1,268 Results for

Financial Consultant Jobs in New York

Jobs

New York, NY

$80–$80 / hour
Full time

Workday Finance Specialist: This role will work closely with Finance functional leads, HR, IT and external implementation consultants to ensure that financial modules and business processes are accurately configured, tested, and aligned with requirements. Responsibilities include supporting data validation, business process setup, reporting, ongoing support, and long-term optimization of Workday.

8 days ago

New York, NY

$131,997–$131,997 / year
Full time

Prepared and delivered demonstrations of financial software products, focusing on modeling fixed income instruments (e.g., bonds, credit ETFs) and credit derivatives (e.g., CDS, CDX, tranches) using proprietary models. Performed scenario analysis and Value-at- Risk (VaR) simulations for client portfolios and implemented automated data pipelines to improve risk monitoring capabilities.

7 days ago

New York, NY

$80–$90 / hour
Contractor

We are looking for an experienced with 15+ yrs of progressive experience in Implementation SAP Central Finance (CFIN) Consultant/Lead to drive design, implementation, and support of Central Finance solutions in S/4HANA landscapes. The role requires strong expertise in finance processes, system integration, and S/4HANA transformations to enable real-time financial consolidation and reporting.

7 days ago

Tuxedo, NY

Lennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. May require the ability to work more than eight hours per day in the confined quarters of a construction trailer, the ability to operate a motor vehicle, read plans, climb stairs and ladders, bend, stoop, reach, lift, move and/or carry equipment which may be in excess of 50 pounds.

13 days ago

Hempstead, NY

$39,600–$92,400 / year

In this role, you will work closely with small and mid-sized businesses (SMBs), introducing them to Clover, an award-winning point-of-sale and business management platform.

Our client, a global leader in the fintech and payments space, is seeking a dynamic Sales Representative / Business Consultant to join their team.

10 days ago

Huntington Station, NY

$49,686–$78,078 / year

p>BRIEF POSITION SUMMARY:

Key Account Sales Consultant Public Sector (KPS) is critical to driving MSC's Public Sector market position and achieve revenue and profit growth within Public Sector Mid/Large Market customers ($200,000-$5,000,000 potential). KPS role is required to build key customer relationships, identify business opportunities within Public Sector Vertical, negotiates and closes business deals and maintain extensive knowledge of current market conditions.

6 days ago

New York, NY

$25–$35 / hour
Contractor

The IT Budget Management Consultant will assist in overseeing and optimizing technology budgets, ensuring efficient allocation of resources to meet organizational objectives. The employer is a well-established organization in the financial services industry, known for its dedication to innovation and excellence in technology-driven solutions.

7 days ago

Oceanside, NY

$100,000–$200,000

With operations in 19 cities across North America, we manufacture Marvin’s quality products, including Infinity Replacement Windows and Doors, and TruStile Doors.

Apply today and start building a flexible, fulfilling future with Infinity Replacement, backed by the strength and legacy of Marvin.

1 day ago

Southampton, NY

$45,878–$85,989

We offer quality products and exceptional service to our customers while supporting the communities we serve and protecting the environment.

We use state of the art technology including tablets, mobile point of sales (POS), and our exclusive bedMatch system.

1 day ago

Oceanside, NY

$100,000–$200,000

With operations in 19 cities across North America, we manufacture Marvin’s quality products, including Infinity Replacement Windows and Doors, and TruStile Doors.

Apply today and start building a flexible, fulfilling future with Infinity Replacement, backed by the strength and legacy of Marvin.

1 day ago

Uniondale, NY

Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives. Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts.

10 days ago

New York City, NY

$69,000–$177,000 / year
Full time

We are HCLTech, one of the fastest-growing large tech companies in the world and home to 220,000 people across 60 countries, supercharging progress through industry-leading capabilities centered around Digital, Engineering and Cloud. A JDE E1 Finance Consultant requires deep expertise in GL, AP, AR, and Fixed Assets modules, strong knowledge of financial business processes, and experience in configuration, implementation, and functional specification (FSD) creation.

