Responsibilities

📍Manage the Strategic Plan throughout the year – once created, keep a constant eye on the health of company performance to the Plan as initiatives are completed, swapped or injected 📍Support key strategic priorities and projects in partnership with the CEO and CFO, and working with other functions and stakeholders as required 📍Develop the Business Case methodology – establish a standardized way for leadership to test new business initiatives that are candidate projects or programs including but not limited to: scorecard/benchmarking of initiatives, assessing project prioritization, and evaluating risk assessments 📍Negotiate – during prospective deals and on contracts for major projects while working closely with multiple internal cross-functional areas, as well as external business partners 📍Engage cross-functionally and be an analytical resource to the rest of the business 📍Engage with Investors – manage existing and prospective relationships in coordination with the CFO and CEO 📍Support synthesis of materials for presentations (e.g., to the CEO, the Board, Investors, etc.) 📍Work with senior leaders to establish a comprehensive strategic roadmap and implement short and long-term objectives and initiatives to drive business results, and to provide fact-based thought leadership on key strategic and financial decisions 📍Along with the leadership team devise strategic initiatives to assist in the development of growth, product diversification, and business reengineering initiatives in order to accomplish business goals. 📍Responsible for overseeing the finance business case process, investment analysis, analytics, scorecard/benchmarking of initiatives, cash flow modeling, and evaluating return. This analysis is used to prioritize initiatives, evaluate resource needs based upon a strategic business assessment. 📍Business Development - by driving business growth through development of new partnerships, organic expansion, and by acquisition while representing the organization during any part of the proposal process 📍Identify trends in the marketplace and monitor competitive landscape to determine impact to the organizations product roadmap and uncover opportunities for innovation and growth 📍Prepare and manage capital budget for new products, services and enhancements 📍Plan, organize, and supervise the work related to any new initiative, assess progress, analyze results obtained, and recommend adjustments as required to achieve the stated objectives of the opportunity.

Qualifications

📍7+ years of experience in an internal strategy or finance department for a high-growth organization 📍Undergraduate degree with a focus in business or related field 📍A successful track record in evaluating business and/or major capital initiatives that have had a high impact on a high-growth company; Financial Services experience is preferred 📍Proven ability to analyze, evaluate and make recommendations on strategic questions