Corporate Strategy Associate

About USI

USI is an Insurance Brokerage and Consulting firm that delivers property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals. We are a leading national middle market broker with over $2 billion in revenue, and have uniquely invested in tools and resources to aid our associates in their success. USI has more than 10,000+ dedicated and innovative professionals in approximately 200 offices. USI has become a premier insurance brokerage and consulting firm by leveraging the USI ONE Advantage^®, an interactive platform that integrates proprietary and innovative client solutions, networked local resources and expertise, and enterprise-wide collaboration to deliver customized results with positive, bottom line impact. USI attracts best-in-class industry talent with a long history of deep and continuing investment in our local communities. For more information, visit usi.com.

The Opportunity

The Corporate Strategy Associate will work closely with Corporate Executives and Regional Business Leaders to help develop business strategy, growth plans and drive execution. This is a highly visible role. This individual will be mentored by one of our business leaders, and be critically involved in strategic planning, problem solving, and making decisions impacting our business. 

Responsibilities:

• Work closely with Corporate Executive and Regional Business Leaders
• Manage Growth Initiative workstreams, and run weekly project meetings to ensure activities stay on track
• Assist in developing, leading, and implementing strategic and operational initiatives to enhance revenue growth and / or improve operating margins
• Review and analyze financial and operating reports and participate in monthly forecasting and performance review calls
• Communicate and present findings to Program Management and Corporate Executives
• Analyze potential acquisition targets through financial analysis and pro-forma modeling of USI Program opportunity

Our Candidate

Knowledge, Skills and Abilities:

• Our ideal candidate will bring 1-3 years of experience at a top tier management consulting firm or a corporate strategy role in a financial institution.
• Exceptionally strong analytical ability, communication skills, and work ethic.
• Comfortable working with all levels of the organization.
• Ability to manage multiple projects and to meet deadlines under pressure.
• Advanced level of financial analysis, data modeling and presentation development.
• Strong technical capabilities including advanced Excel. MS SQL / Analysis Services scripting, and business intelligence dashboard modeling (PowerBI, Tableau, or similar platform) is a plus.
• Limited domestic travel 

USI Insurance Services is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to, among other things, race, color, religion, sex, sexual orientation, gender identity, national origin, age, status as a protected veteran, or disability.