Senior Consultant

Wolf & Company•Boston, MA

About The Position

Wolf is seeking a Senior Consultant to join our growing and well-established national firm. This role will sit within our Strategic Consulting Services group and is ideal for a highly analytical professional with a strong foundation in financial planning, forecasting, and modeling, particularly within banking and financial institutions. The Senior Consultant will play a key role in delivering high-impact financial insights, developing forward-looking financial projections, and helping clients make informed strategic decisions.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or a related field
3 - 4 years of relevant experience in financial planning, forecasting, or consulting, preferably serving banking or financial institution clients
Strong understanding of bank financial statements, regulatory considerations, and industry performance metrics
Advanced Excel skills, including complex formulas, scenario modeling, and financial model design
Demonstrated ability to work independently, manage priorities, and deliver high-quality results
Strong written and verbal communication skills, with the ability to present financial insights clearly to clients and internal stakeholders
High attention to detail, intellectual curiosity, and a problem-solving mindset

Nice To Haves

Advanced degree a plus
Experience with S&P Capital IQ is a plus, but the key requirement is the ability to work effectively with large data sets

Responsibilities

Develop detailed financial projections, forecasts, and multi-scenario models to support strategic planning initiatives for banking clients
Analyze and interpret bank financial statements, including balance sheets, income statements, and key performance metrics
Utilize S&P Capital IQ to research peer data, industry trends, and benchmark performance
Translate complex financial analyses into clear, actionable insights and client-ready deliverables
Build, refine, and maintain advanced Excel-based financial models, including forecasting, stress testing, and sensitivity analysis
Support capital planning, profitability analysis, and strategic decision-making initiatives
Identify risks, opportunities, and key drivers impacting financial performance
Act independently to structure analyses and develop innovative solutions tailored to client needs
Contribute to the design of new analytical tools, methodologies, and frameworks for the Strategic Consulting Services group
Collaborate with engagement leaders to scope work, manage timelines, and ensure high-quality deliverables
Work closely with other consultants and subject matter experts across Wolf’s advisory practices
Participate in internal knowledge sharing, best practice development, and continuous improvement initiatives
Support business development efforts through analysis, proposal support, and thought leadership as needed