Transformation Consultant, Firm Planning

Position Schedule

• Full-Time
• Serve as a strategic advisor to business leaders, translating firm priorities into actionable plans, roadmaps, and investment strategies.
• Partner with stakeholders to evaluate opportunities, risks, dependencies, resource needs, and business impacts.
• Develop business cases, strategic recommendations, and planning frameworks that support decision-making and resource allocation.
• Lead planning and coordination efforts for strategic transformation initiatives, including business integration and operating model changes.
• Facilitate prioritization, governance, and cross-functional alignment to drive successful execution of key initiatives.
• Monitor strategic plans and initiatives, identifying risks, constraints, and opportunities to improve outcomes.
• Design and lead planning sessions, workshops, and stakeholder discussions to build consensus and organizational alignment.
• Develop tools, metrics, and best practices that improve planning effectiveness, transparency, and governance readiness.
• Influence executive decision-making through data-driven insights, clear storytelling, and actionable recommendations.
• Foster collaboration across Corporate Development, Finance, Human Capital, Digital, and business teams to achieve enterprise objectives.
• Identify and address organizational barriers that impact strategic execution and long-term success.
• Mentor planning professionals and contribute to the advancement of strategic planning capabilities across the firm.

Skills/Requirements

• Bachelor's degree.
• 6+ years of experience in strategic planning, transformation, consulting, finance, portfolio management, or a related field.
• Experience advising senior leaders on planning, prioritization, investment, and resource allocation decisions.
• Proven ability to lead complex cross-functional initiatives from strategy through execution.
• Strong analytical, problem-solving, stakeholder management, and communication skills.
• Ability to influence without authority, navigate ambiguity, and drive results in a complex environment.
• MBA or advanced degree in Business, Finance, Economics, Strategy, or a related field.
• 11+ years of relevant experience.
• Experience supporting enterprise transformation, business integration, or M&A initiatives.
• Experience presenting to executive leadership and governance committees.
• Series 7, PMP, Lean Six Sigma, Change Management, or similar certifications.

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