Consultant - Financial Institution Advisory
About the role
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 complex 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.
Responsibilities
- Work directly with senior professionals (many of whom are former Big 4) to execute various financial institution advisory projects related to accounting, auditing, financial analysis.
- Demonstrate creativity and efficient use of relevant software tools, analytical methods and computer models to develop solutions.
- Manage client relationships and communicate results and work products as appropriate.
- Prioritize assignments and responsibilities in order to meet goals and deadlines.
Requirements
- A licensed CPA (or has passed multiple exam sections).
- Hands-on experience executing SEC registrant audits at a large public accounting firm.
- Solid baseline knowledge of financial instruments.
- Direct audit experience within the financial services sector, specifically with banks, fintechs, broker-dealers, REITs, investment management firms, or insurance companies.
Qualifications
- Master’s degree or equivalent in accounting, finance, or a related field; alternatively, completion of a five-year accelerated accounting program, or a combined bachelor's and master's degree is highly preferred.
- Minimum two to four (2-4) years of relevant experience in an accounting or Big Four consulting firm, specializing in audit, forensics, or dispute and damages matters.
- Demonstrated proficiency with Excel and other Microsoft Office applications.
- A thorough grasp of accounting principles and financial statements, such as GAAP, along with understanding how debits and credits relate to the statement of cash flow, income statement, balance sheet, and trial balance.
- Prior work experience with a focus on financial services in a consulting environment preferred.
- Strong PowerPoint presentation skills/techniques.
- Proven capability with MS Excel.
- A desire to expand those capabilities is required, as is the ability to train others to use such tools.
- Desire and ability to manage processes and other more junior staff, as necessary.
- Commitment to producing high quality analyses and attention to details.
- Keen interest in economic or financial analyses and research.
- Strong verbal and written communication skills;
- Desire to work within a team environment.
- Ability to travel to client sites on demand is required.
Skills
- Financial Industry / Product Knowledge
- Functional Capabilities
Benefits
- Highly competitive salary range of $100,000 - $175,000 per year.
- BRG is an Equal Opportunity Employer.
Pay
Salary: $100,000 - $175,000 per year
Schedule
Full-time position
Candidate must be able to submit verification of his/her legal right to work in the U.S., without company sponsorship.
About BRG
BRG combines world-leading academic credentials with world-tested business expertise and purpose-built emerging technologies. Our culture centers on agility and connectivity which sets us apart and gets you ahead. At BRG, our professionals include specialist consultants, industry experts, renowned academics, and leading-edge data scientists. Together, they bring a diversity of real-world experience, data, and human and artificial intelligence, to economics, disputes, and investigations; corporate finance; and performance improvement services that address the most complex challenges facing organizations across the globe. Our unique structure nurtures the interdisciplinary relationships that give us the edge, laying the groundwork for more informed insights and more original, incisive thinking. When paired with our global reach and resources, our diverse perspectives and technical capabilities make us uniquely capable to address our clients’ challenges. We get results because we know how to apply our thinking to your world. At BRG, we don’t just show you what’s possible. We’re built to help you make it happen.