Strategy Associate

Shields Health Solutions; Boston (MA); On-site; USD 105,000 - 120,000; Full time

Job summary

Shields Health Solutions is seeking a Strategic Operations Associate to work directly with Executive Leadership and Operations leaders on the company's highest-priority growth, strategy, and operational initiatives.

This role is ideal for candidates looking to transition from investment banking, private equity, consulting, or strategic finance into a high-impact operating role within a rapidly growing healthcare company.

Qualifications

• Bachelor's degree required.
• Investment Banking, Private Equity, Management Consulting, Corporate Strategy, Corporate Development, Strategic Finance, FP&A, M&A, or a high-growth startup environment.
• Strong financial modeling, analytical, and problem-solving skills.
• Advanced Excel and PowerPoint proficiency.
• Experience creating executive-level presentations and communicating insights to senior stakeholders.
• Self-starter with strong project management and communication skills.
• Healthcare experience preferred but not required.

Responsibilities

• Partner with Regional Vice Presidents and Operations leaders to drive financial, operational, and clinical performance.
• Develop financial models, forecasts, business cases, and executive presentations.
• Lead and support strategic projects across operations, growth, and business development.
• Analyze data and provide actionable recommendations to senior leadership.
• Assist with strategic planning, board materials, and executive communications.
• Evaluate growth opportunities, partnerships, and operational improvement initiatives.

Skills

Investment banking / private equity /

Education

Bachelor's degree

Tools

Microsoft Office Suite

Job description

Location: Boston Metro Area (Highly preferred)
Ideal Backgrounds: Investment Banking, Private Equity, Management Consulting, Corporate Strategy, Strategic Finance, Corporate Development, or M&A

Base Salary: $105,000 - $120,000 + Annual Bonus Opportunity
Compensation will be determined based on experience, education, specialized skills, and overall qualifications.

Travel: 5-10%

About the Role

Shields Health Solutions is seeking a Strategic Operations Associate to work directly with Executive Leadership and Operations leaders on the company's highest-priority growth, strategy, and operational initiatives. This role is ideal for candidates looking to transition from investment banking, private equity, consulting, or strategic finance into a high-impact operating role within a rapidly growing healthcare company.

You'll support strategic decision-making through financial analysis, business planning, performance improvement initiatives, and cross-functional project leadership while gaining exposure to every aspect of the business.

Key Responsibilities

• Partner with Regional Vice Presidents and Operations leaders to drive financial, operational, and clinical performance.
• Develop financial models, forecasts, business cases, and executive presentations.
• Lead and support strategic projects across operations, growth, and business development.
• Analyze data and provide actionable recommendations to senior leadership.
• Assist with strategic planning, board materials, and executive communications.
• Evaluate growth opportunities, partnerships, and operational improvement initiatives.

Qualifications

• Bachelor's degree required.
• Investment Banking, Private Equity, Management Consulting, Corporate Strategy, Corporate Development, Strategic Finance, FP&A, M&A, or a high-growth startup environment.
• Strong financial modeling, analytical, and problem-solving skills.
• Advanced Excel and PowerPoint proficiency.
• Experience creating executive-level presentations and communicating insights to senior stakeholders.
• Self-starter with strong project management and communication skills.
• Healthcare experience preferred but not required.

Why Join Shields?

• Direct exposure to Executive Leadership.
• Significant responsibility and visibility early in your career.
• Opportunity to work on growth strategy, operations, business development, and innovation initiatives.
• Clear pathway into operations leadership, corporate strategy, and other leadership roles.

By providing your mobile number, you agree to receive text messages from Shields Health Solutions related to job opportunities, interview scheduling, and recruiting updates. Message and data rates may apply. You may opt out at any time by replying 'STOP.' Consent is not a condition of employment.

Solid computer skills are required, including proficiency in Microsoft Office tools (Outlook, Teams, Word, Excel, and PowerPoint) for communication, documentation, and data management, as well as, navigating the internet and web-based platforms. Data entry and computer skills will be evaluated through an assessment as part of the pre‑employment process.

Shields Health Solutions provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Shields Health Solutions is committed to providing an inclusive hiring experience; if you need assistance or accommodation during the application or interview process, please email [e-mail].

WOTC Applicant Survey: Shields Heath Solutions is participating in the Work Opportunity Tax Credit (WOTC) program. This program is designed by the federal government to help companies with federal incentives for hiring and retaining individuals from certain targeted groups into the workforce.Your preliminary response to the IRS Form 8850 questions below will help determine if Shields Health Solutions qualifies for this program. Any information you provide will be kept confidential and will not negatively affect your job, wages, or taxes. Thank you in advance for your time and participation.In order to determine if Shields Health Solutions potentially qualifies for this program, please check the box, at your discretion, if any of the statements below apply to you. I received a conditional certification from the state workforce agency (SWA) or a participating local agency for the work opportunity credit. If any of the following statements apply to you. I am a member of a family that has received assistance from Temporary Assistance for Needy Families (TANF) for any 9 months during the past 18 months. I am a veteran and a member of a family that received Supplemental Nutrition Assistance Program (SNAP) benefits (food stamps) for at least a 3-month period during the past 15 months. I was referred here by a rehabilitation agency approved by the state, an employment network under the Ticket to Work program, or the Department of Veteran Affairs. I am at least age 18 but not age 40 or older and I am a member of a family that: Received SNAP benefits (food stamps) for the past 6 months, orb. Received SNAP benefits (food stamps) for at least 3 of the past 5 months, but is no longer eligible to receive them. I received supplement security income (SSI) benefits for any month ending during the past 60 days. I am a veteran and I was unemployed for a period or periods totaling at least 4 weeks but less than 6 months during the past year. I am a veteran and was unemployed for a period or periods totaling at least 6 months during the past year. I am a veteran entitled to compensation for a service-connected disability and I was discharged or released from active duty in the U.S. Armed Forces during the past year. I am a veteran entitled to compensation for a service-connected disability and I was unemployed for a period or periods totaling at least 6 months during the past year. I am a member of a family that: Received TANF payments for at least the past 18 months, or Received TANF payments for any 18 months beginning after August 5, 1997, and the earliest 18-month period beginning after August 5, 1997, ended during the past 2 years, or Stopped being eligible for TANF payments during the past 2 years because federal or state law limited the maximum time those payments could be made. I have been unemployed at least 27 consecutive weeks and for all or part of that period I received unemployment compensation. Select...

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