Optimus SBR

Risk

• Support project scoping, approach design, work planning, team structure, and effort and timeline estimation.
• Deliver technology risk and advisory engagements within agreed scope, timelines, budgets, and quality expectations.
• Facilitate client meetings and develop clear reports, presentations, recommendations, and other deliverables.
• Identify, manage, and escalate project risks, issues, dependencies, and resource constraints.
• Support a range of technology risk, cybersecurity, regulatory, governance, and controls advisory engagements.
• Identify and assess technology risks and evaluate the effectiveness of associated governance, processes, and controls.
• Apply recognized risk and control frameworks to assess client environments and develop practical recommendations.
• Review policies, standards, procedures, risk assessments, and control documentation for completeness, consistency, and alignment.
• Support regulatory and industry-standard assessments, including evaluating whether relevant risks and requirements are appropriately addressed.
• Identify opportunities to strengthen, standardize, rationalize, or automate risk and control activities.
• Demonstrate an understanding of control design and operating effectiveness, including control objectives, testing approaches, evidence requirements, and documentation of conclusions.
• Support control assessment and testing activities across IT general controls, application controls, business controls, and technology-dependent controls.
• Provide day-to-day direction, coaching, and mentoring of junior team members.
• Lead cross-functional teams and drive security initiatives to completion.
• Contribute to business development, client delivery, and practice growth.
• Support employee growth through Optimus SBR’s Career Development Program (CDP).

Senior Associate, Risk – Technology Services Group

Associate

• Lead and support technology consulting engagements across digital transformation, technology strategy, systems implementation, data, cloud, cybersecurity, enterprise architecture, and related areas.
• Manage defined project workstreams, including work planning, task coordination, progress monitoring, risk management, and the timely delivery of high-quality outcomes.
• Conduct quantitative and qualitative analysis to assess business needs, technology capabilities, operating models, industry trends, and potential solution options.
• Facilitate stakeholder interviews, workshops, and working sessions to gather requirements, validate findings, and build alignment around proposed solutions.
• Lead the documentation and validation of business, functional, technical, data, and user requirements.
• Assess current-state systems, applications, processes, data flows, integrations, controls, and technology operating models to identify gaps, risks, and improvement opportunities.
• Design future-state processes, technology solutions, target operating models, implementation roadmaps, governance structures, and performance measures.
• Support technology selection activities, including market scans, vendor assessments, requests for proposal, requirements evaluation, and solution comparisons.
• Develop clear, concise, and executive-ready presentations, reports, process maps, requirements documents, business cases, and implementation plans.
• Lead or support system implementation and transformation activities, including planning, configuration, testing, data migration, deployment, change readiness, and post-implementation support.
• Manage project governance activities, including status reporting, risk and issue management, decision tracking, resource coordination, and stakeholder communications.
• Translate complex technical concepts into clear, practical recommendations for technical and non-technical audiences.
• Build trusted relationships with client stakeholders and communicate confidently with project teams, managers, senior leaders, vendors, and technical specialists.
• Identify emerging project risks and issues, recommend mitigation strategies, and escalate concerns appropriately.
• Support data analysis, reporting, and visualization activities to inform decision-making and measure project outcomes.
• Support business development activities, including opportunity identification, proposal development, solution design, project scoping, and the preparation of client-facing materials.
• Contribute to the development of intellectual capital, methodologies, tools, accelerators, and reusable assets for the Technology Services Group.
• Provide day-to-day direction, coaching and mentoring project teams. You will also be responsible for career management, professional development, and supporting employees through Optimus SBR’s Career Development Program (CDP).
• Contribute to the life and culture of Optimus SBR.

