Senior Consultant – Financial Services

Senior Consultant - Financial Services



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  • Undertake various client engagements and ensuring consistent delivery of superior client service; this includes leading and assuming responsibility for high-quality programs, initiatives, and deliverables while respecting established time frames and budget.
  • Lead the planning and implementation of a project’s life-cycle from start to finish.
  • Track and communicate progress of each project against goals, objectives, approved budgets, approved timelines.
  • Contribute to business development in the Financial Services sector within the Houston area. Contribute to internal practice development through the development and delivery of training, thought leadership (blogs, papers).
  • Create action plans to meet objectives, budget, and schedule.
  • Report on status and variances.
  • Define project scope, manage the team’s performance of project tasks. Ensure the project is delivered within budget, on schedule, and within the scopes parameter.
  • Client delivery of transformation projects that typically fall within the CFO organization or remit.
  • Limited travel




  • 3-5 years of experience working as a Management Consultant at a consulting firm
  • Up to date and working knowledge of Regulatory financial reporting, CFO processes
  • Project Management and team leading
  • Financial processes review, analysis and change, process optimization, and development of target Operating Models
  • Must have a Bachelor’s Degree or higher level of education. 
  • This individual should have a strong academic background in Business Acumen (e.g. Business, Finance, Accounting, Economics, Philosophy, Literature, Political Science, etc.).
  • Outstanding team player, autonomous, dynamic, result oriented, rigorous and committed
  • Excellent interpersonal and communication skills (verbal and written)
  • Currently, reside in Houston