28 days ago

New York City, NY

$69,000–$177,000 / year
Full time

We are HCLTech, one of the fastest-growing large tech companies in the world and home to 220,000 people across 60 countries, supercharging progress through industry-leading capabilities centered around Digital, Engineering and Cloud. A JDE E1 Finance Consultant requires deep expertise in , , , and modules, strong knowledge of financial business processes, and experience in configuration, implementation, and functional specification (FSD) creation.

21 days ago

New York, NY

Full time

ECLARO's client is one of the largest mutual life insurance companies and provides long-term care insurance, mutual funds and retirement-plan services across the US. Position Overview:Experienced Enterprise Resilience consultant to provide targeted, execution-focused support across a visible and high-priority initiative.

30+ days ago

Tuxedo, NY

Full time

12 days ago

Flushing, NY

$20–$31 / hour

Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement.

Help assist the Financial Consultant to create, maintain, and implement business plans designed to identify revenue growth opportunities for new and existing clients.

30+ days ago

Remote

$129,825–$144,250 / year

Alabama - Home Teleworkers, Alabama - Home Teleworkers, Arizona - Home Teleworkers, Arkansas - Home Teleworkers, California - Home Teleworkers, Colorado - Home Teleworkers, Connecticut - Home Teleworkers, Delaware - Home Teleworker, District of Columbia - Home Teleworkers, Florida - Home Teleworkers, Georgia - Home Teleworkers, Idaho - Home Teleworkers, Illinois - Home Teleworkers, Indiana - Home Teleworkers, Iowa - Home Teleworkers, Kansas - Home Teleworker, Kentucky - Home Teleworkers, Louisiana - Home Teleworkers, Maine Home Teleworkers, Maryland - Home Teleworkers, Massachusetts - Home Teleworkers, Michigan - Home Teleworkers, Minnesota - Home Teleworkers, Mississippi - Home Teleworker, Missouri - Home Teleworker {+ 21 more}. Your Role: Serves as a strategic FP&A partner to the Personal Lines organization, leading complex financial and operational analyses, driving resolution on critical issues, and delivering insights that inform business decisions.

30+ days ago

New York

li>Discuss client investment goals with consideration given to risk tolerance, asset allocation preferences, cash flow requirements, tax sensitivity, and potential life events. This is a consultative sales role with an expectation to promote our advisory capabilities and investment solutions to grow our base over time.

30+ days ago

Rochester, NY

$85,000–$115,000 / year

p>JOB SUMMARY: As a member of the Enterprise Systems Group, you will deliver multiple software upgrade assistance and implementations via consulting activities from Kickoff to Go-Live, on time, on budget and to the agreed scope, as well as provide ongoing client support.

ESSENTIAL FUNCTIONS:

Be the trusted advisor to clients on system configuration and implementation, using Epicors signature methodology for problem identification, implementation, documentation, testing and training.

30+ days ago

Buffalo, New York

2026-06-19

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location.

Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling.

15 days ago

New York, NY

$62,400–$64,350 / year

In this position, you will: • Evaluate customers relative to financial needs, current holdings, and available investment capital by listening to and uncovering their needs and educating them about the bank and investment program products and services that are most appropriate for their situation. • Pro-actively seek information from prospects and clients to understand possible changing situations, needs, and desired benefits and evaluate product or service alternatives.

30+ days ago

Syracuse, NY

The function of an Associate Financial Consultant is to assist in the growth and development of an existing book of established client relationships, work and develop referrals within an assigned territory of CBNA Branches while collaborating with a Senior Financial Consultant. Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion.

20 days ago

Oneonta, NY

We are seeking a knowledgeable and client-focused Financial Consultant to join our team at Nottingham Investment Services (a division of Community Financial Systems, Inc.) a leading financial services institution. Collaborate and partner with internal departments to deliver comprehensive solutions, i.e. Retail Branch partners, Commercial Banking partners, BPAS and OneGroup Insurance.

30+ days ago

Sleepy Hollow, NY

This role is ideal for professionals with biotech pharmaceutical or healthcare industry experience who understand complex regulatory operational and financial environments and can quickly step in to support critical accounting functions. Overview We are seeking Senior Financial Consultants to provide backfill support for Accounting and Finance teams during an Oracle Fusion ERP implementation.

30+ days ago

Amherst, NY

li>Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning.

Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation.

10 days ago

Buffalo, NY

$26–$43.34 / hour

Education and Experience Required: Associate degree and a minimum of 3 years' previous sales, sales administration, or retail banking experience, or in lieu of a degree a combined minimum of 5 years' higher education and/or work experience, including a minimum of 3 years' previous sales, sales administration, or retail banking experience. Maintain and build referral channel and strong partnerships with Retail branch partners and Business Banking to ensure investment needs of current and potential customers in assigned Market and branches are met or exceeded.

30+ days ago

Buffalo, NY

$75,400–$100,000 / year

p>_____. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

30+ days ago

p>Serving airports and other aviation clients for more than 70 years across all seven continents, our aviation consulting practice includes both planning and development services that span activation planning, airfield and airspace, business and finance, commercial development, environmental, ground transportation, master planning and strategy, terminal planning and design. This is an opportunity for a financially minded professional who enjoys solving complex problems, building sophisticated analytical models, and working directly with airport and aviation industry leaders on high-impact projects.

7 days ago

New York

Serving airports and other aviation clients for more than 70 years across all seven continents, our aviation consulting practice includes both planning and development services that span activation planning, airfield and airspace, business and finance, commercial development, environmental, ground transportation, master planning and strategy, terminal planning and design. This is an opportunity for a financially minded professional who enjoys solving complex problems, building sophisticated analytical models, and working directly with airport and aviation industry leaders on high-impact projects.

6 days ago

Little Neck, NY

$35,568–$66,534 / year

Direct the investment sales for an assigned group of retail bank licensed bankers through coaching, training, goal setting, marketing plans and daily support. Advise and assist Flagstar customers in optimizing their financial position by creating a customized investment strategy designed around their goals, time frame, and comfort level with market risk.

30+ days ago

Plattsburgh, New York

Responsibilities:

Collaborate and partner with internal departments to deliver comprehensive solutions, i.e. Retail Branch partners, Commercial Banking partners, BPAS and OneGroup Insurance.

30+ days ago

Roslyn, New York

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Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

15 days ago

Plainview, New York

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15 days ago

Garden City, New York

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15 days ago

$140,000–$218,750 / year

li>Growth Opportunities: Appian provides a diverse array of growth and development opportunities, including our leadership program tailored for new and aspiring managers, a comprehensive library of specialized department training through Appian University, skills based training, and tuition reimbursement for those aiming to advance their education. Through a combination of creative persona-based storytelling, technical solutioning, and business consulting, Appian's Solution Consultant's are the driving force behind helping customers understand the business value that Appian's technology can provide during the sales cycle and beyond.

7 days ago

$55,000–$75,000 / year

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30+ days ago

Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. As an Institutional Investment Consultant, you will be responsible for the distribution of Nationwide mutual funds within a defined territory, across all distribution channels (Independent advisors, Hybrid advisors, wire house advisors, and RIA), with an emphasis on larger RIA firms.

30+ days ago

Melville, New York

In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies.

3 days ago

New York, NY

$126,000–$189,000 / year

You will work closely with Account Executives and your peer Solution Consultants to support a combination of Net New sales opportunities - from fast-moving, efficient opportunities to large, strategic deals that require deep investment. You will participate in various projects, initiatives, and cross-functional teams to achieve our team's goals of driving increased revenue for Workday and sustainable business outcomes for customers by leveraging Workday technology.

