SENIOR ADVISORY CONSULTANT JOB DESCRIPTION

Advisory Senior Consultant work looks straightforward until a client's risk framework fails a regulatory examination or a treasury transformation stalls mid-implementation. This is a Senior Individual Contributor role within a professional services or consulting firm, owned by practitioners who carry client relationships from diagnosis through to delivered recommendations across financial services segments including capital markets, corporate banking, and investment management. The scope is deliberately broad: engagements may touch SEC and FINRA compliance obligations one quarter and working capital optimization across Order-to-Cash processes the next. Few advisory roles demand both the quantitative rigor to model complex securities or hedge structures and the executive presence to hold a CFO-level conversation.

As the Advisory Senior Consultant, you own the analytical and advisory output that clients in financial services depend on to make high-stakes strategic and operational decisions, spanning regulatory risk, treasury transformation, and financial reporting. You work within a consulting practice alongside managers, subject matter experts, and junior staff, with direct accountability to engagement leadership and client counterparts across banking, capital markets, and corporate finance functions.

Career Impact: Senior-level advisory work in financial services builds the kind of regulatory and transaction expertise — spanning U.S. GAAP, SEC reporting, and treasury management system implementations — that commands market recognition in both consulting and in-house finance careers.

Business Impact: The financial models, risk assessments, and strategic roadmaps produced in this role feed directly into client decisions on M&A transactions, working capital release, and regulatory compliance posture, where a flawed deliverable carries material financial consequence.

Growth Opportunity: Consistent engagement across treasury transformation, valuation, and financial risk positions you for advancement toward Advisory Manager or Director, while expanding your portfolio of CPA, CFA, or CTP credentials along the way.

• Lead client-facing advisory engagements across financial risk, treasury transformation, or financial reporting, from scoping through final deliverable.
• Develop financial models and supporting analysis to quantify client exposure across working capital, hedging strategies, or complex securities valuation.
• Identify regulatory, operational, and technology risks within client organizations and formulate prioritized mitigation recommendations.
• Advise clients on technical accounting matters including complex standards such as revenue recognition, acquisition accounting, and fair value measurement.
• Coordinate with subject matter experts across tax, valuation, compliance, and operations to validate engagement outputs.
• Support business development by contributing to proposals, RFP responses, and client presentations in pursuit of new engagements.
• Mentor junior consultants and review their work products to ensure accuracy and alignment with engagement objectives.
• Monitor engagement progress against contract specifications and escalate scope or quality issues to engagement leadership.

• Bachelor's degree in Accounting, Finance, Business, Economics, or a related field, or equivalent work experience.
• 3 or more years of consulting or financial services experience, with direct exposure to at least one of the following: risk management, treasury, financial reporting, or capital markets.
• Demonstrated ability to build and interpret financial models used in transaction, valuation, or operational advisory contexts.
• Working knowledge of U.S. GAAP and its application to mergers, acquisitions, consolidations, or regulatory reporting.
• Experience managing workstreams within complex, multi-stakeholder client engagements in a matrixed environment.
• Strong written and verbal communication skills, including the ability to present findings to senior client executives.
• Proven analytical and problem-solving ability, with comfort navigating ambiguous or data-intensive environments.
• Willingness to travel domestically up to 50%, based on client and engagement requirements.

• Active CPA, CFA, CTP, MBA, or equivalent professional designation in a finance or accounting discipline.
• Direct experience at or with a financial services regulator such as the SEC, FINRA, FRB, or Office of the Comptroller of the Currency.
• Exposure to treasury management system selection or implementation, including vendor evaluation and process design.
• Background in working capital optimization across Order-to-Cash or Procure-to-Pay processes with measurable cash flow outcomes.

