As a member of the CCG management team, the Principal Consultant plays an integral role in managing resources and client engagements. The Principal will oversee all aspects of client interactions including monitoring client satisfaction and building long-term trusted partnerships. Aside from client engagements, Principals are also expected to be at the forefront of thought leadership in the industry and looked upon as the ‘go-to’ experts in their field.

Primary Duties and Responsibilities:

• Contribute thought leadership to the creation of marketable services, standard deliverables, and methodologies as well as leading practice operations
• Manage client engagements related to evaluation, implementation and conversion
• Identify, develop, and document issues and recommendations using independent judgment and analysis concerning the areas being reviewed
• Direct client collection of qualitative and quantitative data to assess current processes, benchmark against best practice metrics, and quantify improvement opportunities
• Coordinate fieldwork for assignments by overseeing project plans and the overall theme of workshops and client interviews
• Provide direction and guidance to resources on project execution and methodology creation
• Meet and build relationships with industry experts by presenting and discussing latest trends, best in class strategies and consulting services
• Proactively participate in business development pursuits to drive organizational growth

As a member of the CCG consulting team, a Director plays a critical role in ensuring a successful project completion. Our Directors are the face of the company and work with clients on the ground to understand their needs and deploy CCG resources to provide bespoke solutions to meet their unique challenges.

Primary Duties and Responsibilities:

• Take the lead on managing projects from start to finish, including coordinating the evaluations and ensuring the execution of the entire project scope and deliverables
• Identify opportunities for services to make improvements in client operations
• Prepare proposals, reports and schedules that will be delivered to clients and other parties
• Develop and maintain productive working relationships with client personnel
• Conduct interviews with client management to gain an understanding of client business conditions, risks, and controls
• Create, review, and approve supporting documentation, work plans, and other deliverables
• Coordinate client assignments: monitor client satisfaction, assure engagement efficiency and quality, and manage continuous improvement process

CCG Catalyst is a focused boutique global management consulting firm specialized across financial services industry (banking, credit unions, fintech). Through collaboration, we bring expertise and vision to drive strategic value to our clients and the industry.

We are looking to hire experienced Project and Program Managers with banking or credit union experience with proven track record of implementing projects on time and on budget. The successful candidate will manage projects using project management best practices, maintain strong communication with sponsors and stakeholders. Proactively identify risks and opportunities for improvement in monitoring as project progress. Work with teams to eliminate risks quickly and scope additional projects for improvement. Manage projects through all areas the project life cycle utilizing the current list of open issues and needed projects.

REQUIREMENTS:

• Must have banking or Credit Union experience;
• Project Management experience with a Financial Services Institution or Management Consulting Firm or bank / credit union software company
• Experience managing the implementation / conversion of Core Processing, Digital, Payment, Technology, Data Warehouse, and FMS systems
• Training in project management or project management related skills;
• Must be detail and process oriented;
• Must have exceptional communication skills to interact with the business stakeholders;
• Experience running projects from inception through implementation as part of or managing of the project team;
• In addition, must have experience with:
  • Business Analysis, Gap Analysis
  • Project Scheduling, Maintenance
  • Use of a formalized project methodology
  • Status Reporting, Issue/Resolution Tracking
  • Management of Project Team, consultants, and vendors
  • Test and Conversion Planning,
  • Creation/maintenance of Budgets

BENEFITS:

• Fully remote opportunities with access to travel
• Compensation is commensurate upon your experience (with competitive pay)
• Full-time or Part-time available

Project Management Analyst has responsibility for creating, planning, tracking and managing the project plan as directed by the project management office. He/she is responsible for working with the program and project managers, project lead and project team to build a project plan and maintain the plan throughout the project life cycle. He/she is also responsible for creating the necessary reports for the program and project manager, project lead and project teams.

REQUIREMENTS:

• 1 – 2 years proven experience with project management concepts, including project charters, scheduling and planning projects. Experience or training using tools to manage projects, such as Microsoft Project or Excel;
• Training in project management or project management related skills, such as Young & Clark and Associates or Project Management Institute*s PMP certification;
• Proven ability to work with program managers and project leads from many different functional areas.
• Planning Analyst Characteristics:
  • The PMO Analyst must be able to when necessary assist the program manager or project lead to define requirements, estimate resources, create the project schedule, and adhere to a standard methodology and quality processes.
  • To effectively perform these activities, the Planning Analyst should be proficient in the following skills: * Communications – written and verbal; Initiative; Problem solving and analysis; Planning and organizing; Accountability; Interpersonal skills; Teamwork.