Consultant - Financial Institution Advisory

TL;DR

Consultant - Financial Institution Advisory (Financial Services): Executing financial institution advisory projects related to risk management, capital planning, stress-testing, liquidity, and model risk with an accent on regulatory compliance, finance, accounting, and technology enablement. Focus on developing financial models, data analytics, client deliverables, and managing engagement work streams.

Location: Washington, DC or New York, NY; must have legal right to work in the U.S. without sponsorship; ability to travel to client sites on demand required

Salary: $100,000 - $145,000 per year

Company

BRG’s Financial Institution Advisory practice helps banks, finance companies, credit unions, mortgage banks, capital markets, and insurance firms solve business issues with experts in accounting, risk, regulation, modeling, and technology.

What you will do

• Execute financial advisory projects on credit risk, valuation, capital planning, stress-testing, liquidity, resolution planning, and model risk management.
• Work on data-intensive projects including analytics, governance, and manipulation for financial risk initiatives.
• Plan and manage client engagements, delegate tasks, monitor progress, and review work products.
• Develop financial models using transactional and financial data, generate client deliverables, and contribute to expert reports.
• Manage client relationships, communicate results, and participate in business development, training, and recruiting.

Requirements

• Bachelor’s degree in accounting, finance, or related field; 2-4 years relevant experience in accounting or Big Four consulting (audit, forensics, disputes)
• CPA designation or progress toward it preferred; legal right to work in the U.S. without sponsorship
• Proficiency in Excel, Microsoft Office, PowerPoint; grasp of GAAP and financial statements.
• Prior experience with financial institutions (banking, mortgage, auto finance, etc.) and functional areas like risk assessments, compliance, process mapping.
• Strong analytical, organizational, communication skills; ability to manage junior staff and travel on demand.

Nice to have

• Experience in credit risk, quantitative analytics, valuation, AML/BSA, capital planning, BCBS 239.
• Skills in R, SAS, Python, SQL, RPA, AI for segmentation/pricing.

Culture & Benefits

• Agile, connected culture with interdisciplinary experts, academics, and data scientists.
• Focus on real-world experience, AI, and global resources for complex challenges.
• Equal opportunity employer with accommodations for essential functions.