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Business Initiatives Consultant

  • Location: Charlotte, 28262
  • Job Type:Contract

Posted 12 days ago

Work with the brightest minds at one of the largest financial institutions in the world. This is long-term contract opportunity that includes a competitive benefit package!

Our client has been around for over 150 years and is continuously innovating in today's digital age. If you want to work for a company that is not only a household name, but also truly cares about satisfying customers' financial needs and helping people succeed financially, apply today.

Position: Business Initiatives Consultant
Saint Louis Park, MN; Des Moines, IA ; Phoenix, AZ ; Charlotte, NC
Term: 6 months

Day-to-Day Responsibilities:

  • Evaluate complex requests for data and ensure Conduct Analytics and Reporting team’s adherence to the Allegation Management Policy and all applicable enterprise policies and procedures
  • Decipher business requirements and correlate to available data fields to help evaluate and provide the most appropriate data solutions
  • Utilize decision making skills to make judgement based decisions related to data release
  • Review data sets for conflicts or issues based upon pre-defined criteria, utilizing checklists or other forms of documentation as mandated by procedures
  • Conduct ongoing access reviews to ensure data access remains appropriate
  • Ability to execute upon a monitoring program that ensures an effective control environment, to determine whether teams are complying with all internal procedure documentation and are consistently producing artifacts that demonstrate effective execution
  • Create reporting and recommendations for enhancement based upon the exceptions noted during monitoring program execution
  • Ability to summarize and visualize data while also identifying key insights
  • Ability to understand if the team’s processes are operating in a way that will reduce risk and allow us to deliver products and solutions successfully
  • May conduct or execute ad hoc reviews, quality activities, and remediation process
  • Ability to coordinate completion of multiple tasks and meet aggressive timelines
  • Ability to work effectively in a team environment
  • Ability to articulate complex concepts in a clear manner
  • Critical in reviewing data access requests, applying restrictions around information security, and evaluating business processes for adherence with internal processes and procedures.

Is this a good fit? (Requirements):
  • 6+ years of experience in one or a combination of the following: business support, project management, implementation, business operations or strategic planning in financial services demonstrated through work or military experience
  • Strong analytical skills with high attention to detail and accuracy
  • Advanced Microsoft Office skills
  • Excellent verbal, written, and interpersonal communication skills

Desired Qualifications
  • Knowledge and understanding of Shared Risk Platform (SHRP) such as reporting and issue management
  • Experience with allegations policy and information security policy review, analysis and implementation
  • Experience with monitoring/self-assurance testing
  • Experience creating thorough and detailed documentation
  • Demonstrated strong control and governance skills
  • Ability to manage initiatives including: detailed planning, process management, and documentation
  • Ability to translate and summarize data into understandable, actionable information and recommendations
  • Strong collaboration and partnering skills
  • Experience collaborating and interacting with senior management
  • Excellent verbal, written, and interpersonal communication skills
  • Audit/testing experience
  • Ability to navigate within complexity of matrixed the organization such as Well Fargo independent risk management culture
  • Experience using JIRA


Candidates will be responsible for following the client's COVID-19 protocols. Please refer to your MATRIX representative for specifics.

About Us

At MATRIX, we expertly match talented professionals with job opportunities to elevate careers. Since 1983, we have placed thousands of professionals at innovative clients across every industry ranging from small startups to Fortune 50 companies. It’s why we’re consistently in the top 25 of all U.S. IT staffing firms and why our consultants rate us well above the industry average, earning us ClearlyRated's Best of Staffing awards year after year. People come to us for a job, and stay with us because of our top-notch consultant care.

MATRIX is and Equal Employment Opportunity employer and provides reasonable accommodations for qualified individuals.  Supporting medical or religious documentation will be required where applicable. If you are a qualified individual with a disability, you may request a reasonable accommodation under the American Disability Act (ADA) by emailing To ensure a quick response to your request, please use the words “Accommodation request” as the subject line of your email.