Senior Associate – Technology Services Group

Financial Planning and Analysis

• Lead and support consulting engagements for financial services clients across banking, capital markets, insurance, payments, wealth management, and related sectors.
• Manage defined project workstreams, including planning activities, assigning tasks, monitoring progress, and ensuring the timely delivery of high-quality work.
• Conduct quantitative and qualitative analysis to evaluate business challenges, identify opportunities, and develop practical, evidence-based recommendations.
• Facilitate stakeholder interviews, working sessions, and workshops to gather requirements, validate findings, and build alignment around proposed solutions.
• Assess current-state operating models, processes, controls, customer journeys, data, and organizational capabilities to identify gaps and improvement opportunities.
• Design future-state processes, operating models, implementation roadmaps, governance structures, and performance measures aligned with client objectives.
• Develop clear, concise, and visually effective presentations, reports, financial models, business cases, process maps, and other client-ready deliverables.
• Support project governance through status reporting, risk and issue management, decision tracking, resource coordination, and stakeholder communications.
• Build effective working relationships with client stakeholders and communicate confidently with project teams, managers, and senior leaders.
• Conduct industry, market, regulatory, and competitive research relevant to the financial services sector.
• Identify emerging project risks and issues, recommend mitigation strategies, and escalate concerns appropriately.
• Support business development activities, including proposal development, scoping, research, and the preparation of client-facing materials.
• Contribute to the development of intellectual capital, methodologies, tools, and reusable assets for the Financial Services Group.
• Provide day-to-day direction, coaching and mentoring project teams. You will also be responsible for career management, professional development, and supporting employees through Optimus SBR’s Career Development Program (CDP).
• Contribute to the life and culture of Optimus SBR.

Senior Associate – Financial Services Group

• Support technology consulting engagements across digital transformation, technology strategy, systems implementation, data, cloud, cybersecurity, enterprise architecture, and related areas.
• Conduct research and analysis to assess business needs, technology capabilities, industry trends, and solution options.
• Gather, document, and validate business, functional, technical, and user requirements through interviews, workshops, and stakeholder consultations.
• Analyze current-state systems, processes, data flows, integrations, and operating models to identify gaps, risks, and improvement opportunities.
• Support the design of future-state processes, technology solutions, operating models, implementation roadmaps, and governance structures.
• Assist with technology selection activities, including market scans, vendor assessments, requirements evaluation, and solution comparisons.
• Develop clear and concise presentations, reports, process maps, requirements documents, business cases, and other client-ready deliverables.
• Support system implementation and transformation initiatives through planning, testing, data migration, change readiness, deployment, and post-implementation activities.
• Assist with project management activities, including work planning, status reporting, risk and issue tracking, decision logs, and action-item management.
• Collaborate with business and technology stakeholders to clarify needs, resolve issues, and maintain alignment throughout project delivery.
• Translate complex technical information into clear, practical insights for both technical and non-technical audiences.
• Support data analysis, reporting, and visualization activities to inform decision-making and measure project outcomes.
• Participate in client meetings, workshops, and working sessions, contributing ideas and documenting findings, decisions, and next steps.
• Contribute to internal methodologies, tools, knowledge assets, and continuous improvement initiatives within the Technology Services Group.
• Manage assigned work independently, meet project deadlines, and proactively communicate progress, risks, and required support.
• Contribute to the life and culture of Optimus SBR.

Associate, Technology Services Group

• Support consulting engagements for financial services clients across banking, capital markets, insurance, payments, wealth management, and related sectors.
• Conduct quantitative and qualitative analysis to identify business challenges, evaluate opportunities, and support evidence-based recommendations.
• Gather and document business, functional, and process requirements through interviews, workshops, research, and stakeholder consultations.
• Analyze current-state operations, customer journeys, processes, controls, and performance data to identify gaps and improvement opportunities.
• Assist in designing future-state processes, operating models, implementation plans, and practical solutions aligned with client objectives.
• Develop clear, concise, and visually effective presentations, reports, process maps, financial models, and other client deliverables.
• Support project planning, status reporting, risk and issue management, meeting coordination, and the tracking of decisions and action items.
• Collaborate effectively with client stakeholders and Optimus SBR team members at all levels of the organization.
• Participate in client meetings and workshops, capturing key findings and communicating ideas with professionalism and confidence.
• Conduct industry, market, regulatory, and competitive research relevant to the financial services sector.
• Support business development activities, including proposal development, research, and the preparation of client-facing materials.
• Manage assigned work independently, meet project deadlines, and proactively communicate progress, risks, and required support.
• Contribute to internal initiatives, knowledge development, and continuous improvement across the Financial Services Group.
• Contribute to the life and culture of Optimus SBR.

