69 Strategic Planning jobs in Austin
Strategic Planning AssociateAustin TX
Posted 1 day ago
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Headquartered in Austin, TX with operations in Kermit and Monahans, TX, Atlas Energy Solutions is the leading provider of high-quality frac sand and innovative logistics solutions to Exploration & Production operators and oil field service providers in the Permian Basin. We are proud of what we do we have state of the art manufacturing facilities, premium offerings, outstanding customer service, and exceptional work culture and a commitment to giving back to the community.
We're very excited about what we see in front of us, and we think you will be too so come join our team and contribute to our growth!
As the Strategic Planning Associate, you will be a high visibility individual contributor within our Finance & Operations departments and will be primarily responsible for budgeting, budget to actual / variance analysis, cost / capex reviews, investigations, and analysis, assisting in the evaluation of financial trends and producing ad-hoc analysis of various strategic initiatives.
This role will be based onsite at our Headquarters in Austin, TX.
Responsibilities:
- Own annual budgeting, periodic reviews and lookback analysis
- Perform variance analysis that provides insight into performance relative to Company targets
- Regularly perform deep analysis of specific operating expense categories to assist in the development of recommendations to management in order to deliver upon financial objectives
- Produce reports for consumption of upper management that distill the results of financial analysis to shed light on actionable opportunities to drive improvements
- Create ad-hoc financial analysis of strategic opportunities as they are presented
Minimum Qualifications:
- A minimum of 2-4 years of relevant work experience
- Strong proficiency in financial analysis and financial modeling / forecasting
- Bachelor of Business in Finance / Economics, Accounting, or a similar field
- Willing to work after hours from time to time in order to meet deadlines
- Proficient in Microsoft Office Products (particularly Excel and PowerPoint)
How You Will Stand Out:
- Prior experience in Corporate FP&A, investment banking or similar fields
- Prior experience within or working with clients engaged in the oil & gas, oilfield services, midstream and / or sand mining industries
What You'll Love About Us:
- Best People and Team. Great Place to Work For, Hire Vets, Top Place to Work For Austin American Statesman
- Your Well-Being is a Priority. 100% covered Medical, Dental, and Vision
- Invest in Your Future. 401K with company match, immediate vesting
- Relax and Recharge. Paid time off and 15+ company paid holidays, half day every other Friday
Strategic Planning & Performance Director (Austin)
Posted 3 days ago
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As the Strategic Planning & Performance Director (Revenue) , you will act as the strategic and executional right hand to the Chief Revenue Officer (CRO) , driving cross-functional alignment, operational efficiency, and performance visibility across all revenue-generating functions. Your mission is to ensure that the CROs vision is operationalized and executed effectively, bridging strategic intent with operational outcomes.
Key Responsibilities:
Strategic Execution & Planning
Partner with the CRO in setting revenue goals, OKRs, and strategic initiatives.
Coordinate and monitor execution of cross-functional revenue initiatives and projects.
Prepare revenue dashboards, business reviews, and performance insights for leadership.
2. Revenue Process Optimization
Align and optimize core processes across sales, marketing, and customer success in conjunction with RevOps organisation.
Ensure systems (Salesforce, BI tools, forecasting tools) support scalability and visibility.
Drive continuous improvement in pipeline management, forecast accuracy, and sales productivity.
3. Performance Management & Insights
Establish and track KPIs to assess the health of revenue streams.
Lead the cadence of operational meetings: pipeline reviews, forecast calls, and QBRs.
Identify bottlenecks and work with teams to drive resolution.
4. Cross-Functional Enablement
Facilitate strong collaboration between revenue teams and supporting functions (RevOps, Finance, HR, Product, Legal).
Ensure seamless communication, accountability, and delivery on shared objectives.
Act as a liaison to ensure CRO priorities are translated into departmental actions.
5. Special Projects & Change Management
Lead or support high-impact projects (e.g., go-to-market transformations, incentive plan design, tool implementation).
Support M&A integration activities, international expansion, or new product launches from a revenue lens.
Key Qualifications:
Experienced to work on a strategic level in revenue operations, business operations and business transformation.
Proven experience working alongside senior commercial leadership.
Strong analytical skills with comfort in data-driven decision-making.
Excellent communication, stakeholder management, and project leadership skills.
