Principal Consultant

Job Description

JOB INFORMATION

Title:

Principal Consultant

Officer Title:

Grade:

30

FLSA Classification:

Exempt

Date Last Edited:

1/16/2026

Reports To:

Director of Enterprise Consulting

Department:

Corporate Development

URL Link

https://hvfcu.jdxpert.com/ShowJob.aspx?EntityID=2&jobcode=1223

PRIMARY FUNCTION

Act as an advisor providing support to the organization, facilitating structured engagements, workshops, assessments and interviews that produce clear insights, recommendations and actionable scope to ensure value realization.  Collaborate closely with internal and external stakeholders and the Project Management office, shaping initiatives and preparing the organization for execution, ensuring all proposed initiatives meet the defined readiness criteria.

•

Collaborate with business leaders to evaluate strategic opportunities, identify performance challenges, and analyze operational gaps.

•

Collaborate with stakeholders across various organizational levels to develop strategic business cases, ensuring clearly defined scope, requirements, comprehensive cost-benefit analysis, measurable KPIs, detailed budgets, and transparent ownership models.

•

Lead or support the creation and refinement of business cases for strategic initiatives under consideration for budget allocation or Project Management Office (PMO) endorsement.

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Monitor and report on the performance of approved initiatives post execution, evaluating outcomes against established KPIs and financial targets in close coordination with the PMO and Finance teams.

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Facilitate business assessments and structured diagnostic engagements, including conducting stakeholder interviews, organizing workshops, and developing journey maps.

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Provide support for external consulting engagements, overseeing RFP management and ensuring strict adherence to organizational standards and best practices.

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Maintain and continuously enhance a knowledgebase and a reusable toolkit of consulting methodologies to promote organizational learning and efficiency.

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Partner with the Project Management Office to ensure a seamless transition from business case development and scoping to successful project kick-off and execution.

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Communication of findings and recommendations in a clear, concise and persuasive format tailored to diverse audiences.

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Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.

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Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.

•

Responsible for regular and predictable attendance including punctuality.

Bachelor’s Degree or at least 2 years equivalent experience for each undergraduate year not completed; undergraduate degree cannot substitute for minimum number of years of experience.

Business Administration, Finance or Consulting

X

Lean Six Sigma

X

Prosci or similar change management certification

X

Project Management Professional (PMP or similar) Certification

X

Minimum 5 Years

Experience in consulting, advisory roles or project management leadership with a strong preference for experience within financial services.

X

Minimum 3 Years

Experience managing vendor relationships, negotiating consulting engagements.

X

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Proven ability to lead cross-functional initiatives and influence without direct authority.

•

Strong quantitative, financial modeling and analytical skills.

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Strong analytical and problem-solving skills, with the ability to analyze and interpret complex business requirements.

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Strong business acumen: understanding of business strategy and organizational behaviors

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Excellent communication, negotiation and stakeholder management skills.

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Proficiency in requirements gathering and documentation techniques.

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In-depth knowledge of business analysis methodologies and best practices.

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Familiarity with project management methodologies (e.g., Agile, Waterfall).

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Strong leadership and mentoring abilities.

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Advanced verbal, written and presentation skills.

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Must be able to demonstrate advanced analytical, communication and interpersonal skills.

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Ability to work in a fast-paced environment and deal with a variety of customer and vendor situations.

PHYSICAL DEMANDS

Frequency

Physical Demand

Weight (lbs.)

Frequently

Sit for prolonged periods of time

Frequently

Required to communicate verbally

Frequently

Normal range of vision and hearing abilities required

Occasionally

Lift and/or move objects

10

Occasionally

Travel outside of work location to attend meetings and training programs

Frequently

Required to skillfully operate a computer, telephone and other standard office equipment

Occasionally

Work extended hours, including evenings, weekends, and holidays as needed

WORK ENVIRONMENT

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Typically the noise level in the work environment is low to moderate.

