Management & Finance Consultancy
General
- 21 learners; teams of 5
- 10 hours per learner
- Dates set by experience
- Learners self-assign
Preferred companies
- 1 projects wanted
- Ontario, Canada
- Academic experience
- Any company type
- Banking & finance, It & computing
Categories
Skills
Project timeline
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July 29, 2018Experience start
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July 31, 2018Milestone #1
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August 13, 2018Milestone #2
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August 24, 2018Milestone #3
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August 24, 2018Experience end
Timeline
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July 29, 2018Experience start
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July 31, 2018Milestone #1
Project Scope Meeting - Meeting between participants and organization to confirm: project scope, communication styles, and important dates.
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August 13, 2018Milestone #2
Midway Check-In - Meeting between participants and organization to ensure that progress is on track halfway through completion.
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August 24, 2018Milestone #3
Final Completion Date - Project presentation and report delivery.
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August 24, 2018Experience end
Overview
- Details
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A full class of mid-to-senior-level Finance professionals, under the guidance of a Humber College instructor, will analyze a Financial Service or IT challenge of your choice and provide actionable recommendations for improvement.
- Learner skills
- Strategic thinking, Business communication, Critical thinking, Project planning
- Deliverables
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Phase 1 – Project Plan: Students will meet with organization representative(s) to devise the project scope and prepare a detailed plan for completion of the project.
Phase 2 – Project Execution: Students will work on deliverables outlined in the project plan. Teams will periodically communicate with organization representative(s) as needed to complete project tasks.
Phase 3 - Outcome: The final deliverables will be agreed upon in Phase 1 and will vary by project. Generally, your organization will receive a report, live presentation, or project plan.
Project Examples
Starting late July, a full class of recently immigrated Finance professionals in groups of 5 will spend 50 hours per group working to improve a Financial Service or IT challenge your orgnization faces.
The professional students will establish the scope and specifications of the project and develop a project charter, specifications, and a full project plan to overcome your challenges and achieve your goals.
Sample projects include, but are not limited to:
- Finance.
- Risk, audit and compliance.
- Fraud.
- Customer service.
- Bank products.
- Financing and loans.
- Mergers and acquisition.
- Equity research.
- Insurance.
- Capital markets.
- Investments.
Specific examples include, but are not limited to:
- Comparing different insurance providers and curating a recommended selection.
- Reviewing the allocations of an investment portfolio.
- Analyzing your customer invoicing processes and providing recommendations for improvement.
Class participants:
- Represent a variety of disciplines within Finance including, but not limited to, AML, compliance, project management, and commercial banking.
- Have on average 10 years of experience in financial services, mostly in management positions.
- Are highly trained and educated, with over 80% having completed a Master’s Degree.
- Recent graduates have been hired by TD Bank, Scotiabank, RBC and Manulife in positions such as Technology Analyst Specialist, Manager of Fraud and Security, Director of International Business and Senior Relationship Manager.
ACCES Employment is a non-profit organization that helps internationally-educated finance professionals launch their careers in Canada, under the guidance of an instructor from Humber College. For more information, please visit: http://www.accesemployment.ca/leadership-connections
Additional company criteria
Companies must answer the following questions to submit a match request to this experience:
Present your project to students either in person or in a detailed written briefing.
Provide feedback on up to 5 deliverables, and hear students' presentations in person.
Be available for a quick phone call with the organizer to initiate your relationship and confirm your scope is an appropriate fit for the experience.
Be willing to work with up to 5 student groups; you can communicate through team communication leads, or the project coordinator.