Consultant

• Partner with client EHS, Engineering, Project Controls, and Capital Project leadership to evaluate program effectiveness, identify gaps and emerging risks, and drive improvement opportunities across all project phases.
• Challenge existing approaches and facilitate strategic discussions with stakeholders regarding program maturity, organizational capability, contractor management practices, and risk governance.
• Develop and deploy scalable EHS frameworks, standards, procedures, tools, and management systems aligned with project objectives and enterprise risk management goals.
• Advise clients on Safety-by-Design integration, constructability risk management, contractor safety governance, operational readiness, and long-term sustainability of EHS programs.
• Lead assessments, benchmarking activities, maturity evaluations, and strategic improvement initiatives that strengthen safety performance and organizational capability.
• Translate technical observations and project execution challenges into executive-level recommendations and actionable roadmaps.
• Lead Safety-by-Design integration and risk-based decision making throughout the project lifecycle.
• Design and execute project EHS governance processes including risk reviews, assurance routines, site audits, escalation pathways, and corrective action tracking.
• Align multidisciplinary teams on safety expectations, communication protocols, and incident-free execution strategies.
• Review contractor safe work documentation including JHAs, pre-task plans, permits, lift plans, energy isolation/LOTO plans, training records, and emergency response plans.
• Conduct field observations and audits to verify critical controls, assess contractor conformance, and escalate corrective actions.
• Support commissioning, startup, and turnover readiness by verifying safety planning for equipment, systems, and operational transitions.
• Support project closeout by confirming safety documentation, lessons learned, corrective action closure, and proper handover of EHS records.

Principal Technical Consultant, Construction Safety

• Responsible for managing the evaluation, planning, and implementation of initiatives and projects within Advocate Health’s Centers for Medicare & Medicaid Services (CMS) and the Centers for Medicare and Medicaid Innovations (CMMI) Government Programs
• Provides management support to identify and implement utilization improvement and tactical financial targets
• Motivates and directs internal work teams, sets goals, objectives and priorities for outlined strategic initiatives by leading design sessions
• Plans, organizes, controls, and evaluates projects from concept phase to implementation
• Serves as primary interface with key stakeholders on tasks, deliverables and issues regarding the Government Programs initiatives
• Prepares key performance measures and develops baseline measures to track and monitor pre- and post- improvement initiatives

Senior Performance Excellence Consultant

• Lead and manage a portfolio of literacy-focused projects, including scoping, budgeting, staffing, risk management, financial monitoring, quality assurance, delivery, and closeout.
• Provide technical assistance and capacity-building support to schools, districts, state education agencies, and partners to strengthen coherent literacy systems, including curriculum, instruction, assessment, professional learning, and implementation support.
• Guide teams in developing and implementing evidence-based literacy interventions and improvement strategies grounded in reading, writing, language, adolescent literacy, and supports for multilingual learners.
• Collaborate with clients and partners to assess needs, analyze data and evidence, develop theories of action and improvement plans, and monitor implementation, outcomes, and sustainability.
• Design and deliver professional learning, coaching, consultation, communities of practice, convenings, and other learning experiences for educators and education leaders.
• Oversee reports, presentations, tools, professional learning materials, and other client-facing products to ensure they are accurate, actionable, equitable, and responsive to client needs.
• Build relationships with education leaders, policymakers, funders, researchers, preparation programs, and community organizations; represent Education Northwest through presentations, publications, and externally facing products.
• Lead and contribute to business development, including opportunity pipelines, strategic partnerships, proposals, grant writing, client presentations, networking, and new products or services that address emerging literacy needs.
• Mentor project teams and collaborate across multifunctional teams to strengthen project management, client engagement, quality, equity-centered practice, feedback, and coordinated delivery of consulting services.

