This role is instrumental in driving execution of strategic initiatives, ensuring alignment across departments, and optimizing business performance through financial and operational insight. The ideal candidate has 5+ years of experience in investment banking or management consulting with specific expertise in financial analysis, business planning and project management and a proven track record of supporting executive leadership at the highest level.
Key Responsibilities:- Serve as a strategic advisor and thought partner to the Sr. Leadership Team.
- Drive execution of high-impact, cross-functional strategic projects from inception through completion.
- Track and follow up on key action items, decisions, and deliverables across the organization.
- Build and manage financial models and scenario analyses ("what-ifs") to support business planning and investment decisions.
- Analyze the ROI and business impact of key initiatives, providing insights and recommendations to leadership.
- Identify roadblocks and proactively work across functions and business units to develop and implement solutions.
- Support the C-Suite in identifying strategic priorities and aligning internal resources to key business goals.
- Prepare materials for board meetings, investor presentations, and other external and internal communications.
- Establish meeting priorities, develop agendas and coordinate participants to drive action and forward movement; coordinate pre-reads to facilitate collaboration and effective discussions; attend meetings with and on behalf of the C-Suite; and ensure follow-through on commitments.
- Prepare briefing document for key meetings/travel to provide overview of project, objectives, participants, agenda and other key factors. Coordinate with others to ensure travel and other logistical details are completed.
- Promote a culture of accountability, agility, and data-driven decision-making across the organization.
Qualifications:- Bachelor's degree in Business, Finance, Economics, or related field; MBA or advanced degree preferred.
- 5+ years of experience in investment banking or management consulting and expertise in financial analysis, strategic planning, project management, and C-suite support.
- Strong analytical and financial modeling skills with experience evaluating business performance and ROI.
- Exceptional organizational and project management skills, with the ability to manage multiple priorities.
- Excellent communication skills, both written and verbal; comfortable presenting to executives and boards.
- Proven ability to work cross-functionally and build strong relationships at all levels of the organization.
- High degree of discretion and professionalism, especially with confidential information.
- Proactive, self-starter attitude with a bias toward execution and results.
- Available for travel as needed (15-30%).
Preferred Experience:- Experience in a high-growth or dynamic global business environment.
- Experience with global strategic operations and initiatives.
- Familiarity with board governance and M&A activity.
- Advanced proficiency in Excel, PowerPoint, SharePoint/Teams and financial planning tools.
