Support enterprise strategic planning and transformation by developing multi-year operating priorities, financial and scenario models, dashboards, and executive presentations. Drive cross-functional collaboration, change management, and initiative tracking using Salesforce, Tableau, and spreadsheets to turn data into leadership recommendations.
This role is for one of the Weekday's clients
Position: Enterprise Transformation Associate
Location: New York, NY
Duration: 6 Months (High Possibility of Extension)
Requirements
Responsibilities:
- Assist in the development of annual operating priorities and strategic growth plans spanning 3 to 5 years for the Enterprise business.
- Break down complex business challenges into well-defined hypotheses, analyses, alternatives, and recommendations.
- Develop financial, scenario, and business case models to guide strategic decision-making, investment evaluations, and go-to-market considerations.
- Convert data and analytical findings into clear recommendations for senior leadership.
- Manage cross-functional collaboration across sales, finance, product, alliances, marketing, and operations teams.
- Facilitate change management and adoption initiatives to ensure new priorities and methodologies are effectively implemented in field operations.
- Aggregate data from Salesforce, Tableau, Excel/Sheets, and internal reports to generate actionable insights.
- Create dashboards, scorecards, and recurring reports to enhance visibility into business performance and progress of initiatives.
- Prepare executive-level presentations, business reviews, and decision memos for leadership discussions.
- Contribute to establishing a more disciplined operating model encompassing planning, business reviews, initiative tracking, and decision-making processes.
- Support continuous improvement of standards, governance, and working norms within the transformation office.
Skills:
- 2–4 years of experience in consulting, corporate strategy, business operations, finance, corporate development, investment banking, or a similarly demanding problem-solving environment.
- Proficient analytical and financial modeling skills, capable of translating data into meaningful business insights.
- Strong proficiency in PowerPoint/Slides and Excel/Sheets; familiarity with Tableau and Salesforce is preferred.
Enterprise Transformation, Tableau
Good-to-have skillsFinance, Investment Banking
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