Dependent on knowledge, skills, + experience; annu...
Hybrid
5-7 years experience in financial services operations
Lean and structured problem-solving methodologies
Cross-functional project coordination across it finance hr
The role drives structured project execution while identifying and implementing process optimization and AI-driven improvement opportunities to reduce operating costs
Job Summary
The role drives structured project execution while identifying and implementing process optimization and AI-driven improvement opportunities to reduce operating costs.
Candidates will coordinate cross-functional transformation initiatives across Operations, Risk, Finance, IT, and HR to support end-to-end financial services processes.
Benefits include an annual bonus program, a 401k company match up to 6%, 8 weeks of paid parental leave, and comprehensive healthcare plans.
Matching Summary
The role drives structured project execution while identifying and implementing process optimization and AI-driven improvement opportunities to reduce operating costs.
Salary
Dependent on knowledge, skills, and experience; Annual bonus program available; 401k company contribution with match up to 6%
Skills & Requirements
Must-have
5-7 years experience in Financial Services Operations
Lean and structured problem-solving methodologies
Cross-functional project coordination across IT Finance HR
Proficiency in Excel and PowerPoint for KPI tracking
Ability to identify automation and AI improvement opportunities
Nice-to-have
Exposure to cross-border environments in US Canada Mexico
Familiarity with workflow tools and reporting platforms
Experience with AI-enabled systems and predictive modeling
PMP or Lean certification
Strong stakeholder communication and change management skills
Key Requirements
Bachelor's Degree in Business, Finance, Operations, or related field
5-7 years of relevant experience in Financial Services or Project Management
Legal authorization to work permanently in the United States
Work Rights
Must be legally authorized to work permanently in the US