Manager of Strategy Innovation

Key Responsibilities:

· Lead strategic innovation projects. Define the question, structure the analysis, conduct the research, drive to a recommendation, and follow through on execution, driving transformation across the organization

· Build and own financial and operational models that underpin strategic decisions. Develop long-range plans, business-case ROIs, pricing scenarios, headcount plans, and unit economics for new products

· Support M&A activity end to end. Conduct sourcing diligence, build valuation models, draft investment memos, and drive integration programs

· Be the analytical thought partner to the CSVO, CEO, and CFO. Translate ambiguous business questions into structured frames and crisp answers, conduct rigorous analyses, and transform complex data into executive-ready narratives (decks, memos, dashboards) that move stakeholders to a decision

· Stand up and maintain lightweight operating cadences. Facilitate planning sessions, OKR development, KPI reviews, etc.

Requirements
Qualifications:

· 5 to 7 years of experience, including at least 2 years at a top-tier management consulting firm (MBB+ strongly preferred), with the balance in corporate strategy, strategic finance, private equity, or investment banking

· Demonstrated ability to lead a strategic or transformation project from question to recommendation to delivery, with limited oversight

· Excellent quantitative skills; fluent in financial modeling in Excel, comfortable with three-statement models, unit economics, sensitivity analysis, and valuation approaches

· Strong program management chops, with a track record of successfully running cross-functional initiatives with real stakeholders, real timelines, and real consequences for slippage

· Strong written and verbal communication; can produce a tight memo or a board-ready deck and defend it under questioning.

· Bias for action and intellectual horsepower

· Comfortable with ambiguity, breaks open new problems quickly, owns outcomes (not just slides)

· Bachelor’s degree from a top-tier school; MBA strongly preferred but not required

· Domain experience in insurance, financial services, fintech, or insurtech ideal but not required

· Willing and able to travel between NYC and Fort Washington offices 1-2 times per month