30+ days ago

New York, NY

$99,000–$252,450 / year

PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients optimise their financial performance, improve decision-making, and achieve their financial goals.

30+ days ago

Demonstrated hands-on experience configuring Banner Financial Aid modules, including funds management, awarding rules, satisfactory academic progress (SAP), packaging, and disbursement processing. In this role, you will partner with colleges and universities to implement, optimize, and support their Banner Financial Aid systems, helping institutions better serve students while maintaining compliance with federal and state regulations.

27 days ago

Newburgh, NY

$52,000–$210,000 / year

p>Tasks Performed: • 50% Interviews and profiles customers/prospects to determine investment and insurance needs, recommend appropriate products, and makes appropriate referral to branch or to other members of regional market team.

Interviews and profiles customers/prospects to determine investment and insurance needs, recommends appropriate products, and makes appropriate referrals to branch or to others on regional Financial Group market team.

30+ days ago

New York, New York

We provide an unsurpassed range of real estate advisory services including merger and acquisitions, due diligence, valuation, lease consulting, forensic accounting, financial outsourcing, IPO preparation, real estate and REIT tax structuring and compliance, executive compensation, master planning and development services, cost segregation and private client services. We represent leading public and private real estate entities including equity and mortgage REITs, financial institutions, investment banks, opportunity funds, insurance companies, hedge funds, pension advisors and owners/developers.

23 days ago

New York, NY

Support execution and project management efforts on client projects and workstreams, including market research, strategy formation, and content creation, such as conducting a multi-stakeholder materiality assessment; Work with a growing team across multiple locations to develop project deliverables; Draft, edit, and format a variety of materials based on comprehensive research and analysis (e.g., sustainability reports and ESG disclosures, climate commitments, quantitative scoring/data models, key message documents, etc.); Support the development and production of client proposals and practice marketing materials; Support practice development efforts, such as thought leadership on emerging trends and the development of new service offerings; Assist in mentoring, training, and integrating new teammates and interns; Demonstrate a high level of integrity and ask the necessary questions to manage firm and client data responsibly. Among others, these services include: Benchmarking peers and best practices; Supporting single and double materiality assessments; Monitoring global regulatory developments, including CSRD, ISSB, CSDDD and state level regulations; Aligning with key ESG reporting frameworks including SASB, GRI, TCFD, and CDP; Assessing and improving ESG-related data collection processes; Drafting ESG/Sustainability reports and related communications; Executing ESG ratings improvement programs; Conducting investor research and supporting targeted outreach; Supporting M&A transactions through ESG program integration; and.

22 days ago

Glen Oaks, NY

$100,000–$150,000

3 days ago

Hillside, NY

$100,000–$150,000

3 days ago

New York, NY

Remote

$75,000–$110,000

30+ days ago

New York City, NY

$308,700–$424,500 / year

This role is located in the US (Northeast Preferred) and reports to the Global Leader of Value Acceleration: The impact you will have: Drive significant financial impact across Financial Services sector customers in the Americas Identify root causes of challenges in our value selling process and implement scalable solutions Work with Leadership ensuring that sales-led customer engagements are centered around value creation and measurement Be instrumental in pursuits of key accounts, building win narratives and account strategy Help win sales opportunities, directly engaging with sales teams and customers to build the business case and document the impact realized from using Databricks Teach the tenets of Business Value Consulting to field Sales and Customer Success teams Work with Marketing to promote the measurable impact of Databricks inside and outside our company through presentations, blogs, webinars, and whitepapers Build reusable financial benefit analysis models for BVC practitioners and field teams Partner with GTM leaders to advance industry and broader go-to-market objectives Leverage Databricks' unique differentiators to address customer challenges and accelerate growth What make this role unique: This high-impact role places you at the intersection of cutting-edge enterprise data & AI innovation and business transformation. As part of our well-connected Value team, you'll have: Access to industry-leading experts and thought leaders Autonomy to select problems that align with your passion and critical business needs Opportunity to drive meaningful change across the organization Clear path for career progression based on impact Work with a team that has a reputation for driving meaningful change throughout Databricks What we look for: Bachelor's degree (or equivalent) required, MBA a plus 9+ years experience as part of an enterprise software sales or consulting team or working in IT 5+ years experience as a Business Value Consultant Experience applying data-driven problem solving to business challenges Strong understanding of data challenges faced by individual contributors and leaders in FINS.

