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    Financial Services Managing Consultant

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      Financial Services Managing Consultant

      New York or Washington DC



      A leading global consulting firm is currently looking to hire a Financial Services Managing Consultant to join one of its US-based offices.


      The firm provides independent advice, data analytics, authoritative studies, expert testimony, investigations, and regulatory and dispute consulting to Fortune 500 corporations, financial institutions, government agencies, major law firms, and regulatory bodies around the world. The firm’s experts provide sophisticated economic, financial, and analytical advice across a wide range of disciplines, including antitrust and competition policy, complex damages, finance, healthcare, intellectual property, restructuring, valuation, and workforce issues. In addition, the firm assists clients in major industry sectors with compliance, business process improvement, and strategy consulting.


      Experts in the Financial Institutions Advisory services practice are looking for highly energetic professionals at the management level with years of experience supporting clients. This role demands use of analytical ability and strong organizational skills to solve complex problems. The work will involve both execution and oversight of engagement work streams that may be either qualitative or quantitative in nature, and responsibilities include: business process reviews, current state assessments, developing roadmaps to improve operations, compliance or control, assisting clients with technology enablement and dashboard reporting, financial and accounting reviews, management of junior staff, quality control, development and presentation of client deliverables, management of existing client relationships, industry research, and expansion of business.


      Key Responsibilities

      • Work directly with senior professionals and experts to execute various financial institution advisory projects related to consumer finance products.
      • Functional areas of work encompass regulatory, risk and controls; finance and accounting; technology enablement; and business process optimization.
      • Works on data intensive projects, including analytics, governance, and manipulation, to support a variety of financial risk initiatives.
      • Plan and manage all aspects or certain aspects of client engagements depending on their size and complexity.
      • Demonstrate creativity and efficient use of relevant software tools, analytical methods and computer models to develop solutions.
      • Participate in group practice meetings, contribute to business development initiatives and office functions such as staff training and recruiting.
      • Prioritize assignments and responsibilities in order to meet goals and deadlines.


      Skills, Knowledge & Experience

      Financial Industry / Product Knowledge

      Must have work experience with Financial Institutions and / or management consulting involved with the following activities is highly preferred:

      • Banking
      • Mortgage (originators, servicers, secondary marketing, GSEs)
      • Auto Finance
      • Student Loans
      • Commercial Loans
      • Cyber Security / Data Privacy
      • Insurance


      Functional Capabilities

      Prior skills or experience working in the following topical areas is highly preferred:

      • Risk and Control Assessments;
      • Process mapping/flows;
      • Assessment of compliance with consumer regulations (CFPB / OCC / Federal Reserve / State Law Requirements);
      • Business process remediation;
      • Consumer compliance testing and financial harm analysis;
      • Business analysts (user requirement development / user acceptance testing);
      • Quantitative / Qualitative analysis;
      • Valuation of financial instruments;
      • Project / program managers.


      In addition to;

      • A Bachelor’s degree in business, accounting, finance, economics, statistics, or a related field. MBA, M.A., M.S. is highly preferred;
      • Must have six to ten (6-10) years’ experience in financial services, preferably with Big Four or other similar consulting firms;
      • Strong PowerPoint presentation skills/techniques. Ability to create decks and agendas that provide robust transparency as to project status;
      • Proven capability with MS Excel. A desire to expand those capabilities is required, as is the ability to train others to use such tools;
      • Desire and ability to manage processes and other more junior staff, as necessary;
      • Commitment to producing high quality analyses and attention to details;
      • Keen interest in economic or financial analyses and research;
      • Strong verbal and written communication skills; and
      • Ability to travel to client sites on demand required.

      Posted by

      Ben Kinley

      Group Managing Director

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