• Client deliverable acceptance rate, reflecting how often outputs meet scope requirements without major revision.
• Engagement realization rate, measuring billable hours against budgeted hours across managed workstreams.
• Proposal win rate on accounts where this consultant contributed to business development materials.
• Model accuracy rate on financial or valuation outputs, measured against post-engagement audit or client sign-off.
• Mentee performance scores on junior staff coached directly within the engagement team.
• Typical tools: financial modeling platforms (commonly Excel with VBA or Python); data visualization (commonly Power BI or Tableau); presentation (commonly PowerPoint)

• Base Salary Range: $95,000 to $135,000 annually, depending on specialization and firm size.
• Bonus: Performance-based, typically 10% to 20% of base salary.
• Equity: Uncommon at this level; available at select firms as deferred compensation.
• Health Benefits: Medical, dental, and vision coverage; employer contribution standard.
• PTO: 15 to 20 days annually, plus firm holidays and sick leave.
• Common Perks: Professional certification reimbursement, travel expense coverage, continuing education allowance.

Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

Consistent with applicable federal, state, and local law, all applicants are considered without regard to race, color, religion, sex, national origin, age, disability, veteran status, genetic information, or any other protected characteristic. Financial services roles may require a background check and credit history review as a condition of employment. Reasonable accommodations are available for qualified individuals with disabilities throughout the application and employment process. Candidates must be authorized to work in the United States; sponsorship availability varies by employer.

The Advisory Senior Consultant owns IT Strategy engagements that advise clients on how technology enables multiple business outcomes, conducting detailed analyses, building strategic roadmaps, and participating in sales efforts across a multi-disciplinary Advisory Practice. Working with management team members and client stakeholders, this role shapes advisory capabilities at Avanade by delivering measurable near-term impact alongside broader endgame strategies.

Key Responsibilities

• Conduct detailed analyses to understand and explain client problems and utilize standard consulting management skills such as facilitation, interviewing, gap analysis, etc.
• Identify, develop and document issues, perform analysis, draw conclusions and formulate strategic recommendations, with assistance with management team members.
• Build clear and measurable strategic roadmaps and supporting business cases that both delineate a broader endgame, while also prioritizing quick wins with near-term measurable impact.
• Identify and bring to bear approaches, appropriate tools and methodologies.
• Enthusiastically contribute towards industry specific offerings and thought leadership development.
• Participate in sales efforts including development of client proposals and pitch mechanics while training others in sales, RFP responses and go-to-market strategies.

Required Qualifications

• Bachelor's degree in related field, MBA preferred.
• 3+ years of Management Consulting experience from a top management or IT professional services firm; willingness to travel up to 80% domestically.
• Previous experience working on workstreams/engagements in a highly matrixed external client-facing environment with experience discussing strategic imperatives across functional, operational and technological issues.
• Cross-sector and functional experience highly desirable across Financial Services, Healthcare, Life Sciences, Manufacturing, Utilities, Media, Communications, Supply Chain, and Business Applications.
• Digital Strategy and Transformation, Customer Experience Strategy, Emerging Technology Strategy (RPA, Blockchain, AI/Bots, AR/VR), and Cloud Transformation Assessments (Microsoft Azure preferred).
• Best of Breed Working methodologies (Agile, DevOps); Data & Business Intelligence Strategy using Microsoft technologies.
• Excellent communication, presentation and facilitation skills; autonomous, positive problem solver, highly flexible and able to work independently and as part of a multi-disciplinary team.

Reporting to project leadership, the Advisory Senior Consultant Financial Services Risk Management identifies, evaluates, and prioritizes business, operational, regulatory, and technology risks while supporting internal business development and producing quality client deliverables across the full development lifecycle. Partnering with client counterparts, industry consortiums, and cross-functional project teams, this role builds risk mitigation strategies that help financial services clients gain efficiencies, reduce risk, and navigate technology-driven transformation.

Primary Duties

• Learn to identify, evaluate, and prioritize business, operational, regulatory, and technology risks as well as risk mitigation strategies for clients.
• Understand the impact of key technology trends and workforce changes through engagement with cloud computing, big data and analytics, process automation, AI/ML, and other digital strategies.
• Serve on workstreams for complex projects, liaise with client counterparts, and actively participate in project management and work delivery discussions.
• Assist project teams in providing recommendations to improve or transform processes to gain efficiencies, scale, or reduce risk.
• Support internal business development initiatives and sales opportunities including external-facing industry perspectives, lead generation materials, and sales proposals.
• Produce quality work products independently and collectively throughout the development lifecycle from initial conception to implementation.
• Engage with industry participants on market trends, competitive activities, and topic-specific discussions including clients, industry consortiums, or trade groups.

