Senior Consultant, Financial Services, Strategy, Technology & Transformation

The Team - Strategy & Transformation

Join a team of talented professionals with deep business and finance transformation experience to guide clients through major transactions (M&A, carve-outs, IPOs), new system implementations, and organizational challenges. We help organizations develop business strategy and execute on transformation initiatives in the areas of operational accounting, financial process improvement, financial technology enablement, FP&A, and transactions.

• Work within our Financial Services vertical, focusing on brokerage, insurance, and financial services clients.
• Deliver high-quality solutions that help clients achieve measurable results across major transformations.
• Support large‑scale programs and multi‑workstream initiatives, ensuring alignment and timely execution.
• Contribute to current state assessments and help build actionable improvement roadmaps.
• Collaborate with senior team members to execute strategic initiatives and transformation projects.
• Assist clients involved in major transactions (M&A, carve‑outs, IPO), financial process improvement, system implementation, operational accounting challenges, and financial technology enablement.
• Participate in client workshops, requirements gathering sessions, and presentations.
• Apply industry knowledge to solve complex challenges and deliver tangible outcomes.

• BA/BS in Business, Accounting, Finance, or related discipline
• 3+ years of experience in Finance, Operations, or Accounting, including client‑facing work in professional services or highly relevant industry experience
• Knowledge of brokerage, insurance, and financial services industry
• Demonstrated experience supporting major transformations
• Familiarity with:
• PMO support and program coordination
• Finance Transformation (Close and Consolidation, FP&A, Order to Cash, Procure to Pay, Treasury Management)
• Business Transformation (process optimization, automation, benchmarking)
• Strong communication and problem‑solving skills
• Willingness to travel at least 25%
• Must be local to Chicago and open to being onsite with clients regularly

• Master of Business Administration (or equivalent experience)
• Exposure to acquisition integration projects

Base Compensation Range: $88,513—$162,750 USD