Strategy & Operations Lead

thinkbridge

. Support the CEO through business planning, KPI governance, executive reporting, board readiness, and cross-functional project execution .

Posted 10/23/2026full-timeRemoteSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong financial modeling, data analysis, and executive reporting skills, with the ability to transform complex data into actionable insights and recommendations. Proven experience in management consulting or corporate development, with a focus on strategic analysis and cross-functional project execution.

Highest-signal resume keywords

Financial ModelingData AnalysisExecutive ReportingStakeholder CommunicationStructured Problem-Solving

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingData AnalysisKPI GovernanceExecutive ReportingSpreadsheet ModelingSlide ModelingData Quality AuditingMarket BenchmarkingM&A ScreeningRisk Management

Soft Skills

Concise CommunicationOperational DisciplinePersonal OwnershipCross-Functional CoordinationProblem-Solving

Tools & Technologies

ExcelGoogle Sheets

Industry Keywords

Management ConsultingStrategy and OperationsPrivate EquityInvestment BankingCorporate DevelopmentFundraisingData Room ManagementRecurring Revenue

About the role

Key responsibilities & impact

Support the CEO through business planning, KPI governance, executive reporting, board readiness, and cross-functional project execution
Maintain the company initiative tracker
Run weekly check-ins with department heads
Flag slipping deliverables early and escalate blockers to the CEO with clear recommendations
Collect monthly departmental KPI actuals
Audit data quality and publish consolidated corporate roll-ups covering automation percentages, spend, CCOG, risk lists, Employee Value, and Client Value
Assemble quarterly board packs on schedule
Maintain departmental top-five risk registers
Support data rooms for diligence workstreams
Prepare executive team meeting agendas and coordinate pre-reads
Document decisions in a live log and track post-meeting action closures
Deliver CEO-focused strategic analysis, including quarterly reviews, pricing models, market benchmarking, and M&A screening support
Coordinate outside legal counsel, insurance brokers, intellectual property advisors, and auditors across corporate projects

Requirements

What you’ll need

3 to 5 years of experience in management consulting, strategy and operations, private equity portfolio operations, investment banking, or corporate development
Strong financial modeling, data analysis, and executive reporting skills
Advanced spreadsheet and slide modeling skills in Excel or Google Sheets
Ability to turn messy data into clean financial models and one-page executive summaries
Structured problem-solving ability for ambiguous business challenges
Ability to find operational data and present crisp, defensible recommendations
Concise written and spoken communication
High personal ownership and operational discipline
Experience inside a business transitioning from professional services to software or recurring revenue (good to have)
Familiarity with net retention rate, Rule of 40, and CAC to LTV (good to have)
Prior exposure to fundraising, M&A diligence, or data room management (good to have)
Experience coordinating across distributed teams, particularly between US and India or APAC operations (good to have)
Excellent stakeholder communication
Associate-level experience profile

Benefits

Comp & perks

Work from anywhere
Flexible schedule; shape your day around your life as long as work is delivered on time
Take time off when needed
Company work laptop configured to the employee’s preferences within security guidelines
In-person team weeks to work side by side
Learning time during working hours
Paid certifications
Opportunity to move into a different role inside think bridge
Long-term client exposure, with clients staying an average of four to five years
Great Place to Work Certified employer
Employee NPS above 90