Skills & Qualifications

• Bachelor's degree in Accounting, Finance, Business Management, Economics, or related field.
• 3+ years of experience in financial services or consulting across consumer/corporate banking, investment banking, capital markets, investment management, wealth management, insurance, or related service providers.
• Strong working knowledge of financial services and securities-related business models; direct experience in business strategy, product management, regulatory compliance, risk management, controls oversight, technology, or operations.
• Direct experience at a financial services regulator (SEC, FINRA, MSRB, FRB, Office of Comptroller) or industry utility (NSCC, Options Clearing Corporation) is a plus.
• Experience with business transformation, change management, process design/mapping, workflow development, data mapping/migration/analytics, system configuration, or regulatory reporting systems.
• Advanced aptitude with Microsoft Office products, particularly PowerPoint, Excel, and Visio.
• Strong relationship management, project/program management, and oral/written communication skills including business proposal development and sales presentations; ability to travel up to 50%.

Sitting at the intersection of financial analytics and operational improvement, the Advisory Senior Consultant Corporate Restructuring Working Capital delivers robust data-driven insights and actionable working capital recommendations across Order-to-Cash, Procure-to-Pay, and Forecast-to-Fulfill processes for companies, acquirers, and private equity firms. Operating across project teams comprising colleagues from across the firm, this role leads clients through the transition to cash-focused cultures and builds lasting frameworks that sustain tactical improvements.

Duties

• Manage data, curate insights, and deliver robust analytics to highlight key business issues and inform the project team and client of potential improvement areas.
• Prepare detailed analysis of transaction-level detail to identify working capital improvement opportunities across Order-to-Cash, Procure-to-Pay, and Forecast-to-Fulfill processes.
• Advise clients by identifying, evaluating, and prioritizing actionable improvements to free up significant cash opportunities from working capital.
• Assess process maturity and assist organizations in transitioning from P&L to a cash-focused culture with improved cash flow optimization and forecasting practices.
• Assist in implementing processes and frameworks to sustain tactical improvements as part of project teams comprising colleagues across the firm.
• Support business development including presentations, client meetings, and practice development initiatives.
• Build strong working relationships with peers and clients, including influencing, advising, and supporting key firm and client decision makers.

Requirements

• Bachelor's degree in Business, Accounting, Finance, Engineering, or Computer Science; MBA preferred.
• Professional designation and/or qualification (MBA, CPA, P.Eng, Lean Six Sigma, PMP) preferred.
• 3–5 years of related work experience, or a graduate degree with approximately 2–3 years of related work experience; experience within a large professional services organization a plus.
• Track record of delivering performance improvement initiatives related to supply chain/inventory optimization, sourcing/procurement, or sales/accounts receivable with tangible results.
• Strong analytical and problem-solving skills with experience extracting, mining, and visualizing big data sets using MS Excel, Access, SQL, Alteryx, Tableau, Power BI, QlikView, or similar tools.
• Strong communication, critical thinking, and presentation skills; ability to facilitate discussions with stakeholders in complex environments.
• Ability to travel up to 50%; must be legally authorized to work in the United States without employer sponsorship.

A key member of a customer-facing consulting team, the Senior Advisory Consultant leads Enterprise Data and Information strategy engagements with C-level executives, generating AWS migration roadmaps, building data governance frameworks, and developing cost/benefit models that drive cloud transformation for complex organizations. Collaborating across technical and business teams, this role advances institutional data strategies by bridging compliance requirements, cloud adoption roadmaps, and large-scale IT transformation initiatives.

Functions

• Engage with C-level executives to define Enterprise Data and Information strategies and become a trusted advisor.
• Communicate in-depth knowledge of industry IT and data trends and create technical documentation that educates technical audiences on product features.
• Provide data policy improvements based on customer inputs and develop innovative solutions to automate data compliance and legal requirements.
• Conduct deep-dive analysis on compliance matters across applicable international privacy and data protection laws, including data retention, access/sharing, security, and breach.
• Lead and facilitate sessions bridging technical and business teams; generate AWS migration roadmaps and drive buy-in across complex organizational structures.
• Develop and promote governance models supporting consistent cloud technology use aligned to institutional strategies, and perform cost/benefit modeling to build business cases for Data Governance and Information Management solutions.
• Influence industry thinking through current technology trends and AWS best practices.

