4 Management Roles jobs in Caledonia

Genesis10 is seeking a Business Analyst (Platform Strategy) for a 12+ contract, hybrid position with a client located in Milwaukee, WI.

Summary:

This Contract Business Analyst role supports platform strategy and architecture initiatives within the Capital Markets/Asset Management (CM/AM) Leadership portfolio. The focus of this position is high-level visioning, architectural direction, and proof-of-concept initiation helping teams prioritize and understand incoming work while ensuring clear communication of next steps and action items.

This position will also work closely with cross-functional business and IT teams to identify upcoming needs, align on timelines, and maintain a roadmap of platform and architecture strategic initiatives. While the immediate focus is on platform strategy, there is also opportunity to work on Salesforce Platform-related projects.

Responsibilities:

• Support the team mission by providing structure, confidence, and accountability through effective planning, risk management, and progress tracking.
• Apply project methodology across planning, organizing, monitoring, budgeting, and project closure activities using best practices.
• Proactively identify and resolve or escalate roadblocks for team members.
• Manage project risks to ensure time, cost, and quality expectations are met.
• Facilitate project meetings with defined objectives, navigating various stakeholder dynamics.
• Partner with Delivery Managers to acquire and align necessary team members.
• Assist the Platform Manager in defining roadmap priorities, milestones, and deliverables based on business needs.
• Gather requirements, map processes, and write Agile features, user stories, and test plans.
• Document processes, maintain governance standards, and contribute to process improvement initiatives.
• Build and maintain relationships across IT, business units, and leadership teams to ensure clear and transparent communication.
• Deliver timely project communications and updates to all key stakeholders.
• Proactively manage expectations and navigate sensitive information effectively.
• Support organizational change through consistent stakeholder engagement and feedback.
• Identify and coordinate key decision makers across teams to plan roadmaps and architecture strategies.
• Participate in regular cross-team planning meetings to provide insight into upcoming work and dependencies.
• Lead retrospectives and feedback sessions to reinforce a culture of continuous improvement.
• Collect and document requirements for strategic initiatives, including business descriptions, use cases, and user stories.
• Identify appropriate team involvement and stakeholders for each project or initiative.
• Collaborate with project teams to define technical vision and analyze tradeoffs between user experience and performance needs.
• Work closely with architects and subject matter experts to develop actionable, scalable solutions.

Qualifications:

• Minimum of 5 years of IT experience, including at least 3 years in Project Management and/or Business Analysis.
• Experience with Salesforce strategy or delivery strongly preferred.
• Bachelor's degree in Computer Science, MIS, Business Administration, or Finance preferred.
• Proven ability to manage complex IT projects involving multiple technologies or third-party integrations.
• Experience in agile environments, with demonstrated success in adaptive, fast-paced settings.
• Strong organizational, time management, and problem-solving skills.
• Excellent communication and collaboration skills; able to influence without authority.
• Comfortable translating technical concepts into clear, actionable business requirements.
• Proficient in Microsoft 365 tools (Exchange Online, SharePoint Online, Teams, OneDrive, Office 365).
• Highly adaptable, detail-oriented, and motivated by continuous improvement.
• Strong communicator and collaborator with a team-oriented mindset.
• Influential and proactive able to lead without formal authority.
• Organized and analytical, with excellent attention to detail.
• Motivated by achieving quick wins and driving process efficiency.
• Only candidates available and ready to work directly as Genesis10 employees will be considered for this position.
• Able to work as a W2 employee of Genesis10 (no corp-to-corp).

If you have the described qualifications and are interested in this exciting opportunity, apply today!

Genesis10

Ranked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year in contract, contract-for-hire, and permanent placement roles. With more than 300 active clients, Genesis10 provides access to many of the Fortune 100 firms and a variety of mid-market organizations across the full spectrum of industry verticals.

Benefits of Working with Genesis10:

• Access to hundreds of clients, many of whom have partnered with Genesis10 for 5 20+ years.
• The opportunity for a long-term career home; many consultants work exclusively with Genesis10 for years.
• Support from an experienced and caring recruiting team (average 7+ years of experience).
• Behavioral Health Platform.
• Medical, Dental, Vision coverage.
• Health Savings Account.
• Voluntary Hospital Indemnity (Critical Illness & Accident).
• Voluntary Term Life Insurance.
• 401K.
• Sick Pay (for applicable states/municipalities).
• Commuter Benefits (Dallas, NYC, SF).
• Remote opportunities available.

