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Citrin Cooperman

Manager – Strategy, PMO

Citrin Cooperman

Manager, Strategy focusing on AI adoption and enterprise initiatives for Citrin Cooperman. Engaging with executive leadership to translate strategy into execution and results.

Posted 6/30/2026full-timeNew York City • New York • 🇺🇸 United StatesMid-LevelSenior💰 $160,000 - $180,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in AI and automation strategy execution, with strong analytical skills to define use-cases, success metrics, and KPIs. Proficient in developing communication plans and presentations for executive leadership while managing multiple workstreams in a fast-paced, PE-backed environment.

Highest-signal resume keywords
AI Strategy ExecutionKPI DevelopmentData AnalysisAdvanced PowerPoint SkillsCollaboration Across Teams

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Data AnalysisKPI DevelopmentDashboard DesignStrategic PlanningProblem-SolvingProject ManagementBusiness Intelligence ToolsFinancial AnalysisPerformance MetricsChange Management
Soft Skills
Excellent CommunicationDetail-OrientedCollaborativeProactiveAdaptable
Tools & Technologies
PowerPointExcelBI ToolsKPI FrameworksDashboards
Industry Keywords
Professional ServicesPE-Backed EnvironmentManagement ConsultingCorporate StrategyStrategic Initiatives

About the role

Key responsibilities & impact
  • Support the design and execution of the firm’s AI and automation strategy
  • 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
  • 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
  • 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
  • Support change-management efforts associated with strategic and AI-enabled initiatives
  • 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
  • Develop clear, compelling presentations and messaging for executive leadership and partners
  • Support Board-level and PE sponsor updates through structured analysis and narrative development
  • Act as a connective tissue across strategy, finance, operations, growth, HR, and technology teams

Requirements

What you’ll need
  • 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
  • Experience in professional services and/or a PE-backed environment strongly preferred
  • Strong analytical and problem-solving skills; comfort working with imperfect or evolving data
  • 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
  • Excellent written and verbal communication skills
  • Structured, detail-oriented, and comfortable operating at both strategic and tactical levels
  • Collaborative and effective at influencing across the organization without direct authority
  • Curious, proactive, and energized by ambiguity and change
  • Comfortable working in a fast-paced, PE-backed environment with high expectations

Benefits

Comp & perks
  • Competitive compensation and benefits
  • Flexibility to manage personal and professional life