Jobs · Accounting · Illinois

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

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