Business Operations

• Lead and manage business process analysis, process re-engineering, and continuous process improvement initiatives
• Analyze, evaluate, and document current-state business operations, workflows, information systems, and organizational processes
• Develop future-state process models and implementation strategies
• Plan, coordinate, and oversee information systems, systems analysis, business process modernization, technology integration, and organizational transformation efforts
• Facilitate stakeholder meetings, workshops, interviews, and working sessions to capture, validate, and prioritize requirements
• Assess organizational and program risks, dependencies, and constraints and develop recommendations
• Establish performance baselines, KPIs, and process measurement methodologies
• Develop, maintain, and standardize process documentation, governance artifacts, SOPs, business rules, workflows, process guides, and operational frameworks
• Build and evaluate financial models, cost estimates, business cases, ROI analyses, and cost-reduction strategies
• Provide technical and business consulting expertise regarding information systems, process automation, technology capabilities, implementation approaches, operational impacts, risks, and costs
• Translate business requirements into functional requirements and collaborate with system engineers, software developers, architects, and technical teams
• Lead large-scale technology and business improvement projects
• Develop recommendations for organizational change management, implementation planning, stakeholder engagement, communications, training, and adoption strategies
• Evaluate project and organizational performance metrics and recommend improvements
• Serve as a technical authority and subject matter expert across multiple programs
• Mentor and provide technical direction to junior analysts and project staff and may directly supervise personnel and project activities

Lead Business Process Engineer

• Serve as a critical liaison between Non-Clinical Operations, Finance, and Analytics
• Lead and support cross-functional business operations, continuous process improvement, and quality improvement initiatives
• Build analyses and reports using persuasive data visualization and communicate complex analytic findings to varied audiences
• Plan, direct, and measure large-scale cross-departmental projects and day-to-day performance metrics
• Provide technical and reporting expertise and process improvement consultation
• Work with leadership and the executive team to measure and analyze program and project performance
• Support project leads in defining business processes, data availability, requirements, and operational procedures
• Conduct trend analysis and assist with implementing financially and operationally focused recommendations
• Collect, analyze, and interpret qualitative and quantitative data, including preliminary analytical and root cause analyses
• Support exploratory data analysis and aggregation from authorization, claims, phone system, and HR data sources
• Capture workflows and operational processes with subject matter experts to support operational effectiveness and efficiency
• Document, support development activities, and roll out operational performance analyses using various computing tools
• Create analytic views to help management interpret historical operational performance
• Partner with Workforce Management to create and adapt flexible operations staffing models
• Perform ad hoc analyses of varying duration and complexity
• Support user-friendly tools for measuring, managing, and reporting customer experience management effectiveness
• Document operational performance metrics and participate in defining study issues and methodologies
• Analyze processes and workflows to improve key metrics and present findings in understandable formats
• Communicate timely regarding deliverables
• Collaborate across the organization to maximize efficiency and effectiveness
• Help create user acceptance test scripts and test plans
• Assist with training, communications, presentations, and project documentation

Business Operations Analyst

• Lead discovery sessions, workshops, and interviews with stakeholders, process owners, and subject matter experts
• Observe and document current processes across Operations, Order to Cash, and Procure to Pay
• Develop detailed current-state swim lane process maps showing activities, ownership, handoffs, decision points, systems, and dependencies
• Document roles and responsibilities across processes
• Assess systems, data flows, reports, controls, and process handoffs
• Review existing process documentation, procedures, controls, reports, and supporting materials
• Identify manual activities, bottlenecks, unnecessary handoffs, redundancies, process complexity, gaps, risks, and control weaknesses
• Evaluate opportunities to simplify, standardize, streamline, or redesign processes
• Identify improvements for cross-functional coordination, process ownership, controls, data flow, and operational visibility
• Develop an inventory of process improvement opportunities
• Categorize opportunities into quick wins and longer-term initiatives
• Assess the business impact of recommended improvements
• Prioritize recommendations based on business value, risk, complexity, and implementation considerations
• Translate assessment findings into actionable recommendations for business and leadership stakeholders
• Develop a prioritized process improvement roadmap with recommended initiatives and sequencing
• Communicate the rationale, expected impact, dependencies, and considerations for proposed improvements

Business Process Consultant

• 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

Principal Business Operations Transformation Lead

• Lead annual and quarterly planning, translating team strategy into priorities and resource plans
• Establish decision rights, delivery commitments and measures of success
• Resolve sequencing and capacity trade-offs and recommend additional people, vendors or technology
• Manage integrated delivery plans for office openings, refreshes and capital initiatives
• Direct external project managers and align internal workstreams
• Resolve delivery issues and hold partners accountable for schedule, cost, quality and operational readiness
• Establish lease administration, obligation tracking, space and occupancy information, and portfolio reporting
• Set data and control standards and turn trends and risks into recommendations
• Own operating and capital forecasts, commitments, actuals and variance analysis with Finance
• Challenge assumptions and recommend corrective actions and investment trade-offs
• Own requirements, governance and improvement priorities for workplace tools such as Envoy
• Improve data quality and automate repeatable work while maintaining controls
• Lead EHS program governance, obligation follow-through, remediation and risk escalation
• Develop project playbooks, planning processes and operational-readiness criteria
• Ensure completed projects transfer to local operations with documentation, training, vendor arrangements and issue ownership
• Lead cross-functional operating and project reviews and represent workplace operations with internal and external partners

