OPEN MINDS Circle

Financial Planning and Analysis

• Directly support this mission by being an expert strategic advisor and consultant to clients in the areas of strategy development, performance management, financial analysis, operations management analysis, risk management, mergers and acquisitions and/or other accounting and financial related areas.
• Serve as project manager for projects rooted around a financial competency and as a subject matter expert for other projects that have a smaller financial component.
• Manage both the internal and client project teams, as well as the project workplan to ensure efficient, high quality work.
• Timely and professionally communicate project status, problem solve with internal team, and manage project relationships to facilitate a successful project engagement.
• Prepare customer-facing client deliverables for each client project.
• Serve as primary author of recommendations, incorporating analysis and input from subject matter experts and primary and secondary market research.
• Participate in business development activities including, but not limited to, proposal development and writing – with a focus on developing both new work and additional work with current clients of the practice.
• Prepare articles and other written materials for OPEN MINDS publications.
• Prepare and deliver presentations, both virtually and in person, at OPEN MINDS and client educational and training events.
• Track own billable hours across multiple projects and track and manage the billable hours of a total project.

Strategy & Finance Consultant

Vice President

• Management of the Daily Executive Briefings (written in the voice of the CEO), including but not limited to: writing, review, editing, layout, posting, updates to the production tracker, and interviews
• Create concise, high-impact copy, documents, or presentations that allow senior leadership to grasp complex issues and make rapid decisions. Such content may include a monthly newsletter, weekly news service, multiple databases, long-form reports, weekly roundtable executive case study webinars, and multiple profiles for states, service provider organizations, and specific innovative programs.
• Manage the production cycle for market intelligence service lines, including editorial planning, topic selection, content production, layout, editing, and publication.
• Research and implement new editorial decisions concerning the content of publications for the company and clients based on topic, project, or campaign.
• Review and edit publications according to OPEN MINDS’ specifications for style, tone, and length, while ensuring correct use of grammar, punctuation, and spelling.
• Develops and coaches writing staff to organizational standards; Assist writers with selecting and finalizing artwork, photography, and text for reproduction.

Vice President, Market Intelligence

Content Writer

• Writing, layout, and posting of daily executive briefings as the voice of the CEO
• Manage a multi-month editorial tracker of upcoming executive briefing topics and interviews
• Develop and execute strategies for increasing the readership of the daily briefing

Strategy & Finance Consultant

Vice President, Market Intelligence

Healthcare Content Creator – Ghost Writer