Associate, Financial Services Group

Principal

• Lead the growth and market presence of Optimus SBR’s Diversified Industries Group across private-sector industries, including real estate, manufacturing, mining, quarrying, oil and gas, construction, wholesale and retail trade, professional services, transportation and warehousing, and power and utilities as examples.
• Serve as a senior market-facing leader, building and deepening trusted relationships with executives, senior leaders, and key decision-makers across existing and prospective client accounts.
• Identify, qualify, and develop new client leads by leveraging industry relationships, market insight, referral networks, and Optimus SBR’s broader capabilities.
• Own and grow strategic client accounts, including account planning, relationship mapping, opportunity identification, pipeline development, and long-term account growth.
• Lead business development activities from initial client conversation through opportunity shaping, proposal development, pricing strategy, presentations, negotiations, and close.
• Translate complex client priorities into clear consulting opportunities and practical advisory solutions across strategy, operating model, transformation, process improvement, performance improvement, and implementation.
• Provide senior advisory support to clients navigating growth, operational change, market expansion, cost optimization, organizational effectiveness, technology-enabled transformation, and business model evolution.
• Lead large, complex, and high-profile client engagements, ensuring strong delivery quality, executive alignment, project economics, client satisfaction, and measurable outcomes.
• Oversee the development of high-quality executive-level deliverables, including strategy documents, transformation roadmaps, operating model recommendations, governance models, implementation plans, and board or executive presentations.
• Facilitate executive workshops, senior stakeholder interviews, working sessions, steering committees, and strategic planning conversations with confidence and credibility.
• Act as a thought leader for the Diversified Industries Group by contributing to service offerings, market positioning, insights, collateral, and practice-building initiatives.
• Build internal capability by identifying market needs, shaping offerings, mentoring teams, and supporting the development of consulting talent within the practice.
• Provide day-to-day coaching and mentoring project teams. You will also be responsible for career management, professional development, and supporting employees through Optimus SBR’s Career Development Program (CDP).
• Contribute to the life and culture of Optimus SBR.

Principal, Diversified Industries Group

• Support client engagements across diversified industries, including real estate, manufacturing, mining, quarrying, oil and gas, construction, wholesale and retail trade, professional, scientific and technical services, transportation and warehousing, information and technology, and power and utilities.
• Conduct research, analysis, benchmarking, and synthesis to support strategy, operating model, transformation, process improvement, and project management engagements.
• Gather, organize, and analyze qualitative and quantitative information to identify trends, insights, risks, and opportunities for clients.
• Support the development of client deliverables, including presentations, reports, executive summaries, process maps, current-state assessments, future-state recommendations, and implementation plans.
• Participate in client interviews, workshops, and working sessions, capturing key themes, documenting outcomes, and supporting follow-up activities.
• Assist with project coordination activities, including workplan tracking, meeting preparation, status reporting, issue/risk logs, and action item management.
• Contribute to business development activities by supporting market scans, proposal development, client research, and the creation of practice-building materials.
• Bring curiosity and a private-sector lens to emerging client challenges across industries that are currently underrepresented in the Optimus SBR portfolio.
• Work collaboratively with project teams to deliver practical, high-quality solutions that help clients move from strategy to execution.
• Contribute to the life and culture of Optimus SBR.

Associate, Diversified Industries Group

Analyst

• Support client engagements across industries and government sectors, contributing to project delivery, research, analysis, and client-ready deliverables.
• Conduct qualitative and quantitative analysis to identify trends, challenges, risks, and opportunities for clients.
• Assist in developing strategies, operating models, process improvements, implementation plans, and transformation roadmaps.
• Prepare clear, concise, and visually compelling reports, presentations, briefing materials, and recommendations.
• Participate in stakeholder interviews, workshops, working sessions, and client meetings to gather insights and support decision-making.
• Support project coordination activities, including tracking deliverables, managing timelines, documenting meeting notes, and following up on action items.
• Apply structured problem-solving approaches to complex business, public sector, and operational challenges.
• Collaborate with internal project teams to deliver high-quality work that meets client expectations.
• Build trusted relationships with clients and colleagues through professionalism, curiosity, and strong communication.
• Contribute to proposals, business development materials, internal initiatives, and practice growth activities.
• Contribute to the life and culture of Optimus SBR.