Financial Services, Senior Consultant
$98.2k - $157.98kBaker Tilly Advisory Group, LP
Overview Baker Tilly is a leading advisory, tax and assurance firm with a coast‑to‑coast and global presence in major U.S. and international financial centers. The firm provides professional services through an alternative practice structure in compliance with AICPA standards and related regulations. Key Responsibilities Actively participate in projects focused on Finance Performance Improvement, Business Analytics and Decision Support, Financial Accounting Advisory Services, Transaction Support, Finance Transformation, and Internal Controls design and remediation. Engage in program or project management activities, working closely with team members, managers and partners to deliver high‑quality client service. Strengthen and maintain client relationships by providing outstanding client service and communicating with business owners, executive management, investors, lenders and other sophisticated parties. Invest in professional development through training sessions and networking events, and support recruiting activities including campus recruiting and employee referral programs. Demonstrate strong team skills, a positive attitude and adherence to high ethical standards. Qualifications Minimum of 2+ years’ experience in a large accounting firm, preferably in audit or financial advisory for financial services. Bachelor’s degree in accounting, finance or a related field. Certified Public Accountant (CPA) preferred. Proficiency with Power BI and/or Tableau is a plus. Experience with middle‑market financial suite of applications (such as QuickBooks, NetSuite, IntAcct) and data consolidation, reporting, and analytics. Strong analytical, modeling and Excel skills with a demonstrated ability to conduct complex quantitative and qualitative financial analysis. Excellent organizational skills, ability to multitask, meet tight deadlines, and thrive in a fast‑paced, shifting‑priority environment. Excellent verbal and written communication skills and ability to work effectively in a team. Willingness to travel and work in a hybrid environment. Compensation & Benefits Pay range: $98,200 to $157,980, subject to experience, qualifications, and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees. Equal Opportunity Statement Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. #J-18808-Ljbffr Baker Tilly Advisory Group, LP
- CCSi in New York seeks a financial services leader to enhance fiscal strategies for human-centered organizations. The role emphasizes collaboration with executive leaders, mentoring staff, and ensuring exceptional client service. Candidates should possess an advanced degree...Senior
$107k - $178k
## Financial Services-Senior ConsultantApplylocations: US - NY, New York: US - Remote (Any location)time type: Full timeposted on: Posted Todayjob requisition id: 39458**Job Family:**Management Consulting**Travel Required:**Up to 25%**Clearance Required:**None**What You...SeniorTemporary workWork at officeRemote workFlexible hours$102.5k - $187.9k
...E Y is a leader in serving the global financial services marketplace and the only professional... ...delivery lead, you will partner with senior stakeholders across technology and business... ...Management company or as a Management Consultant in one of these companies 1-2+ years...SeniorWork experience placementSummer holidayFlexible hours- ...A financial services firm in New York is seeking a Senior Accountant / Senior Finance Associate to oversee accounting operations and ensure data accuracy. The role requires a CPA and 1-3 years of experience in financial services. Responsibilities include supporting audits...Senior
$98.2k - $157.98k
...S. and in many of the world’s leading financial centers - New York, London, San Francisco... ...(Baker Tilly) provide professional services through an alternative practice structure... ...is hiring for a Financial Services Senior Consultant! Our Purpose: Our purpose is to help build...SeniorFull timeLocal areaWorldwideShift work$77k - $202k
...Senior Associate, Finance Consulting At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support...Senior- ...Full Time Senior Financial Advisor Our client is seeking Senior Financial Advisors to join their team of multi-million dollar T-12 producers. The ideal candidate will have a strong understanding of financial planning and be able to provide comprehensive advice to...SeniorFull time
$350k
...Senior Advisor/Banker Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance... ...selling opportunities. Provide integrated financial services advice to these clients including...Senior$170.5k - $284.1k
...retention and expansion of a book of business. Consults and coordinates on the delivery of... ...Officers to assess client's current financial situation, goals and objectives to determine... ...and sell the full array of financial services distributed by the Company to current and...SeniorTemporary workWork experience placement- ...Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in... ...and families to develop personalized financial strategies and help clients make the... .... With centralized back-office services, resources, and technology, our platform...Senior
- ...Job Description The senior wealth advisor position at Mariner will lead a wealth management... ...wealth plans that include a coordinated financial strategy that aligns with each client's... ...management experience with fee-based consulting, tax, mutual funds, money manager...Senior
- ...Senior Associate, Corporate Finance Analytics Corporate Finance Analytics ("CFA") is part of the Financial Analysis group of JPMorgan Chase. The team provides financial analysis and... ...and its dynamics within the financial services industry, achieve a solid...SeniorVisa sponsorship
$27.59 - $45.98 per hour
