Senior Consultant

About the role

The Senior Consultant will join Wolf's Strategic Consulting Services group, a well-established national firm known for its expertise in financial planning, forecasting, and modeling, particularly within banking and financial institutions.

Responsibilities

• Develop detailed financial projections, forecasts, and multi-scenario models to support strategic planning initiatives for banking clients.

• Analyze and interpret bank financial statements, including balance sheets, income statements, and key performance metrics.

• Utilize S&P Capital IQ to research peer data, industry trends, and benchmark performance.

• Translate complex financial analyses into clear, actionable insights and client-ready deliverables.

• Build, refine, and maintain advanced Excel-based financial models, including forecasting, stress testing, and sensitivity analysis.

• Support capital planning, profitability analysis, and strategic decision-making initiatives.

• Identify risks, opportunities, and key drivers impacting financial performance.

• Act independently to structure analyses and develop innovative solutions tailored to client needs.

• Contribute to the design of new analytical tools, methodologies, and frameworks for the Strategic Consulting Services group.

• Collaborate with engagement leaders to scope work, manage timelines, and ensure high-quality deliverables.

• Collaborate with other consultants and subject matter experts across Wolf’s advisory practices.

• Participate in internal knowledge sharing, best practice development, and continuous improvement initiatives.

• Support business development efforts through analysis, proposal support, and thought leadership as needed.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field (advanced degree a plus).

• 3 - 4 years of relevant experience in financial planning, forecasting, or consulting, preferably serving banking or financial institution clients.

• Strong understanding of bank financial statements, regulatory considerations, and industry performance metrics.

• Advanced Excel skills, including complex formulas, scenario modeling, and financial model design.

• Experience with S&P Capital IQ is a plus, but the key requirement is the ability to work effectively with large data sets.

• Demonstrated ability to work independently, manage priorities, and deliver high-quality results.

• Strong written and verbal communication skills, with the ability to present financial insights clearly to clients and internal stakeholders.

• A high attention to detail, intellectual curiosity, and a problem-solving mindset.