Enterprise Transformation Associate

Weekday AI; Town of Stanford (NY); On-site; USD 70,000 - 100,000; Full time

Job summary

Weekday AI in New York, NY is seeking an Enterprise Transformation Associate to help shape 3–5 year operating priorities, build financial models, and deliver data‑driven recommendations for senior leadership.

You will aggregate data from Salesforce, Tableau, Excel, and internal reports, create dashboards and recurring reports, and prepare executive‑level presentations to support disciplined operating reviews.

Qualifications

• 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.

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

Tableau

Enterprise Transformation

Financial modeling

Cross-functional collaboration

Data visualization

Tools

Salesforce

Tableau

Excel

PowerPoint

Job description

This role is for one of the Weekday's clients

Position: Enterprise Transformation Associate

Location: New York, NY

Duration: 6 Months (High Possibility of Extension)

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