Global Workplace Business Operations Lead

• Lead and execute internal control discipline and operational excellence within the business controls organization
• Assess the design and effectiveness of the risk and control environment
• Perform monitoring and testing of controls and identify issues and control improvements for remediation
• Lead implementation of optimized controls and enhanced Quality Assurance practices
• Manage performance and productivity of team members conducting quality inspection reviews
• Ensure timely execution of QA activities, including control execution, case management, and results reporting
• Manage and review operations front-line unit responses for regulatory exams, internal audits, and monitoring reviews
• Ensure data accuracy and capture relevant information for inspection metrics and dashboard governance
• Lead CDD requirements simplification and harmonization projects
• Facilitate gap assessments driven by AML regulatory changes, audit issues, and regulatory remediation
• Run regular routines with stakeholders across AML Operations, Global Financial Crimes, Risk, and Technology
• Coordinate with support teams and stakeholders to ensure end-to-end process engagement and timely change implementation
• Develop and document implementation plans based on gap assessment findings
• Review and govern proposed operational procedure and process changes through governance forums
• Use data to identify process simplification opportunities

Global AML Operations – Business Control Manager

• Support SAP S/4HANA transformation activities, including Business Partner conversion, code block changes, and downstream system readiness
• Assess impacts to connected systems, reporting solutions, analytics platforms, and integrations
• Ensure data consistency, mapping accuracy, and reporting readiness across SAP, Ariba, Aera, Databricks, and other connected applications
• Validate, reconcile, and resolve data issues across enterprise platforms
• Partner with Procurement, Finance, Compliance, Tax, IT, and Data & Analytics teams to translate business needs into scalable system solutions
• Document system interactions, data flows, ownership models, and dependencies
• Identify opportunities to simplify processes, improve adoption, and increase value from technology investments

Senior Specialist, Business Systems Excellence

• Identify business processes that can be improved or automated using AI technologies
• Develop AI-powered solutions for reporting, analysis, knowledge management, and operational workflows
• Use Microsoft Copilot, Azure AI, Power BI, and other AI tools to improve productivity and business outcomes
• Analyze sales, forecast, customer, and operational data to identify trends, risks, and growth opportunities
• Design and test AI use cases for forecasting, business reviews, market intelligence, and customer insights
• Create reusable AI prompts, workflows, and best practices scalable across teams
• Present recommendations and proof-of-concept solutions to business leaders
• Partner with business leaders, data analysts, and AI practitioners to improve decision-making, operational efficiency, and employee productivity

Business Operations Intern

• Build Kira's board decks, investor updates, and company KPI dashboards, bringing together financial, commercial, and operating metrics
• Manage due diligence requests and the data room, and support leadership through fundraising
• Run Kira's SOC 2 program year-round, including audits, controls, evidence, documentation, and vendor reviews
• Handle data privacy and security compliance for customer contracts, from district questionnaires to Kira's public privacy documentation, in partnership with Engineering and Legal
• Manage vendors and spend end to end, including Ramp, approvals, procurement, contracts, renewals, and accounts payable
• Partner with finance advisors on budgeting, spend planning, and performance analysis
• Take company-level operational projects, including insurance and corporate filings, from problem definition through implementation
• Partner across Finance, Legal, Engineering, Security, and other functions to build the systems, processes, and information needed for effective operations

Senior Manager, Business Operations

• Lead and execute internal control discipline and operational excellence within a Line of Business or Enterprise Control Function
• Lead projects within the Global AML Operations Business Controls organization
• Lead CDD requirements simplification and harmonization projects
• Facilitate gap assessments driven by AML regulatory changes, audit issues, and regulatory remediation efforts
• Run regular routines with key stakeholders across GBGM AML Operations, Global Financial Crimes, Risk, and Technology
• Coordinate with GAOO support teams and stakeholders for end-to-end process engagement and timely change implementation
• Develop and document implementation plans based on gap assessment findings
• Review and govern proposed operational procedure and process changes through governance forums
• Use data to identify process simplification opportunities
• Perform monitoring and testing of controls, identify issues, and develop control improvements for remediation
• Lead implementation of optimized controls and enhanced Quality Assurance practices
• Manage team member performance and productivity for quality inspection reviews
• Ensure timely execution of QA activities, including control execution, case management, and results reporting
• Manage and review operations front-line unit responses for regulatory exams, internal audits, and monitoring reviews
• Ensure data accuracy and capture relevant inspection metrics for governance dashboards