...understanding and knowledge of products and services offered by Business Banking.... ...develop new banking relationships through a consultative sales approach in some branches. Adhere... ...prioritization skills Demonstrated financial services product knowledge Ability...SeniorHourly pay- ...apply.* Partnering with the senior/executive leaders of customer... ...directors, to provide specialized consultation and technical assistance to... ...for the organization’s service or growth strategies and providing... ...practice transformation, financial quality improvement, and sustainability...SeniorWork experience placement
- Lenox Advisors, a leading wealth management firm in New York, is seeking experienced Financial Advisors to elevate their practice. This role involves transitioning from transactional sales to comprehensive financial planning, leveraging internal resources to enhance client...Senior
$10k
...three complementary tracks — and looking for people with sharp financial instincts, a builder's mindset, and the drive to take on a... ...org What You Need 4+ years in Investment Banking, Management Consulting, VC/PE, or Corporate Finance at a top-tier technology company...SeniorFull timeWork at officeHome officeRelocation packageFlexible hours$120k - $185k
...is looking for experienced professionals for their Transaction Advisory practice in New York. The role focuses on identifying key financial issues and driving value creation through analytical insights and client deliverables. Candidates should have 6+ years of experience...Senior- ...leading wealth management firm is looking for an experienced Financial Advisor to join their team. The role involves working directly... ...possess a CFP certification and a proven track record in financial services. This position offers competitive compensation based on...Senior
- Advocates Legal Recruiting seeks a Mid/Senior Associate for its Restructuring & Special Situations practice in New York. The role involves advising hedge funds and institutional lenders on complex liability management transactions and restructurings. Candidates should...Senior
- Charles Schwab is seeking a Financial Consultant to provide wealth management and financial planning advice. You will build lasting client relationships and empower them to own their financial futures. The role requires strong qualifications, including an active FINRA...Senior
$250k
A wealth management firm is seeking an experienced Financial Advisor to work directly with clients on their investment and financial needs... ...at least 7 years in a client-facing role in the financial services industry. The advisor will develop and manage complex financial...Senior$235k
Keystone Distinction Group in New York is seeking an Associate to Counsel-level attorney for their Global Projects, Energy & Infrastructure Finance practice. This role offers the chance to work on complex, high-profile project finance and infrastructure transactions. Candidates...Senior- ...Financial Manager Are you someone who has an interest in Financial Analysis and Management and is looking to grow your career working... ...of Business at JPMorgan Chase & Co. As a Financial Analysis Senior Associate within the Asset and Wealth Management Finance & Business...SeniorFull timeWork experience placementWork at officeLocal areaImmediate startRelocationVisa sponsorshipRelocation package
$140k - $215k
Charles River Associates is seeking a Senior-level Consultant for their Energy Practice in New York. Ideal candidates will have at least 6 years of relevant experience in utility regulation and transactions. The role includes advising clients, managing complex projects,...Senior$80k - $120k
...Annuity Association of America is seeking an Advisor Consultant to manage sales in their defined territory within the US Wealth Advisory Services team. Responsibilities include developing relationships with financial advisors, communicating Nuveen’s solutions, and leveraging...Senior$80k - $135k
A financial consulting firm in New York is seeking a professional for its Transaction Advisory practice. The ideal candidate will have strong... ...consulting experience. Responsibilities include supporting client service teams and preparing analytical reports. The role offers a...Senior$102k - $161k
Rippling is seeking a Strategic Finance Senior Associate to serve as a key business partner within the G&A functions, based out of New... .... This role involves supporting long-range planning, creating financial models to drive decision-making, and monitoring vendor spend. Ideal...Senior- ...have strong drafting and negotiation abilities and a solid background in finance law. This position provides exposure to high-profile clients and sophisticated finance transactions, supporting professional development. #J-18808-Ljbffr The People Of: Professional ServicesSenior
$120k - $150k
Virtus Investment Partners, Inc is seeking an experienced financial advisor to provide comprehensive wealth management services to high-net-worth clients. The ideal candidate will have over 5 years of experience in financial services with strong communication and ethical...Senior$51k - $83.38k
A leading global marketing company is seeking a Senior Associate in New York to manage media budgets and collaborate with client finance. This role focuses on building relationships, ensuring timely invoice reconciliation, and strategic problem-solving. The ideal candidate...SeniorFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Services, Senior Consultant. Be the first to apply!
- strategic finance associate New York, NY
- associate leveraged finance New York, NY
- oracle cloud financials consultant New York, NY
- associate corporate finance New York, NY
- oracle financial functional consultant New York, NY
- financial planner New York, NY
- junior oracle financial functional consultant New York, NY
- international financial advisor New York, NY
- financial advisor part time New York, NY
- estate planning consultant New York, NY

