Key Facts

Remote From:

Arizona (USA)

Category: Consultant

Freelance

Senior (5-10 years)

English

Hard Skills

Project Management Banking Data Migration Stakeholder Communications Risk Management Development Testing Internal Documentation

Other Skills

•
Troubleshooting (Problem Solving)
•
Training And Development

Roles & Responsibilities

Experience in banking or financial institutions
Strong project management skills
Knowledge of data migration processes
Ability to conduct needs analyses

Requirements:

Lead and manage end-to-end system conversion projects for banks and credit unions
Serve as the primary liaison between clients, internal teams, and external vendors
Oversee project plans, timelines, deliverables, and stakeholder communication
Conduct needs analyses to understand client requirements, workflows, and operational impacts

Cornerstone Advisors

About Cornerstone Advisors

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 an expertise in how banks and credit unions 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. 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. From strategy to execution – Cornerstone Advisors.

Founded: 2018

Company size: 201 - 500

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Job description

About the Role:

We are seeking an experienced Implementation Consultant to lead conversion and implementation projects for banks and credit unions. This role is highly focused on project-management and requires deep familiarity with financial institution operations. You will partner directly with client stakeholders, manage project timelines, and ensure successful data and system conversions from start to finish.

Key Responsibilities:

Lead and manage end-to-end system conversion projects for banks and credit unions.
Serve as the primary liaison between clients, internal teams, and external vendors.
Oversee project plans, timelines, deliverables, and stakeholder communication.
Conduct needs analyses to understand client requirements, workflows, and operational impacts.
Support data migration, validation, and testing activities to ensure accuracy and compliance.
Provide subject-matter expertise on banking operations and system functionality.
Identify risks, troubleshoot issues, and implement corrective actions throughout the project lifecycle.
Deliver training and documentation to help clients successfully adopt new systems.