What are the responsibilities and job description for the Sr Manager, Corporate Strategy position at PenFed Credit Union?
Job Overview
PenFed is hiring a (Hybrid) Sr Manager, Corporate Strategy at our Tysons, Virginia location. The Sr. Manager, Corporate Strategy supports the development and execution of the credit union's strategic agenda by conducting market research, building analytical frameworks, and translating data into actionable insights. This role will contribute to the annual strategic planning process, competitive intelligence function, and business case development efforts. This position requires a strategic thinker who is detail-oriented, and analytically strong with a passion for financial services strategy and a track record of delivering high-quality work and recommendations in a fast-paced, executive-facing environment.
Responsibilities
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties, and the position will perform other duties as assigned.
Strategic Planning & Analysis
Equivalent combination of education and experience is considered.
This position will supervise employees.
Licenses and Certifications
Chartered Financial Analyst (CFA) preferred.
Work Environment
While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise.
*Most roles require working in an office setting with moderate noise and the ability to lift 25 pounds.*
Travel
Ability to travel to various worksites and be on call may be required.
Benefits
At PenFed, we offer a robust benefits package designed to support you both personally and professionally. You'll have access to comprehensive health, dental, and vision plans; paid time off; and family-friendly benefits like paid parental leave, care support, and fitness center access. Financial wellness is encouraged through features like a 401(k) match, employee loan discounts, and fully paid life and disability coverage. We also support growth via education assistance, community involvement, and volunteer opportunities.
Our Purpose
Helping members achieve their dreams since 1935.
Pentagon Federal Credit Union (PenFed) is one of America's largest federal credit unions, serving 2.8 million members worldwide with $29 billion in assets. PenFed offers market-leading certificates, checking and savings, credit cards, personal loans, mortgages, auto loans, and a wide range of other financial services, always with members' interests in mind. PenFed is federally insured by the NCUA and is an Equal Housing Lender.
Berkshire Hathaway HomeServices PenFed Realty, LLC is a full-service real estate company ready to assist our clients with buying, selling and renting a home. The company is a wholly owned subsidiary of PenFed Credit Union and is the largest independently-owned brokerage in the Berkshire Hathaway HomeServices network, placing us in the top 1% of all real estate brokerages in the country.
With almost 60 offices and nearly 2,000 world-class sales professionals, we offer complete service coverage in Virginia, Maryland, the District of Columbia, Delaware, Pennsylvania, West Virginia, Florida, Tennessee, Kansas and Texas. In addition, we also offer specialized client services which include management of vacation properties and long-term rentals, corporate relocation services and national referral network.
Equal Employment Opportunity
PenFed management will maintain and observe personnel policies which will not discriminate or permit harassment or retaliation against a person because of race, color, creed, age, sex, gender, gender identity, gender expression, religion, national origin, ancestry, marital status, military or veteran status or obligation, the presence of a physical and/or mental disability or medical condition, genetic information, sexual orientation, and all statuses protected by applicable state or local law in all recruiting, hiring, training, compensation, overtime, position classifications, work assignments, facilities, promotions, transfers, employee treatment, and in all other terms and conditions of employment. PenFed will also prohibit retaliation against individuals for raising a complaint of discrimination or harassment or participating in an investigation of same.
PenFed will also reasonably accommodate qualified individuals with a disability so that they can apply for a job or perform the essential functions of a job unless doing so causes a direct threat to these individuals or others in the workplace and the threat cannot be eliminated by reasonable accommodation or if the accommodation creates an undue hardship to PenFed. Contact human resources (HR) with any questions or requests for accommodation at 402-639-8568.
PenFed is hiring a (Hybrid) Sr Manager, Corporate Strategy at our Tysons, Virginia location. The Sr. Manager, Corporate Strategy supports the development and execution of the credit union's strategic agenda by conducting market research, building analytical frameworks, and translating data into actionable insights. This role will contribute to the annual strategic planning process, competitive intelligence function, and business case development efforts. This position requires a strategic thinker who is detail-oriented, and analytically strong with a passion for financial services strategy and a track record of delivering high-quality work and recommendations in a fast-paced, executive-facing environment.
Responsibilities
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties, and the position will perform other duties as assigned.
Strategic Planning & Analysis
- Contribute to the annual strategic planning process by conducting research, building models, and preparing planning materials for executive and board audiences.
- Perform market and competitive analyses examining macroeconomic trends, industry dynamics, regulatory developments, and emerging technologies.
- Support development of multi-year strategic roadmaps and translating enterprise priorities into divisional objectives with measurable key results.
- Maintain and update strategic planning templates, frameworks, and documentation to support ongoing planning cycles.
- Prepare draft board presentations, briefing documents, and white papers that synthesize research and analysis into clear, concise recommendations.
