Financial Services Transformation Consultant
$115k - $160kLE001 Berkeley Research Group, LLC
What You’ll Do Lead or support banking transformation initiatives across consumer lending, retail banking, and payments. Assess current operations, design future‑state operating models, and develop practical implementation roadmaps. Support transformation programs, governance, and PMOs from strategy through execution. Support technology‑enabled transformation, including vendor evaluation, implementation, and business readiness. Develop high‑quality client deliverables and executive presentations. Build effective working relationships with clients and communicate recommendations to project stakeholders. Collaborate with AI specialists to incorporate AI‑enabled approaches into consulting delivery. Support business development and contribute to the continued growth of the practice. Managing Consultant Lead complex workstreams and coordinate day‑to‑day project execution. Review work products and coach Associates and other junior team members. Serve as the primary day‑to‑day contact for portions of the client team. Support engagement planning, project management, and successful delivery. Salary Range: $115,000 – $160,000 per year. Prior consulting experience delivering business transformation for financial institutions. Experience leading workstreams and coaching junior team members. Experience in retail banking, consumer lending, or credit cards (including servicing, collections, and default). Experience supporting transformation programs within regulated financial institutions. Ability to work effectively across business, operations, technology, legal, compliance, and risk functions. Strong written and verbal communication skills. Ability to travel to client sites as needed. Preferred: Industry experience at a leading bank, lender, or financial services institution; additional experience in commercial banking, payments, or wealth management. Experience using AI tools such as Claude or ChatGPT is helpful but not required. Candidates must be able to verify their legal right to work in the United States without employer sponsorship now and in the future. Associate Own discrete analyses and deliverables, working closely with senior team members to solve complex business problems. Support successful client engagements by conducting research, developing client deliverables, and contributing to practical recommendations and implementation roadmaps. Help build the practice through contributing to recruiting, new offerings, and improving work processes. Salary Range: $72,000 – $83,000 per year. Prior consulting experience delivering business transformation for financial institutions. Experience in retail banking, consumer lending, or credit cards (including servicing, collections, and default). Experience supporting transformation programs within regulated financial institutions. Ability to work effectively across business, operations, technology, legal, compliance, and risk functions. Strong written and verbal communication skills. Ability to travel to client sites as needed. Experience using AI tools such as Claude or ChatGPT is helpful but not required. Candidates must be able to verify their legal right to work in the United States without employer sponsorship now and in the future. BRG is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, religion, color, sex, gender, national origin, age, United States military veteran status, ancestry, sexual orientation, marital status, family structure, medical condition, or disability, so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under applicable law. #J-18808-Ljbffr LE001 Berkeley Research Group, LLC
$99k - $232k
...LevelManagerJob Description & SummaryThe OpportunityAs a Finance Transformation - Anaplan Consultant, Manager, you will collaborate with CEOs, CFOs,... ...finance transformation initiatives using Anaplan to optimize financial planning and analysis processes- Collaborating with CEOs...SuggestedFull timeH1b$99k - $232k
...Management practice, within Finance Consulting services, will provide the opportunity to work... ...team helps clients optimise and align financial planning, consolidation, reporting and... ...enterprise and/or data architecture transformation programs;Leading the design, build, migration...SuggestedFull timeH1b$77k - $202k
...AssociateJob Description & SummaryThe OpportunityAs a Finance Transformation - Anaplan Consultant, Senior Associate, you will engage with CEOs, CFOs,... .... In this role, you will help clients align financial planning, consolidation, reporting, and analytics processes...SuggestedFull timeH1b$63k - $140k
...ApplicableSpecialismFinanceManagement LevelAssociateJob Description & SummaryAt 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...SuggestedFull timeH1b$77k - $202k
...Description & SummaryAt PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals... ...will lead the design and implementation of transformative finance solutions using OneStream. As a...SuggestedFull timeH1b$124k - $280k
...ManagerJob Description & SummaryA career in our Financial Operations practice, within Finance Consulting services, will provide the opportunity to work alongside... ...through insight and challenge.Our team helps clients transform their finance function by executing strategies...Full timeH1b- Grant Thornton is seeking a Business Consulting Senior Associate to analyze business processes, define requirements, and remediate gaps... ...you will collaborate with our Business Consulting Practice to transform finance and operations functions, including reporting, and design...