Deep understanding of sales processes, SaaS metrics, and go-to-market motions.
Experience with CRM (Salesforce), BI tools, and planning software is required.
Able and willing to travel internationally.
US: Diversity Statement Equal Employment Opportunity
It is Lansweepers policy to provide equal employment opportunity to all applicants and employees. Lansweeper disapproves of, and will not tolerate, unlawful discrimination against any applicant or employee because of race, color, national origin or ancestry, gender (including pregnancy, childbirth, or related medical conditions), gender identity, age, religion, disability, family care status, veteran status, marital status, sexual orientation, or any other basis protected by local, state, or federal laws.
#J-18808-LjbffrSenior Manager, Stop Loss Strategic Planning
Posted 1 day ago
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As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues - caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.
Aetna is recruiting for a Senior Manager, Strategic Planning in a newly, created role that is responsible for driving distribution strategies, analytics, and sales effectiveness of our traditional Stop Loss products across Aetna and Meritain businesses. This person will collaborate and communicate across the underwriting, actuarial, sales, account management and marketing teams to execute strategies for organizational and business unit initiatives to achieve our growth objectives.
You'll make an impact by
+ Supporting key internal sales and external broker/consultant relationships.
+ Implementing processes for the organization's Sales Enablement area, and ensuring methods align with the overall business strategy.
+ Carrying out programs that support operational and financial business plans.
+ Monitoring and preparing reports on key performance indicators relative to plan.
+ Executing corrective action plans for business unit issues.
+ Communicating impacts of internal and external environmental influences.
Key Deliverables:
+ Increasing Stop Loss market competitiveness by administering solutions that leverage both internal and external channels with the goal of increasing membership, revenue, and earnings.
+ Facilitating Stop Loss growth by helping introduce improved cross-selling strategies across the full Commercial book of business and the enterprise.
+ Maintaining an understanding of the Stop Loss marketplace, legislative and competitor trends to help Aetna manage emerging risks and opportunities
+ Work with Executive Director Stop Loss to create a consistent, repeatable sales process that drives success across all segments and regions.
+ May deliver:
+ Product training and messaging to Sales;
+ Continuing education to brokers to keep them updated on evolving capabilities.
+ Monitor customer and broker/consultant feedback and translate to actionable steps to advance product capabilities.
+ Produce relevant information on progress against goals for key metrics with Sales and prepare information in support of broker partnerships.
+ Supporting CVS Health in attracting, retaining, and engaging a diverse and inclusive consumer-centric workforce that delivers on our purpose and reflects the communities in which we work, live, and serve.
Required Qualifications:
+ 7+ years work experience
+ Excellent communication and relationship building skills
+ Ability to compile and develop information to support leadership priorities
+ Must collaborate effectively with cross-functional teams.
+ Stop Loss Insurance a plus
Education:
+ Bachelor's degree in business, marketing or related field.
**Pay Range**
The typical pay range for this role is:
$67,900.00 - $199,144.00
This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above. This position also includes an award target in the company's equity award program.
Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.
**Great benefits for great people**
We take pride in our comprehensive and competitive mix of pay and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:
+ **Affordable medical plan options,** a **401(k) plan** (including matching company contributions), and an **employee stock purchase plan** .
+ **No-cost programs for all colleagues** including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
+ **Benefit solutions that address the different needs and preferences of our colleagues** including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.
For more information, visit anticipate the application window for this opening will close on: 08/29/2025
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
We are an equal opportunity and affirmative action employer. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on race, ethnicity, color, national origin, sex/gender, sexual orientation, gender identity or expression, religion, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.
Director - Strategic Financing Services - Applications and Strategic Planning

Posted 3 days ago
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Cherry Bekaert's Strategic Financing Services Advisory Team (SFS) is looking for a New Markets Tax Credits Applications and Strategic Planning Director (Director). We offer an opportunity to work with a team of experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other Government and Philanthropic funding applications, strategic planning services for community development entities and projects, NMTC placement and deployment assistance, and NMTC compliance and asset management services.
