Vice President, Planning & Optimization - Legal

Overview

• The VP of Planning & Optimization will serve as a key leader within the business unit, responsible for driving operational effectiveness through robust planning, resource optimization, program and financial performance analysis. This role will focus on ensuring that business plans are executable, resources are used efficiently, and operations run smoothly to deliver consistent, measurable outcomes. Acting as a trusted partner to senior leaders, the VP will strengthen cross-functional coordination while fostering a culture of accountability, continuous improvement, and operational excellence.

Responsibilities

Operational Planning & Alignment

• Partner with senior leadership to define and execute the business unit's strategy, goals, and priorities.
• Translate business objectives into actionable plans with defined metrics and success measures.
• Monitor progress on key initiatives, identifying risks and recommending corrective actions.
• Prepare executive-level reports and presentations to inform leadership decision-making.

Operational Excellence & Process Improvement

• Drive continuous improvement initiatives to streamline processes and enhance operational effectiveness.
• Support implementation of governance frameworks, performance metrics, and accountability structures.
• Liaise with supporting functions (Finance, Risk, IT, Legal) to ensure alignment and compliance.

Leadership & Collaboration

• Build, develop, and lead high-performing teams that strengthen planning, operational effectiveness, and performance management across the business unit
• Foster collaboration across business functions, ensuring consistency and alignment with strategy.
• Mentor staff, cultivating a culture of innovation, transparency, and continuous improvement.
• Represent the business unit in cross-functional working groups and initiatives.

Finance & Performance Analytics

• Partner with Finance to track, analyze, and forecast business unit financial performance.
• Translate operational data into financial impact analysis and business cases to inform strategic decisions.
• Identify opportunities for cost optimization while maintaining service quality and member experience.
• Develop financial and performance dashboards to support data-driven decision-making.
• May oversee the preparation of division Annual Financial Planning (AFP), partnering closely with the BU Finance team and cross-functional stakeholders to develop and implement planning frameworks that align with strategic priorities and budget targets; drive operational efficiency through streamlined processes, performance tracking, and data-informed decision-making.

Workforce & Resource Optimization

• Lead workforce planning, capacity modeling, and resource allocation to support business needs.
• Oversee forecasting and scheduling to optimize efficiency and maintain service quality.
• Collaborate with HR, Finance, and Operations to ensure resource strategies align with growth and demand.

Qualifications

• Bachelor's degree in a related field such as Business Administration, Finance, or the equivalent combination of education, training, and experience
• Significant experience in strategic planning, operations, workforce optimization, finance partnership, or performance management, with at least 5 years in senior leadership.
• Strong knowledge of business unit operations and ability to integrate planning, finance, and performance optimization into day-to-day delivery.
• Proven experience leading complex programs and cross-functional initiatives which have business risk and impact.
• Demonstrated skill in influencing and collaborating with senior stakeholders.
• Excellent communication, presentation, and relationship-building skills.
• Expertise in performance analytics with ability to translate data into actionable insights.
• Ability to manage multiple priorities in a fast-paced, matrixed environment
• Advanced knowledge of banking/financial industry trends, products and services
• Extensive experience in program management to drive changes in a complex/matrixed environment
• Extensive experience managing multiple priorities independently and/or in a team environment to achieve goals
• Expert skill in project management to include establishing and leading project teams; managing timelines/deadlines/resources; ensuring successful project implementation
• Expert skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes
• Expert skill interacting with staff, management, vendors and members diplomatically and tactfully
• Expert skill building effective relationships through rapport, trust, diplomacy and tact
• Expert skill using innovative thinking to solve problems and facilitate the decision-making process
• Expert organizational, planning and time management skills
• Expert skill in producing desired results and achieving goals and objectives
• Expert skill guiding and training less experienced staff
• Expert skill presenting findings, conclusions, alternatives and information clearly and concisely
• Expert skill identifying and analyzing business requirements and recommending solutions Expert verbal and written communication skills
• Advanced database, word processing, spreadsheet, and presentation software skills

Hours: Monday - Friday, 8:00AM - 4:30PM (Hybrid)

Location: 820 Follin Lane, Vienna, VA 22180

About Us