Senior Finance Business Partner (Asset & Wealth Management Consulting - North America)

Alpha Financial Markets Consulting•New York, NY

9d•$190,000 - $235,000•Hybrid

About The Position

Alpha Financial Markets Consulting (Alpha) is a leading global consultancy to the financial services industry. Founded in 2003, we have worked for over 20 years to bring together specialist, sector-focused strategy, management consulting and technology expertise to support the entire client transformation lifecycle. Having partnered with more than 1,200 clients worldwide across the asset and wealth management, alternatives and insurance industries, Alpha is truly a trusted advisor for complex change programmes. We now have over 1,180 consultants working with clients across North America, the UK, Europe, Middle East and APAC. In 2024, in recognition of our successful track record and strong growth prospects, Alpha was acquired by Bridgepoint, one of the world's leading quoted private asset growth investors. Our people are at the heart of everything we do. We are delighted that many of our team have built long and fulfilling careers with us, many staying over a decade. We believe this is because Alpha offers a genuinely rewarding place to work: a meritocratic environment where your career can flourish, and a welcoming culture where you can be yourself, connect with others and thrive. As we look to the future, we’re excited to be looking for new Alpha colleagues - individuals who are collaborative, innovative and ambitious. We hope you will join us and help shape the next chapter of our growth journey. While consultants focus on delivery client value, our 'Business Operations' function ensures that the company runs efficiently and appropriately across a number of operational areas: Finance, People, Operations, IT, and Legal, Risk & Compliance. Together, these teams ensure the consultants are fully supported - working from a strong operational base that’s efficient, innovative and compliant. Business Operations doesn’t just enable delivery; it empowers Alpha’s long-term success.

Requirements

University degree in Finance, Accounting, Business, or a related field (or equivalent experience).
Minimum of 7 years of experience in a Finance role, with at least 2 years in business partnering capacity.
Strong analytical and data interpretation skills to build financial models, analyze complex data sets, and identify key financial drivers.
Excellent leadership and communication skills to effectively convey financial insights to non-financial stakeholders.
Proven ability to build and maintain relationships across different levels of the organization.
Ability to think long-term, contribute to the development of new strategies, and identify opportunities for business growth and financial improvement.
A proactive, collaborative, positive approach to helping the organization succeed.

Nice To Haves

Professional finance qualification (e.g. ACA, ACCA, CIMA) preferred.
Experience within a professional services firm (ideally within management consulting)
Experience or interest in the financial services industry
Experience of our systems (e.g., Salesforce, Sage) and data visualization tools (Pigment/PowerBI).

Responsibilities

Provide expert financial advice and guidance to senior leadership and business heads to support strategic business planning and decision-making.
Act as trusted advisor to Business Unit (BU) leadership on all financial matters.
Drive discussions on resource allocation, investments, and returns.
Identify potential financial risks and opportunities, contributing to the development of strategies that drive efficiency, improve financial performance, and reduce risk.
Align BU financial plans with overall firm strategy and growth ambitions.
Translate commercial goals into actionable financial objectives.
Advise BU leadership on profitability cost optimization and investment priorities.
Lead finance modelling and scenario analysis for BU initiatives.
Support evaluation of new client opportunities and pricing strategies.
Monitor project financials to safeguard profitability and cash flow.
Ensure smooth delivery of transaction services (AP, AR, payroll).
Monitor service performance and escalate where required.
Provide feedback to improve efficiency and accuracy of Finance delivery team.
Oversee the development and management of the budgeting process in alignment with corporate timelines.
Develop rolling forecasts incorporating demand, pipeline and costs.
Support leaders in making proactive course corrections.
Track key performance indicators (KPIs) to drive value creation across revenue/profit/cashflow, analyze deviations from targets, and produce insightful financial reports for senior management.
Analyze revenue, utilization and margin performance drivers.
Provide actionable insights on trends, risks and opportunities.
Benchmark BU performance against peers and market norms.
Act as a trusted advisor, translating complex financial data into actionable insights to help non-finance stakeholders understand business performance and make data-driven decisions.
Analyze client/ project profitability and pricing structures.
Provide insights to improve margin management and contract terms.
Support leadership in commercial negotiations.
Identify cost-saving and efficiency opportunities across BU operations.
Partner with leaders to track discretionary spend.
Benchmark BU cost base against internal and external best practice.
Collaborate with BU leaders to build and evaluate investment cases.
Ensure alignment with financial return thresholds.
Track outcomes against expected budgets.