Consultant, Operational Excellence

About the role

The Consultant, Operational Excellence supports operational excellence and organizational efficiency initiatives focused on optimizing cross-functional processes to align with strategic goals and deliver measurable business outcomes. This role requires strong ownership, structured problem-solving, and the ability to independently support workstreams and execution across complex, cross-functional initiatives.

Responsibilities

• Supports the execution of process efficiency and optimization initiatives within assigned business domains, following established priorities and guidance
• Conducts process assessments and facilitates stakeholder workshops to document current-state processes, identify inefficiencies, risks, and opportunities for improvement
• Supports execution of operational excellence and transformation initiatives by coordinating assigned workstreams, analyses, deliverables, and implementation activities
• Supports the development of process improvement recommendations, future-state process designs, and optimization opportunities aligned to business objectives
• Works with leaders, managers, and cross-functional stakeholders to support the translation of strategic priorities into actionable process improvements
• Collections, tracks, and analyzes key performance indicators (KPIs) to measure process effectiveness, efficiency improvements, and initiative outcomes
• Aids in the identification and implementation of automation, AI, and digital solutions by gathering requirements, documenting use cases, and supporting testing and rollout activities
• Develops data-driven analyses, executive-ready presentations, and recommendations using clear, structured narratives and logical problem-solving approaches to support leadership decision-making
• Supports change management activities for assigned initiatives, including stakeholder communications, training materials, and adoption tracking
• Ensures compliance, risk, and scalability considerations are reflected in process documentation and redesign efforts, in coordination with risk, legal, and control partners

Requirements

• At least 3-5 years of experience in management consulting, business process improvement, operational excellence, or internal consulting within financial services
• Bachelor's degree in business administration, finance, operations management, industrial engineering, or a related field / degree
• Demonstrated experience in leading enterprise-wide transformation initiatives with measurable impact
• Strong executive communication and presentation development skills, including ability to structure clear, concise, executive-ready materials
• Self-starter who thrives and can multitask in fast-paced and often ambiguous environments
• Knowledge of process improvement frameworks (e.g., DMAIC, Lean, Six Sigma, Kaizen)
• Background in change management and executive stakeholder management
• Exceptional communication, influencing, and negotiation skills

Qualifications

• 2+ years of prior experience at a management consulting firm (MBB, Big 4, or similar)
• Experience in payments, risk insights, digital identity, banking, or fintech space
• Strong analytical skills, PowerPoint fluency
• Background and drug screen

Skills

• Lean Six Sigma Black Belt or Master Black Belt certification

Benefits

Base Pay Scale: $125,000 - $156,000 in New York, NY/ San Francisco, CA in USD per year. Additionally, candidates are eligible for a discretionary incentive plan and benefits. This pay scale is subject to change and is not necessarily reflective of actual compensation that may be earned, nor a promise of any specific pay for any specific candidate, which is always dependent on legitimate factors considered at the time of job offer.

Some of the Ways We Prioritize Your Health and Happiness:

• Healthcare Coverage – Competitive medical (PPO/HDHP), dental, and vision plans as well as company contributions to your Health Savings Account (HSA) or pre-tax savings through flexible spending accounts (FSA) for commuting, health & dependent care expenses.
• 401(k) Retirement Plan – Featuring a 100% Company Safe Harbor Match on your first 6% deferral immediately upon eligibility.
• Paid Time Off – Flexible Time Off for Exempt (salaried) employees, as well as generous PTO for Non-Exempt (hourly) employees, plus 11 paid company holidays and a paid volunteer day.
• 12 weeks of Paid Parental Leave Maven Family Planning – provides support through your Parenting journey including egg freezing, fertility, adoption, surrogacy, pregnancy, postpartum, early pediatrics, and returning to work. And SO much more!
• We continue to enhance our program, so be sure to check our Benefits page here for the latest.

Our team can share more during the interview process!