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Senior Consultant - Financial Services

Charlotte, NC, us💼 Full-time💰 $112,000–$112,000🗓 2026-08-19 → 2026-09-26

Core

Forward Deployed Business Analyst acting as a strategic advisor and AI operator to drive business outcomes and transformation in financial services organizations.

Role type

Senior Consultant (Forward Deployed Business Analyst)

Builds

Strategic initiatives, operating model transformations, and AI-enabled solutions for financial services clients.

Domain

Financial Services (Wealth Management, Capital Markets, Corporate Banking, Risk & Compliance)

Deliverable

production ML models | product features | dashboards & analysis | client delivery

Required skills

AI/GenAI tools and prompt engineering, no-code/low-code platforms, data analytics, process mapping, stakeholder alignment, solution design, project execution

Preferred skills

Management consulting experience, financial services domain knowledge

Technologies

Microsoft Excel, PowerPoint, Visio, JIRA, Confluence, PowerBI, Tableau, SQL

Responsibilities

Apply AI-enabled tools to accelerate research, analysis, and delivery; work directly with client teams to understand strategic objectives; assess current-state processes to identify root causes; translate business needs into functional requirements and solution documentation; partner with technical teams on solution design and implementation; own workstream tasks and drive initiatives from analysis to execution; prepare executive summaries and stakeholder communications.

Seniority

Senior, hands-on IC

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