The Director will oversee the Application and Strategic Planning activities for Community Development Entities (CDEs), Community Development Financial Institutions (CDFIs), Community Lenders and Nonprofits (collectively Community Development Organizations). The Director will work with the Community Development Organizations to help them build internal and external capacity, clarify their Mission, Vision and Values (MVV), formalize their strategic plans and execute their strategic plans so that they holistically work towards upholding and achieving their MVV as they expand and add new services. The Director will lead a team of Application Writers and Community Development Specialists, manage the process of writing NMTC Applications, manage the grant writing and applications process for clients seeking funding from other funding programs, and expand the portfolio of clients. The Director will work collaboratively internally and externally to achieve measurable results for the team, the clients and the communities our clients serve.
The successful candidate will have a strong attention to detail and deadlines and a mission to help make a difference in Low-Income Communities.
About SFS: SFS has been involved in the NMTC industry since its inception and to date has secured over $1.7 billion in NMTC funding. SFS is proud to have structured and facilitated NMTC investments that have created 28,077 direct jobs, served 957,153 clients through community facilities, and helped create over 10.6 million square feet of new and improved commercial and industrial real estate. SFS's current portfolio consists of investments in areas with poverty rates as high as 66%, median family income as low as 14.24%, and unemployment rates as high as 31.2%.
About The Innovate Fund (TIF): TIF serves the state of Georgia, North Carolina, South Carolina, Tennessee, Virginia and West Virginia. Since inception, it has directly deployed $96 million of NMTC investments in 36 transactions that have leveraged an additional 1.3 Billion of indirect capital, and created 8,194 direct jobs, while expanding the service area's health and wellness services to 707,714 Low Income Persons. TIF is governed by a seven-member governing board, including representation from Cherry Bekaert and the Greenville Local Development Corporation, with input from an advisory board of 9 LIC experts.
Essential Job Duties and Responsibilities:
Application Writing
+ Managing of Application and Grant writing team
+ Cultivate a healthy team culture
+ Coordinate and assist with balancing NMTC application writing team's individual and team workflow
+ Optimize NMTC Allocation Application process for clients and team members
+ Drafting, reviewing and preparing NMTC Allocation Applications and supporting documents for strategic and technical opportunities
+ Writing and reviewing compelling business strategies, community outcomes and other narratives to maximize scoring and increase likelihood of successful outcomes
+ Collaborating with clients to identify and source appropriate NMTC pipeline opportunities to suit unique CDE needs (considering geography, project type, community impacts, etc.)
+ Synthesizing and incorporating industry terms, trends and data to support business strategies, community outcomes and compelling applications that translate to smooth financial closings
+ Identifying and managing other grant and application writing opportunities to ensure quality and timely submissions as well as strategic alignment
+ Collaborating with deal team participants (investors, borrowers, supporters and stakeholders) to secure commitments, evidence of support and/or letters of interest as required for submission of various funding applications and/or financial closings
+ Designing and reviewing project proposals and summaries for investment opportunities in a clear, compelling, and concise manner
Community Development Consulting
+ Establishing relationships with CDFIs, CDEs, and various community development stakeholders
+ Collaborating with the team to identify opportunities with existing or aspiring CDFIs to allow them to execute their vision
+ Assisting clients with formalizing their organizational framework through an Organization Assessment including: review of the organization's service area, products/services, track record, pipeline, community impact data, management capacity and finances
+ Assisting with underwriting and structuring NMTC transactions
+ Supporting and preparing for submission of relevant Certifications
+ Preparing sub-CDE Certifications in connection with NMTC allocation agreements.
+ Working with organizations to meet certification requirements and establish policies and procedures that will ensure continued compliance
+ Helping identify an organization's short and long-term goals and objectives in order to develop a sustainable financial plan
+ Helping secure private investment commitments and a strategy for long-term financial viability
+ Actively managing a pipeline of community development finance investing, lending, and growth initiatives
+ Collaborating with GPS and GovCon teams to identify and develop grant writing opportunities that align with compliance needs and enhance cross-industry initiatives
+ Working collaboratively with Bank Finance and other industries within Cherry Bekaert to create comprehensive offerings that holistically serve our clients' needs
+ Coordinating with The Innovate Fund (TIF) Chief Operating Officer and Cherry Bekaert staff on strategic planning initiatives
+ Other job-related functions as assigned
+ Travel: 20%
What you bring to the role:
+ Bachelor's in Finance, Accounting, Economics or related field
+ CPA license, MBA, JD, LLM, Master's Degree (other field related certifications may be considered)
+ Minimum of 10 years of demonstrated progressive experience in community development finance, tax credit finance, CDE/CDFI Lending, structured finance or related field
+ Knowledge of tax credit financing required, with specific experience with NMTC strongly preferred
+ Experience in working with borrowers, lenders, investors and Community Development Organizations
+ Strong research and analytical skills; ability to solve complex issues.
