Job Description:
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Summary
The Senior Consultant is a multifaceted role within LEVEL5’s Strategic Consulting area. The Senior Consultant reports directly to the Principal / Strategic Consulting and the primary function of this role is to work with client institutions on any of a number of consulting assignments. Much of this role centers on operations analysis to assess clients’ organization, recommend efficient changes to organizational structure and operating methods, project staffing and space requirements, and collaborate with design team in planning new facilities. In addition, the Senior Consultant will be involved in a number of other consulting initiatives, both internal and external to LEVEL5.
Duties and responsibilities
1. Operations Analysis
-Work directly with client institutions to analyze their organization and operation, recommend improvements that would efficiently support growth, document the methods selected by the client, and develop a forecast of personnel and space requirements along with text describing the intended organization and operation.
-Meet with clients to discuss their historic, current, and anticipated goals and objectives.
-Interview all levels of management and staff to gain a full understanding of organization and operations.
-Present conclusions and recommendations in both informal and formal settings to the client’s management team and board of directors.
-In addition to the more “general” overview of the organization the scope of work may also include more detailed information on specific areas such as mortgage operations, payment systems, or technology.
-Work with Project Development Managers and design teams to ensure that facility programs and designs appropriately represent the recommendations embraced by the client.
2. Consulting Support
-Work in conjunction with other members of the Strategic Consulting and Sales staffs to support the development and completion of consulting assignments.
-Develop baseline financial forecasts and work directly with the clients’ senior managers to qualify underlying assumptions.
-Develop “what-if” scenarios to illustrate the financial impact of alternate strategies.
-Conduct market analysis in order to postulate retail delivery strategies and recommend strategies that best support the client’s goals and objectives.
3. Strategic Planning
-Work directly with the senior management and staffs of client institutions to facilitate strategic planning sessions.
-Compile background information on the institution, its market, and its competition.
-Document key issues in a series of roundtable discussions.
-Identify key initiatives, goals, strategies, and tactics needed to support the institution’s ambitions.
-Guide management in assigning responsibilities and follow-up to enact the recommended strategies.
4. Industry Trends – Continually review trends within the financial services industry and inform the LEVEL5 team of the implications of these trends to our clients.
5. Internal Consulting – Apply knowledge, skills, and insight to the various aspects of LEVEL5’s business to help alleviate “growing pains” and better position the company for future growth.
6. Sales Support
-Assist the sales efforts, particularly of consulting assignments, through background research on specific prospects.
-Participate in “tag-along” sales calls with Regional Directors.
7. Product/Service Development – Assist in the formulation and development of new products and services to be offered by LEVEL5 to its clients or by cli. ents to their customers. Areas for potential product development include HR/personnel placement, training, technology, and performance enhancement.
8. Speaking Engagements/Articles – Participate with trade associations or clients in public speaking engagements or by writing articles on topics related to LEVEL5’s consulting products.
Qualifications and Experience
-Approximately 10 years of varied, progressive experience in financial institution operations and management.
-BA in business administration or finance, MBA preferred.
-Thorough understanding of the organization and operation of financial institutions and changes brought about by new regulations or technology.
-Strong working knowledge of the functions and interrelationships among data processing, accounting/finance, operations, lending, deposit services, business development/marketing, and customer service.
-Ability to interface confidently with executive management and board members to assess current operations, develop options, and present recommended improvements.
-Managerial and administrative experience with growing financial institutions
-Responsibility for resource management.
-Organizational planning at strategic and tactical levels.
-Human resource planning.
-Space planning and/or facility needs planning.
-Strong written and verbal communication and presentation skills
-Experience in developing market growth strategies and developing retail branches.
Work Environment and Conditions
-The Senior Consultant will typically work out of the company’s headquarter offices and will be provided sufficient work space, equipment, and resources to successfully accomplish assigned tasks.
-Travel requirements are between 30 and 50 percent
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