Bank of the West Senior Strategy & Planning Analyst in San Francisco, California

Senior Strategy & Planning Analyst


What sets Bank of the West apart from other banks is our team members–they embody the optimistic spirit of the West. There is a spirit here that drives us to do more. Our team of more than 10,000 employees is vital to the success of our Bank. They reflect our modern western values—straightforward, entrepreneurial and optimistic. We seek to create a corporate culture that fosters and rewards excellence, encourages creative thinking and respects diversity – an environment where team members are engaged, supportive of one another and enthusiastic about serving our customers. Bank of the West offers the stability of a company that has a 135 year history and is part of BNP Paribas, a European leader in global banking and financial services and one of the 6 strongest banks in the world. We offer opportunities across our diverse business lines – Retail Banking, Commercial Banking, National Finance, and Wealth Management.

Job Description Summary

Responsible for supporting an array of activities that advance the strategic vision of the line of Business / Group and partners closely work closely with leadership in driving strategic initiatives. Performs various duties such as dashboard development, market activity reporting, researching trends, and other ad hoc requests. Develops and maintains business cases for projects, tools & templates.

Essential Job Functions

  • Performs strategy formulation, development, implementation, and evaluation to advance the operational success of the Group.

  • Performs mathematical and statistical analyses of financial, economic, managerial and operational data; this includes development and use of mathematical models to assist in planning and decision making.

  • Identifies desired results and provides forecasting / development for achievement of those results.

  • Develops proposals for, or refinements of, and advocates for an integrated strategic planning process; helps implement and further refine the approved process.

  • Analyzes strengths and weaknesses and external opportunities and threats; establishes long-term organizational objectives and strategies to achieve these objectives.

  • Develops supporting action plans and key performance indicators (KPIs) to track progress, recommends allocation of resources to work toward objectives, monitors deployment of approved resources (such as capital, labor and equipment, including technology) and facilitating mechanisms (such as motivation and deployment of personnel, condition of management information and financial systems vis-à-vis strategic support), and reviews/refines strategies and implements corrective actions.

  • Monitors changing regulations, demographics, economics and other key external factors to assess external opportunities and threats in terms of current/future business strategies.

  • Reviews, and recommends improvement of business plans and operations; this includes assessment of organizational readiness for, and exercise of, operational agility and flexibility.

Other Job Duties

  • Performs other duties as assigned.

  • LI-JB1


Required Experience

  • Requires deep knowledge of job area typically obtained through advanced education combined with experience

  • Typically viewed as a specialist within discipline

  • May have broad knowledge of project management

  • Requires 7 years minimum prior relevant experience


  • Bachelor's Degree


  • Experience in data analysis and/or business development

  • Strong willingness and demonstrated ability to work with data, interpret trends, and present findings to project stakeholders

  • Strong ability balance numerous time-sensitive requests

  • Ability to exercise independent judgment, creativity, and initiative

  • Acute attention to detail and ability to produce polished deliverables

  • Excellent written and oral communication skills

  • Excellent computer skills including Excel, Word, Access and PowerPoint

  • Knowledge of Lean management, preferred but not required

  • Proactive team player, with an ability to influence decision making

  • Strong analytical and quantitative problem-solving skills

Right-Shoring Office:

  • Strategic assessment; perform financial modeling to support business cases (NPV, RofR, Payback period)

  • Gather and analyze information, formulate & test hypotheses and develop / communicate recommendations

  • Support the aggregation of project financials across the RSO portfolio

  • Report to leadership on location strategy analysis and reporting

  • Manage risks and issues repository and track mitigation and resolutions

  • Ability to manipulate data to perform trend analysis and performance metrics

  • Maintain tools / templates (SharePoint / Excel)

Equal Employment Opportunity Policy

Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.

Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.

Job: Business Analysis

Location: United States-California-San Francisco

Requisition ID: 037043