Hudson Valley Credit Union · 15 hours ago
Principal Consultant
Poughkeepsie, NY
Full-time
Onsite
Senior Level, Lead/Staff
5+ years expHudson Valley Credit Union is currently recruiting for the position of Principal Consultant. The role involves acting as an advisor, facilitating engagements and workshops, and collaborating with stakeholders to ensure strategic initiatives are executed effectively.
BankingCreditFinancial ServicesInsurance
Responsibilities
Collaborate with business leaders to evaluate strategic opportunities, identify performance challenges, and analyze operational gaps
Collaborate with stakeholders across various organizational levels to develop strategic business cases, ensuring clearly defined scope, requirements, comprehensive cost-benefit analysis, measurable KPIs, detailed budgets, and transparent ownership models
Lead or support the creation and refinement of business cases for strategic initiatives under consideration for budget allocation or Project Management Office (PMO) endorsement
Monitor and report on the performance of approved initiatives post execution, evaluating outcomes against established KPIs and financial targets in close coordination with the PMO and Finance teams
Facilitate business assessments and structured diagnostic engagements, including conducting stakeholder interviews, organizing workshops, and developing journey maps
Provide support for external consulting engagements, overseeing RFP management and ensuring strict adherence to organizational standards and best practices
Maintain and continuously enhance a knowledgebase and a reusable toolkit of consulting methodologies to promote organizational learning and efficiency
Partner with the Project Management Office to ensure a seamless transition from business case development and scoping to successful project kick-off and execution
Communication of findings and recommendations in a clear, concise and persuasive format tailored to diverse audiences
Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned
Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism
Responsible for regular and predictable attendance including punctuality
Qualification
Required
Bachelor's Degree or at least 2 years equivalent experience for each undergraduate year not completed; undergraduate degree cannot substitute for minimum number of years of experience in Business Administration, Finance or Consulting is required
Minimum 5 Years Experience in consulting, advisory roles or project management leadership with a strong preference for experience within financial services required
Minimum 3 Years Experience managing vendor relationships, negotiating consulting engagements required
Preferred
Lean Six Sigma preferred
Prosci or similar Change Management Certification preferred
Project Management Professional (PMP or similar) Certification preferred
Benefits
Base & Variable Pay Structures
Paid Personal, Holiday & Volunteer Time Off
Professional Development & Training
Student Loan Repayment & Tuition Reimbursement Programs
Medical, Dental & Vision Coverage
401(k) With Employer Match & Non-Elective Employer Contribution
Life, Short-term & Long-term Disability Insurances
Discounted Loan Rates & Fees
Company
Hudson Valley Credit Union
Hudson Valley Credit Union offers online banking, insurance and financial services.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Johanna Robbins
Deputy Chief Financial Officer
Recent News
2025-02-06
2024-05-31
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2024-04-06
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