Senior Specialist - Strategy

JOB PURPOSE/SUMMARY:

Senior Specialist - Strategy plays a pivotal role in the newly formed Strategy team, utilizing analytical, creative thinking, and leadership skills to identify and assess business opportunities. Senior Specialist - Strategy works closely with cross-functional teams, senior leadership, and the investment committee to develop fact-based insights and financial models to support strategic decision-making. The role contributes to shaping the company's vision and mission, evaluating potential investments, and providing ongoing monitoring of assets. This is an opportunity to be part of a dynamic team and make a significant impact on the organization's growth and success.

KEY RESPONSIBILITIES AND ACCOUNTABILITIES

1.Opportunity Screening and Tracking:

Perform initial screening of potential opportunities and track the opportunity pipeline.

Assess strategic fit with the company's vision and mission.

2.Data Analysis and Financial Modeling:

Structure and analyze data to derive fact-based insights.

Evaluate company financial statements and develop comprehensive financial models in Excel.

3.Recommendations and Presentations:

Prepare presentations for senior leadership and the investment committee, providing recommendations on identified opportunities.

4.Interdepartmental Collaboration:

Work effectively with different functional teams to develop optimal solutions and facilitate action.

5.Effective Communication:

Communicate findings, insights, and recommendations in a structured manner to diverse audiences, including senior leaders.

6.Leadership Development:

Develop your leadership style, leveraging your passions, strengths, and personal values.

QUALIFICATIONS, EXPERIENCE AND COMPETENCIES

Minimum Qualifications:

(Education/Certification/Licensure/Professional Membership)

-Bachelor's degree in Business Administration, Business Management, Financial Management, Investment Management, or equivalent. A Master's degree would be advantageous.

Minimum Experience:

3 to 5 years of experience in management consulting, private equity, or investment banking.

Job Specific Competencies:

1. Highly Analytical: Ability to analyze complex data, derive meaningful insights, and make data-driven decisions.

2. Financial Modeling: Extensive experience in building and interpreting financial models using Excel.

3. Interpersonal Skills: Strong ability to interact effectively with colleagues, stakeholders, and senior leaders.

4. Entrepreneurial Spirit: Driven professional who thrives in a dynamic, newly formed team environment.

5. Problem-Solving and Creativity: Capable of addressing broad and complex issues with creativity, resourcefulness, and innovation.

6. Collaboration and Service Orientation: Collaborate effectively with various teams, internally and externally, and contribute to broader departmental goals.

7. Written and Oral Communication: Excellent communication skills to present findings and recommendations in a clear and persuasive manner.

8. Broad Knowledge Base: Possess broad and comprehensive knowledge applicable to complex situations.

9. Decision-Making: Exhibit sound judgment and decision-making skills, affecting own job and functional area.

10. Independence and Resourcefulness: Able to work independently and set priorities within general guidelines.

11. Leadership Potential: Demonstrates leadership potential and willingness to grow as a leader within the organization.