Bank, New York, NY, United States
Business Strategy, Planning and Reporting Analyst
The Business Strategy, Planning & Reporting Analyst supports enterprise strategy, performance management and executive reporting. This role partners cross-functionally to deliver data-driven insights, support strategic planning initiatives and execution of high-impact business priorities.
Primary Responsibilities Strategic Planning & Business Insights
Conduct market research, competitive analysis, and opportunity assessments
Develop business cases to support growth initiatives and strategic investments
Identify partnership opportunities and support business development efforts
Contribute to annual planning cycles and strategic alignment
Support development of enterprise strategy, long-term plans, and roadmaps
Data Analysis & Performance Reporting
Analyze KPIs and business performance metrics across functions
Develop dashboards, scorecards, and executive-level reports
Translate complex data into actionable insights and recommendations
Support forecasting, scenario planning, and financial modeling
Track performance trends and measure strategic initiative outcomes
Strategy Execution & Operations
Support execution of enterprise and line-of-business strategic initiatives
Lead or assist in high-priority projects addressing key business challenges
Monitor milestones, risks, and dependencies across strategic programs
Deliver executive presentations and reporting updates
Drive implementation of AI-enabled and data-driven use cases where applicable
Cross-Functional Collaboration
Partner with Finance, Marketing, Operations, and other business units
Align stakeholders on priorities, timelines, and deliverables
Facilitate meetings, track action items, and support governance routines
Ensure coordination across teams to drive execution
Process Improvement & Continuous Enhancement
Identify inefficiencies and recommend process improvements
Support implementation of tools, dashboards, and reporting frameworks
Drive continuous improvement initiatives across business functions
Enhance reporting cadence and governance structures
Knowledge, Skills And Abilities
Strong analytical, problem-solving, and critical thinking skills
Ability to synthesize data into clear insights and executive narratives
Advanced proficiency in Excel and data visualization tools
Strong communication and presentation skills
Highly organized with strong attention to detail
Pivotal Experience & Expertise The Business Strategy, Planning & Reporting Analyst must have strong analytical skills and experience working with data to support business decisions. This role requires tracking performance metrics, building reports and dashboards, and supporting strategic planning efforts. The candidate should be able to work across teams, communicate insights clearly, and manage multiple priorities. Experience in strategy, analytics, or financial services is preferred.
The Ideal Candidate Must Also Have The Following Qualifications
Bachelor’s degree in Finance, Business, or related field
3-7+ years of experience in strategy, analytics, or consulting
Experience in financial services or banking preferred
Proven experience in reporting, KPI tracking, and strategic planning
Experience working with cross-functional teams and senior stakeholders
Leadership Capabilities Strategic thinker with a bias for action
Data-driven and intellectually curious
Collaborative and adaptable across teams
Proactive, solution-oriented mindset
Ability to manage ambiguity and drive clarity
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Primary Responsibilities Strategic Planning & Business Insights
Conduct market research, competitive analysis, and opportunity assessments
Develop business cases to support growth initiatives and strategic investments
Identify partnership opportunities and support business development efforts
Contribute to annual planning cycles and strategic alignment
Support development of enterprise strategy, long-term plans, and roadmaps
Data Analysis & Performance Reporting
Analyze KPIs and business performance metrics across functions
Develop dashboards, scorecards, and executive-level reports
Translate complex data into actionable insights and recommendations
Support forecasting, scenario planning, and financial modeling
Track performance trends and measure strategic initiative outcomes
Strategy Execution & Operations
Support execution of enterprise and line-of-business strategic initiatives
Lead or assist in high-priority projects addressing key business challenges
Monitor milestones, risks, and dependencies across strategic programs
Deliver executive presentations and reporting updates
Drive implementation of AI-enabled and data-driven use cases where applicable
Cross-Functional Collaboration
Partner with Finance, Marketing, Operations, and other business units
Align stakeholders on priorities, timelines, and deliverables
Facilitate meetings, track action items, and support governance routines
Ensure coordination across teams to drive execution
Process Improvement & Continuous Enhancement
Identify inefficiencies and recommend process improvements
Support implementation of tools, dashboards, and reporting frameworks
Drive continuous improvement initiatives across business functions
Enhance reporting cadence and governance structures
Knowledge, Skills And Abilities
Strong analytical, problem-solving, and critical thinking skills
Ability to synthesize data into clear insights and executive narratives
Advanced proficiency in Excel and data visualization tools
Strong communication and presentation skills
Highly organized with strong attention to detail
Pivotal Experience & Expertise The Business Strategy, Planning & Reporting Analyst must have strong analytical skills and experience working with data to support business decisions. This role requires tracking performance metrics, building reports and dashboards, and supporting strategic planning efforts. The candidate should be able to work across teams, communicate insights clearly, and manage multiple priorities. Experience in strategy, analytics, or financial services is preferred.
The Ideal Candidate Must Also Have The Following Qualifications
Bachelor’s degree in Finance, Business, or related field
3-7+ years of experience in strategy, analytics, or consulting
Experience in financial services or banking preferred
Proven experience in reporting, KPI tracking, and strategic planning
Experience working with cross-functional teams and senior stakeholders
Leadership Capabilities Strategic thinker with a bias for action
Data-driven and intellectually curious
Collaborative and adaptable across teams
Proactive, solution-oriented mindset
Ability to manage ambiguity and drive clarity
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