Business Advisor, Lead

• 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.

• 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.

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.

• Project Management
• Business Optimization Planning
• Risk Management Frameworks
• Agile Process Application
• Stakeholder Communication

• Business Process Automation
• Data Integration
• Business Intelligence
• Performance Management
• Process Consulting
• Solution Development
• Regulatory Requirements
• Trend Analysis
• Gap Analysis
• Audit Testing

• Coaching
• Mentoring
• Negotiation
• Influencing
• Communication

• Financial Services
• Business Viability
• Compliance
• Operational Risk Management
• Stakeholder Engagement

• Salesforce
• Share Point
• CRM
• Fiserve
• Metric Stream
• Microsoft Office
• KDIM
• Fidelity
• Portal
• CBS