Senior Consultant Financial Services

We are representing a leading management consulting firm with multiple headquarters across the U.S., actively expanding its team by hiring Senior Financial Services Consultants at various experience levels.

Ideal candidates will have:

✔️ 3–8 years of experience in consulting services or financial services for financial institutions or Fortune 500 companies within Big 4 or regional public accounting firms

✔️ Preferred certifications: CPA, CIA, CICA, CFE, or PMP

✔️ Willingness to travel to client sites 1–2 times per week

Target Locations:

• Washington, DC
• New York
• Atlanta
• Houston / Austin
• Boston
• Charlotte
• Chicago
• Philadelphia

If you and or anyone in your network are interested in learning more, please do not hesitate to reach out!

Job Description

• Lead large-scale change management initiatives for various projects and programs
• Advise clients on change management methodologies and best practices
• Drive continuous improvement and change management efforts
• Create detailed project plans, defining scope, objectives, milestones, deliverables, and timelines
• Identify project resources, recruit, and manage team members to ensure projects stay on track and meet deadlines
• Manage client and stakeholder relationships, clearly communicating project progress, changes, and issues throughout the project lifecycle
• Assist clients in identifying and mitigating risks that could impact the project’s timeline, scope, budget, or quality
• Ensure high-quality standards for project outcomes and that deliverables meet design specifications
• Identify and resolve project challenges, including technical, logistical, or resource-based constraints
• Analyze and recommend improvements to financial business processes for greater efficiency and effectiveness
• Lead multiple project teams and provide direction to ensure successful project execution
• Apply industry research and provide clear, actionable guidance to clients in the Financial Services sector
• Present at leadership meetings, preparing and presenting briefing materials, participating in discussions, and tracking action items
• Support ad hoc requests, such as researching industry issues, developing position papers, and providing integration support
• Take responsibility for daily project activities, ensuring high-quality deliverables and strong client relationships
• Provide coaching and feedback to junior team members
• Communicate ideas effectively in both oral and written formats, one-on-one and in group settings
• Assist clients with data collection, analysis, and visualization to enhance decision-making
• Help develop and improve policies and procedures for various programs and operational needs
• Lead internal and external programs and initiatives

Qualifications:

• Bachelor’s Degree
• A minimum of 3-8 years of experience in consulting or providing relevant financial services to Financial Institutions or Fortune 500 companies
• Ability to lead full project execution, including client-facing roles, with a strong commitment to quality and standardization
• Strong written and verbal communication skills
• Proficiency in Microsoft Word, PowerPoint, Visio, and Excel
• Exceptional attention to detail
• Demonstrated knowledge of business development practices and an interest in growing a business

Certifications:

• Relevant certifications, such as Project Management Professional (PMP), Certified Public Accountant (CPA), Certified Internal Controls Auditor (CICA), Certified Internal Auditor (CIA), Certified Fraud Examiner (CFE), or a change management certification like Prosci
• Ability to obtain Public Trust security clearance
• Expertise in structured finance, securitization, mergers and acquisitions, and/or transaction management
• Experience working with financial services providers and asset managers