Manager of Financial Systems at Catholic Charities overseeing and enhancing financial information systems architecture. Administering key systems and providing leadership to fiscal team members.
About the role
- Principal Associate managing strategic client planning and project support within Financial Services practice at Catalant. Engaging with financial organizations and driving business growth.
Responsibilities
- Support development and ongoing management of strategic client plans, including current and prospective client research to identify opportunities
- Conduct disciplined outreach to current and prospective clients via email, LinkedIn, and phone to generate interest, introductions, and content meetings
- Assess, qualify, and dimension new business opportunities and support the construction of winning consulting proposals
- Leverage proprietary tools to identify, connect with, and vet appropriate consultants that match project requirements
- Build relationships with network consultants; conduct pre-engagement interviews and help prepare them for successful client engagements
- Facilitate pre- and post-project activities, including consultant in-briefs, team preparation, project check-ins, and post-project feedback and lessons learned
- Facilitate all aspects of client onboarding and support, including internal coordination to ensure exceptional experience and high-quality outcomes
- Monitor active consulting engagements, identify new opportunities/address issues, and facilitate post-engagement knowledge retention
- Collaborate with Managing Director, Marketing, and practice consultants to produce/distribute content and coordinate events to build market awareness
- Facilitate ongoing development and enhancement of catalog of consulting capabilities across industry sub-segments, functional disciplines, and use cases
- Support efforts to build a thriving, collaborative community of independent consultants on par with leading traditional consulting firms
Requirements
- Bachelor’s Degree (MBA or Advanced Degree a plus)
- 4-6 years of business experience, prior financial services and/or consulting background strongly preferred
- Strong communication skills (written/verbal) and comfort interacting and building relationships with senior executives and industry professionals
- Excellent problem-solving ability, using a thoughtful approach and financial/analytical acumen to conduct research and identify new opportunities
- Project/deal management discipline, with prior experience managing complex projects and/or high value deals from inception to successful completion
- Entrepreneurial mind-set and the initiative, drive, and flexibility needed to operate in a dynamic environment, work through ambiguity, and deliver results
- Commitment to teamwork, collaboration, and community building
Benefits
- Flexible paid time off
- 13 company holidays + a week off from Christmas through New Years
- Twelve weeks of paid parental leave regardless of how you choose to grow your family
- Generous health insurance coverage as well as optional vision and dental
- 401k to save for retirement
- Pre-tax commuter and flexible spending accounts
- A lifestyle spending account to be used towards cell phone, internet, commuting, and learning & development
- Wellness stipend for your mental, emotional, or physical wellbeing needs and support
- Work from Home stipend
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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