Strategist
Heritage Planning Partners · Chicago, IL · 1 mo ago
On-siteAccountingFull-time
Key Responsibilities
- Collaborate with the CSO to develop, implement, and monitor strategic initiatives
- Work with the CSO to organize/synthesize ideas and strategies to gain acceptance/adoption within the firm
- Conduct market research and competitive analysis to support strategic planning
- Prepare comprehensive reports, presentations, and business cases to communicate strategic recommendations
- Track and analyze key performance indicators (KPIs) to measure the success of strategic initiatives
- Aid in the development of long-term strategic plans and annual business plans
- Coordinate cross-functional teams to ensure the timely execution of strategic projects
- Develop project plans, timelines, and milestones, and monitor progress against these benchmarks
- Identify and resolve any issues or roadblocks that may impede project progress
- Ensure alignment between various departments and stakeholders on strategic initiatives
Qualifications
- 2-6 years of experience in finance, consulting, marketing, executive support, or corporate strategy
- Strong analytical and problem-solving skills with the ability to interpret complex data
- Excellent written and verbal communication skills
- Proficiency in technology, CRMs, Office Suite, and AI tools
- Experience with project management tools and methodologies is preferred
- Strong organizational skills with the ability to manage multiple tasks and priorities