Strategy Associate

Shieldshealthsolutions; New York (NY); On-site; USD 110,000 - 120,000; Full time

Job summary

Shields Health Solutions is seeking a strategic professional to partner with Centralized Operations, supporting growth initiatives and financial performance across multiple functions. The role emphasizes data-driven decision making and cross-functional leadership.

You will develop executive-level analyses, participate in business planning, and work closely with senior leadership to execute key strategic priorities, including new product launches and efficiency improvements.

Qualifications

• Bachelor's degree required.
• 1-3+ years of relevant professional experience in investment banking, private equity, management consulting, corporate strategy, corporate development, strategic finance, or related fields.
• Experience with financial modeling, market research, diligence, forecasting, and strategic planning preferred.
• Advanced Excel and PowerPoint skills for executive presentations.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Partner with Centralized Operations leadership to identify and execute critical initiatives.
• Support VP/Director-level leaders to drive financial and operational performance across functions.
• Develop analytics, dashboards, and reports to monitor performance and growth.
• Conduct financial analyses, forecasting, and business planning to inform strategy.
• Lead cross-functional projects from concept through implementation with measurable outcomes.

Skills

Analytical thinking

Problem solving

Stakeholder management

Communication

Self-starter

Collaborative

Entrepreneurial mindset

Attention to detail

Executive presence

Time management

Education

Bachelor's degree

Tools

Excel

PowerPoint

Outlook

Teams

Word

Job description

Preferred candidate locations: NYC or Boston

Compensation range: 110k-120k + bonus

The Corporate Strategy team was established in 2021 to partner directly with the Executive Leadership Team in advancing Shields' strategic priorities, including growth initiatives, operational improvement efforts, business development opportunities, and new business innovation. Team members gain exposure across all aspects of the organization and are uniquely positioned to develop into operational or functional leaders or to lead new growth initiatives across the business.

The Corporate Strategy team works closely with Strategic Operations, with a particular focus on supporting critical internal functions, strategic partnerships, and new product and service launches.

This role serves as a strategic and operational partner to the Centralized Operations leadership team, helping drive performance across one of the largest and most impactful functions within the organization. The individual will lead high-priority initiatives, develop data-driven insights, support business planning and forecasting activities, and help execute key strategic priorities.

This is a unique opportunity for top-performing professionals from investment banking, private equity, management consulting, corporate development, or strategic finance backgrounds who are looking to transition into an operating role. Rather than advising from the sidelines, you'll work directly with executive and operational leaders to influence strategy, drive execution, and deliver measurable business results.

With broad exposure to enterprise strategy, operational excellence, growth initiatives, and executive decision-making, this role provides an accelerated path to leadership while offering the opportunity to make a meaningful impact within a rapidly growing healthcare organization.

Key Responsibilities

• Partner directly with Centralized Operations leadership to identify, prioritize, and execute critical functional initiatives
• Support Vice Presidents and Directors in driving operational and financial performance across Centralized Outreach, the Patient Support Center, Engagement Center, and Clinical Operations
• Develop and maintain analytics, dashboards, and reporting tools to monitor performance, identify opportunities, and support growth
• Conduct financial analyses, forecasting, and business planning activities to inform strategic decision-making
• Collaborate with Regional Operations leaders, Strategic Operations partners, and functional stakeholders to align priorities and drive execution of key initiatives
• Lead cross-functional projects from concept through implementation, ensuring successful execution and measurable outcomes

Drive Corporate Strategy and Strategic Initiatives

• Serve as an active member of the Corporate Strategy and Strategic Operations teams, supporting enterprise-wide growth and transformation initiatives
• Partner with Executive Leadership to execute key strategic priorities and organizational objectives
• Develop executive-level analyses, presentations, and recommendations to support informed decision-making
• Organize, synthesize, and communicate complex business information for senior leadership audiences
• Support new product launches, operational improvement efforts, and other strategic growth initiatives across the organization

Support Business Growth

• Identify and evaluate new business opportunities, operational efficiencies, and growth initiatives
• Conduct market research, competitive analysis, business case development, and strategic assessments to support organizational decision-making
• Proactively pursue and support strategic projects that create value for the organization and its partners

Why This Role

• Gain direct exposure to Executive Leadership and enterprise-wide strategic decision-making
• Transition from advisory or investing work into an operational leadership track within a rapidly growing healthcare organization
• Apply skills developed in investment banking, private equity, consulting, corporate development, transaction advisory, or strategic finance to drive tangible business outcomes
• Lead high-impact initiatives spanning growth strategy, operational excellence, financial performance, and business transformation
• Develop into future operational, functional, corporate strategy, or general management leadership roles
• Work on projects that directly impact patients, providers, health systems, and pharmaceutical manufacturer partners

Qualifications & Experience

• Bachelor's degree required
• 1-3+ years of relevant professional experience in investment banking, private equity, management consulting, corporate strategy, corporate development, strategic finance, transaction advisory services, strategy & operations consulting, business operations, or a high-growth healthcare environment
• Experience performing financial modeling, business analysis, market research, commercial diligence, due diligence, strategic planning, forecasting, business case development, or operational improvement initiatives strongly preferred
• Strong analytical and problem-solving skills, with the ability to translate data into actionable insights and recommendations
• Advanced Excel and PowerPoint skills, including financial modeling, business analysis, and executive-level presentation development
• Demonstrated ability to manage multiple priorities and drive projects independently in a fast-paced environment
• Entrepreneurial mindset with a willingness to roll up your sleeves and work across functions to achieve results
• Self-starter with exceptional accountability, initiative, and attention to detail
• Excellent verbal, written, and interpersonal communication skills
• Experience preparing executive-ready analyses, board-level presentations, investment memorandums, strategic recommendations, operating reviews, or client-facing deliverables preferred
• Experience presenting findings and recommendations to senior leadership teams preferredHealthcare industry experience preferred but not required
• Ability to travel approximately 5% of the time to support customer meetings, operational site visits, and team collaboration opportunities

Preferred Characteristics

• Highly motivated and results-oriented
• Comfortable operating in ambiguous and rapidly changing environments
• Strong executive presence and stakeholder management skills
• Collaborative team player with the ability to influence across functions and levels of the organization
• Data-driven decision maker who can effectively balance analysis with execution
• Demonstrated curiosity, intellectual rigor, and a desire to solve complex business problems
• Motivated by the opportunity to move beyond recommendations and directly influence outcomes

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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].