Experience & Qualifications

• Bachelor's degree or equivalent experience; Master's/MBA degree preferred.
• AWS Certifications required.
• 10+ years of IT and Data consulting experience in customer-facing roles; 8+ years in data management and data architecture; 3+ years developing and executing analytics roadmaps including machine learning.
• Experience managing data operations, cloud computing, data strategy, data governance, metadata management, or data quality management.
• Experience in two or more transformation practice areas: business case/use case development, financial modeling, complex program management, enterprise business/process/IT architectures, or executive agenda items and metrics.
• Experience leading large-scale cloud-based IT transformation projects and with Agile Enterprise IT Management frameworks (SAFe, ITIL, Agile/SCRUM).
• Outstanding customer relationship management, collaboration, organizational, project management, and change management strategy skills; previous Big Consulting experience preferred.

Embedded within a front-line sales team, the Advisory Consultant delivers new fee-based annuity sales by proactively marketing Company solutions, cultivating RIA relationships, and driving year-over-year revenue growth across an opportunity-focused territory. Working closely with internal stakeholders and wholesalers across distribution channels, this role builds coordinated advisor coverage that raises assets and expands market share.

Core Functions

• Meet and exceed annual goals with a focus on new business acquisition, year-over-year sales growth, and profitability.
• Build business with advisors/teams in the RIA channel using a consultative sales process rooted in developing fundamental understanding of advisor and client needs.
• Generate and maintain high volume of sales activity including phone calls, virtual meetings, office visits, seminars, and conferences.
• Utilize and leverage CRM to track all activity, opportunities, and sales pipeline.
• Deliver persuasive presentations to prospective financial advisors, teams, back offices, and other centers of influence.
• Create and execute quarterly business plans including strategic travel rotation with 25%–50% travel expectation.
• Collaborate with internal stakeholders and partner with wholesalers to ensure coordinated coverage of advisors and share leads appropriately.

Qualifications & Experience

• Series 6 and/or 7 & 63 required.
• 3–5 years minimum intermediary sales experience covering RIAs and/or BDs with focus on advisory product sales; active RIA relationships preferred.
• Strong understanding of investing principles, portfolio construction, macro-economic and market conditions, and Company Solutions.
• Working knowledge of clearing, custody, technology platforms, and managed assets networks.
• Superior written, verbal, and interpersonal communication skills with excellent listening, profiling, and closing skills.
• Demonstrated investment/analytical understanding and ability to grasp and articulate complex topics.
• Strong work ethic, high integrity, unimpeachable ethical standards, self-starter, team-oriented, highly engaged, enthusiastic, and coachable.

Delivering credible ESG programs and sustainability reporting depends on the Enterprise Risk & Quantitative Advisory Senior Consultant, who collects and assesses ESG data, applies reporting frameworks including SASB, GRI, and TCFD, and develops new solutions within the ESG and Climate Risk Advisory practice. Based within an advisory firm serving senior executives of leading organizations, this role builds lasting client relationships and supports talent development to strengthen the firm's ESG capabilities.

Accountabilities

• Provide clients with support in understanding and implementing ESG programs and overall sustainability commitments.
• Work directly with clients to collect and assess ESG data, providing high-quality reporting and decision-useful information.
• Provide subject matter expertise on ESG reporting frameworks and innovate new solutions within the ESG and Climate Risk Advisory practice.
• Actively build upon client relationship efforts to market and cross-sell the various services provided by the firm.
• Help recruit, lead, and retain top talent within the advisory industry.
• Develop lasting relationships with senior executives of leading organizations.

