Principal Business Operations Transformation Lead

Job not on LinkedIn

🕒 October 3

🐊 Florida – Remote

🐊 Florida – Remote

⏰ Full Time

🟠 Senior

⚙️ Business Operations

👻 Ghost score 25%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Simple Software Solutions Group, Inc

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2017

💼 Consulting

🏥 Healthcare

📣 Marketing

Consulting • Healthcare • Marketing

Simple Software Solutions Group, Inc. is a company committed to designing and creating elegant IT solutions that deliver real value to clients. They offer a wide range of services including web development, digital marketing, mobile app development, ERP consulting, and big data analytics. With a focus on technology and strategic business outcomes, their experienced team works to implement innovative technologies and support across various sectors from healthcare to retail.

📋 Description

• Design and implement a future-state operating model for a multi-credit-union shared-services organization • Serve as the primary bridge between business operations, technology, data, AI/automation teams, and project leadership • Lead current-state discovery, process analysis, requirements definition, KPI baselining, future-state process design, and benefits validation, initially focusing on Deposit Operations • Lead discovery sessions with credit union and shared-services subject-matter experts • Document end-to-end current-state processes, workflows, business rules, requirements, systems, controls, data flows, handoffs, exception paths, and manual activities • Analyze processes across participating credit unions and identify standardization and automation opportunities • Identify bottlenecks, duplicate activities, workarounds, control gaps, rework, and process-improvement opportunities • Facilitate interviews and workshops with employees and stakeholders affected by future process changes • Analyze ACH and share-draft exception processing, returned deposits, ACH research and reclamations, manual payroll processing, card and member-account support, remote/mobile deposit review, and exception and research workflows • Evaluate and prioritize automation opportunities using workflow orchestration, AI, document intelligence, RPA, and related technologies • Design future-state workflows addressing exceptions, escalations, human review, and audit requirements • Translate business needs into business, functional, data, workflow, integration, reporting, and control requirements • Develop user stories, acceptance criteria, business rules, process models, and requirements traceability documentation • Partner with solution architects, developers, AI specialists, security teams, and business SMEs • Support configurable workflows for multiple credit unions, operating models, systems, policies, and approval structures • Ensure scalability to additional business lines such as Lending and Collections and to future participating credit unions • Establish operating-metric baselines, including volumes, FTE utilization, cycle time, throughput, errors, rework, exceptions, cost to serve, and service levels • Develop efficiency and business-benefit estimates, success criteria, benefits-tracking frameworks, and implementation recommendations • Liaise among operations personnel, credit union leadership, technology teams, compliance stakeholders, and implementation teams • Support change-readiness assessments, communications, training, knowledge transfer, and transition planning • Incorporate operational risk, compliance, privacy, security, internal controls, GLBA, NCUA expectations, auditability, third-party risk, explainability, and human-in-the-loop requirements • Support prototypes, demonstrations, requirements reviews, testing, and user acceptance testing • Track requirements, assumptions, dependencies, decisions, issues, and scope changes • Prepare governance and executive/Board decision-gate deliverables and provide status, findings, risks, and recommendations to project leadership and client stakeholders

🎯 Requirements

• Previous credit union experience is a must-have • Understanding of regulatory and legal issues affecting US financial services and data security requirements affecting credit unions • Knowledge of Gramm-Leach-Bliley data security and privacy requirements • Knowledge of SSAE 18 and SOC 2 Type 2 • Knowledge of ISO 27001 • Knowledge of NCUA Regulation 748 A & B • Knowledge of credit-union software such as Keystone is a must-have • 7+ years of progressively responsible business analysis, business process transformation, or operational improvement experience • Demonstrated experience within credit unions, retail banking, banking operations, financial-services shared services, or another highly regulated financial-services environment • Experience analyzing complex operational processes involving multiple systems, business units, handoffs, controls, and exception scenarios • Ability to lead requirements-gathering and process-discovery workshops with business and technical stakeholders • Experience developing current- and future-state process maps, business and functional requirements, user stories, acceptance criteria, business rules, KPI and benefits frameworks, requirements traceability matrices, and process and data-flow documentation • Experience supporting workflow automation, intelligent automation, RPA, AI-enabled transformation, or digital process redesign initiatives • Ability to quantify operational improvement opportunities and measure realized business benefits • Strong analytical skills and proficiency working with operational, financial, and performance data • Excellent facilitation, interviewing, written communication, and executive presentation skills • Ability to translate between business stakeholders and technical delivery teams • Experience working within Agile, iterative, hybrid, or structured implementation methodologies • Preferred: Direct experience with credit union Deposit Operations or comparable retail banking operations • Preferred: Experience with ACH, deposit exceptions, remote deposit capture, payments, card servicing, disputes, reconciliations, or account servicing • Preferred: Experience working with CUSOs, shared-service organizations, or multi-entity operating environments • Preferred: Familiarity with core banking, workflow, document-management, payment, and financial-services platforms • Preferred: Experience supporting AI, generative AI, machine learning, document intelligence, workflow orchestration, or automation implementations • Preferred: Familiarity with multi-tenant operating models and data and workflow segregation across financial institutions • Preferred: Understanding of GLBA and NCUA requirements • Preferred: Experience supporting implementations requiring model governance, human-in-the-loop controls, auditability, or explainability • Preferred: CBAP, CCBA, PMI-PBA, Lean Six Sigma, or comparable business-analysis/process-improvement certification

🏖️ Benefits

• Remote work arrangement with travel • Full-time employment