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Supports banks and credit unions in negotiating complex technology contracts. Analyzes vendor proposals, pricing, invoices, contracts, and total cost of ownership; builds financial models; researches market benchmarks; supports negotiation strategy and live negotiations; prepares client deliverables; and coordinates project tasks under senior consultant guidance.

Oversee daily corporate office operations, facilities coordination, workplace services, vendors, supplies, visitors, meetings, events, safety, security, access, office moves, and onboarding support. Coordinate with Finance, IT, HR, Legal, Marketing, and Events while supporting the COO with administrative projects and process improvements. Maintain a professional, organized, and welcoming workplace through accurate recordkeeping, issue resolution, purchasing coordination, and reliable service delivery.

Provides internal IT support by diagnosing and resolving hardware, software, network, access, VPN, and endpoint issues. Owns help desk cases through resolution, documents solutions, escalates complex problems, supports hybrid work systems, and manages employee onboarding and offboarding access. Educates users on technology best practices and security protocols while maintaining service levels and recommending improvements.

Leads consulting engagements for banks, credit unions, and fintech clients on marketing strategy, growth, brand, product, campaigns, MarTech, acquisition, retention, and performance. Diagnoses capabilities, analyzes marketing data, develops executive recommendations and implementation roadmaps, facilitates workshops, evaluates vendors, and advises senior executives. Supports business development, thought leadership, and cross-practice delivery while mentoring engagement team members.

Lead design, development, and administration of enterprise Power BI solutions and Azure-based data pipelines. Build semantic models, dashboards, KPIs, and advanced analytics (forecasting, segmentation, predictive models). Optimize T-SQL, DAX, and ETL/ELT processes, enforce data governance and RLS, mentor teams, and partner with executives and stakeholders to translate business goals into scalable BI solutions.

Supports active management consulting projects through client research, financial modeling, benchmarking, and industry analysis. Interns help develop project deliverables, present Capstone findings to leadership, work with mentors, and participate in knowledge-sharing sessions. The 10-week, on-site program serves rising undergraduate seniors and MBA students interested in banking, fintech, and consulting.

Provide on-demand consulting services to financial institutions as a 1099 associate: deliver analysis, strategic recommendations, and project deliverables; lead workshops and client meetings; act as subject-matter expert on nonrecurring projects; protect intellectual property and collaborate with engagement teams to support core systems selection, strategic planning, M&A due diligence, operational effectiveness, and vendor advisory.

Negotiate complex banking technology contracts, build financial models and pricing benchmarks, analyze contract terms, develop negotiation strategies, manage 3+ month engagements, draft client deliverables, coordinate meetings, support RFPs, and deliver executive-level client service.

Client-facing consultant delivering technology strategy, vendor selection, and operations optimization. Perform assessments, develop roadmaps, analyze financials and data, lead project execution, set KPIs, manage change, and build trusted client relationships to drive technology-enabled business transformation.