Technical Qualifications

• BA or BS in Sustainability, Risk Management, Information Systems, Accounting, or a related field.
• 4+ years of professional experience including management capacity and leadership roles; 2+ years within ESG either at an advisory firm or related industry.
• Knowledge of SASB, GRI, TCFD, UN SDGs, and other ESG-related frameworks and standards; familiarity with rating agency expectations and climate change implications.
• Experience developing ESG disclosures including data sourcing, data validation, drafting ESG narratives, project coordination, and/or ESG reporting process automation.
• Excellent analytical, logical, reasoning, and problem-solving skills; ability to identify value-add opportunities and manage multiple tasks concurrently with professionalism.
• Proficient verbal and written English communication skills; human relations skills to deal effectively with clients, staff, and co-workers; reliable with ability to meet deadlines.
• Ability to work in a hybrid work model.

As the Senior Consultant Advisory, this role leads streams of work and small engagements by analyzing root cause problems, synthesizing market and competitor research, and delivering well-grounded recommendations across industries including Financial Services, Energy, and Retail. The Sia-Partners advisory team relies on this work to build brand reputation, mobilize new technology for clients, and sustain growth through deep sector expertise and strong stakeholder relationships.

Activities

• Work with business users and operational teams to understand root cause problems and undertake market, competitor, and technology research to support growth plans.
• Analyse, interrogate, and synthesize information to generate insight and action plans; assess, structure, plan, and deliver well-grounded recommendations.
• Demonstrate deep expertise and generate insights in a specialist sector; lead streams of work and small engagements with limited support.
• Contribute to building Sia-Partners brand and reputation through creative, innovative client service excellence.
• Support personal and team growth and development; manage administration including timesheets, invoices, and expense management.
• Work with users to prove concepts, pilot new processes, mobilise new technology, and facilitate workshops.

Position Requirements

• A third-level degree in business, computing, science, or engineering.
• 4+ years of consulting or relevant industry experience in Financial Services, Energy, Agri, Retail, or Utilities; at least 2 years as a consultant with clients or in an internal consulting/business support team.
• Functional experience in at least 3 of the following: growth and innovation, operating model redesign, business strategy, performance improvement/transformation, operational excellence, digital transformation.
• Good working knowledge of design, requirements, and process mapping methodologies; experience with both traditional and agile approaches.
• Ability to use data or lean principles to illustrate waste or breakdowns in process; certification in design or analysis techniques desirable.
• Excellent interpersonal and oral communication skills with strong stakeholder management; deadline-driven, organized, and able to multitask.
• Robust analytical skill set, comfortable with ambiguity and complexity; solid team player and independent thinker.

Advisory Senior Consultant delivers financial models and end-to-end advisory solutions across clients' renewable energy investment lifecycles, covering transactional structuring, sustainability strategy, energy transition risk, and physical asset value at risk resulting from climate change. Success in the position means coordinating with subject matter experts across tax, valuation, accounting, and regulatory functions while coaching junior practitioners and driving business development for renewable modeling and sustainability capabilities.

Operational Focus

• Take a lead role in supporting clients throughout decision-making processes.
• Develop and deliver financial models and supporting analysis for transactions, strategic business planning, and operational decision-making.
• Support clients through renewable energy transactional structuring including tax equity, debt sizing, and sponsor capital.
• Develop financial models to quantify the financial impact of sustainability strategy under varying scenarios and to assess energy transition risk and physical asset value at risk from climate change.
• Provide end-to-end agile solutions throughout clients' investment lifecycle and coordinate with subject matter experts across tax, valuation, accounting, consulting, regulatory, and business functions.
• Drive overall business development for renewable modeling and sustainability capabilities, focusing on internal/external marketing, industry eminence, and new service offerings.
• Coach junior practitioners and participate in the development and delivery of training programs.

Knowledge Skills & Abilities

• Bachelor's degree in Accounting, Finance, or other business major.
• CPA, CFA, MBA, or other equivalent designation.
• 2+ years of financial modeling experience in project finance along with Solar, Wind, and other Renewable Energy, or in emissions modeling and forecasting to support climate-related decision-making.
• 2+ years of experience at a consulting firm or equivalent industry experience in financial modeling, strategic planning, client relationship management, and communicating complex technical issues.
• Experience in VBA, Python, and visualization tools.

