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About the Role

This role serves as the organizational bridge between strategic planning and execution, helping to define, operationalize, govern, and execute the Credit Union's strategic agenda. The Vice President, Strategy & Transformation will ensure enterprise initiatives, investments, and resources align with organizational priorities while driving disciplined execution.

Responsibilities

• Create a disciplined enterprise-wide strategy execution framework.
• Partner with leadership to refine and operationalize the Credit Union's strategic plan.
• Translate strategic objectives into measurable initiatives, milestones, and outcomes.
• Develop and maintain enterprise strategic roadmaps.
• Create a clear linkage between strategic goals, project investments, resource allocations, and performance metrics.
• Support annual and multi-year strategic planning processes.
• Facilitate executive strategy discussions, offsites, and planning sessions.
• Ensure organizational priorities remain aligned with long-term business objectives.
• Lead enterprise transformation initiatives sponsored by executive leadership.
• Establish a structured methodology for strategic initiative delivery.
• Identify and remove barriers to execution.
• Ensure accountability for strategic outcomes across business functions.
• Help leaders develop implementation plans that drive measurable business value.
• Track realization of anticipated benefits and business outcomes.
• Own the enterprise project and initiative portfolio.
• Establish a single source of truth for enterprise project visibility.
• Create transparency into organizational capacity, resource utilization, dependencies, and delivery risks.
• Develop prioritization frameworks that balance strategic value, member impact, regulatory requirements, operational efficiency, financial return, and organizational capacity.
• Ensure projects are sequenced appropriately based upon strategic importance and resource constraints.
• Redesign and modernize the Project Review Board (PRB).
• Establish a rigorous enterprise project intake process.
• Implement consistent business-case requirements.
• Standardize project prioritization criteria.
• Ensure executive leadership has visibility into project impacts, dependencies, risks, and resource demands.
• Facilitate executive discussions regarding project prioritization and investment decisions.
• Ensure all significant initiatives are evaluated consistently against strategic objectives.
• Assume leadership of the Project Management Office.
• Lead and develop the PMO team and IT Project Managers.
• Expand PMO capabilities beyond traditional technology implementations.
• Establish enterprise standards for project delivery, governance, reporting, and risk management.
• Improve project management maturity across the organization.
• Introduce consistent project management methodologies and tools.
• Develop executive-level reporting on project status, risks, dependencies, and outcomes.
• Lead a small Strategy & Transformation team that operates as an internal consulting function.
• Support executives and business leaders with business-case development, cost-benefit analysis, process improvement initiatives, organizational design, transformation planning, program management, operational assessments, and strategic recommendation development.
• Deploy team resources to the organization's highest-priority initiatives.
• Partner with leaders across the organization to define strategic success measures.
• Develop scorecards and dashboards that track strategic execution.
• Monitor initiative performance and benefit realization.
• Identify emerging risks to strategic objectives.
• Use data and analytics to support executive decision-making.
• Build governance structures that promote accountability and timely decision-making.
• Create executive reporting frameworks for strategic initiatives.
• Prepare executive and board-level presentations.
• Facilitate steering committees, governance forums, and executive working sessions.
• Ensure leadership teams maintain focus on the highest-value priorities.

Requirements

• Bachelor's degree in Business, Finance, Economics, Strategy, Operations, or related field.
• 10+ years of experience in Strategy, Management Consulting, Transformation, Corporate Development, Enterprise PMO Leadership, or Strategic Program Management.
• Proven experience leading enterprise transformation initiatives.
• Experience designing and implementing governance frameworks.
• Experience building and managing project portfolios.
• Strong executive facilitation and communication skills.
• Experience working directly with executive leadership teams and boards.
• Exceptional analytical and problem-solving ability.
• Experience in financial services is strongly preferred.
• Consider qualified applicants with arrest and conviction records.

Skills

• Strategy
• Management Consulting
• Transformation
• Corporate Development
• Enterprise PMO Leadership
• Strategic Program Management
• Executive Facilitation
• Communication
• Analytical
• Problem-Solving
• Business-case development
• Cost-benefit analysis
• Process improvement
• Organizational design
• Transformation planning
• Program management
• Operational assessments
• Strategic recommendation development
• Data and analytics utilization

Location

• San Francisco

Work Type

• Full-time

Experience Level

• 10+ years of experience
• Executive

Education Level

• Bachelor's degree
• MBA or equivalent advanced degree strongly preferred

Salary/Compensations

• $156,600 to $235,000

Benefits

• 401(k) and Employer Match
• Health, Vision, Dental and Life Insurance
• Annual Incentive/Bonus Program
• Tuition Reimbursement Program
• 11 Paid Holidays + Competitive PTO package
• Home & Consumer Loan Program (Discounted Rates)
• Professional development and training programs
• On-demand personal coaching resource
• Wellness Program (Discounted Gym Membership)

About the Company

• SF Fire Credit Union was founded in 1951 and has grown to $1.7B in assets with a membership extending throughout San Francisco, San Mateo, and Marin Counties.
• The credit union values shared trust, continuous innovation, competitive rates, and excellent member service.
• SF Fire Credit Union is entering a pivotal period focused on growth, member experience excellence, digital enablement, operational efficiency, and long-term organizational sustainability.
• The company has approximately 200 employees.
• Company culture emphasizes a big family feel, good sense of humor, motivation by a higher purpose, and an 'in-this-together' attitude, while valuing real work/life balance.

Equal Opportunity

• Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.