Managing Consultant - Financial Institution Advisory

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 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.

Berkeley Research Group's (BRG) Financial Institution Advisory practice provides strategic, analytical, and operational support to commercial banks, consumer finance companies, credit unions, mortgage banks, capital markets participants, and insurance companies. The practice integrates the expertise of CPAs, CFAs, CROs, CRCMs, FRMs, former regulators, financial modelers, technologists, former bankers, and experienced consultants to help clients address immediate risks and achieve measurable performance improvements.

The Managing or Senior Managing Consultant will support and oversee engagement workstreams across a range of financial, operational, and regulatory matters. The role requires strong analytical capability, structured problem-solving, and the ability to communicate effectively with both internal teams and client stakeholders. Candidates should demonstrate initiative, professionalism, and the ability to contribute to a fast-paced advisory environment.

Responsibilities

• Conduct business process reviews and current-state assessments across financial and operational functions.
• Develop structured roadmaps to enhance operations, compliance, controls, and risk management.
• Support clients with technology enablement, workflow optimization, and dashboard/reporting development.
• Perform financial and accounting reviews, including data validation, reconciliation, and quality control.
• Design and execute statistical and financial analyses, including modeling of financial data and markets.
• Prepare, refine, and present client-ready deliverables to senior stakeholders.
• Manage and mentor junior staff, ensuring quality and consistency across workstreams.
• Conduct industry research and contribute to business development and practice growth.
• Maintain and strengthen client relationships through consistent communication and high-quality work.

AI, LLM, and Emerging Technology Capabilities

The practice is expanding its advisory offerings to incorporate AI-enabled solutions. Candidates with experience in the following areas will be strongly considered:

• Hands-on experience with AI models such as Claude, ChatGPT, Gemini, or comparable tools.
• Experience working with proprietary large language models (LLMs) or contributing to the development of custom models.
• Has built industry solutions that have been leveraged throughout firm or sold to clients.
• Ability to translate complex AI/ML concepts into clear, accessible explanations for non-technical audiences.
• Interest in identifying opportunities to integrate AI into financial operations, risk processes, or client deliverables.
• Willingness to take ownership of new initiatives, pilots, and innovation-focused workstreams.

Additional Qualifications

• Several years of experience with AI models including Claude, ChatGPT, and Gemini.
• Experience working with proprietary LLMS or has built one.
• Good at explaining complex concepts in ways their audience can understand.
• Strong work ethic and willing to take the lead on new initiatives.
• Financial services and blockchain/crypto experience a plus Strong presentation skills and the ability to communicate effectively with senior executives..
• Demonstrated ability to simplify complex concepts for diverse audiences.
• Strong work ethic, ownership mindset, and willingness to lead initiatives.
• Experience in financial services, blockchain, or cryptocurrency is considered a plus.
• High degrees of integrity, discretion, and commitment to quality.
• Ability to work independently and collaboratively within multidisciplinary teams.
• Strong organizational skills and attention to detail.
• Commitment to continuous learning and professional development.

Pay and benefits

Managing Consultant Salary Range: $100,000 - $160,000

Senior Managing Consultant: $145,000 - $200,000