PenFed Credit Union · 17 hours ago
VP, Corporate Strategy
McLean, VA
Full-time
Onsite
Director/Executive
15+ years expPenFed Credit Union is seeking a VP, Corporate Strategy to shape and drive the organization's strategic agenda. The role involves leading strategic planning processes, conducting market analyses, and providing thought leadership on trends in the financial services industry.
BankingCreditFinanceFinancial ServicesLending
Responsibilities
Lead the annual strategic planning process, facilitating executive sessions and board strategic discussions to establish multi-year strategic priorities and performance targets
Translate mission, vision, and board-defined objectives into clear strategic choices, tradeoffs, and execution roadmaps
Develop comprehensive external market analyses examining macroeconomic trends, competitive dynamics, regulatory developments, and emerging technologies impacting the credit union industry
Partner with business unit leaders to translate enterprise strategy into divisional strategies with measurable objectives and key results
Partner with technology leadership to align innovation roadmaps with strategic priorities and competitive positioning
Prepare board-level presentations, white papers, and strategic briefings that synthesize complex information into clear, actionable recommendations
Act as a trusted advisor to the CEO, CFO, and executive team on strategic matters, competitive threats, and growth opportunities
Support board committees with strategic analyses and recommendations on key decisions including capital allocation, risk appetite, and major investments
Maintain ongoing surveillance of the competitive landscape, including traditional banks, FinTech's, and non-bank competitors, identifying threats and opportunities for differentiation
Analyze industry trends, consumer behavior shifts, and technological disruptions to inform strategic responses and innovation priorities
Develop frameworks for evaluating product portfolio performance, market share dynamics, and member value propositions relative to competitors
Evaluate and prioritize enterprise growth initiatives across lending, deposits, digital channels, partnerships, and new products
Assess risk-adjusted returns, capital implications, and operational feasibility of strategic investments
Support enterprise portfolio management to ensure resources are aligned with the highest value initiatives
Partner with Corporate Development for potential mergers, acquisitions, and partnership opportunities, including financial modeling and integration planning
Partner with the business to develop business cases for major strategic investments, including technologies, product launches, and market entry strategies
Establish strategic KPIs and scorecards to track progress against enterprise objectives
Partner with Finance and the EPMO to ensure strategy is embedded in operating plans, budgets, and performance management processes
Identify risks to strategic execution and recommend course corrections
Represent the credit union at industry conferences and forums, building external networks and staying current on best practices
Develop internal thought leadership content on strategic topics to build organizational strategic thinking capabilities
Mentor and develop strategic thinking skills across the organization through formal and informal channels
Helps safeguard PenFed's computer and IT systems by monitoring staff adherence of all security policies and related training for individuals managed by this role. Take appropriate action working with IT Security and HR when necessary to address any security breaches
Qualification
Required
Minimum of bachelor's degree in business or related field, required
Minimum fifteen (15) years of work experience in business development or related high-growth roles, with at least ten (10) years in strategy/consulting
Minimum five (5) years of experience in a director role
Proven track record in driving growth, financial modeling (NPV, IRR) and advising C-Suite Executives
Must possess strong strategic thinking skills
Experience in utilizing financial modeling tools, data analytics platforms and strategic planning frameworks
Excellent written and verbal skills, ability to distill complex data into strategic narratives for executives
Strong Business Acumen with a deep understanding of business operations, financial metrics and market dynamics
Preferred
Master's in business administration, preferred
Previous experience in the financial services industry, preferred
Chartered Financial Analyst (CFA) preferred
Benefits
Comprehensive health, dental, and vision plans
Paid time off
Paid parental leave
Care support
Fitness center access
401(k) match
Employee loan discounts
Fully paid life and disability coverage
Education assistance
Community involvement
Volunteer opportunities
Company
PenFed Credit Union
PenFed Credit Union offers banking services, loans, mortgages, and credit cards to individuals and small businesses.
1001-5000 employees
H1B Sponsorship
PenFed Credit Union has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (19)
2024 (20)
2023 (10)
2022 (21)
2021 (12)
2020 (11)
Funding
Current Stage
Late StageTotal Funding
$845.89M2025-09-22Debt Financing· $398.49M
2024-08-29Debt Financing· $447.4M
Leadership Team
Sarah Heintzman
Executive Vice President, CFO
Andrea McCarren
Senior Vice President & Chief Content Officer
Recent News
The Virginian-Pilot
2025-11-05
Company data provided by crunchbase