Senior Consultant - Business Transformation (Banking and Capital Markets) (NY) jobs in United States
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CrossCountry Consulting · 2 weeks ago

Senior Consultant - Business Transformation (Banking and Capital Markets) (NY)

CrossCountry Consulting is an advisory firm dedicated to creating a positive experience for clients and employees alike. The Senior Consultant in Business Transformation will assess and enhance clients' banking and capital markets businesses, collaborating to drive performance improvement and implementing AI-enabled solutions. This role involves modernizing operating models, conducting gap analyses, and ensuring systems meet user requirements.

AccountingConsultingFinanceRisk Management
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Assess and enhance our clients' banking and capital markets businesses by modernizing their operating model, processes, and architecture to address emerging business priorities, regulatory changes, and long-term business outlook adjustments
Collaborate across our clients’ front, middle, and back offices as well as corporate functions or at the industry level, to drive performance improvement
Participate in process improvement, process automation, and operating model design, as well as data management and model optimization
Collaborate with team members to analyze, evaluate, and enhance our clients’ banking and capital markets businesses, including processes, governance, data, and technologies
Create system test plans and conduct testing, leveraging testing tools such as JIRA
Conduct current state/future state gap analysis for individual business areas
Develop comprehensive report specifications, including data fields, data sources, and any necessary formulas or algorithms, to produce insightful reports
Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards
Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes
Assist clients in defining and conducting user acceptance tests, ensuring the system functionality meets user requirements and expectations

Qualification

BankingCapital marketsAI tools adoptionProcess improvementData managementBusiness analysisProject managementCollaborationContinuous learning

Required

3+ years of prior experience in professional services or management consulting
Familiarity with a range of financial products including lending, finance, derivatives, equities, and fixed income; foreign exchange; and commodities
Knowledge of industries, including commercial banking, investment banking, broker-dealers, custody, fund administration, and investment management
Strong knowledge of banking and capital markets across the trade and client lifecycle; and typical systems and downstream processes (Risk, Finance, Compliance, etc.)
Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation
Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards
Background in either operations improvement, data management, business analysis, business process improvement, change management, program/project management, and/or regulatory compliance
Bachelor's degree in, Business, Finance, Information Systems, Information Technology, or other technical discipline

Benefits

Comprehensive healthcare options, including medical, dental, and vision coverage
Flexible spending accounts
401(k) with company matching
Generous parental and maternity leave policies
Technology stipends
Wellness reimbursement programs

Company

CrossCountry Consulting

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CrossCountry Consulting is a provider of customized finance, accounting, human capital, operations and technology consulting services.

H1B Sponsorship

CrossCountry Consulting has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (7)
2023 (4)
2022 (7)
2021 (15)
2020 (10)

Funding

Current Stage
Late Stage
Total Funding
$1.5M
2022-12-06Acquired
2021-02-11Series Unknown· $1.5M

Leadership Team

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Erik Linn
Co-Founder and Managing Partner
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Amy M. Seibel
Chief Financial Officer
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Company data provided by crunchbase