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Manager – Strategy, PMO
Citrin CoopermanManager, 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
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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Data AnalysisKPI DevelopmentDashboard DesignStrategic PlanningProblem-SolvingProject ManagementBusiness Intelligence ToolsFinancial AnalysisPerformance MetricsChange Management
Soft Skills
Excellent CommunicationDetail-OrientedCollaborativeProactiveAdaptable