+ Expert knowledge of tax credit finance reporting required, with specific experience with CDFI Fund's AMIS reporting strongly preferred
+ Ability to effectively manage up, down and out, providing exceptional client service by leveraging communication skills to develop and maintain outstanding relationships.
+ Strong leadership, recruiting, training, and mentoring skills, coupled with excellent verbal, written (including technical writing), and presentation skills
+ Entrepreneurial and highly motivated to make internal and external connections
+ Proficiency in Excel
+ Strong sense of urgency and shared sense of mission
What we offer you:
+ Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust,?and mutual respect.
+ A well-run firm that offers stability and opportunity to develop as a leader.
+ The opportunity to innovate and do work that motivates and engages you.
+ A collaborative environment focused on enabling you to further your career growth and continuous professional development.
+ Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing.
+ Flexibility to do impactful work and the time to enjoy your life outside of work.
+ Opportunities to connect and learn from professionals from different backgrounds and with different cultures.
+ Supportive partnership group with a "one firm" mentality and a commitment to colleagues' success
+ Big firm resources and bench strength; small firm flexibility and openness to new ideas
+ Collaboration across service lines and offices; a firm culture that embraces one another and the community; and an excellent opportunity to help bring along talented staff
+ Defined metrics and targets that eliminate ambiguity
+ Shared values, including uncompromising integrity, a passion for excellence, and mutual respect
Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.
Pay Range:
146,395- 328,800
About Cherry Bekaert
Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws.
This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled.
Candidates must demonstrate eligibility to work in the United States?Cherry Bekaert will not provide?work?sponsorship for this position.
Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at? and follow us on LinkedIn,?Glassdoor,?Instagram, Twitter?and Facebook.
© 2025 Cherry Bekaert. All Rights Reserved.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights ( notice from the Department of Labor.
SVP Corporate Strategy
Posted 1 day ago
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Newsweek Recognizes Sedgwick as America's Greatest Workplaces National Top Companies
Certified as a Great Place to Work®
Fortune Best Workplaces in Financial Services & Insurance
SVP Corporate Strategy
**PRIMARY PURPOSE** **:** The Senior Vice President (SVP) of Corporate Strategy is a key member of Sedgwick's leadership team, responsible for shaping and driving the company's long-term strategic vision. This role leads the enterprise-wide strategic planning process, ensuring alignment across business units, corporate functions, and global regions. Reporting into the Chief Strategy Officer, the SVP partners closely with the CEO and executive team, to identify growth opportunities, evaluate market trends, and execute high-impact initiatives that position Sedgwick for sustained success.
**ESSENTIAL FUNCTIONS and RESPONSIBILITIES**
**Strategic Planning Leadership**
+ Leads the annual enterprise strategic planning cycle, including the development of strategic priorities, facilitation of planning workshops, and coordination of input from business unit leaders.
+ Prepares board-level strategy materials and executive updates and communicates complex strategic concepts in a clear, compelling manner.
+ Facilitates alignment and buy-in from senior stakeholders across the organization.
**Enterprise Strategy Development**
+ Crafts and maintains a dynamic, multi-year enterprise strategy roadmap that reflects Sedgwick's growth ambitions, competitive positioning, and innovation agenda.
+ Ensures the roadmap is actionable, measurable, and aligned with financial and operational goals.
**Cross-Functional Collaboration**
+ Partners closely with leaders across operations, finance, technology, marketing, and colleague resources to ensure strategic initiatives are integrated into functional plans and executed effectively.
+ Supports the CEO and executive team with high priority strategic initiatives.
**Market Intelligence and Opportunity Assessment**
+ Leads market and competitive intelligence efforts to identify emerging trends, disruptive technologies, and potential partnerships or acquisitions.
+ Conducts scenario planning and risk assessments to inform strategic choices.
**Strategic Initiative Oversight**
+ Leads high-priority, cross-functional initiatives such as digital transformation, new market entry, product innovation, and data monetization.
