Citrin Cooperman · 6 hours ago
Manager, Strategy (50188)
New York, NY
Full-time
Onsite
Mid, Senior Level
4+ years expCitrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We are seeking a talented and experienced Manager, Strategy to join the PMO team within the Office of Strategy department to shape and execute the firm’s highest-priority strategic initiatives.
AccountingAdviceFinanceManagement Consulting
Responsibilities
Support the design and execution of the firm’s AI and automation strategy, in alignment with business objectives and PE value-creation priorities
Partner with technology, operations, service lines, and functional leaders to drive AI adoption across the enterprise
Help define use-cases, success metrics, adoption KPIs, and reporting for AI-enabled initiatives
Support governance, prioritization, and communication related to AI initiatives
Support development and execution of firm-wide strategic priorities across growth, profitability, operating leverage, and scalability
Drive discrete workstreams for high-impact initiatives, translating strategy into actionable plans
Collaborate with service line, geographic, and functional leaders to support execution and accountability
Design, refine, and maintain KPIs and dashboards tied to strategic initiatives and firm performance
Analyze trends related to growth, pricing, utilization, leverage, margins, and client mix
Support quarterly and annual business reviews with data-driven insights and recommendations
Support change-management efforts associated with strategic and AI-enabled initiatives
Help develop communication plans, messaging, and enablement materials to drive adoption and alignment
Partner with leadership and functional teams to identify risks, dependencies, and barriers to execution
Develop clear, compelling presentations and messaging for executive leadership and partners
Support Board-level and PE sponsor updates through structured analysis and narrative development
Synthesize complex information into concise, decision-ready materials
Act as a connective tissue across strategy, finance, operations, growth, HR, and technology teams
Facilitate working sessions, align stakeholders, and help ensure initiatives stay on track
Support the Chief Strategy Officer with ad hoc analysis and special projects
Qualification
Required
4-8 years of experience in strategy, management consulting, corporate strategy, or a similar analytical role
Possess strong analytical and problem-solving skills; comfort working with imperfect or evolving data
Possess advanced PowerPoint and Excel skills
Can manage multiple workstreams, prioritize effectively, and meet tight deadlines
Possess excellent written and verbal communication skills
Preferred
Have experience in professional services and/or a PE-backed environment strongly preferred
Experience with dashboards, KPI frameworks, or BI tools a plus
Be structured, detail-oriented, and comfortable operating at both strategic and tactical levels (ideal)
Be collaborative and effective at influencing across the organization without direct authority (ideal)
Be curious, proactive, and energized by ambiguity and change (ideal)
Be comfortable working in a fast-paced, PE-backed environment with high expectations (ideal)
Benefits
Competitive compensation and benefits
Flexibility to manage your personal and professional life
Company
Citrin Cooperman
Citrin Cooperman is a professional services firm that provides advisory, assurance, and tax solutions to clients.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
New Mountain Capital
2025-01-07Acquired
2022-04-11Private Equity
Leadership Team
Alan Badey
Chief Executive Officer
Lydia Brown
Chief Financial Officer
Recent News
Hartford Business Journal
2025-12-16
2025-11-19
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