Senior Associate Strategic Initiatives
On-site · Charlotte, North Carolina, United States
Job Summary
Serve as a strategic advisor and thought partner to the Senior Leadership Team, driving execution of high-impact, cross-functional strategic projects. Build and manage financial models to support business planning and investment decisions while analyzing the ROI of key initiatives. Prepare materials for board meetings and investor presentations, ensuring effective communication and collaboration. The role requires 5+ years of investment banking or management consulting experience with strong analytical and project management skills, alongside a Bachelor’s degree in a relevant field.
Required Qualifications
- Bachelor’s degree in Business, Finance, Economics, or related field; MBA or advanced degree preferred.
- 5+ years of experience in investment banking or management consulting and expertise in financial analysis, strategic planning, project management, and C-suite support.
- Strong analytical and financial modeling skills with experience evaluating business performance and ROI.
- Exceptional organizational and project management skills, with the ability to manage multiple priorities.
- Excellent communication skills, both written and verbal; comfortable presenting to executives and boards.
- Proven ability to work cross-functionally and build strong relationships at all levels of the organization.
- High degree of discretion and professionalism, especially with confidential information.
- Proactive, self-starter attitude with a bias toward execution and results.
- Available for travel as needed (15-30%).
Desired Qualifications
- Experience in a high-growth or dynamic global business environment.
- Experience with global strategic operations and initiatives.
- Familiarity with board governance and M&A activity.
- Advanced proficiency in Excel, PowerPoint, SharePoint/Teams and financial planning tools.
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.