Financial Services Managing Consultant
$100k - $230kBerkeley Research Group
Overview We are a trusted advisor to leading financial services companies and banks. We work to help clients meet and execute strategies related to risk and regulation, compliance, financial crime, innovations in technology, accounting, and evolving customer experience expectations and on key issues such as the impact of LIBOR changes. Our team of experts in our 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. 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. 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 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. Qualifications 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 eight (6-8) 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. Salary Range: $100,000- $230,000 annually. #LI-MT1 | #LI-ONSITE #J-18808-Ljbffr
$95k - $110k
...connects patients, personal care providers, managed care organizations, and states. Today, HHAeXchange... ...growing need for home and community-based services (HCBS). This FP&A Analyst role will serve as a dedicated financial business partner to the Research &...SuggestedFull timeLocal areaNight shift$108.63k - $127.8k
...the emerging onchain platform — and with it, the future global financial system. To achieve our mission, we’re seeking a very... ...organization by building and running company-wide processes, managing core financial systems, and serving as the bridge between FP&A...SuggestedLocal area$75k - $125k
...Wealth Advisor within PNC Wealth Management, you will be based in McLean,... ...you to develop customized financial solutions that reflect each... ...position. Job Description Consults on investment and insurance... ...efficiently handling sales and service, identifying sales and/or...SuggestedFull timeTemporary workPart timeWork experience placementWork at office- ...Northwestern Mutual in Washington is seeking a Financial Advisor to help clients achieve their financial goals through personalized planning... ...grow your client base, develop holistic financial plans, and manage client relationships throughout their life stages. This role...Suggested
$100k - $160k
...Managing or Senior Managing Consultant – Financial Institution Advisory Responsibilities Conduct business process reviews and current‑state assessments across... ...professional development. Experience in financial services, blockchain, or cryptocurrency considered a plus....SuggestedLocal area- ...to serve as the relationship manager for a diverse network of... ...investment performance, economic and financial market trends with ultra-... ...financial products and services offered through the Wealth Management... ...relationship building Consultative professionalism Effective...Work at officeNight shift
$100k - $200k
...LE001 Berkeley Research Group, LLC is seeking a Managing or Senior Managing Consultant in Washington, DC. This role focuses on enhancing operations and compliance in financial institutions, leveraging AI technologies. Ideal candidates will have several years of experience...$100k
...Investment Advisor, is seeking a Senior Advisor to join our Financial Services team. As a Wealth Management Financial Advisor, you will build and deepen client... ...and general employee populations.* Outgoing, consultative, and sales‐oriented mindset with a drive for business...Contract workLocal area$72k - $103k
...We’re hiring a Finance Associate or Senior Finance Associate to manage and build the financial systems that will let us triple our annual budget from $4M to $14M+ over the next two years. Tarbell’s programs will only be successful if we can deploy our financial resources...For contractorsWork at officeLocal areaFlexible hoursShift work2 days per week$95k - $110k
...connects patients, personal care providers, managed care organizations, and states. Today,... ...need for home and community-based services (HCBS). This Sr FP&A Analyst role will... ...to connect operational complexities with financial drivers across revenue and/or expense. This...Full timeLocal areaNight shift- ...Crisis24 is seeking a professional to monitor incidents and manage operational responses in Washington, D.C. You will oversee various... ...systems, respond to emergencies, and coordinate with the Protective Services Unit. The ideal candidate will have a graduate-level degree in...
- ...Mortgage Backed Securities Junior Financial Analyst GMRC007 ProSidian is a Management and Operations Consulting Services Firm focusing on providing value to clients through tailored solutions based on industry leading practices. ProSidian services focus on the broad...Full timeFor contractorsBank staffInternshipWork at office
- A leading real estate analytics firm is seeking a Senior Financial Analyst to join their Arlington, VA office. This role focuses on managing financial analysis, developing revenue and expense forecasts, and supporting executive reporting. The ideal candidate will have a...Work at office
- ...Sergeant Major and an Army Special Forces Colonel, we are a values-based organization focusing on a camaraderie, service, and excellence culture. We have managed crises in the worst environments in the world, and we know how to act fast to provide unmatched service for...Full timeWorldwideShift work
- MarginEdge is seeking a Financial Analyst to support financial reporting and contribute to planning and analysis at our headquarters in Arlington, VA. You will manage financial models, track performance against plans, and assist in financial due diligence for capital raises...