- Overview We are looking for an experience Transformation Finance Consultant for our manufacturing client on a contract basis. This role is fully-remote... .... Responsibilities Develop and maintain PMO tools, financial baselines, and integrated turnaround plans for strategic...Hourly payContract workLocal areaRemote workFlexible hoursShift work
- Forvis Mazars US is seeking an experienced finance transformation professional in New York. You will lead initiatives, assess... ...and a strong background in end-to-end finance processes within financial services or consulting environments. #J-18808-Ljbffr Forvis Mazars US
$102.5k - $187.9k
...EY is a leader in serving the global financial services marketplace and the only professional... ...issues, liaising with Aladdin Client Transformation (ACT) teams to coordinate and drive for... ...company or as a Management Consultant in one of these companies1-2+ years of...Work experience placementSummer holidayFlexible hours$110.7k - $218.3k
...Summary Deloitte’s Finance Transformation team helps CFOs and finance... ...Transformation Senior Consultant on the Controllership and Treasury... ...and accounting, and financial risk management.Support engagements... ...its subsidiaries. Certain services may not be available to...Local areaWorldwideVisa sponsorship- ...Financial Services Representative Employment Type: Full-Time, Part Time, Contract Compensation: Performance-based (details provided during... ...willingness to obtain Experience working with clients in a consultative environment What We Offer Structured training and...Full timeContract workPart timeFlexible hours
$77k - $202k
...Description & SummaryAt PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals... ...part of the FP&A team, you will help clients transform their planning, forecasting, and performance management...Full timeH1b- ...Financial Services Consultant – Loan IQ At ABeam Consulting, you will be a part of the next digital revolution. ABeam's success is created... ...financial institutions (particularly banks): Business transformation initiatives Core banking system implementation or modernization...Full timeWork at officeFlexible hours
- A leading financial services firm is seeking a Financial Services Consultant in New York. This hybrid role involves educating clients on financial products and building a personal practice with the support of a Fortune 100 company. The consultant will provide customized...
- ...book of business You earn renewals year after year Your effort directly builds your future That industry is life insurance & financial services. The same skills that make you successful now transfer directly: Relationship-driven selling Communicating value and...
- Financial Service Consultant - Capital Markets Sia is a next-generation, global management consulting group founded in 1999. Our strategy and... ...responsibility. We help clients initiate, navigate and benefit from transformation, mitigating downside while maximizing opportunity. With...H1bWork at officeWorldwideVisa sponsorshipWork visaFlexible hours3 days per week
- We are a full-fledged wealth and financial consulting firm. We represent just about every major financial company in North America. Role consists... ...license if you do not have one yet. 2-3 years of customer service/client interaction recommended (not required) Schedule: You...Part timeImmediate start
$59.5k - $163.14k
Financial Services Consultant Location: New York, Manhattan As a Financial Services Consultant at New York Life, you’ll provide clients with education, strategies, and products to secure their financial future, while building your own rewarding career. In this client-based...Full timeContract workWork at officeLocal areaImmediate startRemote workFlexible hours- 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...
$4,000 per month
...Commission. Responsibilities Connect and understand potential client financial need in both wealth protection and wealth accumulation. Advise... ...client to make an informed decision. Assist in after sales services including claim, policy renewal. Review and update client...Permanent employmentWork at office$93k - $171.3k
Position Summary Join Deloitte’s Finance Transformation group as Senior Consultant, Strategy, Growth, and Transformation, partnering directly with... ...As used in this posting, "Deloitte" means Deloitte Services LP, a subsidiary of Deloitte LLP. Please see for a detailed...Remote workVisa sponsorship$142.6k - $261.5k
...leverage SAP technology to transform and optimize retail operations... ...exceptional client service.Demonstrate in-depth technical... ...leadership capacity.Strong consulting, stakeholder management, and... ...needed to support your physical, financial, and emotional well-being.Are...Summer holidayFlexible hours- ...leader and one of the fastest growing IT consulting firms with operations in US, Canada,... ...India. SAT is an Oracle Gold Partner, SAP Services Partner & IBM Certified enterprise.We guarantee... ...functional expertise with both Oracle Financial Services Analytical Applications (OFSAA)...
$150k - $175k
...Century Investments is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private investments.Privately owned...Full timeWork at officeLocal area$110k - $198k
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life...Full timeWork at officeFlexible hoursDay shift- ...Business Transformation Advisor (Contract – Remote) Location: Remote Job Type: Contract At Client, we’re on a mission to make the healthcare experience better for everyone. We help organizations simplify complex operations through fully integrated solutions...Contract workRemote work
- ...Product and Technology Officer (CPTO). As the right-hand to the CPTO, you will help run the 650-person team's operations, drive transformation initiatives, and build relationships across Smartsheet to ensure seamless execution. You will shape the annual plan and 3-year...Work at office
- ...lead or participate in client teams responsible for problem definition, solution design, development and deployment for major transformation initiatives. Key responsibilities include client engagement, business development, and building reusable assets for the semiconductor...
$114k - $155k
...Team: We are looking for a Manufacturing Transformation Advisor, Life Sciences to help grow our... ...sciences manufacturing transformation consulting industry leadership roles in Medical... ...solution consulting, product, marketing, services, and partner teams to strengthen...Ongoing contractWork at officeLocal areaFlexible hours
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