Senior Financial Transformation Consultant

Overview

This role supports Financial Management Transformation efforts for clients in Defense and National Security. Work focuses on optimizing financial management structures by transforming business processes, enhancing operational efficiency, improving transparency and performance management, supporting change management, and ensuring compliance with Federal laws and regulations.

Project work is fluid and may require self-directed problem-solving as well as collaboration with highly skilled professionals. Team members may interact with client senior management and build skills in technical competency, business development, client service, and people development.

Responsibilities

• Collaborate with team members and partner with senior stakeholders to modernize financial processes using innovative solutions
• Lead implementation of Microsoft 365 Power Platform tools, including Power Apps solutions, and present solutions to stakeholders for iterative feedback
• Create performance metrics and interactive dashboards using Microsoft Office Suite, Power Platform, SharePoint, Power BI, and related tools
• Identify and implement process improvements over financial tools and templates, using technology to improve financial management
• Assess current business processes and procedures to identify pain points and improvement areas, including:
  • Coordinating with process stakeholders to complete current-state assessments
  • Reviewing relevant documentation to understand existing processes
  • Evaluating and recommending future-state solutions
• Assist with project planning to support end-to-end development efforts, ensuring realistic timelines are set, communicated, and followed through (barring significant holdups)
• Provide regular project task updates to senior-level executive clients and confirm shared understanding
• Work with senior team members to embed financial management standards into solution design and development, ensuring alignment with federal financial policies, audit readiness, and operational integrity
• Coordinate with other team members and/or develop skills to support financial automation, data analytics, data visualization, and/or AI capabilities for financial management use cases, which may include:
  • Building financial metrics and supporting dashboards using data visualization tools (e.g., Tableau, Power BI)
  • Building low-code applications and user interfaces (e.g., PowerApps, Power Platforms, Appian, ServiceNow)
  • Building AI models to process and analyze high volumes of structured and unstructured financial data (e.g., Databricks, Snowflake, Palantir, Python, R, SQL)

Requirements

• Must be able to OBTAIN and MAINTAIN a Federal or DoD "PUBLIC TRUST"; candidates must obtain approved adjudication of their PUBLIC TRUST prior to onboarding
  • Candidates with an ACTIVE PUBLIC TRUST or SUITABILITY are preferred
• Bachelor’s degree in business, finance, accounting, information systems, engineering, business analytics, or a related field
• TWO (2) years of experience in business transformation, financial management, data analytics, audit or accounting, including:
  • Experience with low-code and no-code technology platforms, including SharePoint, Power BI, Power Apps, Power Automate, and Tableau
  • Strong attention to detail and the ability to create and edit technical and non-technical written work products and graphical presentations
  • Experience leading client meetings and presenting recommendations to senior-level leadership
  • Experience utilizing project management best practices
  • Experience documenting and evaluating business processes and making recommendations for process improvements

Preferred Qualifications

• Master’s degree, preferably in Business Analytics
• Certifications in Agile, Scrum, or project management (e.g., PMP, CSM, SAFe) and/or strong understanding of these concepts (or interest in obtaining these certifications)
• Experience analyzing data using programming tools such as Python, R, SQL, and Databricks
• Familiarity or proficiency with cloud platforms, such as AWS or Azure
• Ability to develop insightful visualizations using Tableau, PowerBI or Qlik
• Experience with change management or organizational design, especially in financial environments
• Desire and ability to quickly develop a technical skillset related to analytics and automation to tailor solutions to client needs and organizational missions

Compensation & Benefits

• Annual salary range: $98,000.00-$163,000.00
• Compensation decisions depend on a wide range of factors, including skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs

Benefits include:

• Medical, Rx, Dental & Vision Insurance
• Personal and Family Sick Time & Company Paid Holidays
• Position may be eligible for a discretionary variable incentive bonus
• Parental Leave and Adoption Assistance
• 401(k) Retirement Plan
• Basic Life & Supplemental Life
• Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts
• Short-Term & Long-Term Disability
• Student Loan PayDown
• Tuition Reimbursement, Personal Development & Learning Opportunities
• Skills Development & Certifications
• Employee Referral Program
• Corporate Sponsored Events & Community Outreach
• Emergency Back-Up Childcare Program
• Mobility Stipend

Location

• Travel required: Up to 10%
• Clearance required: Ability to Obtain Public Trust