Overview
A well-established national consulting firm is seeking a Senior Consultant to join their Strategic Consulting Services group. This role is suited for a highly analytical professional with a strong foundation in financial planning, forecasting, and modeling, particularly within banking and financial institutions. The Senior Consultant will deliver high-impact financial insights, develop forward-looking financial projections, and assist clients in making informed strategic decisions.
Responsibilities
Client Engagement & Financial Analysis
- Develop detailed financial projections, forecasts, and multi-scenario models to support strategic planning initiatives for banking clients
- Analyze and interpret bank financial statements, including balance sheets, income statements, and key performance metrics
- Utilize S&P Capital IQ to research peer data, industry trends, and benchmark performance
- Translate complex financial analyses into clear, actionable insights and client-ready deliverables
Modeling & Planning
- Build, refine, and maintain advanced Excel-based financial models, including forecasting, stress testing, and sensitivity analysis
- Support capital planning, profitability analysis, and strategic decision-making initiatives
- Identify risks, opportunities, and key drivers impacting financial performance
Problem Solving & Solution Development
- Act independently to structure analyses and develop innovative solutions tailored to client needs
- Contribute to the design of new analytical tools, methodologies, and frameworks for the Strategic Consulting Services group
- Collaborate with engagement leaders to scope work, manage timelines, and ensure high-quality deliverables
Collaboration & Firm Support
- Work closely with other consultants and subject matter experts across advisory practices
- Participate in internal knowledge sharing, best practice development, and continuous improvement initiatives
- Support business development efforts through analysis, proposal support, and thought leadership as needed
Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or a related field; advanced degree is a plus
- 3 to 4 years of relevant experience in financial planning, forecasting, or consulting, preferably serving banking or financial institution clients
- Strong understanding of bank financial statements, regulatory considerations, and industry performance metrics
- Advanced Excel skills, including complex formulas, scenario modeling, and financial model design
- Experience with S&P Capital IQ is a plus; key requirement is the ability to work effectively with large data sets
- Demonstrated ability to work independently, manage priorities, and deliver high-quality results
- Strong written and verbal communication skills, with the ability to present financial insights clearly to clients and internal stakeholders
- High attention to detail, intellectual curiosity, and a problem-solving mindset
Equal Opportunity
The organization is committed to providing equal employment opportunities without regard to race, color, ethnicity, national origin, gender identity, gender expression, sex, age, religion, sexual orientation, physical abilities, medical condition, pregnancy, education, social class, marital status, veteran status, or any other protected characteristic. The employer values diversity and inclusion and strives to maintain a welcoming, collaborative, and supportive environment where all employees can thrive.