Operations Project Consultant
Core
Managing and analyzing data to handle medium to large operational projects for business banking, wealth management, and corporate clients, including developing project plans and recommending policy changes.
Role type
Operations Project Consultant (medium to large projects)
Builds
Project plans, measurement criteria, cost and resource estimates, and operational improvement strategies
Domain
Banking / Financial Services / Operations
Required skills
Data analysis, Reporting, Project management, Microsoft Excel, SQL, Tableau, Risk management, Change execution
Preferred skills
Capacity & Forecasting, Business case development, Stakeholder communication
Technologies
Microsoft 365, Excel, SQL, Tableau
Responsibilities
Analyzes current state processes and workflows to identify pain points and develop solutions; Coordinates project tasks, tracks deliverables, and measures progress; Establishes relationships with client stakeholders to communicate updates and escalate issues; Performs risk management activities to minimize project risks; Assists with creating and maintaining comprehensive project documentation.
Seniority
Mid-level, hands-on IC
