The Team
Join a team of talented professionals with deep business and finance transformation experience who guide clients through major transactions, including M&A, carve-outs, IPOs, system implementations, and organizational change. We help organizations define business strategy and execute transformation initiatives across operational accounting, financial process improvement, financial technology enablement, FP&A, liquidity and cash reporting, regulatory reporting, risk management, and transactions.
Your Impact
- Support large-scale programs and multi-workstream initiatives, ensuring alignment, disciplined execution, and measurable business outcomes.
- Partner with senior team members to execute strategic initiatives, transformation projects, leadership communications, and executive-ready recommendations.
- Lead client workshops, current-state assessments, requirements-gathering sessions, and executive presentations, drawing on prior experience in similar client-facing environments.
- Assess complex customer, account, product, transactional, regulatory, and operational environments to identify risks, define future-state requirements, and support successful integration outcomes.
- Translate ambiguous or fragmented business, data, process, and technology realities into clear recommendations, structured decision frameworks, and actionable delivery plans.
- Facilitate alignment across business, risk, compliance, product, technology, and operations stakeholders when ownership, accountability, control expectations, or interpretation conflicts arise.
- Design and execute structured test strategies, integration approaches, risk assessments, governance routines, and readiness plans that support transformation, regulatory expectations, and operational sustainability.
- Identify data-related risks, quantify business and regulatory impact, and support risk-based prioritization decisions.
Your Experience
Minimum Qualifications
- BA/BS in Accounting, Finance, Information Systems or related discipline
- 5+ years of experience in consulting or complex financial services, FinTech, insurance, brokerage, Fortune 500 Tech environment.
- Strong communication, leadership communication, analytical, and problem-solving skills
- Willingness to go onsite to clients ~1-3 days per week
- Ability to assess and map complex data environments across customer, account, product, transactional, and regulatory datasets.
- Strong critical thinking skills to reconcile conflicting data definitions, ownership models, and legacy platform inconsistencies.
- Where appropriate, ability to leverage automation or AI-enabled data profiling, lineage, and metadata tools to enhance transparency and efficiency.
- Ability to assess downstream impacts of system changes on controls, reporting, and compliance obligations.
Preferred Qualifications
- Experience in client-facing work in professional services
- Project management experience
- Ability to map current-state operations and design future-state workflows across multiple lines of business.
- Knowledge of financial services regulations and risk management
- Advanced degrees, such as MBA or MSA, or certification, such as CPA or equivalent
- Product management experience
- Ability to design and execute comprehensive test strategies covering system, integration, regression, and user acceptance testing.