The Advisory Senior Consultant Treasury Transformation leads teams that deliver end-to-end treasury technology transformation services to Fortune 500 corporations, defining and executing programs that cover cash and liquidity management, TMS implementations, and bank connectivity strategies including SWIFT and multibank reporting. Working with clients across treasury, risk management, and technology functions, this role builds trusted advisor relationships and expands service offerings through active involvement in sales and business strategy development.

Key Deliverables

• Define, plan, and execute treasury transformation enabled by treasury management systems supporting cash and liquidity management, trade management, hedge management and accounting, and financial risk management.
• Lead and develop teams delivering technology transformation services to Fortune 500 corporations including treasury IT strategy, bank connectivity strategies, vendor selections, organizational and process improvements, and TMS implementations.
• Provide treasury, risk management, and technology advisory services to clients; play a key role in client communication, relationship development, and retention.
• Ensure products and deliverables meet contract/work plan specifications and deadlines; develop tools, methodologies, and assets for project delivery.
• Expand service offerings and business growth through involvement in sales, proposals, and new business strategy development.
• Mentor junior professionals.

Professional Experience

• MBA, CPA, CTP, or CFA preferred.
• 4+ years of consulting or corporate/bank treasury experience with focus on technology including TMS platforms such as Kyriba, Reval, Wall Street, PeopleSoft, SAP, or SunGard; Kyriba experience and existing relationships with TMS user communities a plus.
• Experience with treasury transformations, vendor selections, and TMS implementations; good knowledge of cash management, FX, debt capital markets, interest rate risk management, and system implementation lifecycles.
• Strong presentation, consulting, project management, training/mentoring, and interpersonal skills with strong executive presence.
• Entrepreneurial nature: resourcefulness, flexibility, creativity, energy, and versatility; demonstrated analytical and problem-solving skills; general understanding of business, technology, and industry issues.
• Ability to lead a team and establish credibility as a trusted advisor with clients.
• Ability to travel 40–70%; limited immigration sponsorship may be available.

Reporting to senior engagement leadership, the Advisory Senior Consultant Treasury Transformation leads project execution for treasury organization integration, stand-up, and transformation engagements driven by M&A, spin-offs, and carve-outs for multinational corporations. Partnering with client treasury teams and internal subject matter experts, this role advances technology strategies, hedging capabilities, and TMS implementations that enable MNC clients to operate efficient, well-controlled treasury functions.

Areas of Ownership

• Lead project execution and support the sales process for major opportunities related to treasury organization integration, stand-up, and transformation.
• Drive optimization of treasury operations, processes, and in-house bank/pooling capabilities for MNC clients resulting from M&A, spin-offs, or carve-outs.
• Develop hedging strategies, policies, and capabilities to manage MNC FX and interest rate risks.
• Plan, budget, and execute treasury technology projects including IT strategy, architecture design, system selection, and TMS implementations.
• Establish credibility as a trusted advisor with clients and lead teams across complex treasury transformation engagements.

Education & Experience

• BA/BS in Finance, IT Systems, Accounting, or related field; MBA, CTP, CPA, or CFA preferred.
• 3+ years of consulting or corporate treasury experience with focus on M&A, divestitures, or treasury; M&A and transactional experience required.
• Strong background in treasury transformation and technology projects including process design, RFI/RFP, system selections, architecture design, and TMS implementations; experience integrating or standing up treasury organizations and transforming cash management, forecasting, FX/IR risk management, or international treasury operations.
• Conceptual and quantitative depth in market risk methodologies, underlying markets and models, and technology strategies for MNC treasury.
• Entrepreneurial nature: resourcefulness, flexibility, creativity, energy, and versatility; strong executive presence, communications, and interpersonal skills; demonstrated analytical and problem-solving skills.
• Ability to travel up to 50%.

Sitting at the intersection of technical accounting and federal financial systems, the Advisory Senior Consultant designs and implements solutions that improve financial management activities and advises clients on internal controls matters, financial management policies, and system integrations within U.S. government environments. Operating across client engagements with active Secret clearance, this role builds new business proposals, coaches junior staff, and delivers accurate client-facing work products using Microsoft Word, PowerPoint, and Excel.