+ Establishes governance structures, success metrics, and reporting mechanisms for each initiative.
**Performance Management and KPI Tracking**
+ Partners with business unit and corporate leaders to define strategic KPIs and track progress against transformation goals.
+ Partners with stakeholders to design dashboards and reporting tools to monitor performance and course correct as needed.
**Team Leadership and Talent Development**
+ Builds and leads a high-performing corporate strategy team.
+ Mentors team members, fosters a culture of analytical rigor and innovation, and ensures continuous professional development within the team.
**ADDITIONAL FUNCTIONS and RESPONSIBILITIES**
+ Performs other duties as assigned.
+ Travels as required.
**SUPERVISORY RESPONSIBILITIES**
+ Provides support, guidance, leadership and motivation to promote maximum performance.
+ Administers company personnel policies in all areas and follows company staffing standards and training recommendations.
+ Interviews, hires and establishes colleague performance development plans; conducts colleague performance discussions.
**QUALIFICATIONS**
**Education & Licensing**
Master's degree in business administration from an accredited college or university preferred.
**Experience**
Ten (10) years of related experience in consulting, corporate strategy, or business transformation with a demonstrated ability to lead enterprise-wide initiatives and influence senior stakeholders, including at least five (5) years in a senior leadership role or equivalent combination of education and experience required. Experience with data-driven strategy, AI/tech-enabled services, and/or international markets is a plus.
**Skills & Knowledge**
+ Interest and experience in using AI in a leveraged way
+ Exposure and/or interest in Sedgwick's industry (insurance services or healthcare)
+ Exceptional analytical, communication, and leadership skills
+ Strong financial acumen and strategic thinking
+ PC literate, including Microsoft Office products
+ Strong time management and organizational skills
+ Excellent interpersonal skills
+ Proven management/leadership skills
+ Excellent negotiating skills
+ Ability to create and complete comprehensive, accurate and constructive written reports
+ Ability to work in a team environment
+ Ability to meet or exceed Performance Competencies
**WORK ENVIRONMENT**
When applicable and appropriate, consideration will be given to reasonable accommodations.
**Mental** **:** Clear and conceptual thinking ability; excellent judgment, troubleshooting, problem solving, analysis, and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; and ability to meet deadlines
**Physical** **:** Computer keyboarding, travel as required
**Auditory/Visual** **:** Hearing, vision and talking
The statements contained in this document are intended to describe the general nature and level of work being performed by a colleague assigned to this description. They are not intended to constitute a comprehensive list of functions, duties, or local variances. Management retains the discretion to add or to change the duties of the position at any time.
LI-KK1
Sedgwick is an Equal Opportunity Employer and a Drug-Free Workplace.
**If you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, consider applying for it anyway! Sedgwick is building a diverse, equitable, and inclusive workplace and recognizes that each person possesses a unique combination of skills, knowledge, and experience. You may be just the right candidate for this or other roles.**
**Sedgwick is the world's leading risk and claims administration partner, which helps clients thrive by navigating the unexpected. The company's expertise, combined with the most advanced AI-enabled technology available, sets the standard for solutions in claims administration, loss adjusting, benefits administration, and product recall. With over 33,000 colleagues and 10,000 clients across 80 countries, Sedgwick provides unmatched perspective, caring that counts, and solutions for the rapidly changing and complex risk landscape. For more, see** **sedgwick.com**
Manager, Corporate Strategy

Posted 3 days ago
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At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
The Corporate Strategy team is an internal strategy group that acts as a trusted advisor to executives and business leaders by providing thought partnership, strategic analysis, and insights. The group leads several key functions for Schwab to support informed decision making, including leading key strategic initiatives for our executives, maintaining perspectives on broader industry trends and Schwab's competitive landscape, and supporting the annual corporate strategic planning cycle. Corporate Strategy supports the Board, C-suite, and senior leaders, and is responsible for delivering thoughtful, insightful contributions across a range of high-level strategic projects.
The Manager, Corporate Strategy will drive key strategic initiatives and insights across a range of topics, typically at the cross-enterprise or corporate level while working with business partners of all levels across the firm. Working both independently and in a team setting, the Manager will perform data-driven analysis, synthesize large quantities of information to generate insights, and contribute recommendations for strategy development that will drive sustained growth for Schwab.