Principal Consultant – Equity & Systems Improvement for Literacy

• Lead or co-lead client engagements focused on data protection and data governance.
• Design and implement Microsoft Purview solutions (e.g., sensitivity labeling strategies, advanced DLP policies/integrations, Purview DSPM, data lifecycle/retention controls).
• Perform threat mapping and gap analysis across structured, unstructured, cloud, and on-premises data.
• Facilitate client workshops and stakeholder discussions to translate requirements into scalable, secure Microsoft-based solutions.
• Own solution design decisions, configuration, and technical documentation.
• Provide technical mentorship to Analysts and Senior Analysts; lead workstreams or small teams.
• Contribute to estimations, delivery planning, and risk management.
• Support solutioning efforts, proposals, and internal capability development.
• Build awareness and controls for emerging AI and agentic AI security considerations (e.g., Security Copilot).

Data Protection Consultant

• Provides analytical insights to support business solution development based on quality, use, cost and other key drivers
• Develops and refines analysis templates for problem diagnosis and opportunities assessment
• Consults on all considerations related to designing and executing tests or pilot programs
• Contributes to the design of new program/initiative based on test/pilot outcomes
• Develops targeting criteria or customer segmentation based on analytical insights
• Develops predictive models and other tools that help target the right members
• Develops methodology to measure clinical, utilization and financial outcomes
• Conducts in-depth research to address challenging issues in measuring outcomes
• Leads applied research projects; authors white papers, presents at industry conferences and submits journal publications
• Addresses limitation of certain data sources and evaluates incremental value of new data sources
• Managing custom ASO client business definitions thru Rule committee approval, intake submission, and implementation on rules engine
• Produce custom financial models for ASO clients to support impact analysis of operational errors and potential refunds
• Support multiple new strategic projects such as Agora, NCPDP F6, AI BI, etc

Advanced Analytics Consultant

• Provides potential residents with information about the community and model home choices
• Brings sales-focused energy to the leasing environment to effectively close sale of available units
• Takes prospective residents on luxury apartment home tours
• Assists with new lease applications and related processes and coordinates the renewal lease process
• Follows up on resident questions and concerns and supports all customer service efforts at the community

Leasing Consultant

• Perform configuration, installation, and performance analysis of networks.
• Conduct site visits and produce engineering documentation with minimal supervision.
• Perform equipment troubleshooting and assist with system turnups.
• Review and validate technical drawings and documentation packages.
• Plan fiber installations and resolve moderate fiber-related issues.
• Maintain accurate project updates in tracking systems and dashboards.

Telecom Consultant Associate – Telecom Consultant Principal

• Analyzes and reports on highly complex customer needs.
• Facilitates cross-functional teams and/or leads projects with regional or company-wide scope.
• Conducts complex analysis with advanced knowledge of statistics, predictive modeling, and data mining.
• Establishes and defines processes and standards for data quality.
• Works with cross organizational partners to understand internal customer needs.
• Maintains optimal operation of departmental applications.
• Keeps current on industry and regulatory/compliance issues.
• Develops strong relationships with technology partners.

Senior Business Performance Analysis Consultant

• Partner with home office, branch, or regional leadership at large RIAs, broker-dealers, banks, and insurance organizations
• Implement practice management offering based on selected strategy and engagement
• Execute on strategic goals that align with corporate initiatives, including the creation of firm-wide programs and best practice content collaboration
• Travel to firm headquarters, industry conferences, and partner events to lead live practice management sessions and represent Zocks as a subject-matter expert
• Serve as the practice management consultant to align Zocks with firm-level initiatives (e.g., organic growth, retention) across home office, branch, or regional leadership structures
• Design multi-phase rollout strategies for large organizations. Identify which advisor or producer segments to target first, and define what "success" looks like at the organizational level
• Act as the voice of the enterprise client to our Product team, surfacing critical feature needs
• Collaborate with enterprise leadership to design scalable programs for their advisors or producers, including best practice content and webinars
• Own the creation of high-level thought leadership and practice management assets, including "Best Practice" playbooks
• Define learning paths and maturity models for different user personas
• Deliver in-person and virtual sessions tailored to each firm's advisors and producers
• Represent Zocks at industry conferences and firm-hosted events, delivering presentations on practice management and AI adoption
• Travel periodically to meet with clients and attend industry conferences (approximately 2x/month, with heavier travel during spring and fall conference seasons)

