Consultant - Financial Institution Advisory

BRG•Washington, DC

1d•$100,000 - $175,000

About The Position

BRG’s Financial Institution Advisory practice helps commercial banks, consumer finance companies, credit unions, mortgage banks, capital market participants, and insurance companies address complex business issues. The practice combines functional experts—including CPAs, CFAs, CROs, CRCMs, FRMs, former regulators, financial modelers, technologists, former bankers, and experienced consultants—to address risks and deliver practical benefits. This junior-level consulting role is suited to a CPA or CPA candidate with public accounting audit experience who wants to work on varied financial institution advisory engagements rather than traditional auditing. Assignments may include analyzing financial statements; helping clients implement accounting standards, systems, and risk systems; investigating accounting policies and practices; evaluating the sufficiency of audit procedures; and assisting with transactions such as portfolio acquisitions, mergers, and spin-offs. Work may also cover financial risk management, including credit risk, valuation, capital planning, stress testing, liquidity, resolution planning, and model risk management. The Consultant works with senior professionals to deliver client engagements, develop analyses and client-ready work products, manage project components, and communicate results. The role may include delegating and reviewing work, managing client relationships, contributing to business development and practice activities, and training staff. Projects can be data- and document-intensive and span accounting, auditing, SEC reporting, regulatory matters, risk and controls, finance and accounting, technology enablement, and business process optimization. Travel to client sites on demand is required. The ideal candidate has relevant accounting or consulting experience, preferably auditing SEC registrants at a large public accounting firm and serving financial services clients. A CPA designation or documented progress toward obtaining one is important for long-term advancement. Compensation is listed at $100,000–$175,000 per year; job title and compensation will be determined based on qualifications and experience. Candidates must be able to verify their legal right to work in the United States without company sponsorship.

Requirements

Minimum two to four years of relevant experience in an accounting or Big Four consulting firm, specializing in audit, forensics, or dispute and damages matters.
CPA designation or documented progress toward obtaining the CPA.
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 identified as highly preferred.
Proficiency with Excel and other Microsoft Office applications, including the ability and desire to expand Excel capabilities and train others to use relevant tools.
Thorough grasp of accounting principles and financial statements, including GAAP and the relationships among debits and credits, the cash flow statement, income statement, balance sheet, and trial balance.
Strong PowerPoint presentation skills, including the ability to create decks and agendas that provide project-status transparency.
Ability and desire to manage processes and more junior staff as necessary.
Commitment to high-quality analyses and attention to detail.
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.
Ability to verify legal authorization to work in the United States without company sponsorship.

Nice To Haves

Hands-on experience executing SEC registrant audits at a large public accounting firm.
Direct financial services audit experience, particularly with banks, fintechs, broker-dealers, REITs, investment management firms, or insurance companies.
Foundational knowledge of financial instruments.
Prior work experience focused on financial services in a consulting environment.
Foundational knowledge of banking, mortgage, auto finance, student loans, commercial loans, consumer finance, equipment finance, deposits, capital markets, derivatives, structured products, insurance, capital planning, or liquidity planning.
Prior experience in auditing; SEC filings and disclosures; control testing; risk and control assessments; process mapping and flows; business process or control remediation; business analysis, including user requirements and user acceptance testing; credit or financial risk management; quantitative analytics; valuation of financial instruments; project or program management; or RPA and current AI applications in segmentation, pricing, or complaint analysis.

Responsibilities

Execute financial institution advisory projects related to accounting, auditing, and financial analysis, working directly with senior professionals.
Work on financial risk management engagements, including credit risk, valuation, capital planning, stress testing, liquidity, resolution planning, and model risk management.
Contribute to engagements involving analytics, controls, governance, and financial analysis, including data- and document-intensive work.
Plan and manage all or selected aspects of client engagements, depending on their size and complexity.
Delegate assignments to staff, provide instruction, monitor progress, and review work for completeness and accuracy.
Develop analyses and client-ready work products that identify key risks or roadblocks.
Establish controls and procedures to ensure the accuracy of analyses and conclusions.
Manage client relationships and communicate results and work products as appropriate.
Use relevant software tools, analytical methods, and computer models creatively and efficiently to develop solutions.
Participate in practice meetings and contribute to business development, staff training, recruiting, and office functions.
Prioritize assignments and responsibilities to meet goals and deadlines.