Strategy and Planning

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Applies advanced subject matter knowledge to solve complex business issues and is regarded as a subject matter expert. Frequently contributes to the development of new ideas and methods. Works on complex problems where analysis of situations or data requires an in-depth evaluation of multiple factors. Leads and/or provides expertise to functional project teams and may participate in cross-functional initiatives. Acts as an expert providing direction and guidance to process improvements and establishing policies. Frequently represents the organization to external customers/clients. Exercises significant independent judgment within broadly defined policies and practices to determine best method for accomplishing work and achieving objectives. May provide mentoring and guidance to lower level employees.


  • Identifies research, tools, and analyses required to achieve objectives for multiple workstreams or projects.
  • Manages the development of financial and statistical models, structures analytical approaches, and oversees the data-gathering process.
  • Selects key information and conclusions to develop a comprehensive set of recommendations for optimizing business and financial performance.
  • Manages cross-functional teams and communications to facilitate projects and ensure timely delivery to clients.
  • Manages the development of project guidelines, contingency plans, objectives, and deliverables.
  • Consults with business leaders on a wide range of issues related to the strategy formulation process and related projects.
  • Independently drafts and presents client deliverables, recommendations and communication strategies.

Education and Experience Required:
Typically 5-8 years work experience. Often 2 years post' advanced degree experience in management consulting, investment banking, corporate strategy, or mergers and acquisitions. Advanced university degree (e.g., MBA) or demonstrable equivalent.

Knowledge and Skills:
  • Excellent analytical thinking, analysis, and problem solving skills
  • Ability to summarize abstract ideas clearly and independently manage project objectives.
  • Extensive knowledge of Excel, PowerPoint, Access, statistical analysis, and financial modeling.
  • Developed business acumen and technical knowledge within at least two business units.
  • Very strong verbal and written communication skills, including negotiation, presentation, and influence.
  • Superior group facilitation and interviewing skills.
  • Excellent project management skills, including project structuring.
  • Strong relationship management skills, including partnering and consulting.
  • Developed leadership skills, including team-building, conflict resolution, and management.
  • Ability to learn and draw on new analytical techniques to develop creative approaches to project objectives.

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