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May experience occasional job stress in dealing with difficult situations and/or high volume.

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High energy, high impact atmosphere.

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There are no significant hazardous conditions.

View Competencies

Leadership

Leads people towards meeting the organization’s vision, mission, and goals. Provides an inclusive workplace that fosters diversity, development, teamwork and continuous improvement.

Level 3

1. Builds and manages workforce based on organizational goals and budgetary considerations. Drives ongoing workforce planning and succession to support future vision. 

2. Develops networks and builds alliances; collaborates across boundaries to build strategic relationships and achieve common goals.

3. Looks towards the broadest possible view of an issue or challenge. Discusses multiple aspects and impacts of issues and projects them into the future.

4. Nurtures growth and development; promotes organizational learning within and across business units by providing challenging and stretching tasks and sharing key experiences.

5. Projects competence and composure. Communicates with credibility. Demonstrates situational- and self-awareness.

Service Excellence

Consistently incorporates Hudson Valley's member and employee value proposition, reinforcing organizational culture and brand differentiators.

Level 3

1. Creates a sense of accountability and personal ownership for employees and self.  2. Designs strategies to inspire peers and business unit to raise the bar of customer service delivery.  3. Monitors industry for trends in enhancing member service with special attention to financial services.  4. Establishes best practices for internal and external service excellence.  5. Systematically identifies potential problems when designing systems/processes using techniques including brainstorming and cost/benefit analyses to reduce the chances of unnecessary problems.

Business Case Justification

Knowledge of the how's and why's of preparing and justifying business cases and value propositions; ability to justify business expenditures by identifying cost, benefits, ROI, opportunities, and risks.

Level 3

1. Assesses business benefits, costs and risks for different types of proposals.

2. Supports internal clients in identifying business needs, opportunities and solutions.

3. Develops business cases to quantify project benefits, costs, and impact.

4. Coaches colleagues in the development of business cases.

5. Develops build-versus-buy-versus-lease analysis for appropriate expenditures.

6. Mixes internal and external resources to create cost-efficient, optimal project team.

Effective Communications

Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

Level 3

1. Communicates well downward, upward, and outward.

2. Employs appropriate methods of persuasion when soliciting agreement.

3. Maintains focus on the topic at hand.

4. Adapts documents and presentations for the intended audience.

5. Reviews others' writing or presentations and provides feedback and coaching.

6. Demonstrates both empathy and assertiveness when communicating a need or defending a position.

Strategic Visioning

Takes a long-term view and builds a shared vision within the organization; acts as a catalyst for organizational change. Influences others to translate vision into action.

Level 2

1. Cultivates effective cross-boundary relationships focused on shared strategic interests.  2. Deals quickly with lack of alignment to ensure agreed upon strategy is integrated into planning process.  3. Enrolls stakeholders in communicating and coordinating activities to support the organization's vision and strategies.  4. Identifies the critical interdependencies among system elements that help and hinder performance.  5. Influences the manner in which business decisions are made in the organization

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee in this position.  Additional functions and requirements may be assigned by supervisors as deemed appropriate, with or without notice.

Nothing contained in this material creates a contract of employment between an employee and Hudson Valley Federal Credit Union or otherwise alters the at-will nature of the employment relationship.

Are you able to perform the essential functions listed in this job description with or without reasonable accommodation?  YES_______  NO_______

By signing below you certify that you have received this job description and understand the requirements, essential functions and duties of the position.  If you are currently employed in this position, your signature acknowledge that this job description accurately describes the position, including its essential functions.

Name:  _____________________________________________

Signature: _____________________________________________

Date:  _____________________________________________ 

Please also note that Hudson Valley Federal Credit Union respects the religious beliefs and practices of employees and will, on request, reasonably accommodate its employees when a reasonable accommodation is available that does not create an undue hardship on the Credit Union’s business.  Therefore, unavailability for work due to religious observances or practices may not be a bar to employment.