Senior Associate Strategic Initiatives

American & Efird LLC; Charlotte (NC); On-site; USD 100,000 - 150,000; Full time

Job summary

American & Efird LLC in Charlotte, North Carolina is looking for a strategic professional to support their C-Suite, primarily the CEO and CFO. This role is critical for executing initiatives and optimizing performance with responsibilities ranging from financial modeling to strategic advising. Ideal candidates will have over 5 years of investment banking or consulting experience, exceptional communication skills, and a strong educational background. The position also emphasizes cross-functional collaboration and offers a stimulating environment.

Qualifications

• 5+ years of experience in investment banking or management consulting with expertise in financial analysis.
• Strong analytical and financial modeling skills with experience in evaluating business performance.
• Exceptional organizational and project management skills, managing multiple priorities.

Responsibilities

• Serve as a strategic advisor to the Sr. Leadership Team.
• Drive execution of high-impact, cross-functional strategic projects.
• Build and manage financial models to support business planning.

Skills

Financial Analysis

Strategic Planning

Project Management

Communication Skills

Analytical Skills

Education

Bachelor's degree in Business, Finance, Economics, or related field

MBA or advanced degree

Tools

Excel

PowerPoint

SharePoint/Teams

Job description

Elevate Textiles is seeking a highly experienced and strategic professional to serve as the right hand to our C‑Suite, primarily supporting the CEO and CFO. This role is instrumental in driving execution of strategic initiatives, ensuring alignment across departments, and optimizing business performance through financial and operational insight. The ideal candidate has 5+ years of experience in investment banking or management consulting with specific expertise in financial analysis, business planning and project management and a proven track record of supporting executive leadership at the highest level.

Key Responsibilities:

• Serve as a strategic advisor and thought partner to the Sr. Leadership Team.
• Drive execution of high-impact, cross-functional strategic projects from inception through completion.
• Track and follow up on key action items, decisions, and deliverables across the organization.
• Build and manage financial models and scenario analyses ("what-ifs") to support business planning and investment decisions.
• Analyze the ROI and business impact of key initiatives, providing insights and recommendations to leadership.
• Identify roadblocks and proactively work across functions and business units to develop and implement solutions.
• Support the C‑Suite in identifying strategic priorities and aligning internal resources to key business goals.
• Prepare materials for board meetings, investor presentations, and other external and internal communications.
• Establish meeting priorities, develop agendas and coordinate participants to drive action and forward movement; coordinate pre‑reads to facilitate collaboration and effective discussions; attend meetings with and on behalf of the C‑Suite; and ensure follow-through on commitments.
• Prepare briefing document for key meetings/travel to provide overview of project, objectives, participants, agenda and other key factors. Coordinate with others to ensure travel and other logistical details are completed.
• Promote a culture of accountability, agility, and data‑driven decision‑making across the organization.

Qualifications:

• Bachelor's degree in Business, Finance, Economics, or related field; MBA or advanced degree preferred.
• 5+ years of experience in investment banking or management consulting and expertise in financial analysis, strategic planning, project management, and C‑suite support.
• Strong analytical and financial modeling skills with experience evaluating business performance and ROI.
• Exceptional organizational and project management skills, with the ability to manage multiple priorities.
• Excellent communication skills, both written and verbal; comfortable presenting to executives and boards.
• Proven ability to work cross‑functionally and build strong relationships at all levels of the organization.
• High degree of discretion and professionalism, especially with confidential information.
• Proactive, self‑starter attitude with a bias toward execution and results.
• Available for travel as needed (15‑30%).

Preferred Experience:

• Experience in a high‑growth or dynamic global business environment.
• Experience with global strategic operations and initiatives.
• Familiarity with board governance and M&A activity.
• Advanced proficiency in Excel, PowerPoint, SharePoint/Teams and financial planning tools.

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities.

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