Strategic Business Partner

About the role

Banesco USA is seeking a Strategic Business Partner for our Strategic Planning business unit. The role involves facilitating the bank's end-to-end annual planning cycle, translating the organization's long-term vision into actionable steps, and contributing to the creation and active management of the Strategic Portfolio of Initiatives.

Responsibilities

• 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.
• 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.
• Maintain a meticulous attention to detail and accuracy while working independently to meet deadlines through proactive initiative.
• Operate 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.

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.
• 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.

Benefits

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