Managing Consultant

BRG • Washington, DC

3d • $100,000 - $160,000

About The Position

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.

Requirements

• 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.
• 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.
• 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.

Nice To Haves

• Financial services and blockchain/crypto experience a plus
• Experience in financial services, blockchain, or cryptocurrency is considered a plus.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed