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 and timely execution.
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.
Apply Finance & Accounting, operational, project management, product management, and problem-solving skills to solve complex challenges, with limited formal documentation, and deliver tangible outcomes.
Your Experience
Minimum Qualifications
BA/BS in Accounting, Finance, or related discipline
5+ years of experience in Consulting, Finance, or Accounting
Knowledge of financial services, FinTech, insurance, brokerage, Fortune 500 Tech, or similarly complex enterprise environments
Direct involvement with complex mergers and acquisitions, integration projects, and/or system implementations
Strong communication, leadership communication, analytical, and problem-solving skills
Experience working directly with Finance & Accounting teams
Experience working with multiple stakeholders including Lines of Business Leads, Product, and Technology
Ability to produce deliverables without relying on standardized templates
Hands on experience with assessing current state and making recommendations for future state; writing business requirements and test cases; executing test cases and escalating issues through to resolution
Willingness to go onsite to clients ~1-3 days per week
Preferred Qualifications
Experience with Enterprise Resource Planning tools (such as SAP, Oracle, etc.)
Experience in client-facing work in professional services
Project management experience
Experience with operational accounting, SOX/controls, FP&A, SEC or regulatory reporting
Integration or M&A experience
Knowledge of financial services regulations and risk management
Advanced degrees (MBA or MSA) or certification (CPA or equivalent)