Navigatr Group is a privately held company that invests in travel companies that elevate the customer experience and drive innovation. Our expansive and growing group of brands empowers seamless access to a comprehensive range of luxury travel options and services globally with over $1 billion transactions annually.
Navigatr Group’s goal is to create a more purposeful travel industry through its strategic investment, best-in-class services and philanthropy.
The Role
As the Vice President, Strategy, reporting directly to Jeff Willner, the Founder and CEO, you will play a pivotal role in preparing and communicating Navigatr’s portfolio companies' monthly results, annual strategy, and key initiatives. You will be responsible for overseeing key management reporting processes such as monthly reports, annual plans, and mid-year strategy reviews, while ensuring clear, concise communication of results and strategic direction.
This role will also focus heavily on initiative cadence, owning the template and reporting of key projects from conception through execution, and business reporting to track and assess business initiatives. You will support M&A activities, helping to identify, assess, and integrate acquisition targets in line with Navigatr's growth strategy. An important aspect of your role will be translating complex business insights into compelling executive presentations that provide clear direction for leadership.
Responsibilities
Annual Plan, Mid-Year and Quarterly Reviews:
Collaborate with Navigatr portfolio company strategy teams to craft their Annual Strategy Plan. Oversee financial inputs to Excel management reporting. Develop agenda for Annual, Mid-Year, and Quarterly Business Reviews. Ensure timely iterations with executives with feedback from Group ownership.
Monthly Results:
Lead the preparation of monthly reports that summarize business performance and provide strategic insights to senior leadership. Understand and link inputs from financial ERP system, HR system, Microsoft 365 SharePoint, and Business Intelligence reporting. Utilize data and analysis to track key performance metrics, delivering concise, actionable insights to inform decision-making.
Initiatives Tracking:
Develop format, cadence, and communication style for business initiatives across all portfolio companies. Facilitate discussion and tracking from business Ideas to business Cases to business Initiatives.
M&A Support:
Provide critical support in evaluating potential acquisition targets and performing due diligence. Work closely with finance to develop financial models and strategic assessments of acquisition opportunities. Following acquisitions, you will oversee the creation of post-merger integration reports and help track the success of M&A initiatives within the Navigatr portfolio.
Business Analytics & Insights:
Leverage internal and external data to drive insights and decision-making. Use business intelligence tools to create dashboards that provide ongoing visibility into performance and key strategic initiatives. Your role will involve translating data into reports that inform management reporting, annual planning, and initiative cadence.
Cross-Functional Collaboration:
Collaborate with portfolio company strategy, operations, finance, marketing, and HR teams to ensure alignment on strategy and reporting. Drive communication between departments to ensure that business strategies are effectively executed and that the results are reported in an accurate and timely manner.
Candidate Profile
The ideal candidate will have a strong background in management reporting, monthly and annual planning, M&A support, and creating compelling strategy decks. You will be very skilled with Microsoft Excel models, PowerPoint slide creation, and Business Intelligence and/or other analytics packages. Your team will update and maintain monthly results information, as assist with the development, presentation, and tracking of high-value initiatives. You will be skilled at translating complex data into engaging narratives, ensuring that presentations deliver concise, actionable messaging that drives executive decision-making. You will have experience in a large corporation, managing scarce resources, navigating executive priorities, and driving through to results.
Strategic Acumen & Vision:
A deep understanding of strategic planning and business analysis, with the ability to identify opportunities for growth and improvement. Experience leading the creation of annual plans, mid-year strategy reviews, and initiative cadence reporting is essential.
Slide Presentation & Storytelling Expertise:
Expertise in developing professional, visually engaging presentations for senior leadership, including management reports, monthly reviews, annual plans, and M&A support. Ability to distill complex information into clear, concise, and visually impactful presentations.
Management Reporting & M&A Support:
Proven track record in delivering high-quality monthly reports, supporting M&A due diligence, and managing the integration of acquisitions. Strong financial acumen with the ability to communicate complex financial insights and strategic recommendations.
Executive Communication:
Strong verbal and written communication skills, with the ability to present complex data clearly and concisely. Comfortable presenting to C-suite executives and board members.
Cross-Functional Leadership:
A collaborative leader who can work across departments to align teams on strategic initiatives. Experience in initiative cadence reporting and tracking key projects through execution is critical.
Qualifications:
Education:
Bachelor’s degree in Business, Finance, Accounting, or Economics; CPA designation or equivalent is strongly preferred. An MBA is highly desirable.
Experience:
10+ years of experience in strategy, financial planning, or business analysis, with a strong emphasis on financial reporting, M&A support, and accounting. A proven track record in managing strategic initiatives and providing actionable insights based on data analysis is essential.
Skills:
Expertise in accounting and finance, with hands-on experience in budgeting, forecasting, and financial analysis.
Strong knowledge of accounting principles and financial modeling, particularly in the context of M&A due diligence and post-merger integration.
Advanced proficiency in PowerPoint, Excel, and business intelligence tools for financial analysis and presentation creation.
Proven ability to create impactful executive presentations for monthly reports, annual plans, and strategy decks.
Experience presenting to C-level executives and boards, with strong attention to detail and an ability to convey complex ideas effectively.
Additional Skills:
Entrepreneurial mindset, adaptable to fast-paced environments, and capable of managing multiple priorities.
Strong project management skills with the ability to track and report on key initiatives and business performance.
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