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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

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

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Applicant Tracking System Keywords

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Hard Skills & Tools
Data AnalysisKPI DevelopmentDashboard DesignStrategic PlanningProblem-SolvingProject ManagementBusiness Intelligence ToolsFinancial AnalysisPerformance MetricsChange Management
Soft Skills
Excellent CommunicationDetail-OrientedCollaborativeProactiveAdaptable