Job Functions

• Design and implement technical solutions to improve financial management activities and advise clients on technical accounting and internal controls matters.
• Work with clients to identify financial control issues and gaps; participate in or lead the development of deliverable content that meets client and contract needs.
• Review deliverables for accuracy and quality; provide coaching to junior staff.
• Contribute to new business proposals and proposal development.
• Manage own personal and professional development; seek opportunities for professional growth and expansion of consulting skills and experience.

Minimum Qualifications

• Bachelor's degree; active Secret clearance required.
• Certifications including CPA, CDFM, CGFM, or CFA.
• 3+ years of consulting experience in business process improvement, financial management policies and procedures, and financial system integrations/upgrades.
• Knowledge of and experience improving Federal accounting and transaction processes; familiarity with U.S. government financial accounting systems.
• Experience as a team lead responsible for mentoring and coaching.
• Expert-level experience using Microsoft Word, PowerPoint, and Excel to create client deliverables.

A key member of the CFO and Business Advisory practice, the CFO & Business Advisory Senior Consultant advises on large-scale accounting engagements involving complex standards such as consolidation, acquisition accounting, and revenue recognition while providing transaction-related financial reporting support for mergers, acquisitions, and spin-offs. Collaborating across the audit practice and with public company clients on SEC regulatory matters and IPO readiness, this role fosters long-term client relationships and develops firm thought-ware on technical accounting matters.

What You'll Do

• Advise on large-scale accounting engagements and provide clients with support in understanding and implementing new or complex accounting standards such as consolidation, acquisition accounting, fair value measurement, revenue recognition, and leasing.
• Provide transaction-related accounting and financial reporting support for mergers and acquisitions, spin-offs, and other complex transactions.
• Provide technical support to public companies on SEC regulatory and reporting matters or IPO readiness assistance.
• Identify and foster long-term relationships with new and existing target clients.
• Help develop firm thought-ware on technical accounting and financial reporting matters.
• Provide support to the audit practice as needed.

Required Qualifications

• Bachelor's degree from an accredited college in an appropriate field; Licensed CPA required.
• 2+ years of experience with a public accounting firm or equivalent industry experience.
• Strong current knowledge of U.S. GAAP.
• Experience in large/complex ERP/GL/Accounting systems.
• Demonstrated ability to develop lasting relationships with business clients; strong verbal and written communication skills.

Serving as the primary valuation specialist for non-audit clients and Deloitte audit teams, the Advisory Senior Consultant Business Valuation Complex Securities delivers financial consulting services for complex equity and debt securities valuation across mergers, acquisitions, tax compliance, and US GAAP or IFRS financial reporting. The Business Valuation Complex Securities team relies on this work to produce complex financial models using Black Scholes, Lattice, and Monte Carlo simulation methodologies that meet regulatory, financial, and strategic planning needs.

Day-to-Day Responsibilities

• Assist non-audit clients and Deloitte audit teams in providing financial consulting services relating to the valuation of complex equity and debt securities for regulatory, financial, and tax purposes.
• Create complex financial models, analyze financial statements, conduct industry research, and write reports.
• Interact with internal and external clients and communicate with managers.
• Supervise work of junior staff and Consultants to ensure high quality of work products.
• Work on other Deloitte Advisory engagements as needed.

Qualifications & Experience

• Bachelor's or Master's degree in Quantitative Finance or Financial Engineering.
• 3+ years of experience at a valuation/consulting firm or equivalent industry experience in complex securities valuation financial modeling, client relationship management, and communicating complex technical issues to non-technical audiences.
• Employment of complex securities valuation methodologies such as Black Scholes, Lattice, and Monte Carlo simulation modeling.
• Strong ability to manage client relationships and deliver high-quality work products that exceed expectations.
• Ability to travel 50%.

Reporting to regional and global business leadership, the Senior Advisory Consultant leads procurement strategy and business case development mandates for major infrastructure programs across energy, water, transportation, and the built environment for both public and private sector clients. Partnering with client teams on risk management, Data and Information strategies, and Common Data Environments, this role builds advisory capacity that supports the full infrastructure project lifecycle from capital expenditure planning through operational readiness.