The group is one of the main intake valves for high caliber talent at Schwab and provides members with an unparalleled opportunity to define and work on Schwab's most critical strategic opportunities while gaining visibility among Schwab's senior leadership.
**What you will do**
+ Facilitate a timely review and socialization of key components of our corporate strategy by collaborating with leadership and business partners (e.g., Communications) to ensure clarity, alignment, and consistent messaging across the company.
+ Prepare materials for and lead meetings with internal and external stakeholders (including executive leadership and the Board of Directors).
+ Regularly collaborate with business partners across all levels and subject matters to ensure that deliverables are high quality, completed on time, and with full stakeholder visibility.
+ Synthesize large quantities of information to generate insights through both quantitative and qualitative analysis
+ Develop high-impact analysis and presentations
+ Build and maintain perspective on strategic implications of key developments in the internal and external environment (e.g., industry trends, competitor actions)
+ Form strong relationships across the firm and cultivate the team's linkages with different functional organizations across Schwab
+ Plan and execute workstreams for large, complex projects, as well as take full ownership end-to-end for smaller projects
+ In all aspects of the role, exercise professionalism and integrity in communications and actions, as well as prudent judgment in the handling of confidential strategic, financial, and other sensitive information
+ Manage and support ad-hoc strategy projects, investigating / answering critical questions for the Board and senior executives
**What you will gain:**
+ Opportunity to influence the key strategic decisions that are crafting the direction of the company
+ Learn how to balance "theory" and "practice" in adapting analysis and recommendations for the complexities of real-world conditions - industry trends, competitor actions, and client behavior
+ Develop credibility and rapport with key business partners as you learn about Schwab's clients and businesses and develop a deeper understanding of key business drivers
**What you have**
To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
**Required Qualifications:**
+ Bachelor's degree
+ 2+ years of work experience at a strategy consulting firm or 3+ years of work experience on an internal corporate or business strategy team
+ Significant experience working on strategy related projects
+ Experience with financial modeling, strategic planning, project management, market research analysis and business development
+ Excellent problem solving and storytelling abilities
+ Proficient in MS Excel and MS PowerPoint
+ Superior communication skills, both written and verbal, with demonstrated ability developing materials and effectively presenting to diverse audiences
+ Superior analytical skills and attention to detail
+ Excellent collaboration and relationship building skills; ability to develop rapport and maintain positive working relationships with a diverse group of stakeholders and influence outcomes through partnerships
+ Comfort dealing with ambiguity in a dynamic and fast-moving work environment
**Preferred Qualifications:**
+ Prior experience in financial services
+ Experience with Tableau
+ The ideal candidate will have a strong passion for learning and is an enthusiastic team player comfortable working on multiple subject matters simultaneously
**What's in it for you**
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
+ 401(k) with company match and Employee stock purchase plan
+ Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
+ Paid parental leave and family building benefits
+ Tuition reimbursement
+ Health, dental, and vision insurance
What's in it for you:
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call .
Strategy& - Corporate Business Strategy Senior Associate - Digital Value Transformation

Posted 3 days ago
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**Industry/Sector:** Consumer
**Time Type:** Full time
**Travel Requirements:** Up to 80%
At PwC, our people in strategy consulting focus on providing strategic guidance and insights to organisations. They analyse market trends, assess business performance, and develop recommendations to help clients achieve their goals. These individuals work closely with clients to identify opportunities for growth, optimise operations, and enhance overall business performance.
In technology strategy at PwC, you will specialise in developing and implementing strategic plans to leverage technology for business growth and innovation. You will analyse market trends, assess organisational needs, and provide guidance on technology investments and initiatives. Working in this area, you will collaborate with stakeholders to align technology strategies with overall business objectives to increase utilisation of technology resources, driving competitive advantage.
Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
+ Respond effectively to the diverse perspectives, needs, and feelings of others.
+ Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems.
+ Use critical thinking to break down complex concepts.
+ Understand the broader objectives of your project or role and how your work fits into the overall strategy.
+ Develop a deeper understanding of the business context and how it is changing.
+ Use reflection to develop self awareness, enhance strengths and address development areas.
+ Interpret data to inform insights and recommendations.
+ Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
Learn more about how we work: does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: PwC is an?equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law?
