Consultant - Financial Services
Core
Forward Deployed Business Analyst embedded with client teams to own business outcomes, leveraging data, analytics, and AI to drive transformation in financial services.
Role type
Senior IC Business Analyst (AI-enabled)
Builds
Strategic initiatives, operating model transformations, and system implementations for financial services organizations.
Domain
Financial Services (Wealth Management, Capital Markets, Corporate Banking, Risk & Compliance)
Required skills
AI/GenAI tools and prompt engineering, SQL, Microsoft Excel, Microsoft PowerPoint, Microsoft Visio, JIRA/Confluence, Microsoft PowerBI/Tableau, process mapping, stakeholder alignment, solution design, workstream ownership.
Preferred skills
Financial services domain knowledge, management consulting experience, Master's degree.
Technologies
Microsoft Excel, Microsoft PowerPoint, Microsoft Visio, JIRA, Confluence, Microsoft PowerBI, Tableau, SQL, AI/GenAI platforms.
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 engineers and architects to support solution design and implementation; own assigned tasks and deliverables by managing timelines and risks; prepare executive summaries and stakeholder communications.
Seniority
Junior to Mid-level, hands-on IC