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
- Work within our Financial Services vertical, supporting brokerage, insurance, financial services, FinTech, large technology, Fortune 500, and other complex enterprise clients.
- 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
- Experience with Enterprise Resource Planning tools (SAP, Oracle)
- 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 OR
- Product management, including a strong foundation in Agile, Waterfall, and other methodologies, and presenting recommendations to management
- Willingness to go onsite to clients ~1-3 days per week
Preferred Qualifications
- 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)
