Senior Consultant - Business Transformation (Asset Management) (NY)
New York, NY
Business Transformation – BT-General /
Full-Time Employee /
Hybrid
From the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value.
Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here.
We are currently seeking a Senior Consultant to assist in developing and growing the Business Transformation practice in the NYC market with a primary focus on providing services in the Asset Management space. In this role, you will have the opportunity to provide various services including (but not limited to):
· Current state assessments
· the development of Target Operating Models
· System selection, implementation, and assistance in complying with the evolving Financial Services regulatory landscape.
· Developing current and future state process workflows
· Assessing and selecting vendor software packages
Responsibilities:
- Conduct current state/future state gap analysis for individual business areas.
- Develop business process flows using standard flowcharting methodology in tools such as Microsoft Visio.
- Conduct requirements gathering/scoping sessions with clients, and provide all necessary documents (e.g. Meeting notes, Business Requirements Documentation, Functional Specifications, etc.)
- Create visually pleasing, client ready presentations and project status updates using Microsoft PowerPoint.
- Interview clients, gather data and define and document business requirements.
- Develop report specifications showing data fields required, where sourced and any formulas or algorithms required to produce report.
- Create system test plans and perform testing.
- Provide insight to clients’ teams in industry leading practices.
- Assist clients in defining and performing user acceptance tests and ensure functionality matches user requirements.
- Assist with training and other change management activities, including development of materials/communications.
Qualifications:
- 3+ years in Big Four or equivalent background focusing on asset management clients or internal role within an Asset Management firm in the area of project management, finance or operations
- Experience with Asset Managers, Pension/Family Offices, Hedge Funds, and Private Equity including trading strategies, operations, risk management, data management, as well as in complex fund structures, investor/deal allocations, waterfall calculations, IRR calculations, performance attribution, reporting, and/or performance in a business analysis capacity.
- Experience in one or more of the following software platforms (or equivalent): Advent Geneva, Investran, eFront, Burgiss Private I/Private Informant, iLevel, AltaReturn, BlackMountain, Yardi
- Background in either finance optimization, operations improvement, business process improvement, change management, program/project management, acquisition and divestiture implementation and/or regulatory compliance
- Business acumen with a strong understanding of accounting and business processes, as well as information systems
- Professionalism and discretion in interacting with executives and clients
- Proven track record of showing initiative
- Excellent verbal and written communication skills
- Strong attention detail and organizational skills
- Creativity, confidence, and flexibility
- High energy, enthusiasm, and an entrepreneurial spirit!
Education:
- A bachelor’s degree (or higher) in business, finance, economics, engineering, systems, accounting, or other technical discipline.
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For applicants located in New York, CrossCountry Consulting is required to include an estimate of the compensation range for this role. The following range takes into account a wide range of factors including but not limited to, skills, experience, education, licenses, certifications, business needs, and internal equity. An estimate of the current range is $99,250 - $169,500 per year + annual bonus + additional benefits.
CrossCountry Consulting is an equal opportunity employer and is committed to providing employment opportunities to all qualified applicants regardless of their race, color, religion, age, sex, national origin, disability status, pregnancy, genetics, sexual orientation, protected veteran status, gender identity or expression or any other characteristic protected by federal, state, or local laws. We encourage and welcome candidates from diverse backgrounds to apply and will consider all applicants based on their qualifications, skills, and experience. We embrace and value our individual experiences, capabilities, talents, and perspectives by fostering and promoting a culture of diversity, equity, and inclusion.
