Enterprise Transformation Associate

Weekday AI (YC W21); Palo Alto (CA); On-site; USD 70,000 - 100,000; Full time

Job summary

Weekday AI (YC W21) is seeking an Enterprise Transformation Associate to assist in developing strategic growth plans for the Enterprise business. The role includes generating financial models and preparing executive-level presentations to guide decision-making.

Ideal candidates will have 2-4 years of relevant experience in consulting or finance and strong analytical skills, particularly in PowerPoint and Excel. This position is based in Palo Alto, California, though location appears flexible.

Qualifications

• 2-4 years of experience in consulting, corporate strategy, business operations, finance, or investment banking.
• Proficient analytical and financial modeling skills.
• Strong proficiency in PowerPoint/Slides and Excel/Sheets.

Responsibilities

• Assist in the development of strategic plans for the Enterprise business.
• Manage cross-functional collaboration to implement new priorities.
• Prepare executive-level presentations and decision memos.

Skills

Analytical skills

Financial modeling

Consulting experience

Problem-solving

PowerPoint proficiency

Excel proficiency

Tableau familiarity

Tools

Salesforce

Tableau

Excel

Job description

Position: Enterprise Transformation Associate

Location: New York, NY

Duration: 6 Months (High Possibility of Extension)

Requirements

Responsibilities:

• Assist in the development of annual operating priorities and strategic growth plans spanning 3 to 5 years for the Enterprise business
• Break down complex business challenges into well-defined hypotheses, analyses, alternatives, and recommendations
• Develop financial, scenario, and business case models to guide strategic decision-making, investment evaluations, and go-to-market considerations
• Convert data and analytical findings into clear recommendations for senior leadership
• Manage cross-functional collaboration across sales, finance, product, alliances, marketing, and operations teams
• Facilitate change management and adoption initiatives to ensure new priorities and methodologies are effectively implemented in field operations
• Aggregate data from Salesforce, Tableau, Excel/Sheets, and internal reports to generate actionable insights
• Create dashboards, scorecards, and recurring reports to enhance visibility into business performance and progress of initiatives
• Prepare executive-level presentations, business reviews, and decision memos for leadership discussions
• Contribute to establishing a more disciplined operating model encompassing planning, business reviews, initiative tracking, and decision-making processes
• Support continuous improvement of standards, governance, and working norms within the transformation office

Skills:

• 2-4 years of experience in consulting, corporate strategy, business operations, finance, corporate development, investment banking, or a similarly demanding problem‑solving environment
• Proficient analytical and financial modeling skills, capable of translating data into meaningful business insights
• Strong proficiency in PowerPoint/Slides and Excel/Sheets; familiarity with Tableau and Salesforce is preferred

Must‑have skills

• Enterprise Transformation
• Tableau

Good‑to‑have Skills

• Finance
• Investment Banking