Posted 4d ago

Strategic Planning and Performance, Consultant

@ Ascendiun
El Dorado Hills or Long Beach or Lodi or Oakland or Rancho Cordova or Redding or San Diego or Woodland Hills
$123k-$185k/yrHybridFull Time
Responsibilities:Leading planning, Analyzing portfolio, Developing dashboards
Requirements Summary:Bachelor’s degree or equivalent; 5+ years in strategic planning, portfolio management, management consulting, project/program management, or agile delivery; strong analytical skills; cross-functional influence; adaptable in ambiguity.
Technical Tools Mentioned:Excel, Power BI, Tableau
Save
Mark Applied
Hide Job
Report & Hide
Job Description

Your Role 
The Enterprise Portfolio Value Office (EPVO), part of the Office of the Chief Operating Officer, enables Blue Shield of California to deliver enterprise strategy, achieve measurable business value, and improve decision making through Lean Portfolio Management and value management best practices.

The Strategic Planning and Performance Consultant reports to a Senior Manager and plays a key role in shaping and operationalizing enterprise planning and performance management capabilities. This role partners closely with portfolio leaders, finance, and cross functional teams to ensure strategic priorities are clearly articulated, performance is transparently measured, and enterprise deliverables are executed with discipline.

This is a hands-on consulting role that balances analytical rigor, stakeholder influence, and execution—ideal for someone energized by ambiguity, complex problem solving, and executive level work that drives real business outcomes.

Our leadership model is about developing great leaders at all levels and creating opportunities for our people to grow – personally, professionally, and financially. We are looking for leaders that are energized by creative and critical thinking, building and sustaining high-performing teams, getting results the right way, and fostering continuous learning.
 

Responsibilities

Your Work 

In this role, you will: 

  •  Lead and support annual and quarterly enterprise planning processes, including facilitation, synthesis of inputs, and preparation of executive ready materials
  • Own portfolio performance analysis, identifying risks, dependencies, and opportunities, and translating data into actionable insights and recommendations
  • Develop and maintain performance dashboards, narratives, and executive presentations that support prioritization and investment decisions
  • Manage the execution of monthly and quarterly enterprise planning and performance deliverables, ensuring quality, timeliness, and alignment
  • Independently plan and execute moderately complex initiatives or workstreams, navigating cross functional dependencies and competing priorities
  • Partner with portfolio leaders and enterprise teams as a trusted advisor, helping teams connect strategy to execution and outcomes
  • Identify and drive continuous improvement opportunities across planning, governance, and performance management processes
  • Contribute to team capability building through knowledge sharing, playbooks, and standard frameworks
     

Qualifications

Your Knowledge and Experience 

  • Bachelor’s degree or equivalent work experience
  • 5+ years of progressive experience in strategic planning, portfolio management, management consulting, project/program management, or agile delivery
  • Demonstrated experience influencing cross‑functional stakeholders and delivering results without formal authority
  • Strong analytical and problem‑solving skills, with the ability to translate complex information into clear executive insights
  • Proven ability to operate effectively in ambiguous, fast‑changing environments
  • Experience supporting or leading enterprise‑level planning or roadmap development
  • Track record of company‑wide or multi‑function impact

Preferred experience:

  • Lean Portfolio Management or value management practices
  • Executive‑level storytelling and presentation development
  • Health care, payer, or regulated‑industry experience (helpful but not required)

 

Hybrid

This role requires employees to be in-office based on our hybrid workplace model, balancing purposeful in-person collaboration with flexibility. For most teams, this means coming into the office two days each week.

 

Employees living more than 50 miles from an office location will work with their manager to determine in-office time based on business need.

About Company

About Blue Shield of California

As of January 2025, Blue Shield of California became a subsidiary of Ascendiun. Ascendiun is a nonprofit corporate entity that is the parent to a family of organizations including Blue Shield of California and its subsidiary, Blue Shield of California Promise Health Plan; Altais, a clinical services company; and Stellarus, a company designed to scale healthcare solutions. Together, these organizations are referred to as the Ascendiun Family of Companies. 

At Blue Shield of California, our mission is to create a healthcare system worthy of our family and friends and sustainably affordable. We are transforming health care in a way that genuinely serves our nonprofit mission by lowering costs, improving quality, and enhancing the member and physician experience. 

To achieve our mission, we foster an environment where all employees can thrive and contribute fully to address the needs of the various communities we serve. We are committed to creating and maintaining a supportive workplace that upholds our values and advances our goals.

Blue Shield is a U.S. News Best Company to work for, a Deloitte U.S. Best Managed Company and a Top 100 Inspiring Workplace. We were recognized by Fair360 as a Top Regional Company, and one of the 50 most community-minded companies in the United States by Points of Light. Here at Blue Shield, we strive to make a positive change across our industry and communities – join us!  

Our Values: 

  • Honest. We hold ourselves to the highest ethical and integrity standards. We build trust by doing what we say we're going to do and by acknowledging and correcting where we fall short. 
  • Human. We strive to listen and communicate effectively, showing empathy by understanding others' perspectives.
  • Courageous. We stand up for what we believe in and are committed to the hard work necessary to achieve our ambitious goals. 

Our Workplace Model 

We believe in fostering a workplace environment that balances purposeful in-person collaboration with flexibility - providing clear expectations while respecting the diverse needs of our workforce. Our workplace model is designed around intentional in-person interaction, collaboration, connection, creativity and flexibility:

  • For most teams, this means coming into the office two days per week.

  • Employees living more than 50 miles from an office location, out of state employees, and employees in certain member-facing roles should work with their manager to determine in-office time based on business need.

  • For employees with medical conditions that may impact their ability to work in-office, we are committed to engaging in an interactive process and providing reasonable accommodations to ensure their work environment is conducive to their success and well-being.

The Company reserves the right to require more presence in the office based on business needs, and requirements are subject to change with periodic reviews.  

    Physical Requirements:

    Office Environment - roles involving part to full time schedule in Office Environment. Based in our physical offices and work from home office/deskwork - Activity level: Sedentary, frequency most of work day.

    Please click here for further physical requirement detail. 

    Equal Employment Opportunity:

    External hires must pass a background check/drug screen. Qualified applicants with arrest records and/or conviction records will be considered for employment in a manner consistent with Federal, State and local laws, including but not limited to the San Francisco Fair Chance Ordinance. All qualified applicants will receive consideration for employment without regards to race, color, religion, sex, national origin, sexual orientation, gender identity, protected veteran status or disability status and any other classification protected by Federal, State and local laws.