Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We’re continuously seeking talented individuals who bring a problem-solving mindset, fresh perspectives, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!
We are seeking a talented and experienced Manager, Strategy to join the PMO team within the Office of Strategy department. They’ll play a critical role in shaping and executing the firm’s highest-priority strategic initiatives. Reporting directly to the Chief Strategy Officer (CSO), this role works closely with executive leadership, functional teams, and service line leaders to translate strategy into execution, measurement, and results.
This is a highly analytical, collaborative, data-driven, and execution-oriented role suited for someone who thrives in a fast-growing and fast-paced professional services firm. They’ll support enterprise initiatives including AI strategy and adoption, enterprise change management, operating model evolution, and performance management, developing executive-level presentations and strategic messaging.
Responsibilities are, but not limited to:
AI Strategy & Enterprise Enablement (Primary Focus)
- 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.
Enterprise Strategy & Execution
- 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.
Performance Management & KPIs
- 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.
- Enterprise Change Management
- 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.
Executive Communications & Presentations
- 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.
Cross-Functional Collaboration
- 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.
The ideal candidate must:
- Bachelor’s degree in Accounting, Business Administration, Economics, Finance, Information Management or Information Systems or equivalent
- 4–8 years of experience in strategy, management consulting, corporate strategy, or a similar analytical role.
- Have experience in professional services and/or a PE-backed environment strongly preferred.
- Possess strong analytical and problem-solving skills; comfort working with imperfect or evolving data.
- Possess advanced PowerPoint and Excel skills; experience with dashboards, KPI frameworks, or BI tools a plus.
- Can manage multiple workstreams, prioritize effectively, and meet tight deadlines
- Possess excellent written and verbal communication skills.
- 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).
Skills Required
- Bachelor's degree in Accounting, Business, Economics, Finance, Information Management/Systems or equivalent
- 4-8 years experience in strategy, management consulting, corporate strategy, or similar analytical role
- Experience in professional services and/or a PE-backed environment
- Strong analytical and problem-solving skills; comfort with imperfect or evolving data
- Advanced Microsoft PowerPoint skills
- Advanced Microsoft Excel skills
- Experience with dashboards, KPI frameworks, or BI tools
- Ability to manage multiple workstreams, prioritize, and meet tight deadlines
- Excellent written and verbal communication skills
- Structured, detail-oriented, and able to operate at strategic and tactical levels
- Collaborative and effective at influencing without direct authority
- Curious, proactive, and comfortable with ambiguity and change
- Comfortable working in a fast-paced, PE-backed environment
What We Do
Citrin Cooperman is one of the largest professional services firms in the United States, founded in 1979. It provides comprehensive tax, accounting, and advisory services to middle-market companies and high-net-worth individuals. The firm delivers a tailored, integrated business approach and proactive guidance to help clients achieve their business and personal financial goals across various global markets.
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