Ultimate Staffing ยท 20 hours ago
Sr. Project Manager / Business Analyst (Consultant)
Newport Beach, CA
Full-time
Onsite
Senior Level
$70/hr - $70/hrUltimate Staffing is seeking an experienced Project Manager / Business Analyst to support key initiatives within a large financial services organization. The role involves integration of a new AML/KYC managed service vendor and enhancements to an Appian-based client onboarding workflow platform, requiring strong cross-functional coordination and process analysis skills.
EmploymentHuman ResourcesManufacturingStaffing Agency
Hiring Manager
Mary Uy
Responsibilities
Serve as the liaison between Compliance, Operations, Technology, and the external vendor
Validate business and technical requirements, and identify process gaps
Support data mapping activities between internal systems and the vendor platform
Coordinate user acceptance testing (UAT)
Track risks, issues, and timelines, ensuring proper documentation and escalation
Map and document onboarding workflows across business units
Facilitate requirements-gathering sessions and stakeholder workshops
Partner with Appian developers to clarify business logic and confirm workflow accuracy
Support testing and quality assurance efforts
Assist with change management tasks, including training materials and user adoption
Qualification
Required
Strong background in project management and business analysis within financial services
Experience with AML/KYC processes or compliance-related projects
Familiarity with workflow automation platforms (Appian preferred)
Excellent communication, stakeholder management, and documentation skills
Ability to manage multiple priorities and coordinate across diverse teams
Company
Ultimate Staffing
Ultimate Staffing specializes in clerical, administrative, customer service, and manufacturing and production positions.
Founded in 1994
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Lisa Marez
Partnership Director
Company data provided by crunchbase