Principal, Strategy & Planning
Core
Partner with the CFO to solve complex business problems including strategic planning, business model transition, M&A diligence, and integration.
Role type
Principal, Strategy & Planning (Finance/Strategy)
Builds
Strategic plans, investment models, executive presentations, and synergy realization for M&A.
Domain
Technology / Data Security / Finance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Strategic planning, M&A diligence and integration, financial modeling and valuation, cross-functional project management, data-driven analysis, executive communication, risk evaluation, market benchmarking, AI tool utilization
Preferred skills
Management consulting background, large corporate strategy execution, C-suite advisory experience, rapid problem-solving in ambiguous situations
Technologies
AI tools for productivity and decision support
Responsibilities
Lead initiatives to inform business strategy, annual planning, and investment prioritization; manage cross-functional teams to structure complex business problems; support M&A diligence with investment models and valuations; support M&A integration efforts on financial planning and synergy realization; develop executive-level presentation materials for strategic investments.
Seniority
Principal, strategy & mentorship