Specialist - Financial Institution Advisory

Responsibilities

• Works on data intensive projects, including analytics, governance, and manipulation, to support a variety of financial risk initiatives.
• Plan and manage all aspects or certain aspects of client engagements depending on their size and complexity.
• Delegate assignments to staff, instruct and monitor progress, and review work product for completeness and accuracy.
• Develop analyses and financial models using transactional data and/or financial data.
• Generate client deliverables and make valuable contributions to expert reports.
• Manage client relationships and communicate results and work products as appropriate.
• Demonstrate creativity and efficient use of relevant software tools, analytical methods and computer models to develop solutions.
• Participate in group practice meetings, contribute to business development initiatives and office functions such as staff training and recruiting.
• Prioritize assignments and responsibilities in order to meet goals and deadlines.
• Financial Industry / Product Knowledge
• Prior work experience with Financial Institutions involved with the following activities is required:
• AML / BSA / KYC / OFAC.
• BCBS 239.

Requirements

• Bachelor'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 a relevant industry
• Demonstrated proficiency with Excel and other Microsoft Office applications.
• Prior work experience with a focus on financial services in a consulting environment preferred.
• Strong PowerPoint presentation skills/techniques. Ability to create decks and agendas that provide robust transparency as to project status.
• 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; and
• Desire to work within a team environment.
• Ability to travel to client sites on demand is required.
• 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.
• Our unique structure nurtures the interdisciplinary relationships that give us the edge, laying the groundwork for more informed insights and more original, incisive thin

Additional Information

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. The team of experts are looking for highly energetic financial professionals who are eager to build on their experience working in financial services and the banking industry. This person will use their solid analytical ability and strong organizational skills to solve complex problems. The work will involve both execution and oversight of engagement work streams that may be either qualitative or quantitative in nature, and responsibilities include: business process reviews, current state assessments, developing roadmaps to improve operations, compliance or control, assisting clients with technology enablement and dashboard reporting, financial and accounting reviews, management of junior staff, design of statistical and financial analysis, modeling of financial data and markets, quality control, development and presentation of client deliverables, management of existing client relationships, industry research, and expansion of business.

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