- Respond to ad hoc analytical requests from senior leadership, delivering accurate and well-structured outputs under tight timelines.
- Support preparation of materials for board committee meetings on topics including capital allocation, risk appetite, and strategic investments.
- Monitor the competitive landscape including traditional banks, fintechs, and non-bank competitors, producing regular intelligence reports for leadership.
- Track industry trends, consumer behavior shifts, and technological developments relevant to the credit union's strategic priorities.
- Maintain competitive benchmarking databases and peer analysis tools to support ongoing strategic assessments.
- Support evaluation of growth initiatives across lending, deposits, digital channels, and new products by building financial models and analytical frameworks.
- Develop business cases for strategic investments, including market sizing, financial projections, and risk assessment.
- Assist in M&A and partnership screening efforts, including preliminary due diligence and financial analysis in coordination with Corporate Development
- Assist in building and maintaining strategic KPIs, scorecards, and dashboards to track progress against enterprise objectives.
- Partner with Finance and business unit teams to support integration of strategic priorities into annual operating plans and budgets.
- Identify and flag risks to strategic execution with supporting data and recommended mitigation options.
- Contribute research and analytical support to internal thought leadership content on strategic topics.
- Stay current on credit union industry trends, best practices, and regulatory developments.
- Support onboarding and development of junior analysts on the strategy team.
Equivalent combination of education and experience is considered.
- Bachelor's degree in business, Finance, Economics, or related field required; MBA preferred.
- Minimum ten (10) years of progressive experience in strategy, consulting, corporate finance, or related roles within financial services industry; credit union experience a plus
- Proven experience in financial modeling (NPV, IRR, scenario analysis) and strategic frameworks
- A self-starter, with strong analytical skills and experience in data analytics tools and strategic planning frameworks
- Excellent written and verbal communication skills with ability to distill complex analyses into clear narrative for senior audiences.
- Highly organized, self-directed, and able to manage multiple priorities simultaneously.
- Collaborative team player with strong business acumen and intellectual curiosity
- Experience in using A.I. tools preferred.
This position will supervise employees.
Licenses and Certifications
Chartered Financial Analyst (CFA) preferred.
Work Environment
While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise.
*Most roles require working in an office setting with moderate noise and the ability to lift 25 pounds.*
Travel
Ability to travel to various worksites and be on call may be required.
Benefits
At PenFed, we offer a robust benefits package designed to support you both personally and professionally. You'll have access to comprehensive health, dental, and vision plans; paid time off; and family-friendly benefits like paid parental leave, care support, and fitness center access. Financial wellness is encouraged through features like a 401(k) match, employee loan discounts, and fully paid life and disability coverage. We also support growth via education assistance, community involvement, and volunteer opportunities.
Our Purpose
Helping members achieve their dreams since 1935.
Pentagon Federal Credit Union (PenFed) is one of America's largest federal credit unions, serving 2.8 million members worldwide with $29 billion in assets. PenFed offers market-leading certificates, checking and savings, credit cards, personal loans, mortgages, auto loans, and a wide range of other financial services, always with members' interests in mind. PenFed is federally insured by the NCUA and is an Equal Housing Lender.
Berkshire Hathaway HomeServices PenFed Realty, LLC is a full-service real estate company ready to assist our clients with buying, selling and renting a home. The company is a wholly owned subsidiary of PenFed Credit Union and is the largest independently-owned brokerage in the Berkshire Hathaway HomeServices network, placing us in the top 1% of all real estate brokerages in the country.
With almost 60 offices and nearly 2,000 world-class sales professionals, we offer complete service coverage in Virginia, Maryland, the District of Columbia, Delaware, Pennsylvania, West Virginia, Florida, Tennessee, Kansas and Texas. In addition, we also offer specialized client services which include management of vacation properties and long-term rentals, corporate relocation services and national referral network.
Equal Employment Opportunity
PenFed management will maintain and observe personnel policies which will not discriminate or permit harassment or retaliation against a person because of race, color, creed, age, sex, gender, gender identity, gender expression, religion, national origin, ancestry, marital status, military or veteran status or obligation, the presence of a physical and/or mental disability or medical condition, genetic information, sexual orientation, and all statuses protected by applicable state or local law in all recruiting, hiring, training, compensation, overtime, position classifications, work assignments, facilities, promotions, transfers, employee treatment, and in all other terms and conditions of employment. PenFed will also prohibit retaliation against individuals for raising a complaint of discrimination or harassment or participating in an investigation of same.
PenFed will also reasonably accommodate qualified individuals with a disability so that they can apply for a job or perform the essential functions of a job unless doing so causes a direct threat to these individuals or others in the workplace and the threat cannot be eliminated by reasonable accommodation or if the accommodation creates an undue hardship to PenFed. Contact human resources (HR) with any questions or requests for accommodation at 402-639-8568.