Senior Principal

High-growth FinTech Company


Financial Services


Dallas, TX


Business Operations & Analytics



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Position details

Client / Situation

  • Our client is on the forefront of financial technology, providing consumers with tax-smart financial solutions through their technology that provides integrated tax and wealth management to position consumers with better long-term outcomes with holistic, tax advantaged solutions
  • They engaged us to find a Senior Principal who will serve as the right hand to the VP of Strategy on various growth initiatives and help build out the strategy function of the team, and will also work cross-functionally with other areas of the business such as finance, marketing and product to execute on these initiatives

Objectives / Mandate

  • Manage projects with multiple work streams and stakeholders
  • Lead and/or assist in defining project scope, recommended approaches, and execution of major strategic projects
  • Establish analytical frameworks to identify, prioritize, structure, and solve complex business problems
  • Drive market trends and competitive landscape analysis, business modeling, financial modeling, and operations analysis
  • Develop content for executive-level presentations and reports to communicate and achieve buy-in for strategic recommendations

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