Overview
The organization’s Enterprise Strategy team partners with senior leaders to shape strategic priorities, evaluate growth opportunities, assess competitive dynamics, support enterprise planning, and influence key enterprise decisions. This role supports the ongoing development of corporate strategy and high-impact initiatives across growth, competitive positioning, strategic planning, and transformation.
Responsibilities
- Support the ongoing development and evaluation of corporate strategy, helping define long-term growth priorities and strategic choices.
- Conduct market, customer, competitive, and financial analyses to identify opportunities, risks, and emerging trends impacting the business.
- Formulate and test hypotheses related to growth strategies, market expansion, customer needs, new business models, and transformation initiatives.
- Create data-driven recommendations, executive presentations, and strategic perspectives for senior leadership, the Executive Leadership Team, and the Board of Directors.
- Lead and contribute to high-priority strategy projects, partnering with cross-functional teams to evaluate opportunities, solve complex business challenges, and drive outcomes.
- Support the enterprise strategic planning process, aligning priorities, investments, key initiatives, and success metrics across the organization.
- Facilitate executive workshops and stakeholder discussions to build alignment around critical decisions and trade-offs.
- Analyze the competitive landscape, emerging technologies, and disruptive forces shaping the future of the tax, financial services, and small business industries.
- Support evaluation of strategic partnerships, new business initiatives, and other growth opportunities.
- Build trusted relationships and influence leaders across functions to advance strategic priorities and drive informed decision-making.
Requirements
- Bachelor’s degree in business, economics, finance, engineering, or a related field, or equivalent experience.
- 4–6+ years of experience or equivalent in strategy-focused management consulting, corporate strategy, business transformation, growth strategy, investment banking, private equity, or a related field.
- Proven ability to structure and solve complex, ambiguous business problems to deliver measurable business impact.
- Strong strategic, analytical, and financial modeling capabilities.
- Exceptional communication skills, including the ability to synthesize complex information into clear, compelling recommendations.
- Experience leading cross-functional initiatives and influencing without direct authority.
- Experience working with senior leaders and executive stakeholders.
- Intellectual curiosity, sound judgment, strong collaboration skills, a bias for action, and a track record of creating value and delivering measurable business impact.
Preferred Qualifications
- MBA or advanced degree.
- Experience supporting executive leadership teams, Board-level discussions, or enterprise strategic planning.
- Experience in financial services, consumer services, small business services, technology, retail, or other customer-centric industries.
- Strong knowledge of both organic and inorganic value creation levers, and/or experience developing AI transformation strategies.
Compensation & Benefits
- Pay range: $125,500.00 - $200,800.00/Yr.
- Local minimum wage laws apply.
- Individual pay decisions depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed.
- Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan.
- Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage.
- Can participate in the Retirement Savings Plan (401(k) Plan), Employee Assistance Program, (virtual) fitness center programs, and the associate discount program.
- Automatically enrolled in Business Travel Accident Insurance.
- Receive Associate Tax Prep benefit.
Location
Not specified in the provided job description.