Karl C. Vestal
Consulting Manager, Financial Services Operations
Boston, MA · (617) 555 0100 · name@example.com · linkedin.com/in/karlcvestal
Key Qualifications
EXPERIENCE
Ten years in management consulting, four of them managing case teams
INDUSTRIES
Regional banking, wealth management, asset servicing, credit unions
SPECIALTIES
Operating model design, process improvement, service level redesign, cost to serve
SYSTEMS
Microsoft Excel, Microsoft PowerPoint, Alteryx, Tableau, Miro
TEAM
Case teams of five to seven consultants and analysts
CREDENTIALS
Certified Management Consultant, Institute of Management Consultants
EDUCATION
Master of business administration, Boston College
Results at a Glance
11
Engagements in four
62
Branches and cut
$1.4m
Year by scoping
79%
Four consecutive quarters
Executive Summary
Consulting manager who came up through the analyst ranks and now runs case teams of six on operations engagements for banks and asset managers. Ten years in the firm, four at manager grade. Runs the day to day engagement, writes the readout, and brings in about 1.4 million dollars of follow on work a year.
Signature Achievements
- Delivered 11 engagements in four years with an average client satisfaction score of 8.7 out of 10.
- Redesigned account opening at a bank with 62 branches and cut the time from application to funded account from 9 days to 3.
- Extended two assessments into implementation work worth 1.4 million dollars a year by scoping the next phase before the final readout.
- Held team utilization at 79 percent across four consecutive quarters while running two engagements at once.
- Cut cost to serve in a wealth operations group by 17 percent through work reallocation rather than headcount reduction.
- Mentored four analysts to consultant, two of whom now lead their own workstreams.
Professional Experience
Manager
Charter Bay Consulting, Boston, MA 2022 to present
Runs case teams of six on operations engagements for regional banks and asset servicers across New England.
- Owns engagement delivery day to day, from the workplan through to the closing readout.
- Structures the hypothesis set with the director, then breaks it into workstreams the team can actually test.
- Runs the weekly client steering committee and the internal quality review that precedes it.
- Drafts statements of work and change requests, and tracks fees against budget every week.
- Staffs and coaches analysts, and writes the performance review for each person on the team.
Senior Consultant
Merrimack Point Advisory, Boston, MA 2018 to 2022
Led single workstreams on cost and process engagements for banks with between 2 billion and 12 billion dollars in assets.
- Mapped 40 core operating processes and built the activity based cost model behind the recommendations.
- Ran 90 client interviews and turned them into a findings pack that survived challenge from the client operations head.
- Built the analysis environment in Alteryx so that two analysts could refresh results in an afternoon.
- Wrote sections of six proposals, three of which converted to work.
Operations Analyst
Provident Row Bank, Worcester, MA 2016 to 2018
Analyzed branch and back office productivity for a community bank with 28 branches.
- Built the monthly branch productivity pack used by the retail leadership team.
- Tested a teller scheduling change that cut overtime hours by 22 percent across the network.
- Documented the deposit exception process before a core system migration.
Licensure and Certification
Certified Management Consultant, Institute of Management Consultants
Lean Six Sigma Green Belt, American Society for Quality
Education
Master of business administration, Boston College, 2018
Bachelor of science in finance, University of Massachusetts Amherst, 2015
Core Skills
Case team management · Operating model design · Process mapping · Cost to serve analysis · Hypothesis driven problem solving · Statement of work drafting · Steering committee readouts · Analyst coaching · Alteryx · Tableau · Microsoft Excel modeling