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: salary range for this position is: $77,000 - $202,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link:
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Strategic Initiatives Manager - Property Management
Posted 13 days ago
Job Viewed
Job Description
If you're driven and seek a collaborative workplace that makes a difference, Fairfield might be the place for you. As a leader in the multifamily housing industry, we're passionate about creating exceptional apartment living. As we continue to grow, we're dedicated to investing in our people. Our culture is built on trust, support, and the drive to do great work. Whether you're launching your career or bringing years of experience, you'll find opportunities to make an impact, develop your skills, and be part of something bigger.
Come build your future with us!
About the Role
The Strategic Initiatives Manager - Property Management will oversee and coordinate various projects within our multifamily housing portfolio. This role requires a blend of administrative and project management skills to ensure the successful execution of property management initiatives. In addition, this leader is responsible for evaluating technologies and recommending strategic shifts that enhance operational efficiency. The ideal candidate will work closely with the Executive Vice President of Property Management and Vice President of Strategic Operations to drive efficiency, improve processes, and achieve strategic goals.
Below is a snapshot of what this role is all about. While there is more to it, this is the core focus.
Project Management
Plan, execute, and finalize property management-related projects according to strict deadlines and within budget.
Manage multiple ongoing projects with varying timelines and complexities.
Develop and maintain detailed project plans to monitor and track progress.
Manage changes to project scope, schedule, and costs using appropriate verification techniques.
Measure project performance using appropriate tools and techniques.
Perform risk management to minimize project risks.
Ensure all projects are delivered on time, within scope, and within budget.
Report and escalate issues to senior leadership as needed.
Create and maintain comprehensive project documentation.
Technology & Systems
Evaluate current technology platforms used across property operations.
Coordinate with IT and other departments to design and implement new tools and systems.
Recommend improvements to enhance operational efficiency through technology.
Oversee implementation of technology-related solutions to align with business goals.
Optimize use of software and platforms used in property management.
Process Improvement
Document and refine processes for key operational functions.
Participate in assessments and initiatives focused on increasing efficiency and standardization.
Support and coordinate internal process improvement projects and initiatives.
Identify gaps and opportunities across systems, tools, and workflows.
Collaboration & Communication
Coordinate internal resources and third parties/vendors for flawless project execution.
Establish and maintain relationships with external vendors and service providers.
Participate in focus groups and cross-functional committees to identify new solutions.
Support the Executive Vice President of Property Management in strategic planning and communication of project outcomes.
Facilitate meetings and maintain documentation to ensure alignment across stakeholders.
We're all about creating communities that people are proud to call home. Being a part of Fairfield means more than a rewarding career with personal growth. It's a partnership, working alongside colleagues in an open-dialogue environment that encourages growth and the sharing of ideas. We know that our associates are a key ingredient to our success, and we're proud to reflect that in our culture.
Driven by Vision: We are a vertically integrated operator and investment manager in the multifamily sector with in-house development, construction, acquisition, and property and asset management services. As we continue to grow, we want you to grow with us.
Career Growth & Learning : Fairfield values new ideas at every level. We offer training, coaching, and mentoring to help associates develop their careers and inspire them to create change for the better.
Culture of Collaboration : Enjoy a professional, supportive environment where we work together to drive meaningful impact.
A Company that Cares : We are proud to offer robust benefit packages with a focus on both quality of care and affordability. We offer competitive compensation plans, 401(k) matching, and paid time off, including sick days and volunteer time off (VTO) to support causes that matter to you.
Education & Certifications
Bachelor's degree in business administration, Real Estate, Property Management, or a related field preferred.
Project Management Professional (PMP) certification is preferred.
Experience
Minimum of 5 years of experience in project management required
Property management or real estate industry experience required.
Proven experience managing multiple projects simultaneously.
Experience working with cross-functional teams and managing stakeholder relationships.
Experience with CRM and/or Property Management software required
Skills & Competencies
Strong organizational and multitasking skills.
Excellent verbal and written communication skills.
Proficiency in project management software
Ability to work independently and as part of a team.
Strong problem-solving skills and attention to detail.
Ability to manage multiple priorities in a fast-paced environment.
Knowledge of property management principles and practices.
Ready to make an impact and take your career to the next level? Apply today!
#LI-JULIA
Estimated Rate of Pay:
$110,152.71 - $130,416.22
This position is exempt; the range above reflects annual salary.
