Director, Enterprise Strategy
FINRAAbout the role
This role works directly and effectively with Senior leaders across the enterprise to operationalize the multi-year strategic plan, in alignment with corporate goals and priorities. The Director leads the ongoing monitoring of progress (through OKRs/KPIs), analyzes enterprise performance, and oversees the production of high stakes reporting for the Management Committee (MC) and Board.
Essential Job Functions:
- Enterprise Planning Execution: Owns and directs the annual enterprise-level strategic planning and goal-setting timeline and process, ensuring functional strategies align with the broader goals of the organization.
- Strategy Project Management Office (PMO) & Governance: Serves as the operational lead for the Strategy PMO function; establishes guardrails and change control processes to ensure the integrity of enterprise goals, measurement, and reporting for the MC and Board.
- Board & MC Reporting: Leads the preparation of narrative-driven reviews, materials, and presentations for Board meetings and strategy sessions; ensures accuracy and strategic alignment in deliverables for the VP and CFAO.
- Strategic Alignment: Collaborates with Finance and functional leaders to ensure resource allocation and program elements are seamlessly linked to the organization’s strategic priorities.
- Analysis & Decision Support: Leads sophisticated, high-impact analysis on complex issues—including market sourcing, benchmarking, and spending analysis—to provide data-backed recommendations for executive decision-making.
- Initiative Management: Manages enterprise-wide multi-faceted corporate initiatives with organizational significance; establishes rigorous success metrics; and works cross-functionally to proactively identify risks, dependencies, and mitigation strategies that could impact strategic outcomes.
- Performance Measurement: Assesses the effectiveness of metrics within business functions to determine if they are driving the appropriate outcomes and informs decisions on necessary adjustments.
- Methodology & Best Practices: Maintains expert level knowledge of industry developments in strategic planning and performance management, ensuring the team leverages best-in-class tools and methodologies.
- Team Leadership: Manage and support team in their day-to-day responsibilities to execute the goals and priorities of the program. Mentor and coach team members, providing timely and effective feedback, identifying skill gaps, and implementing training opportunities where needed.
- Demonstration of FINRA’s values.
- Collaboration, both in-person and virtually, in furtherance of FINRA’s mission of investor protection and market integrity.
Other Responsibilities:
May lead cross-organizational working groups to address specific strategic questions or corporate initiatives as assigned.
Education/Experience Requirements:
Bachelor’s degree in finance or business administration; advanced degree or relevant certification(s) desired.
Minimum of ten (10) years relevant experience in corporate strategy, management consulting, FP&A, or a business operations role.
Minimum five (5) years in a people leader role.
Extensive experience leading cross-functional strategic planning cycles and enterprise-wide initiatives.
Proven/extensive experience with strategic modeling, framework development, and OKR/KPI methodology.
In-depth project and program management skills; experience operating a PMO or similar governance function.
Proven ability to collaborate and influence without direct authority to achieve outcomes.
Strong business acumen with the ability to work autonomously to execute against department goals.
Strong quantitative and qualitative analytical skills, with the ability to synthesize complex data into executive-level insights.
Exceptional written and oral communication skills, specifically in crafting presentations for senior leadership.
Excellent computer skills, proficient in MS Office Suite.
Work Conditions:
Hybrid work environment, with defined in-person prese
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