Senior Consultant, Practice Management

• Lead and manage the implementation of Truvio’s Advanced Treasury or AP Automation solutions for multiple clients simultaneously in North America
• Analyze current business processes and recommend improvements aligned with our embedded best practices
• Facilitate discovery workshops and gather business requirements from stakeholders
• Collaborate with implementation consultants, developers, and customer project teams to support successful solution delivery
• Deliver client presentations, workshops, and user training
• Support customers during project execution and post-go-live optimization
• Manage multiple client engagements while maintaining project timelines and deliverables
• Provide strategic feedback to internal product and consulting teams based on customer experiences

Business Consultant

• Identify and develop a portfolio of new small business customers for retail electric supply by cold calling provided prospects and self-generated leads.
• Execute cold calls and follow up calling for leads provided.
• Gather key customer information and enter it into AEP Energy’s CRM.
• Pre-qualify the opportunity based on data collected in CRM.
• Effectively present AEP Energy’s value proposition to prospective customers via the phone.
• Self-manage the number of customer proposal calls necessary to meet or exceed the monthly sales volume requirements.

Energy Consultant

• Develop and execute talent attraction plans aligned to defined Talent Acquisition priorities, workforce planning needs, and business objectives
• Lead university relations and curated early career attraction activities, including campus engagement, relationship management, candidate engagement strategy, and early-career pipeline development
• Design and coordinate right-sized recruiting events that align to priority talent needs, available resources, and measurable outcomes
• Manage and optimize talent attraction platforms, including Handshake, LinkedIn, Indeed, and Glassdoor, to improve brand visibility, candidate engagement, and pipeline conversion
• Cultivate and manage strategic partnerships with internal stakeholders and external organizations to enhance talent attraction efforts, create meaningful talent connections, and deliver workforce-aligned pipeline solutions
• Manage talent communities and support attraction-related recruiting activities, leveraging Workday and related technologies to enhance candidate engagement, pipeline visibility, and reporting insights
• Analyze attraction activity, event performance, platform engagement, labor market trends, and stakeholder feedback to identify opportunities for improvement and recommend data-informed adjustments
• Partner with Talent Acquisition, HR, business leaders, communications, and external partners to deliver consistent messaging, strengthen candidate experience, and improve alignment between attraction activity and business needs
• Monitor industry, labor market, and talent attraction trends to identify opportunities to enhance attraction strategies, expand talent pipelines, and improve organizational visibility within priority talent communities.

Talent Attraction Consultant

• Work with a team focused on troubleshooting technical issues, handling billing inquiries, and educating partners on our products and services through a variety of channels
• Provide world-class support to Zillow’s Partners and real estate agents
• Address issues while anticipating our customer’s needs and maintaining a high level of integrity and customer service
• Act as subject matter experts on Zillow’s products, features, and functionality, striving to resolve inquiries the first time they contact us

Partner Support Consultant

• Preparing all aspects of detailed cost estimates with minimal supervision for projects
• Accurately projecting the cost of upcoming projects
• Responsible for conceptual, definitive, man-hour, and equipment factored total installed cost estimates
• Preparing economic cost studies, cash flows, and contingency analyses
• Performing detailed cost estimates utilizing the Cost Breakdown Structure
• Summarizing the total cost of each item from experience
• Preparing detailed breakdown of components and elements of estimates for systems and subsystems
• Performing conceptual estimating
• Collaborating with the project supervisor to ensure project estimate meets all financial and regulatory guidelines
• Operating and providing oversight and guidance on the use of selected estimating software
• Supporting price negotiations
• Obtaining cost information for materials and services
• Participating in client presentations as required
• Performing detailed cost estimates for professional services
• Developing duration estimates of specific construction activities
• Preparing independent cost estimates for submitted change order proposals
• Collaborating with the scheduling team to develop productivity-based cost estimates

Estimator III – Consultant

• Conducts patient/family/significant other interviews, chart reviews, and professional collaboration to obtain and interpret information pertaining to patient/client biopsychosocial functioning.
• Develops care plan, including discharge plan, incorporating medical plan of care.
• Participates in identification of cases of abuse, neglect or exploitation and refers such cases to the legally mandated authorities when applicable.
• Provides crisis intervention, information and referral and linkage to community resources as needed.
• Develops a plan of intervention based upon assessment to resolve identified problems and/or to support and enhance biopsychosocial functioning.

