Principal Business Operations Transformation Lead

Simple Software Solutions Group, Inc

. Design and implement a future-state operating model for a multi-credit-union shared-services organization .

Posted 10/3/2026full-timeRemote • Florida • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in business process transformation and operational improvement within credit unions, with a strong focus on regulatory compliance, workflow automation, and stakeholder collaboration. Proficient in developing process documentation, requirements traceability, and metrics for operational efficiency.

Highest-signal resume keywords

Credit Union ExperienceRegulatory Compliance KnowledgeBusiness Process TransformationWorkflow Automation ExpertiseAgile Methodologies Experience

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Business AnalysisProcess MappingRequirements GatheringKPI DevelopmentData Flow DocumentationOperational ImprovementUser Stories DevelopmentBenefits ValidationException Processing AnalysisAutomation Implementation

Soft Skills

Facilitation SkillsWritten CommunicationInterviewing SkillsExecutive Presentation SkillsStakeholder Collaboration

Tools & Technologies

Credit Union SoftwareWorkflow OrchestrationRPAAI TechnologiesDocument Management Systems

Certifications & Qualifications

CBAPCCBAPMI-PBALean Six Sigma

Industry Keywords

Gramm-Leach-BlileySSAE 18SOC 2 Type 2ISO 27001NCUA Regulation 748 A & BFinancial ServicesShared ServicesDeposit OperationsACH ProcessingMulti-Tenant Operating Models

Tech Stack

Tools & technologies

RPA

About the role

Key responsibilities & impact

Design and implement a future-state operating model for a multi-credit-union shared-services organization
Serve as the primary bridge between business operations, technology, data, AI/automation teams, and project leadership
Lead current-state discovery, process analysis, requirements definition, KPI baselining, future-state process design, and benefits validation, initially focusing on Deposit Operations
Lead discovery sessions with credit union and shared-services subject-matter experts
Document end-to-end current-state processes, workflows, business rules, requirements, systems, controls, data flows, handoffs, exception paths, and manual activities
Analyze processes across participating credit unions and identify standardization and automation opportunities
Identify bottlenecks, duplicate activities, workarounds, control gaps, rework, and process-improvement opportunities
Facilitate interviews and workshops with employees and stakeholders affected by future process changes
Analyze ACH and share-draft exception processing, returned deposits, ACH research and reclamations, manual payroll processing, card and member-account support, remote/mobile deposit review, and exception and research workflows
Evaluate and prioritize automation opportunities using workflow orchestration, AI, document intelligence, RPA, and related technologies
Design future-state workflows addressing exceptions, escalations, human review, and audit requirements
Translate business needs into business, functional, data, workflow, integration, reporting, and control requirements
Develop user stories, acceptance criteria, business rules, process models, and requirements traceability documentation
Partner with solution architects, developers, AI specialists, security teams, and business SMEs
Support configurable workflows for multiple credit unions, operating models, systems, policies, and approval structures
Ensure scalability to additional business lines such as Lending and Collections and to future participating credit unions
Establish operating-metric baselines, including volumes, FTE utilization, cycle time, throughput, errors, rework, exceptions, cost to serve, and service levels
Develop efficiency and business-benefit estimates, success criteria, benefits-tracking frameworks, and implementation recommendations
Liaise among operations personnel, credit union leadership, technology teams, compliance stakeholders, and implementation teams
Support change-readiness assessments, communications, training, knowledge transfer, and transition planning
Incorporate operational risk, compliance, privacy, security, internal controls, GLBA, NCUA expectations, auditability, third-party risk, explainability, and human-in-the-loop requirements
Support prototypes, demonstrations, requirements reviews, testing, and user acceptance testing
Track requirements, assumptions, dependencies, decisions, issues, and scope changes
Prepare governance and executive/Board decision-gate deliverables and provide status, findings, risks, and recommendations to project leadership and client stakeholders

Requirements

What you’ll need

Previous credit union experience is a must-have
Understanding of regulatory and legal issues affecting US financial services and data security requirements affecting credit unions
Knowledge of Gramm-Leach-Bliley data security and privacy requirements
Knowledge of SSAE 18 and SOC 2 Type 2
Knowledge of ISO 27001
Knowledge of NCUA Regulation 748 A & B
Knowledge of credit-union software such as Keystone is a must-have
7+ years of progressively responsible business analysis, business process transformation, or operational improvement experience
Demonstrated experience within credit unions, retail banking, banking operations, financial-services shared services, or another highly regulated financial-services environment
Experience analyzing complex operational processes involving multiple systems, business units, handoffs, controls, and exception scenarios
Ability to lead requirements-gathering and process-discovery workshops with business and technical stakeholders
Experience developing current- and future-state process maps, business and functional requirements, user stories, acceptance criteria, business rules, KPI and benefits frameworks, requirements traceability matrices, and process and data-flow documentation
Experience supporting workflow automation, intelligent automation, RPA, AI-enabled transformation, or digital process redesign initiatives
Ability to quantify operational improvement opportunities and measure realized business benefits
Strong analytical skills and proficiency working with operational, financial, and performance data
Excellent facilitation, interviewing, written communication, and executive presentation skills
Ability to translate between business stakeholders and technical delivery teams
Experience working within Agile, iterative, hybrid, or structured implementation methodologies
Preferred: Direct experience with credit union Deposit Operations or comparable retail banking operations
Preferred: Experience with ACH, deposit exceptions, remote deposit capture, payments, card servicing, disputes, reconciliations, or account servicing
Preferred: Experience working with CUSOs, shared-service organizations, or multi-entity operating environments
Preferred: Familiarity with core banking, workflow, document-management, payment, and financial-services platforms
Preferred: Experience supporting AI, generative AI, machine learning, document intelligence, workflow orchestration, or automation implementations
Preferred: Familiarity with multi-tenant operating models and data and workflow segregation across financial institutions
Preferred: Understanding of GLBA and NCUA requirements
Preferred: Experience supporting implementations requiring model governance, human-in-the-loop controls, auditability, or explainability
Preferred: CBAP, CCBA, PMI-PBA, Lean Six Sigma, or comparable business-analysis/process-improvement certification

Benefits

Comp & perks

Remote work arrangement with travel
Full-time employment