Manager, Strategy & Planning
- Bachelor’s degree in Business Administration, Finance, Engineering, or a related field; MBA preferred
- 7+ years of experience leading corporate strategic planning at the organizational level, including partnering with senior leaders to develop business plans, KPIs, and financial feasibility models; experience in utility, energy, or other highly regulated, capital-intensive industries preferred
- Minimum 3 years of experience managing and developing a high-performing teams
- Experience with creating data metrics, analyzing trends and risk assessments (required)
- Expertise in investment and financial analysis, feasibility studies, integrated strategic planning, and engineering/economic modeling
- Strong leadership and interpersonal skills, with the ability to coach, influence, and build relationships across the organization
- Ability to synthesize complex financial and operational data into actionable insights and present findings to executive leadership
- Skilled in facilitating cross-functional workshops, strategic planning sessions, and executive briefings
- Advanced Microsoft Office skills (Excel, PowerPoint, Teams) and experience with data visualization
- Understanding of utility operations, regulatory requirements, and the external forces impacting strategic planning (preferred)
- Competitive compensation
- Low-cost medical, dental, and vision benefits and paid life insurance premiums with no probationary period.
- OUC’s Hybrid Retirement Program includes a fully-funded cash balance account, defined contribution with employer matching along with a health reimbursement account
- Generous paid vacation, holidays, and sick time
- Paid parental leave
- Educational Assistance Program, to include tuition reimbursement, paid memberships in professional associations, paid conference and training opportunities
- Wellness incentives and free access to all on-site OUC fitness facilities
- Access to family-oriented recreational areas
- Paid Conference and Training Opportunities
- Hybrid work schedule
- Lead corporate strategy development and strategy planning processes; collaborate with senior leadership to identify, evaluate, and prioritize strategic initiatives; coordinate across business units to assess current capabilities and identify actions necessary to meet future opportunities;
- Oversee OUC’s strategic intelligence function, including collecting and analyzing intelligence to derive insights that impact the organization at a strategic level in developing corporate strategy.
- Lead the integrated resource planning for electric and water; evaluate all supply and demand options, identify new resource technologies, identify appropriate modeling techniques and create flexible plans to deal with variations in circumstances;
- Oversee the initiation and inception of grants at OUC including but not limited to: funding opportunity identification, strategic alignment, evaluation, portfolio management, application management and other related administrative functions;
- Lead the design and development of strategic roadmaps that identify key programs and projects needed to achieve OUC’s strategic goals;
- Evaluate OUC’s potential participation in strategic and joint investments and agreements with other utilities, municipalities, joint action agencies and other entities;
- Identify new enabling and transformative technologies or services that have the potential to be commercialized for strategic planning purposes;
- Own the preparation of market overviews, competitive benchmarking, key performance metrics, and business evaluation of potential new business opportunities, partnerships, and other strategic optimization and growth initiatives;
- Oversee corporate business plan development projects and processes to support the planning, development, and implementation of new and enhanced products and services offered by OUC;
- Launch and facilitate strategic planning and decision making sessions with senior leadership and other leaders across business units;
- Synthesize a wide variety of financial and operational data and metrics to make recommendations; Define key metrics to track strategic initiatives leveraging balanced scorecard or other framework; Monitor, measure and inform stakeholders on plan performance against goals;
- Communicate status and progress of related initiatives to senior leadership; develop reports and prepare presentations for a variety of audiences;
- Ensure the presentation of strategic initiatives at the annual leadership meetings and all employee
- meetings are clear, transparent and appropriate;
- Partner with stakeholders to conduct post-mortem evaluation of planning processes to identify areas
- of process improvements;
- Acts as a role model for other leaders at OUC in establishing direction, teamwork, improvement, and
- innovation.
- Perform other duties as assigned.
- Working knowledge of all, but not limited to, the following:
- Strategic planning
- Investment and financial analysis
- Business plan creation
- Financial statements
- Feasibility studies for corporate initiatives
- How costs impact utility rates
- Business plan development principles and methodologies
- Integrated strategic planning; power plant assets; engineering/economic modeling;
- Related industry, organizational and departmental policies, practices, and procedures; legal guidelines, ordinances, and laws;
- Familiarity with specifications for various types of power generation equipment;
- Strong written, verbal, and interpersonal communication skills;
- Demonstrated ability to compile information from various sources and consolidate into strategic recommendations;
- Lead teams and facilitate meetings;
- Ability to manage a project from inception to implementation;
- Apply statistics in business plan development and analytical evaluations;
- Ability to make arithmetic computations using whole numbers, fractions and decimals, and compute rates, ratios and percentages;
- Advanced Microsoft Office skills (PPT storyboarding, Excel formulas and pivot tables, Teams collaboration); data visualization experience;
- Bachelor’s degree in Business Administration, Finance or a related area of study from an accredited college or university;
- Minimum seven (7) years leading strategic planning at the organizational level and partnering with key senior leaders to create strategic business plans, key performance indicators and financial feasibility models (required);
- Minimum three (3) years leading and developing a team (required);
- Experience with creating data metrics, analyzing trends and risk assessments (required);
- Experience consulting on organizational goal setting and direction, influencing via business case management (preferred);
- Experience in the energy or related industry (preferred).
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