The pay range displayed for this position is determined by skills and experience required, location and job complexity*. Potential job offers may vary based on the skills, education, and experience an individual candidate holds. This range reflects base rate only, and does not include allowances, perks, commissions or bonuses applicable to this position (if any). In addition to base salary, Fairfield offers all full time associates the following, upon meeting eligibility requirements:
- Paid time off, paid holidays and sick days, paid time off for volunteering activities (optional)
- Matched 401(k)
- Medical, dental & vision insurance
- Flexible spending account
- Life insurance
* Pay range is a calculation based on a midpoint price. Fairfield complies with all wage and hour laws, including minimum wage and salary exempt requirements.
Job duties for this position include: work safely and cooperatively with others, including supervisors; adhere to performance standards despite stressful conditions; communicate effectively and respectfully to ensure exceptional customer service; and follow all federal, state, and local laws and Company policies. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness and professionalism, and safeguard business operations. Pursuant to the Los Angeles and San Diego County Fair Chance Ordinances, the California Fair Chance Act, and any other applicable law, we will consider for employment qualified applicants with arrest and conviction records.
Senior Project Manager - Strategic Initiatives
Posted 3 days ago
Job Viewed
Job Description
Key Responsibilities:
- Lead the planning, execution, and successful delivery of high-impact strategic projects from inception to closure.
- Develop comprehensive project plans, including scope, objectives, timelines, budgets, resource allocation, and risk mitigation strategies.
- Manage and mentor cross-functional project teams, fostering collaboration and ensuring alignment with project goals.
- Define project governance, establish key performance indicators (KPIs), and track project progress against defined metrics.
- Communicate effectively with senior stakeholders, clients, and team members, providing regular updates on project status, risks, and issues.
- Identify and manage project dependencies, anticipate potential roadblocks, and implement proactive solutions.
- Conduct post-project evaluations, documenting lessons learned and identifying opportunities for process improvement.
- Ensure adherence to project management methodologies and best practices.
- Manage stakeholder expectations and build strong working relationships across all levels of the organization and with external partners.
- Contribute to the development of the organization's project management capabilities and strategic planning processes.
- Analyze business requirements and translate them into actionable project plans.
- Oversee the procurement of necessary resources and services for project execution.
- Drive continuous improvement in project delivery efficiency and effectiveness.
- Master's degree in Business Administration (MBA), Management, or a related field.
- Minimum of 8 years of experience in project management, with a strong focus on strategic initiatives and business transformation.
- Proven track record of successfully managing large-scale, complex projects with significant organizational impact.
- PMP (Project Management Professional) certification or equivalent is highly preferred.
- Exceptional leadership, team-building, and interpersonal skills.
- Strong strategic thinking and business acumen, with the ability to understand complex business problems.
- Excellent analytical, problem-solving, and decision-making abilities.
- Proficiency in project management software (e.g., MS Project, Asana, Jira) and collaboration tools.
- Outstanding written and verbal communication skills, with the ability to present to executive audiences.
- Experience in consulting or a client-facing role is advantageous.
- Demonstrated ability to manage multiple projects simultaneously in a dynamic environment.
Senior Program Manager, Strategic Initiatives
Posted 3 days ago
Job Viewed
Job Description
Key responsibilities include developing detailed project plans, establishing key performance indicators (KPIs), and tracking progress against milestones. You will facilitate regular project review meetings, providing comprehensive status updates and escalating critical issues as needed. This position requires a deep understanding of program management methodologies (e.g., Agile, Waterfall) and the ability to adapt them to project-specific needs. The Senior Program Manager will also play a key role in fostering a collaborative and high-performance team culture, mentoring junior project managers, and promoting best practices in program execution. The ability to influence without direct authority and build strong relationships with internal and external stakeholders is essential.
The successful candidate will have a Bachelor's degree in Business Administration, Engineering, or a related field, with a Master's degree or PMP certification highly preferred. A minimum of 7-10 years of progressive experience in program management is required, with at least 3 years in a senior leadership capacity. Strong analytical and problem-solving skills, coupled with excellent communication, presentation, and interpersonal abilities, are a must. Experience with project management software (e.g., Jira, Asana, Microsoft Project) is also required. Join our client in **Austin, Texas, US** and make a significant impact on their strategic growth.