Role Responsibilities

• Lead mandates providing strategic advice for procurement and capital expenditure of major infrastructure programs and projects across public and private sector clients.
• Lead business case development, operational readiness, climate change/sustainability mandates, and operational review advice for private and public sector clients.
• Support clients in developing Data and Information strategies and implementing Common Data Environments; support risk management for internal and external mandates.
• Draft reports, project audits, and quality documents; prepare and deliver presentations to clients and prospects.
• Manage and execute multiple assignments to an exceptional standard including internal project management, budgets, quality control, and reporting.
• Support initiatives for the regional and global business

Background & Experience

• A post-secondary degree with 10+ years of career experience related to engineering and/or infrastructure development.
• Experience and knowledge of the Canadian and US infrastructure industry including energy, water, transportation, and the built environment sectors.
• Knowledge and experience of risk identification, management, and mitigation; familiarity with asset management, facility management, and whole life cost principles.
• Understanding of a wide range of infrastructure procurement models, methods, and project management principles and processes.
• Excellent interpersonal, written, and presentation skills; able to work independently and unsupervised.
• Positive attitude, team player with a keenness to grow client relationships and expand existing mandates.

As the Real Estate Advisory Senior Consultant, this role leads consulting engagements across strategy, technology implementation, and business transformation for real estate clients, gathering functional and technical requirements, testing customized ERP platforms, and delivering training on solutions within Yardi Systems, Real Page, or MRI Software. The real estate advisory team relies on this work to resolve data quality problems, optimize reporting systems, and ensure successful project delivery from initiation through to completion.

Scope of Work

• Work with stakeholders and project teams to understand business needs, interpret reporting requirements, and perform testing on customized technology platforms and ERP systems.
• Document, develop, implement, maintain, and deliver training on real estate solutions to internal and external clients.
• Analyze and solve day-to-day challenges with data and analytics/reporting systems including identifying data quality problems, researching issues, and recommending improvements specific to commercial real estate.
• Collaborate with end-users to gather functional and technical requirements and ensure proper testing and validation.
• Provide consulting services across strategy, technology implementation, business transformation, analytics and data, and business process optimization through all project phases from initiation to delivery.
• Actively listen to client needs and provide direction; work with all team members on plan, roles, constraints, milestones, and critical path.

Skills & Qualifications

• Bachelor's degree required; Master's degree a plus.
• 3–5 years of proven consulting experience, preferably within the Real Estate industry.
• Significant experience in one or more core modules within Yardi Systems, Real Page, or MRI Software including commercial/residential management, construction/job cost, general ledger/accounting, procurement, maintenance, fixed assets, invoicing, and accounts payable.
• Strong MS Office skills including Word, Excel, PowerPoint, OneNote, Visio, and MS Project, strong business writing and presentation skills.
• Negotiation, conflict management, risk mitigation, issue resolution, organizational, and time management skills.
• Ability to work both independently and in teams; demonstrated experience building strong customer relationships.

Advisory Senior Consultant leads the planning and execution of cybersecurity assessments and technology risk engagements for clients across multiple industries, managing multiple assignments as part of a dedicated consulting team while assisting in staff development and building a strong referral network. The work directly supports Plante Moran's integrated management consulting approach by helping clients enable growth, leverage resources, and mitigate costs and risks through business and regulatory-aligned cybersecurity services.

Work Activities

• Assist in the planning and execution of cybersecurity assessments and engagements for clients across a variety of industries in support of business and regulatory requirements.
• Interact directly with client executives and project managers in the performance of work.
• Manage multiple assignments as part of a dedicated team of consultants.
• Assist in the development, mentoring, and growth of staff.
• Build relationships and assist in preparing proposals for new engagements with existing and new clients while developing a strong referral network.

Experience & Qualifications

• Bachelor's degree required.
• IT certifications preferred: CISA, CISSP, CRISC.
• 3–5 years of consulting experience performing and supervising cybersecurity assessments, technology risk assessments, or IT internal control risk evaluation and reporting.
• Strong analytical and problem-solving skills; outstanding time management and organization skills.
• Professional demeanor with superior verbal and written communication skills.
• Approximately 25% overnight travel; remote work potential for candidates in other states depending on appropriate approval.