Corporate Strategy Associate

USI Insurance Services; Valhalla (NY); On-site; USD 125,000 - 130,000; Full time

Job summary

Join a leading insurance brokerage as a Corporate Strategy Associate. In this pivotal role, you will work closely with Corporate Executives, leveraging data analysis to drive strategic initiatives and enhance business operations. You'll thrive in a fast-paced environment while contributing to significant growth endeavors.

Benefits

Comprehensive Benefits Package

Annual incentive bonus

Team-Building Events

Qualifications

• 1-3 years of experience in management consulting or strategy within finance.
• Strong technical capabilities including advanced Excel and data presentation.
• Ability to simplify complex concepts for stakeholders.

Responsibilities

• Lead execution of key cross-functional business initiatives.
• Assist in developing and implementing strategic initiatives for revenue growth.
• Analyze financial reports and present findings to executives.

Skills

Analytical Skills

Leadership

Organizational Skills

Communication

Education

Bachelor’s degree

Tools

Excel

PowerBI

Tableau

Job description

USI is an Insurance Brokerage and Consulting firm that delivers property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals. We are a leading national middle market broker with over $2 billion in revenue, and have uniquely invested in tools and resources to aid our associates in their success. USI has more than 10,000+ dedicated and innovative professionals in approximately 200 offices. USI has become a premier insurance brokerage and consulting firm by leveraging the USI ONE Advantage , an interactive platform that integrates proprietary and innovative client solutions, networked local resources and expertise, and enterprise-wide collaboration to deliver customized results with positive, bottom line impact. USI attracts best-in-class industry talent with a long history of deep and continuing investment in our local communities . For more information, visit usi.com .

The Opportunity

In this highly visible role as a Corporate Strategy Associate, you will sit at the core of our business at the crossroads of both strategy and analytics, working closely with Corporate Executives and Regional Business Leaders to help develop business strategy, growth plans and drive execution. You will have the freedom to make decisions independently and make meaningful and measurable improvements impacting an abundance of both internal and external clients and customers. You will lead key cross-functional projects across the business, collaboratively working with senior leaders, and be critically involved in strategic planning, problem solving, and making decisions impacting our USI’s overall business.

What you’ve done:

• 1-3 years of experience at a top tier management consulting firm or a corporate strategy role in a financial institution.
• Track record of using analytics to support decision-making, with the ability to dig deep into data and identify the right insights.
• Self-motivation and autonomy, the ability to independently identify and implement high-value analyses and projects.
• Verbal and written communication and data modeling and presentation skills, with ability to simplify complex concepts and effectively communicate those to senior leadership and key stakeholders.
• Strong leadership, organizational and execution skills in a fast-paced environment
• Strong technical capabilities including advanced Excel . MS SQL / Analysis Services scripting, and business intelligence dashboard modeling (PowerBI, Tableau, or similar platform) is a plus.
• Advanced level of financial analysis.
• Limited domestic travel

What you’ll do:

• Work closely with Corporate Executive and Regional Business Leaders to lead the execution of key cross functional business initiatives, working efficiently across organization lines.
• Manage Growth Initiative workstreams and run weekly project meetings to ensure activities stay on track.
• Assist in developing, leading, and implementing strategic and operational initiatives to enhance revenue growth and / or improve operating margins.
• Review and analyze financial and operating reports and participate in monthly forecasting and performance review calls.
• Communicate and present findings to Program Management and Corporate Executives
• Analyze potential acquisition targets through financial analysis and pro-forma modeling of USI Program opportunity.
• Define and report on both key metrics and user data to measure the performance of our operations and inform data driven decision making.

What we offer:

• Accelerated Growth Environment: Engulf yourself in an environment designed for skill and knowledge enhancement, where you have the autonomy to partner with C-level leaders on projects which ultimately result in the success of our vision and mission here at USI.
• Top Tier Compensation Package: Enjoy a rewarding package that includes an annual incentive bonus, aligning with our commitment to recognize and value your contributions.
• Comprehensive Benefits Package: Prioritize your well-being with a comprehensive benefits package, featuring PTO, 401k, and premium Health, Vision, and Dental Insurance options.
• Team-Building Events: Engage in team events that foster collaboration, creating an atmosphere where your professional and personal growth are celebrated.

The anticipated gross salary range for this role is $125,000 - $130,000 per year. Actual compensation will vary depending on factors such as a candidate’s qualifications, skills, experience, and competencies. Base annual salary is only one component of USI’s total compensation and competitive benefits package, which includes an annual incentive bonus, 401(k), paid time off, and comprehensive health benefits.

USI Insurance Services is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to, among other things, race, color, religion, sex, sexual orientation, gender identity, national origin, age, status as a protected veteran, or disability.

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Why USI?

With more than $2.7 billion in revenue and over 10,000 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.

Unrivaled Resources and Support

What truly distinguishes USI as a premier insurance brokerage and consulting firm is theUSI ONE Advantage , a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

Industry-Leading Programs, Rewards, and Recognition

In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offersemployee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.

Deep Community Engagement

We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re workingtogether as ONE to build a better future.

Committed to a Diverse, Equitable, and Inclusive Workplace

Our award-winningI’m With U diversity, equity, and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

Nationally Recognized as a Top Insurance Employer

• Recognized as one of Insurance Business America’s Top Insurance Employers for the seventh consecutive year (2018-2024).
• Named to Business Insurance’s annual list of the Best Places to Work in Insurance five years in a row (2020-2024).
• Named to Fortune’s 2024 Best Workplaces in Financial Services & Insurance list.
• Honored by Glassdoor as a Best-Led Company in the U.S. in 2024.
• Recognized by Newsweek as one of America’s Greatest Workplaces for Diversity in 2024

USI is proud to offer a full-suite of benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings account, short and long-term disability, company- and employee-paid life insurance as well as other unique employer-sponsored and voluntary programs. USI also offers a generous paid time away program including paid time off (PTO), fully paid time for employee disability leave, paid parental leave and holiday time.

Salary Range: $125,000 - 130,000

This is a bonus-eligible position with a target incentive of 15%