Senior Consultant, Financial Services, Strategy, Technology & Transformation

Transform Your CareerWe deliver unparalleled opportunities for growth and career advancement. Our dynamic, entrepreneurial culture supports your journey every step of the way.Embrace new challenges and deliver real value to some of the world’s most influential brokerage, insurance, and financial services organizations, as well as Fortune 100 brands, growth companies transforming their industries, and mid-market firms navigating defining moments of their lifecycle. Work side by side with business leaders to solve complex client challenges and make a true impact. Love what you do as part of a diverse organization committed to collaboration and continuous learning.

The Team – Strategy & Transformation

Join a team of talented professionals with deep business and finance transformation experience to guide clients through major transactions (M&A, carve-outs, IPOs), new system implementations, and organizational challenges. We help organizations develop business strategy and execute on transformation initiatives in the areas of operational accounting, financial process improvement, financial technology enablement, FP&A, and transactions.

Your Impact

• Work within our Financial Services vertical, focusing on brokerage, insurance, and financial services clients.
• Deliver high-quality solutions that help clients achieve measurable results across major transformations.
• Support large-scale programs and multi-workstream initiatives, ensuring alignment and timely execution.
• Contribute to current state assessments and help build actionable improvement roadmaps.
• Collaborate with senior team members to execute strategic initiatives and transformation projects.
• Assist clients involved in major transactions (M&A, carve-outs, IPO), financial process improvement, system implementation, operational accounting challenges, and financial technology enablement.
• Participate in client workshops, requirements gathering sessions, and presentations.
• Apply industry knowledge to solve complex challenges and deliver tangible outcomes.

Your Experience

Minimum Qualifications

• BA/BS in Business, Accounting, Finance, or related discipline
• 3+ years of experience in Finance, Operations, or Accounting, including client-facing work in professional services or highly relevant industry experience
• Knowledge of brokerage, insurance, and financial services industry
• Demonstrated experience supporting major transformations
• Familiarity with:
• PMO support and program coordination
• Finance Transformation (Close and Consolidation, FP&A, Order to Cash, Procure to Pay, Treasury Management)
• Business Transformation (process optimization, automation, benchmarking)
• Strong communication and problem-solving skills
• Willingness to travel at least 25%

Preferred Qualifications

• Master of Business Administration (or equivalent experience)
• Exposure to acquisition integration projects