For multiple years running, Genesis10 has been recognized as a Top Staffing Firm in the U.S., as well as a Best Company for Work-Life Balance, Career Growth, Diversity, and Leadership.

To learn more and view all available career opportunities, visit our website.

Genesis10 is an Equal Opportunity Employer.

Candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Genesis10 is seeking 2 Business Analysts for 12 month contracts (may have the ability to extend or potentially convert) which require hybrid work in Milwaukee, WI:

Business Analyst, Platform Strategy, Capital Markets and Asset Management
Business Analyst, Global Investment Banking
W2 rate: $55-65/hr

Summary:
This Contract Business Analyst role supports platform strategy and architecture initiatives within the Capital Markets/Asset Management (CM/AM) Leadership portfolio. The focus of this position is high-level visioning, architectural direction, and proof-of-concept initiation-helping teams prioritize and understand incoming work while ensuring clear communication of next steps and action items.

This position will also work closely with cross-functional business and IT teams to identify upcoming needs, align on timelines, and maintain a roadmap of platform and architecture strategic initiatives. While the immediate focus is on platform strategy, there is also opportunity to work on Salesforce Platform-related projects.

Responsibilities:

• Support the team mission by providing structure, confidence, and accountability through effective planning, risk management, and progress tracking.
• Apply project methodology across planning, organizing, monitoring, budgeting, and project closure activities using best practices.
• Proactively identify and resolve or escalate roadblocks for team members.
• Manage project risks to ensure time, cost, and quality expectations are met.
• Facilitate project meetings with defined objectives, navigating various stakeholder dynamics.
• Partner with Delivery Managers to acquire and align necessary team members.
• Assist the Platform Manager in defining roadmap priorities, milestones, and deliverables based on business needs.
• Gather requirements, map processes, and write Agile features, user stories, and test plans.
• Document processes, maintain governance standards, and contribute to process improvement initiatives.
• Build and maintain relationships across IT, business units, and leadership teams to ensure clear and transparent communication.
• Deliver timely project communications and updates to all key stakeholders.
• Proactively manage expectations and navigate sensitive information effectively.
• Support organizational change through consistent stakeholder engagement and feedback.
• Identify and coordinate key decision makers across teams to plan roadmaps and architecture strategies.
• Participate in regular cross-team planning meetings to provide insight into upcoming work and dependencies.
• Lead retrospectives and feedback sessions to reinforce a culture of continuous improvement.
• Collect and document requirements for strategic initiatives, including business descriptions, use cases, and user stories.
• Identify appropriate team involvement and stakeholders for each project or initiative.
• Collaborate with project teams to define technical vision and analyze tradeoffs between user experience and performance needs.
• Work closely with architects and subject matter experts to develop actionable, scalable solutions.

Qualifications:

• Minimum of 5 years of IT experience, including at least 3 years in Project Management and/or Business Analysis.
• Experience with Salesforce strategy or delivery strongly preferred.
• Bachelor's degree in Computer Science, MIS, Business Administration, or Finance preferred.
• Proven ability to manage complex IT projects involving multiple technologies or third-party integrations.
• Experience in agile environments, with demonstrated success in adaptive, fast-paced settings.
• Strong organizational, time management, and problem-solving skills.
• Excellent communication and collaboration skills; able to influence without authority.
• Comfortable translating technical concepts into clear, actionable business requirements.
• Proficient in Microsoft 365 tools (Exchange Online, SharePoint Online, Teams, OneDrive, Office 365).
• Highly adaptable, detail-oriented, and motivated by continuous improvement.
• Strong communicator and collaborator with a team-oriented mindset.
• Influential and proactive-able to lead without formal authority.
• Organized and analytical, with excellent attention to detail.
• Motivated by achieving quick wins and driving process efficiency.
• Only candidates available and ready to work directly as Genesis10 employees will be considered for this position.
• Able to work as a W2 employee of Genesis10 (no corp-to-corp).

If you have the described qualifications and are interested in this exciting opportunity, apply today!

Genesis10
Ranked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year in contract, contract-for-hire, and permanent placement roles. With more than 300 active clients, Genesis10 provides access to many of the Fortune 100 firms and a variety of mid-market organizations across the full spectrum of industry verticals.

Benefits of Working with Genesis10:

• Access to hundreds of clients, many of whom have partnered with Genesis10 for 5-20+ years.
• The opportunity for a long-term career home; many consultants work exclusively with Genesis10 for years.
• Support from an experienced and caring recruiting team (average 7+ years of experience).
• Behavioral Health Platform.
• Medical, Dental, Vision coverage.
• Health Savings Account.
• Voluntary Hospital Indemnity (Critical Illness & Accident).
• Voluntary Term Life Insurance.
• 401K.
• Sick Pay (for applicable states/municipalities).
• Commuter Benefits (Dallas, NYC, SF).
• Remote opportunities available.

