CareerPlan

Consultant / Senior Consultant - Forward-Deployed Business Analyst (Financial Services)

Charlotte, NC, usFull-time$80k–$116k2026-10-29 → 2026-11-12
HybridNo visa sponsorship

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 (Financial Services)

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

Business analysis, AI/GenAI tool proficiency, prompt engineering, process mapping, stakeholder management, solution design, data analysis, SQL, financial services domain knowledge

Preferred skills

Management consulting experience, no-code/low-code platforms, AI governance concepts

Technologies

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

Responsibilities

Apply AI-enabled tools to accelerate research, analysis, and documentation; 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; support solution design and implementation; manage workstream timelines and risks; prepare executive summaries and stakeholder communications.

Seniority

Consultant (1+ years) or Senior Consultant (3+ years)