Sr. Advisory Consultant

• Create clear, polished reports and presentations in Microsoft Word and PowerPoint that comply with company templates and brand standards
• Research and conduct quantitative and qualitative business, financial, and demographic analysis, documenting actions and communicating findings clearly to internal and external audiences
• Represent CUCollaborate cultural values and brand in oral and written communication with clients and industry leaders
• Write clear, concise content to support Client applications to federal and state regulators
• Provide recommendations to improve internal workflow and business practices, client services and software products
• Work effectively within a team structure to ensure any process and project issues are communicated in clear and timely manner
• Manage multiple projects, clients, and competing priorities while meeting deadlines and quality standards Requirements
• Performs other related duties as necessary or assigned
• Attends company meetings, as requested
• Ensures compliance with all internal and external compliance regulations and complies with all company policies

• High EQ with demonstrated experience guiding stakeholders in decision making and written and oral communications
• Excellent organizational skills and attention to detail
• Excellent time management skills with a proven ability to meet deadlines
• Strong analytical and problem-solving skills
• Ability to prioritize tasks and to delegate them when appropriate
• Ability to function well in a high-paced environment, * BA in business, accounting, finance, business, economics or related area of study
• Minimum of two (2) years of experience in consulting or similar role
• Minimum of two (2) years of experience working with Microsoft Excel, PowerPoint, Word and project management software in a business setting
• Experience working with credit unions and/or the financial services industry a plus

$100,000 a year - Full-time, Pulled from the full job description

• Referral program
• Parental leave
• 401(k)
• Health insurance
• Retirement plan
• 401(k) matching
• Paid time off, * 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Referral program
• Retirement plan
• Vision insurance

CUCollaborate is a challenger consulting and software company that is hyper-focused on thinking differently about credit union growth. We pioneer new tools and strategies that credit unions can use to reach previously unreachable people and build more equitable communities. We are proud that our blended expertise, rigorous consulting, proprietary software, and proven impact can generate long lasting, positive financial influence. This position will be supporting Market Analysis & Expansion.