For multiple years running, Genesis10 has been recognized as a Top Staffing Firm in the U.S., as well as a Best Company for Work-Life Balance, Career Growth, Diversity, and Leadership.
To learn more and view all available career opportunities, visit our website.

Genesis10 is an Equal Opportunity Employer.
Candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

#LI-CD1

Come join our team!
We are searching for a Managing Director, Senior Manager Portfolio Management for our Emerging Middle Market Business Lending Group. This exciting role is looking for a strong leader who will be managing Underwriting and Portfolio teams, overseeing our Streamline Channel. Ideal candidate will have experience with successfully managing a pooled underwriting team, strong commercial credit skills, and thorough knowledge of our regulatory requirements for the commercial bank. Candidates who have experience with Transformation in a business banking or commercial banking credit underwriting operational environment preferred.
This role analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment.
+ Leverages advanced deal structuring expertise to negotiate loan terms and conditions and structure loans balancing client requirements with the bank's risk appetite and policies.
+ In alignment with credit qualifications, signs off on new, renewal and extension loans.
+ Conducts comprehensive portfolio monitoring and performance analysis including covenant compliance and client industry trends to identify risks and opportunities.
+ Leads the development and implementation of advanced capital allocation strategies, that leverage market insights and portfolio analysis and optimize investment returns.
+ Oversees financial and risk analysis to make informed credit-granting decisions and assessments of portfolio health
+ Handles escalated client concerns and service requests, ensuring expectations are consistently met or exceeded.
+ Builds and maintains a portfolio of strong relationships that ensures a superior client experience and drives financial performance.
+ Leads complex proposal development and delivers presentations to acquire clients or win business.
+ Advises on strategic business priorities, resource allocation, and change initiatives to ensure successful execution of key strategies across commercial banking functions.
+ Engages with industry peers and networks to gather competitive insights and best practices, applying this knowledge to maintain a competitive edge.
+ Builds and maintains client relationships to ensure long-term financial performance in collaboration with Relationship Manager and business partners.
+ Structures and supports new, renewal and extension loans aligned with client needs and bank & risk policies
+ Conducts financial analysis and risk assessments of clients' credit information, for an assigned portfolio, to provide insights and make informed decisions
+ Monitors the portfolio performance for assigned portfolio of Commercial Banking clients on an ongoing basis, taking corrective action when required.
+ Minimizes BMO's risk exposure by adhering to credit policies, regulatory standards, and operational guidelines.
+ Serves as a point of contact for service requests, ensuring expectations are consistently met or exceeded. Escalates issues when needed.
+ Supports and implements initiatives to enhance service quality, acquire new business and expand client relationships.
+ Identifies revenue and cross-selling opportunities to enhance portfolio growth.
+ Identifies share of wallet opportunities.
+ Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.
+ Manages timely and accurate data entry into BMO's systems and leverages the data to support decision-making.
+ Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
+ Ensures alignment between values and behaviour that fosters diversity and inclusion.
+ Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
+ Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
+ Attracts, retains, and enables the career development of top talent.
+ Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
+ Advises clients and prospects on sophisticated financial solutions and tailored strategic recommendations.
+ Operates at a group/enterprise-wide level and serves as a senior specialist resource across BMO.
+ Influences how teams/groups work together.
+ Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to multiple, interdependent, complex problems.
+ Communicates abstract concepts in simple terms.
+ Fosters strong internal and external networks and works with and across multiple teams to achieve business objectives.
+ Anticipates trends and responds by implementing appropriate changes.
+ Broader work or accountabilities may be assigned as needed.
**Qualifications:**
+ Preferred 9+ years of relevant experience in credit or lending instruments or financial operations in a corporate or banking environment.
+ Bachelor's degree required, Master's degree preferred; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.
+ If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
+ Seasoned expert with extensive industry knowledge.
+ Technical leader viewed as a thought leader for innovation.
Advanced level of proficiency:
+ Structuring Deals
+ Change Management
+ Problem Solving
+ People Management
+ Detail-Oriented
+ Leadership
+ Loan Structuring
+ Regulatory Compliance
+ Portfolio Management
+ Credit Risk Assessment
+ Banking Operations
Expert level of proficiency:
+ Customer Service
+ Financial analysis
+ Microsoft Office
**Salary:**
$164,400.00 - $285,600.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.