Associate Manager - Strategy

The American Institute Of Cpas Durham , NC 27701

Posted 3 weeks ago

About Us

We are the Association of International Certified Professional Accountants. We represent and serve more than 667,000 members and students across 184 countries and territories. We are leaders in public and management accounting. We are united by a common purpose: to power trust, opportunity, and prosperity - for our members, for the profession, and for the public interest.

About the Strategy Team

You will be working alongside a small team of strategy professionals, executives, and business leaders representing various business units from around the world to help solve some of the most critical and complex challenges in the organization. You will also be leading the direction of the organization by developing and measuring progress on the Association's strategic plan

You will typically be leading or supporting one core engagement at a time, while contributing to ad hoc requests and ongoing efforts to improve our strategy team capabilities. All-the-while, you will be expanding your personal knowledge base, broadening your exposure to business challenges, and becoming a trusted resource for the organization.

The challenges you will be tackling will change roughly every 3-9 months as you engage on new projects. Considering the global nature of our business coupled with the critical nature of the projects you will be working on, it will be necessary to have a highly flexible schedule and/or work extended hours from time to time. We aim to keep the hours within a 9:00 am to 6:00 pm range, but that will vary day-to-day based on the requirements of each engagement.

What You'll Do (Essential Duties and Responsibilities)

  • Work with leadership to shape strategic direction for the organization, working on some of the highest impact and most visible projects in the organization aimed at helping the organization achieve its vision

  • Lead and support various work streams within projects, while working on internal consulting teams, including collaborating with other internal teams to identify key strategic opportunities, act upon competitive and market forces, and seize new business opportunities to drive growth and eminence.

  • Engage with key internal leaders, members of the Association, and third parties to understand the market risks and opportunities, develop strategic conclusions, identify key initiatives, and drive alignment to the overall strategy

  • Work on strategic planning related activities about 25% of the time and internal strategy consulting engagements about 75% of the time

Supervisory Responsibilities

2 days in the life (a hypothetical example)

Day 1

  • You get in around 9:00 am and spend your morning researching the latest trends affecting the profession, understanding how Blockchain technologies might change the future of auditing and how generational changes in the workforce are creating a shift in corporate training schemes.

  • You build out a summary of the trends and insights from your research and draft a few slides to share with relevant teams.

  • At mid-afternoon, you take a couple of hours to prepare for an upcoming focus group of young professionals, during which you will be gathering deeper insights on their career needs.

  • You close out your day responding to various email requests from business units to help them prepare for their annual strategic planning sessions, as they align their tactics to the broader business's strategic priorities.

Day 2

  • Your day starts early with a 6:00 am call from your home office with the head of marketing based out of London, U.K., to understand a recent shift in customer needs.

  • After the call, you head in to the office and spend most of your day developing a customer segmentation model, incorporating the insights you gained from the morning's call.

  • You go home around 4:00 pm



We have come to find that team members who are most successful in this role share a few key characteristics:

  • Willing to challenge the status quo

  • Naturally curious and open to new ideas

  • Confident, not egotistical

  • Adaptable and comfortable with ambiguity

Knowledge, skills, and abilities required to succeed in this role

As a consultant and generalist, you must possess a strong set of core skills to quickly engage and add value to the business. You don't have to be expertly skilled in every area; however, you should be strong in most of them.

Make sense of the complex

  • Ability to structure ambiguous business problems through sound logic, critical thinking, and the use of strategy and consulting frameworks

  • Ability to perform primary and secondary research, identify relevant information, and distill insights from large sets of unstructured data

  • Ability to develop and analyze financial and risk models

  • Ability to translate logic and insights into actionable recommendations

Communicate Effectively

  • Strong oral and written communication skills, including the visual depiction of complex ideas

  • Ability to craft and present purposeful, engaging, and compelling stories

  • Ability to work with, and present to, all levels within the organization, including C-level executives

Manage projects and relationships

  • Ability to manage a project from kick-off to completion

  • Ability to develop and maintain effective relationships with colleagues, teams, members, and staff at all levels of the organization

  • Ability to work with and manage cross-functional and cross-cultural teams

Microsoft Office Skills

  • Expert level skills in MS PowerPoint

  • Expert level skills in MS Excel, including v-lookups, pivot tables, and charting (data visualization skills preferred)

  • Strong skills in MS Outlook to manage schedules and email communications


  • Ability to handle confidential information

  • Willingness to travel and work extended hours as business requires

  • Required Education & Experience

  • Bachelor's degree in business or related field

  • At least 5 years of progressive business experience demonstrating the above knowledge, skills, and abilities

Preferred Education & Experience

  • Master's degree in business administration (MBA)

  • 5+ years of experience either in a corporate strategy role or at a top tier management consulting firm

  • Experience working with of membership organizations and professional services


Less than 10%

Why Work for Us?

The Strategy team offers the challenge, excitement, and diverse experiences of the career in strategy consulting, without the hectic travel schedule, and with the thrill of seeing your recommendations through to execution. Work for us and you'll get to help shape the strategy of the organization, lead and support the most important initiatives, and engage with senior leaders - all while challenging yourself to continuously adapt and learn.

The Association offers a competitive benefits plan, flexible work schedules and an environment that is focused on driving a positive culture for our employees and members. Our Mission is to empower the world's most highly-skilled accountants and drive a dynamic accounting profession. See what we are all about:

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Associate Manager - Strategy

The American Institute Of Cpas