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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in executive-level reporting, project management, and strategic prioritization, with a strong focus on risk management and financial planning. Proven ability to lead teams, influence stakeholders, and deliver complex programs aligned with organizational goals.
Highest-signal resume keywords
Project ManagementRisk ManagementExecutive Level CommunicationFinancial PlanningLeadership in Complex Programs
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Project ManagementRisk ManagementFinancial PlanningBusiness Case DevelopmentPerformance EvaluationVariance AnalysisDashboard ReportingProcess ImprovementNegotiationIssue Resolution
Soft Skills
Influencing StakeholdersClarity in Ambiguous AssignmentsTeam LeadershipCommunication Skills
Tools & Technologies
MS Office SuitePowerPointExcelWordVisioProject
Certifications & Qualifications
PMPPgMPLean Six Sigma
Industry Keywords
Financial ServicesBusiness MattersPlanningForecastingManagement Systems Theory
Tech Stack
Tools & technologiesPMP
About the role
Key responsibilities & impact- Provides executive-level reporting, dashboards, and health assessments to support informed decision-making, governance, and strategic prioritization
- Ensures programs remain aligned with organizational goals while balancing scope, schedule, financial, risk, and resource considerations
- Plans and coordinates closely with LOB/function managers and subject matter experts
- Ensures business cases are developed for budgeting, planning, and tracking revenue and/or expense
- Works closely with and provides direction to technology leads to support program needs
- Ensures program activities are on a path to deliver benefits realization
- Installs an appropriate risk management plan and ensures adherence to company and unit requirements
- Challenges the performance of current systems and processes, identifies risks, develops solutions and processes, and ensures risk mitigation steps are built in
- Recognizes solutions and determines when issues require escalation to management
- Leads teams or multiple teams of internal and/or external resources on a project basis
- Provides project-related performance evaluations on project resources
- Analyzes and collectively manages variances to the program plan and overall portfolio
- Makes recommendations and/or creates action plans to mitigate negative variances or resolve issues
- Prepares dashboard reporting to identify and communicate project portfolio health for key executives
Requirements
What you’ll need- Bachelor’s degree in a relevant field, or an equivalent combination of education and work experience
- Ten years progressive related experience in either a consulting, project management or process improvement related role
- Strong skills and experience in issue resolution, influencing team members and other stakeholders, conducting difficult negotiations and managing to stringent timelines for project deliverables
- Demonstrated superior understanding of business and technology organization, resources, priorities, needs and policies
- Demonstrated leadership in the implementation of complex programs and projects
- Ability to bring clarity to ambiguous assignments
- Demonstrated executive level verbal and written communication skills
- Superior working knowledge of business matters, finance, planning, and forecasting
- Strong skills in MS Office Suite (PowerPoint, Excel, Word, Visio, Project)
- English language fluency required
- Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need
- Travel up to 25%
- Preferred: Advanced degree in a relevant field of work (e.g., MBA), PMP and/or PgMP
- Preferred: Certification in Lean Six Sigma or similar process improvement, facilitation, and project management methodologies
- Preferred: Experience implementing large/complex initiatives across a matrix organization
- Preferred: In-depth knowledge of management and planning systems theory and practical application to complex initiatives
- Preferred: Experience with financial measurements and metrics
- Preferred: Financial Services experience
- Preferred: Knowledge of business unit’s mission and processes
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401k plan
- At least 10 days of vacation during the first year, prorated as applicable
- 10 sick days, prorated as applicable
- Paid holidays
- Defined benefit pension plan (depending on position and division)
- Restricted stock units (depending on position and division)
- Deferred compensation plan (depending on position and division)