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Project Coordinator (Management Consulting)

CORNERSTONE ADVISORS INC. Apex, NC

  • Expired: over a month ago. Applications are no longer accepted.
Job Description

This position is a hybrid Project Coordinator with an advanced analytical skew. The intent of this position to serve as an entree into a more technical and immersive consulting role. As a Project Coordinator for the Strategy and Execution group, the ideal candidate will work on administrative and analytical duties in 3 different proficiencies: strategic planning facilitation, M&A analyses, and performance benchmarking engagements.

Project Coordinator responsibilities include working closely with the Project Manager to gain an understanding of the project and independently perform various coordinating tasks like schedule and risk management and maintaining project documentation. Ultimately, the Project Coordinator’s duties are to assist the Project Managers in their efforts to complete projects on time, within budget, and with high-quality standards.

This position will serve as a fast-track to becoming a Consultant at Cornerstone Advisors. A candidate who hits productivity targets may be considered for career advancement as soon as one year after beginning their role as Project Coordinator. Cornerstone is committed to investing in burgeoning talent and will reward those who are able to effectively carry out the duties and responsibilities listed below.

Primary Areas of Responsibilities:

  • Vital organizational and coordination responsibilities for a project(s), which include status reporting, project plan updates, scheduling, and other administrative functions. Works directly with client and Cornerstone Project Managers
  • Primary project contact for Cornerstone, Client and Vendor team members
  • Notifies and escalates issues to PM as necessary
  • Collaborates with PM and client to establish project plan development and update process; supports PM consistent with the agreed-upon process
  • Updates and communicates changes to project plan/schedule and coordinates with project manager on deliverable execution
  • Schedules calls, meetings, demonstrations and other related project activities
  • Takes meeting minutes, works with PM on assignment of owners to action items, and tracks completion of action items
  • Works with PM to identify, resolve and manage project issues
  • Provides shell deliverables to PMs including kickoff decks, interview and information requests, scorecards, and plans, etc.
  • Proofreads deliverables to ensure quality and visual appeal

· Leverage internal tools in conjunction with both public and proprietary data and analyze results

· Create detailed and complex financial models based on client invoices, contracts, and surveys

· Research complex financial data on new subjects

· Develop, draft, and edit client deliverables

· Coordinate planning engagements and facilitate sessions

· Assist consultants in drafting client deliverables using Power Point

· Manage daily client relationships during the project in addition to coordinate clients and vendor calls/meetings.

· File and track incoming documents for completeness

· Assist consultants as needed

· Special projects as assigned

· Provide a high level of customer service in response to client inquiries and requests

  • Other duties as required

Education and Experience:

  • Bachelor’s Degree in Business related field or 6+ years’ experience in financial services
  • Proficiency in Microsoft PowerPoint, Excel, and Word
  • Certifications in Project Management and/or similar disciplines is a plus
  • Financial industry knowledge a plus

Performance Competencies:

Customer Focus: Is dedicated to meeting the expectations and requirements of internal and external customers; gets first-hand customer information and uses it for improvements in products and services; acts with customers in mind; establishes and maintains effective relationships with customers, and gains their trust and respect.

Priority Setting: Spends his/her time and the time of others on what’s necessary; quickly zeros-in on the critical few and puts the trivial many aside; can quickly sense what will help or hinder accomplishing a goal; eliminates roadblocks; creates focus.

Time Management: Uses his/her time effectively and efficiently; values time; concentrates his/her efforts on the more important priorities; gets more done in less time than others; can attend to a broader range of activities.

Verbal and Written Business Communications: Demonstrated ability to communicate clearly and succinctly in a variety of settings and styles; can get messages across that have the desired effect.

Company Description
The Cornerstone Advisors team defines success by how well we improve the strategies, technologies, and operations of our clients and how well this translates into improved financial performance.

Having worked with hundreds of national and international financial institutions, Cornerstone professionals have developed expertise in how banks operate and the best practices that enable high performers to succeed. We have also developed a comprehensive understanding of the technology providers that serve the financial services industry - what works, what doesn't, and how an organization can best leverage its technology dollars.

Cornerstone Advisors has earned a reputation in the marketplace for our unique consulting approach, which combines a deep understanding of the banking industry with an awareness of best practices and the technologies that help our clients implement those best practices. We are a team that can develop financial and business strategies while also providing the depth of expertise to implement new systems, re-engineer processes, and change organizations for the better.

Formed by some of the financial industry's most respected strategy and technology consultants, Cornerstone's goal is to continue building an advisory firm that is legendary for the value we bring to financial services clients. Simply put, Cornerstone's industry knowledge is unmatched, and our "no-nonsense" approach to closing the gap between strategy and reality can help institutions improve their competitive position in the market.

Our firm provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, our firm complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

CORNERSTONE ADVISORS INC.

Why Work Here?
We also provide 100% company-paid employee health care, a matching 401(k), and an extensive list of perks.

The Cornerstone Advisors team defines success by how well we improve the strategies, technologies, and operations of our clients and how well this translates into improved financial performance. Having worked with hundreds of national and international financial institutions, Cornerstone professionals have developed expertise in how banks operate and the best practices that enable high performers to succeed. We have also developed a comprehensive understanding of the technology providers that serve the financial services industry - what works, what doesn't, and how an organization can best leverage its technology dollars. Cornerstone Advisors has earned a reputation in the marketplace for our unique consulting approach, which combines a deep understanding of the banking industry with an awareness of best practices and the technologies that help our clients implement those best practices. We are a team that can develop financial and business strategies while also providing the depth of expertise to implement new systems, re-engineer processes, and change organizations for the better. Formed by some of the financial industry's most respected strategy and technology consultants, Cornerstone's goal is to continue building an advisory firm that is legendary for the value we bring to financial services clients. Simply put, Cornerstone's industry knowledge is unmatched, and our "no-nonsense" approach to closing the gap between strategy and reality can help institutions improve their competitive position in the market. Our firm provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, our firm complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

CORNERSTONE ADVISORS INC.'s Logo

Address

108 North Salem Street

Apex, NC
27502 USA

Industry

Technology

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