Responsibilities
- Support the design and execution of the firm’s AI and automation strategy
- Partner with technology, operations, service lines, and functional leaders to drive AI adoption across the enterprise
- Help define use‑cases, success metrics, adoption KPIs, and reporting for AI‑enabled initiatives
- Support governance, prioritization, and communication related to AI initiatives
- Support development and execution of firm‑wide strategic priorities across growth, profitability, operating leverage, and scalability
- Drive discrete workstreams for high‑impact initiatives, translating strategy into actionable plans
- Collaborate with service line, geographic, and functional leaders to support execution and accountability
- Design, refine, and maintain KPIs and dashboards tied to strategic initiatives and firm performance
- Analyze trends related to growth, pricing, utilization, leverage, margins, and client mix
- Support quarterly and annual business reviews with data‑driven insights and recommendations
- Support change‑management efforts associated with strategic and AI‑enabled initiatives
- Develop communication plans, messaging, and enablement materials to drive adoption and alignment
- Partner with leadership and functional teams to identify risks, dependencies, and barriers to execution
- Develop clear, compelling presentations and messaging for executive leadership and partners
- Support Board‑level and PE sponsor updates through structured analysis and narrative development
- Act as a connective tissue across strategy, finance, operations, growth, HR, and technology teams
Requirements
- Bachelor’s degree in Accounting, Business Administration, Economics, Finance, Information Management or Information Systems or equivalent
- 4‑8 years of experience in strategy, management consulting, corporate strategy, or a similar analytical role
- Experience in professional services and/or a PE‑backed environment strongly preferred
- Strong analytical and problem‑solving skills; comfort working with imperfect or evolving data
- Advanced PowerPoint and Excel skills; experience with dashboards, KPI frameworks, or BI tools a plus
- Can manage multiple workstreams, prioritize effectively, and meet tight deadlines
- Excellent written and verbal communication skills
- Structured, detail‑oriented, and comfortable operating at both strategic and tactical levels
- Collaborative and effective at influencing across the organization without direct authority
- Curious, proactive, and energized by ambiguity and change
- Comfortable working in a fast‑paced, PE‑backed environment with high expectations
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