
51 - 200 employees
🏦 Banking
💸 Finance
💰 Private Equity Round on 2022-02
Banking • Consulting • Finance
Engage fi is a consulting company specializing in financial services for banks and credit unions, focusing on strategic advisory services, digital banking, and payment processing. They help financial institutions innovate and optimize operations by providing expert guidance in areas such as credit and debit processing, ATM networks, loyalty programs, and Visa/Mastercard conversions. Engage fi also offers resources like case studies, webinars, and personalized evaluations to support financial institutions in achieving growth and maintaining a competitive edge. The company has successfully completed over 1500 projects and delivered significant savings and incentives for its clients.
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51 - 200 employees
🏦 Banking
💸 Finance
💰 Private Equity Round on 2022-02
Banking • Consulting • Finance
Engage fi is a consulting company specializing in financial services for banks and credit unions, focusing on strategic advisory services, digital banking, and payment processing. They help financial institutions innovate and optimize operations by providing expert guidance in areas such as credit and debit processing, ATM networks, loyalty programs, and Visa/Mastercard conversions. Engage fi also offers resources like case studies, webinars, and personalized evaluations to support financial institutions in achieving growth and maintaining a competitive edge. The company has successfully completed over 1500 projects and delivered significant savings and incentives for its clients.
• Manage program workstreams to ensure timely and effective completion of interconnected project activities • Develop, implement, and maintain project plans and tools • Communicate program and individual project progress to clients and/or internal resources • Track, prepare, and present internal and client-facing reports and presentations • Escalate proposed modifications to program/project scope and communicate approved changes to stakeholders • Internally escalate program risk issues pertaining to project deadlines and activities • Provisions, manage, and maintain program and interconnected project management documents and related tools • Assist with enhancing EFI best practices, project tools, and overall process improvements • Support implementation, adoption, and usage of new tools, processes, and technology • Accurately track and record project billing hours and budgets
• Bachelor’s degree in business administration or related experience • Minimum of 7+ years of related project management experience in the credit union, banking, payments, or related vendor industry • Project/program management proficiency preferably related to vendor and system evaluations and selection • Experience in working with solutions involving enterprise-grade software applications and project management activities • Project Management Professional Certification preferred • Technical knowledge - Smartsheet, HubSpot, resource management and tracking applications, Microsoft Office, Microsoft PowerPoint, and the ability to learn other software programs.
• Competitive pay • Incentive programs • 401k matching • Unlimited time off plus 11 paid holidays • Medical, dental, and vision health plans with FSA or HSA options • Opportunities to volunteer and give back to the communities we serve • Paid remote work expenses • Career development, trainings, continuous learning, and employee recognition • Team engagement events and activities • Culture of growth and continuous improvement • A great place to work!
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