Business Execution Consultant

• Participate in a variety of assigned and ongoing business operations to ensure success in meeting business goals and objectives
• Identify opportunities for process improvement by conducting root cause testing of all compliance and business metrics
• Determine areas of strength or Business Execution opportunity within defined scope of work
• Review and research strategies and action plans to establish effective processes while meeting performance metrics and policy expectations
• Utilize independent judgment to guide moderate risk deliverables
• Present recommendations to develop, implement, and monitor strategic approaches
• Exercise independent judgment and provide guidance in diverse support functions and operations
• Collaborate and consult with leaders and executive management
• Provide work direction to less experienced Strategy and Execution staff
• Execute and oversee daily BAU activities, including client account openings, screening, transaction processing (wires/checks)
• Ensure strict adherence to TAT and SLA agreements
• Leverage expert knowledge of KYC/AML protocols and TAX forms (W9, W8) to support robust client due diligence
• Lead and contribute to cross-functional teams aimed at enhancing process efficiency
• Utilize advanced skills in Microsoft Excel, Power BI, and Tableau to analyze data and generate actionable MIS
• Act as a Subject Matter Expert (SME) in process optimization, automation, and quality assurance

• 2+ years of Business Execution, Implementation, or Strategic Planning experience
• Experience in Middle Office client delivery operations
• 2+ years of hands-on experience with KYC/AML processes and/or customer service preferred
• Strong understanding of TAX forms (W9, W8), FACTA, DACA, Salesforce
• Ability to work independently, manage multiple priorities, and thrive in a fast-paced, results-driven environment
• Proven ability to gather, analyze, and present data to support decision-making
• Advanced proficiency in Microsoft Excel (data manipulation, pivot tables) and PowerPoint
• Excellent verbal, written, and interpersonal communication skills
• Solid problem-solving and decision-making skills with a strong business acumen
• Experience in stakeholder management and leading process improvement initiatives
• Proficiency in data manipulation, pivot tables, macros, and dashboards
• Ability to present data insights visually (charts, dashboards, infographics)
• Hands-on expertise with Tableau, Power BI, Alteryx, and automation tools is a plus
• A demonstrated high degree of reliability, integrity, and trustworthiness
• Availability to work the night shift from 9:30 PM to 6:30 AM IST

Hands-on expertise with Tableau, Power BI, Alteryx, and automation tools