Top Benefits
About the role
Our client, a leading software company undergoing operational transformation, is seeking a Strategy Associate to work directly with the CEO as a thought partner and execution lead. This is a unique opportunity to help reshape a business with valuable assets but limited existing structure.
Key Responsibilities:
- Board-Level Reporting: Set up executive reporting across disparate systems; build dashboards in Excel and Power BI.
- Market & Product Analysis: Analyze performance across a portfolio of 55+ software products; identify share, growth trajectory, and improvement opportunities.
- Strategic Planning: Co-develop a 3-year strategic plan, including investment case modeling, prioritization, and board-level communication.
- Act as a thought partner to the CEO, bringing structure, insight, and energy to a dynamic and evolving business context.
Qualifications:
- 3 to 5 years of consulting experience
- Strong business analysis skills with the ability to operate independently in ambiguous environments
- Exceptional problem-solving ability, structured thinking, and high attention to detail
- Hands-on experience with Excel, Power BI, and building strategic frameworks
- Scrappy, action-oriented, and capable of delivering fast, high-quality outputs
- Based in Toronto or Eastern time zone
Start Date: ASAP
Duration: 3 to 4 months
Time Commitment: 40 hours per week
Compensation: $100 - $125 per hour
Location: Remote, East Coast hours
Project ID: 5866
**This is a contract role and does not offer health benefits.
About Umbrex
Umbrex is a global community of independent, top-tier management consultants.
Mission Umbrex was formed to foster camaraderie, collaboration, knowledge-sharing, and professional development among independent management consultants. To accomplish that goal, Umbrex organizes professional development retreats and social events. See upcoming events.
Membership We seek out talented and inspiring colleagues who are excited to contribute to our community. Membership in Umbrex is highly selective and is based on professional experience, recommendations from clients and peers, and a commitment to the highest standard of client service. The majority of our consultants started their careers at McKinsey, BCG, or Bain. Our members have a proven track record, each with at least two years of independent consulting experience. There is no fee to join Umbrex.
Benefits Umbrex also provides members with shared services including visual graphic production, research and analytics, administrative support, and access to expert networks, including access to a proprietary database of 650,000 US physicians for market research.
Contact Membership inquiries: membership@umbrex.com Client inquiries: info@umbrex.com
Top Benefits
About the role
Our client, a leading software company undergoing operational transformation, is seeking a Strategy Associate to work directly with the CEO as a thought partner and execution lead. This is a unique opportunity to help reshape a business with valuable assets but limited existing structure.
Key Responsibilities:
- Board-Level Reporting: Set up executive reporting across disparate systems; build dashboards in Excel and Power BI.
- Market & Product Analysis: Analyze performance across a portfolio of 55+ software products; identify share, growth trajectory, and improvement opportunities.
- Strategic Planning: Co-develop a 3-year strategic plan, including investment case modeling, prioritization, and board-level communication.
- Act as a thought partner to the CEO, bringing structure, insight, and energy to a dynamic and evolving business context.
Qualifications:
- 3 to 5 years of consulting experience
- Strong business analysis skills with the ability to operate independently in ambiguous environments
- Exceptional problem-solving ability, structured thinking, and high attention to detail
- Hands-on experience with Excel, Power BI, and building strategic frameworks
- Scrappy, action-oriented, and capable of delivering fast, high-quality outputs
- Based in Toronto or Eastern time zone
Start Date: ASAP
Duration: 3 to 4 months
Time Commitment: 40 hours per week
Compensation: $100 - $125 per hour
Location: Remote, East Coast hours
Project ID: 5866
**This is a contract role and does not offer health benefits.
About Umbrex
Umbrex is a global community of independent, top-tier management consultants.
Mission Umbrex was formed to foster camaraderie, collaboration, knowledge-sharing, and professional development among independent management consultants. To accomplish that goal, Umbrex organizes professional development retreats and social events. See upcoming events.
Membership We seek out talented and inspiring colleagues who are excited to contribute to our community. Membership in Umbrex is highly selective and is based on professional experience, recommendations from clients and peers, and a commitment to the highest standard of client service. The majority of our consultants started their careers at McKinsey, BCG, or Bain. Our members have a proven track record, each with at least two years of independent consulting experience. There is no fee to join Umbrex.
Benefits Umbrex also provides members with shared services including visual graphic production, research and analytics, administrative support, and access to expert networks, including access to a proprietary database of 650,000 US physicians for market research.
Contact Membership inquiries: membership@umbrex.com Client inquiries: info@umbrex.com