30+ days ago

New York, NY

$168,750–$278,475 / year

What you get to do in this role: The Moveworks Sr Advisory Solution Consultant- Financial Services is a technical & business consultant with the advanced ability to develop, position and provide industry and product specific solutions during sales cycles while achieving quarterly and annual sales goals for the Financial Services vertical. Develop trusted relationships with customer stakeholders and client partners, guiding strategic programs such as roadmap alignment, customer journey mapping, and outcome planning in top accounts.

30+ days ago

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Financial Consultant Jobs in New York

Workday Financial Consultant Federal Home Loan

Financial software Consultant Quantifi Inc.

SAP CFIN Consultant KTEK RESOURCING

New Home Consultant Lennar Corporation

Sales Representative/Business Consultant - Long Island, NY System One

Sls Consultant, Public Sector Key Account MSC

IT Budget Management Consultant (Mandarin Speaking) Page Group

In-Home Design Consultant Marvin

Sales Consultant Mattress Warehouse

In-Home Sales Consultant Marvin

Financial Advisor New York Life - Uniondale

Senior JDE Finance Consultant Company Confidential

Senior JDE Finance Consultant HCLTech

Crisis & Incident Management Consultant Eclaro

New Home Consultant Lennar Homes

Senior Financial Consultant Associate East West Bancorp Inc

Financial Consultant, Personal Lines FP&A - Remote CSAA Insurance Group

Financial Consultant Manning & Napier

ERP Financial Consultant ComTec Solutions Ltd

Financial Consultant TIAA

Financial Consultant Popular Inc

Associate Financial Consultant Community Bank, N.A.

Financial Consultant Community Bank, N.A.

Financial Consultant Kforce Inc

VP, Financial Consultant Buffalo, NY The Charles Schwab Corp

Financial Consultant M&T Bank Corp

Financial Consultant Teachers Insurance and Annuity Association of America (TIAA)

Aviation Financial Consultant (Future Opportunities) T.Y. Lin International Group Ltd

Aviation Financial Consultant (Future Opportunities) Sidara

Financial Consultant Flagstar Bank NA

Financial Consultant Community Financial System, Inc.

Financial Consultant - Roslyn, NY Fidelity

Financial Consultant - Wall Street, NY Fidelity

Financial Consultant - Garden City, NY Fidelity

Senior Solutions Consultant - Financial Services Appian Corp

Financial Consultant I MetLife Inc

Institutional Investment Consultant - Nationwide Financial Nationwide Mutual Insurance Co

Financial Consultant (Long Island) WealthBridge

Presales Sr Solution Consultant - HCM Net New - Financial Services Industry Workday Inc

Financial Markets & Real Estate - General Corporate Real Estate Consultant - Manager PricewaterhouseCoopers LLP

Banner Financial Aid Consultant Ferrilli

Financial Consultant NBT Bancorp Inc

Senior Consultant, Financial Reporting & Accounting | IA&R Real Estate Solutions Fti

Senior Consultant, Financial Communications - ESG Advisory Practice FTI Consulting Inc

Senior Consultant, Financial Reporting & Accounting | IA&R Real Estate Solutions FTI Consulting Inc

Financial Consultant (Queens & Brooklyn) WealthBridge Financial Group

Financial Consultant (Long Island) WealthBridge Financial Group

Financial Consultant-New York Century Consulting Services

Business Value Consultant, Financial Services Databricks Inc

Sr Advisory Solution Consultant- Financial Services- Moveworks ServiceNow Inc

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