- ...Summary Monitor, develop, execute, and manage data system and network security across... ...Backup CareHealth Savings AccountPublic Service Student Loan ForgivenessFertility and... ...InsuranceEmployee Assistance Program No-cost Financial Advisor SessionsCommuter and Flexible...Hourly payPermanent employmentTemporary workWork experience placementInterim roleLocal areaRelocationFlexible hours
$43k - $82.59k
...Registered Fund team , which manages the daily accounting, tax,... ...origin, age, disability, military service, veteran status, genetic... ...a company. We are advisors, consultants, problem solvers, friends, community... ...best of every moment with a financial foundation that can help you...Work at officeLocal areaRemote workMonday to FridayFlexible hours$130k - $140k
...more than $4.5 billion in assets under management. Since its founding, EIP has focused on... ...reviewing annual and quarterly credit fund financial statements and quarterly/monthly... ...Assist in the coordination with fund service providers for auditor, tax, custodians,...$95k - $100k
Overview Nakupuna Companies seeks an Analyst III: Public Financial Management Advisor. The Office of Program Transition and Supply Chain (PTSC... ...management as it relates to financing and delivering health services Support the development and implementation of frameworks,...Contract workWork at officeRemote work- ...solutions to individuals and businesses, managing client goals and objectives and... ...maintaining client relationships. The Senior Financial Consultant position actively partners with... ...clients and prospects. Maintain and service current customer accounts by answering...Bank staffWork at officeLocal area
- ...Retirement Resource Center, LLC. in Arlington, VA is seeking an Associate Financial Advisor to assist in managing client relationships and support Senior & Lead Advisors on complex client families. The ideal candidate should have a strong professional demeanor and a CFP...
$120k - $175k
...The MIL Corporation is seeking a Financial Reporting Lead (Financial Consulting, Associate) to support the Board... ...materials; strong stakeholder management in a hybrid on-site/remote environment... ...in Consulting & Professional Services™ 2021 Fortune Best Workplaces for...Full timeContract workRemote work$95k - $100k
...2026-6415 Category Mission & Business Operations Services Type Full-Time Salaried Company Nakupuna... ...the Department's global health security surveillance portfolio. Manage foreign assistance programs that strengthen subnational, national...Full timeContract workLocal areaMonday to Friday$110k - $160k
...company with the mission of protecting service members and civilians with intelligent systems... ...-level reports, clearly articulating financial performance, program health, and... ...Partner closely with program finance, program managers, business development, and operational leaders...Contract workTemporary workPart timeWorldwide- Parents Together Foundation is seeking a Senior Finance Associate to manage key accounting functions and ensure financial sustainability across affiliated entities. This role includes monthly closing procedures, payroll, and compliance with GAAP standards. The ideal candidate...Remote job
- Senior Advisor, Wealth Management - The Baldwin Group Financial Services page is loaded## Senior Advisor, Wealth Management - The Baldwin Group Financial Serviceslocations: Remote UStime type: Full timeposted on: Posted Todayjob requisition id: JR108672The Baldwin Group...Contract workLocal areaRemote work
- ...professional and administrative support services for the Court Services and Offender... ...in Washington, DC. As an Oracle Federal Financials (OFF) Analyst, you will serve as the agency... ...matter expert on federal financial management and procurement systems — resolving complex...Full timeTemporary workWork at officeMonday to Friday
- A financial services firm in Washington is seeking a qualified individual to manage client financial goals and provide tailored solutions. You will work directly with clients to build financial plans, recommend products, and collaborate with internal teams on client needs...
$113k - $188k
Financial Investigations Managing Consultant page is loaded## Financial Investigations Managing Consultantlocations: US - DC, Washington: US - VA, McLean: US - VA, Arlingtontime type: Full timeposted on: Posted Todayjob requisition id: 36756**Job Family:**Risk & Regulatory...Full timeTemporary workFlexible hours$100k
The Baldwin Group Colleague, Inc. is seeking a Senior Wealth Advisor to manage and diversify client relationships, deliver comprehensive financial planning, and enhance asset protection strategies. You will leverage a strong book of business and industry expertise in a...
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