
201 - 500 employees
Founded 2002
💼 Consulting
📣 Marketing
📦 Logistics
Consulting • Marketing • Logistics
Cornerstone Advisors is a data-driven consulting firm that advises banks, credit unions and fintechs on technology selection and implementation, vendor management, mergers & acquisitions, strategic planning, performance improvement and enterprise transformation. The firm combines proprietary research, executive education, program management and hands-on advisory services to deliver measurable cost savings, improved operations and strategic outcomes for financial institutions.
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201 - 500 employees
Founded 2002
💼 Consulting
📣 Marketing
📦 Logistics
Consulting • Marketing • Logistics
Cornerstone Advisors is a data-driven consulting firm that advises banks, credit unions and fintechs on technology selection and implementation, vendor management, mergers & acquisitions, strategic planning, performance improvement and enterprise transformation. The firm combines proprietary research, executive education, program management and hands-on advisory services to deliver measurable cost savings, improved operations and strategic outcomes for financial institutions.
• Lead mid-sized to large, complex implementation engagements and oversee multiple workstreams • Direct joint project kickoff and governance sessions with clients and solution vendors • Design and facilitate discovery and future-state workshops • Develop, validate, and manage integrated project plans, including tasks, dependencies, timelines, resources, critical paths, and stakeholder commitments • Coordinate with third-party vendors on interfaces, integrations, testing, conversion, readiness, and deployment • Monitor engagement performance, resource utilization, budget, quality, and milestones; recommend corrective actions • Manage project risks, issues, and decisions; facilitate resolution and escalate matters requiring executive action • Maintain accountability for scope, schedule, budget, governance, deliverable quality, and client expectations • Review and approve implementation artifacts, including requirements, test plans, training materials, conversion strategies, readiness assessments, executive reports, and decision logs • Lead mock conversions, cutover planning, go-live readiness reviews, and post-implementation stabilization • Provide day-to-day project leadership, coaching, and mentorship to consultants, analysts, and client project resources • Advise clients and make delivery decisions independently within approved scope
• Bachelor's degree in Business, Finance, Information Systems, or a related field • Five (5) to eight (8) years of experience in financial services, consulting, or system implementations, including responsibility for leading complex workstreams or engagements • Experience leading implementation activities for banks or credit unions and working directly with client stakeholders • Advanced knowledge of core banking systems, digital banking platforms, payments, loan origination systems, or related financial technology solutions • Strong understanding of bank and credit union operations, including deposits, lending, payments, and back-office processes • Demonstrated project leadership managing complex workstreams, dependencies, resources, and stakeholder commitments • Advanced business analysis capabilities, including requirements definition, process mapping, operating model design, and impact assessment • Strong knowledge of vendor management, system integrations, testing, data conversion, and implementation governance • Advanced proficiency with project management tools such as MS Project, Smartsheet, or equivalent • Advanced proficiency with Microsoft Office Suite, especially Excel, PowerPoint, and Word • Proficiency with process mapping, requirements documentation, and executive reporting tools • Strong command of Agile, Waterfall, and Hybrid implementation methodologies • Advanced understanding of system integrations, testing, data conversion, cutover, and go-live readiness • Ability to establish project governance, manage integrated plans, and communicate engagement performance to executive stakeholders
• Equal employment opportunities and nondiscrimination protections • Training included among covered employment conditions
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