- Advises stakeholders by providing business planning guidance to include research, development, planning and implementation of procedures and processes to increase business viability and ensure compliance and/or product competitiveness and profitable growth
- Consults, develops and implements solutions to influence business decisions for relevant CoSA or line(s) of business
- Develops best in practice solutions to the most complex business challenges
- Identifies opportunities to change, enhance, or streamline existing business projects and initiatives
- Identifies regulatory and/or operational gaps within the experience to mitigate key risks associated with financial, reputational or member harm
- Identifies compliance and/or profit growth opportunities and provides guidance on procedure and process improvements to influence business optimization
- Provides gap analysis, recommendations, and strategic direction to enhance business programs, projects, agile projects and/or processes in a client consulting capacity
- Leverages best practices gained from expert industry knowledge to identify opportunities for business efficiencies and provide expert guidance strategy, planning, and problem-solving to help the business succeed in the marketplace
- Identifies strategic partners and stakeholders to successfully communicate programs strategic impact
- Responsible for monitoring risks within the internal control environment and advising on and recommending risk mitigation actions by collaborating with Compliance, Legal, Operational Risk Management, and Business Experience Owners
- May lead efforts to conduct root cause diagnostics of key processes, controls, regulatory requirements to identify and document these issues
- Monitors, develops and communicates audit testing, control testing and examination requests
- Leads the development, management of consistent execution of operational reporting and provides trend analyses and solutions
- Serves as a coach and mentor and on-the-job trainer for other team members
- Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
Requirements
- Bachelor's degree; OR 4 years of related experience may be substituted in lieu of degree
- 8 years of project management, process consulting, or business optimization planning within the financial services industry
- Advanced knowledge of relevant industry technology applications, such as Salesforce, SharePoint, Portal, CRM, CBS, Fiserve, KDIM, Fideility, Metric Stream or other industry related applications
- Extensive experience developing solutions and recommendations that will increase efficiency and improve business processes, projects, and programs, to include managing performance and profitability
- Knowledgeable in the applications of Agile process and procedures
- Knowledge and application of risk management frameworks and regulatory requirements for applicable LOB
- Experience in developing communications and delivering key information effectively to stakeholders and all levels of management to influence decisions centered around business optimization
- Sound understanding of various applications and processes encompassing business development, business intelligence, analytics, data integration, and business process automation
- Expert level of experience in negotiating, prioritizing, consulting and influencing to all levels of management to achieve influence business decisions and achieve desired business results
- Expert knowledge of Microsoft Office tools.
Core Competencies
Demonstrates expertise in business optimization, project management, and process consulting within the financial services industry, with a strong focus on risk management and compliance. Capable of developing strategic solutions and recommendations to enhance operational efficiency and profitability while effectively communicating with stakeholders at all levels.
Highest-signal resume keywords
- Project Management
- Business Optimization Planning
- Risk Management Frameworks
- Agile Process Application
- Stakeholder Communication
Hard Skills
- Business Process Automation
- Data Integration
- Business Intelligence
- Performance Management
- Process Consulting
- Solution Development
- Regulatory Requirements
- Trend Analysis
- Gap Analysis
- Audit Testing
Soft Skills
- Coaching
- Mentoring
- Negotiation
- Influencing
- Communication
Industry Keywords
- Financial Services
- Business Viability
- Compliance
- Operational Risk Management
- Stakeholder Engagement
Tools & Technologies
- Salesforce
- SharePoint
- CRM
- Fiserve
- Metric Stream
- Microsoft Office
- KDIM
- Fidelity
- Portal
- CBS