Senior Strategic Associate
Thursday, April 11, 2019

RJ Byrd has recently begun working with a long-standing client in an effort to identify an Associate for its Strategy team.  This is role is available due to a promotion and it will offer a great opportunity to focus on the business from an Operations, as well as, Finance perspective.  The position also interacts directly with the executive leadership team including the CEO and should provide for strong career development opportunities throughout the organization.

Additional responsibilities may include the following:

  • Review and proper interpretation of operating P&L statements
  • Meet with and discuss with various groups in the organization to discern data provided in an effort to craft right strategy and oversee execution of the initiative
  • Extensive interaction with internal management, external business partners and potential partners in an effort to best position the organization
  • Lead portions of the strategic/business planning process
  • Development and monitoring of key business metrics and dashboard reporting
  • Identify and track critical business drivers to improve on the decision-making process
  • Special projects on as-needed basis
  • Drive completion of accurate monthly forecast and annual budget, including managing the timeliness of inputs and outputs and understanding the business drivers behind financial trends
  • Originate and develop analyses to help executives to better understand financial trends and financial opportunities (e.g., cost savings, business development, etc.). Leverage analyses to ensure that the company meets its financial expectations and that executives are not surprised by financial results
  • Assist in the creation of tools that allow for efficient ad hoc analysis and that allow executives to understand key financial issues in a timely and effective manner
  • Create presentations for executives on overall financial performance, including monthly Executive reviews and quarterly Board of Director overviews


  • Degree in Accounting, Finance or business-related field
  • Prior experience in management consulting, investment banking or PE role
  • Strong communication skills, verbal and written
  • Initiative and ability to work with minimal supervision
  • 2+ years in an analytical role
  • Good command of Excel and PowerPoint
  • Strong problem-solving skills

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