Senior Managing Consultant - Financial Institution Advisory

We do Consulting Differently

BRG’s Financial Institution Advisory practice specializes in helping commercial banks, consumer finance companies, credit unions, mortgage banks, capital market participants and insurance companies solve pressing business issues. The group brings a mix of functional experts—including CPAs, CFAs, CROs, CRCMs, FRMs, former regulators, financial modelers, technologists, former bankers, and longtime consultants—to address immediate risks and drive tangible benefits. 
 

The team of experts are looking for a Senior Managing Consultant who is eager to build on their experience working in financial services and the banking industry. This person will use their solid analytical ability and strong organizational skills to solve complex problems. The work will involve both execution and oversight of engagement work streams that may be either qualitative or quantitative in nature, and responsibilities include: business process reviews, current state assessments, developing roadmaps to improve operations, compliance or control, assisting clients with technology enablement and dashboard reporting, financial and accounting reviews, management of junior staff, design of statistical and financial analysis, modeling of financial data and markets, quality control, development and presentation of client deliverables, management of existing client relationships, industry research, and expansion of business.  
 

Responsibilities 

• Work directly with senior professionals to execute various financial institution advisory projects related to financial risk management including credit risk, valuation, capital planning, and stress-testing, liquidity, resolution planning, and model risk management.  Functional areas of work encompass regulatory, risk and controls; finance and accounting; technology enablement; and business process optimization. 

• Works on data intensive projects, including analytics, governance, and manipulation, to support a variety of financial risk initiatives. 

• Plan and manage all aspects or certain aspects of client engagements depending on their size and complexity. 

• Delegate assignments to staff, instruct and monitor progress, and review work product for completeness and accuracy. 

• Develop analyses and financial models using transactional data and/or financial data.  

• Generate client deliverables and make valuable contributions to expert reports. 

• Manage client relationships and communicate results and work products as appropriate. 

• Demonstrate creativity and efficient use of relevant software tools, analytical methods and computer models to develop solutions. 

• Participate in group practice meetings, contribute to business development initiatives and office functions such as staff training and recruiting. 

• Prioritize assignments and responsibilities in order to meet goals and deadlines. 
   

Financial Industry / Product Knowledge 

Prior work experience with Financial Institutions involved with the following activities is required: 

• Banking (community / regional / money center / international / international branch) 

• Mortgage (originators, servicers, secondary marketing, GSEs) 

• Auto Finance 

• Student Loans 

• Commercial Loans 

• Equipment Finance 

• Deposits 

• Capital Markets 

• Derivatives 

• Structured Products 

• Insurance 

• Capital Planning 

• Liquidity Planning 

Functional Capabilities 

Prior skills or experience working in the following topical areas is highly preferred: 

• Risk and Control Assessments. 

• Process mapping/flows. 

• Assessment of compliance with consumer regulations (CFPB / OCC / Federal Reserve / State Law Requirements). 

• Business process remediation. 

• Consumer compliance testing and financial harm analysis. 

• Business analysts (user requirement development / user acceptance testing); 

• Credit risk management. 

• Financial risk management. 

• Quantitative analytics. 

• Valuation of financial instruments. 

• Project / program managers. 

• AML / BSA / KYC / OFAC. 

• BCBS 239. 

• Capital planning and stress testing. 

• Capital mark