Clinical Consultant, Social Worker

• Conduct detailed evaluations of provider practices to determine their current capabilities in value-based care and identify key areas for growth and improvement.
• Obtain and analyze practice specific cost and quality data and reports for cost of care and quality opportunities.
• Help practice target high risk members and gaps in care based on reports provided.
• Supports practice implementation of population health management, care coordination and care management strategies.
• Identify action plans for providers to implement to improve cost, quality, and the patient experience.
• Participate in design, development, and implementation of community learning forums.
• Serve as the point of contact for providers and primary care practices for program onboarding.
• Facilitate routine meetings with the provider office.
• Serve as the subject matter expert and liaison with Care Management to facilitate clinical processes between the company and the provider office.
• Create and deliver tailored learning opportunities to aid providers in implementing recommended interventions effectively.
• Advise executives on developing segment-specific strategies in areas such as financial performance, incentive programs, quality management, and other operational areas impacting provider success.

Senior Care Consultant

• Conduct detailed evaluations of provider practices to determine their current capabilities in value-based care and identify key areas for growth and improvement.
• Engage in a continuous process that includes assessment, root cause analysis, strategy development, implementation, and outcomes tracking for each provider.
• Assist providers with executing action plans focused on population health management, patient satisfaction, and optimizing quality and cost performance.
• Lead collaborative meetings with provider staff and internal stakeholders to ensure alignment and successful deployment of strategic initiatives.
• Create and deliver tailored learning opportunities to aid providers in implementing recommended interventions effectively.
• Educate providers on using proprietary tools, data, and technology to improve performance in critical metrics, driving effective and efficient care.
• Utilize data analytics to continuously monitor and track the key performance metrics for assigned providers, ensuring data-driven decision-making.
• Accurately document all action plans, interventions, and provider activities in Salesforce to maintain comprehensive records and reporting capabilities.
• Cultivate and maintain strong, long-term relationships with physicians, providers, and healthcare systems to support financial and quality improvements within the health plan contract.
• Advise executives on developing segment-specific strategies in areas such as financial performance, incentive programs, quality management, and other operational areas impacting provider success.
• Exercise independent judgment on complex issues, working under minimal supervision to evaluate variable factors and determine optimal courses of action.

Senior Care Consultant – Value-Based Provider Success

• Coach franchise owners to improve revenue, profitability, and overall business performance.
• Analyze KPIs, financial statements, sales metrics, and operational reports to identify growth opportunities.
• Conduct regular business reviews and develop action plans that drive measurable results.
• Travel to franchise locations to provide in-field coaching and operational support.
• Lead virtual coaching meetings and follow-up accountability sessions.
• Assist with onboarding and launching new franchise locations.
• Deliver training on Honest Abe systems, processes, and best practices.
• Partner with marketing, sales, finance, and operations teams to help franchisees succeed.
• Identify operational challenges before they become business problems.
• Build trusted relationships while maintaining accountability to company standards.

Franchise Business Consultant

• Provide transaction-oriented accounting and reporting assistance for mergers and acquisitions, divestitures, and management buyouts
• Prepare detailed financial analysis to assist clients evaluating acquisition decisions
• Participate in client meetings and site visits while interacting with top-level management to acquire and assess important information for financial analysis
• Develop and review financial forecasts
• Assist with development and review of financial reports to determine quality of historical earnings and assets and liabilities to be acquired
• Assist in preparing proposals and engagement letters

Senior Consultant, Transaction Advisory Services

• Analyze, Install, Configure, Troubleshoot
• Perform functional analysis of requirements to determine effort required to implement software in customers’ environments.
• Configure base software in customer’s environments.
• Conduct unit tests, tracking problems, and implementing changes to ensure adherence to test plan and functional requirements.
• Diagnosing, isolating, and implementing remedies for system failures caused by errors in software code.
• Establish acceptance criteria and quality goals.
• Provide estimates, goals, standards, constraints and dependencies as input to the SOW and the software development plan.

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