Talent.com
Senior Consultant - Business Transformation (Asset Management) (NY)
Senior Consultant - Business Transformation (Asset Management) (NY)CrossCountry Consulting • New York, NY, US
Senior Consultant - Business Transformation (Asset Management) (NY)

Senior Consultant - Business Transformation (Asset Management) (NY)

CrossCountry Consulting • New York, NY, US
job_description.job_card.1_day_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Job Description

Job Description

From the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value.

Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here.

We are currently seeking a Senior Consultant to assist in developing and growing the Business Transformation practice in the NYC market with a primary focus on providing services in the Asset Management space.  In this role, you will have the opportunity to provide various services including (but not limited to) :

  • Current state assessments
  • the development of Target Operating Models
  • System selection, implementation, and assistance in complying with the evolving Financial Services regulatory landscape.
  • Developing current and future state process workflows
  • Assessing and selecting vendor software packages

Responsibilities :

  • Conduct current state / future state gap analysis for individual business areas.
  • Develop business process flows using standard flowcharting methodology in tools such as Microsoft Visio.
  • Conduct requirements gathering / scoping sessions with clients, and provide all necessary documents (e.g. Meeting notes, Business Requirements Documentation, Functional Specifications, etc.)
  • Create visually pleasing, client ready presentations and project status updates using Microsoft PowerPoint.
  • Interview clients, gather data and define and document business requirements.
  • Develop report specifications showing data fields required, where sourced and any formulas or algorithms required to produce report.
  • Create system test plans and perform testing.
  • Provide insight to clients’ teams in industry leading practices.
  • Assist clients in defining and performing user acceptance tests and ensure functionality matches user requirements.
  • Assist with training and other change management activities, including development of materials / communications.
  • Qualifications :

  • 3+ years in Big Four or equivalent background focusing on asset management clients or internal role within an Asset Management firm in the area of project management, finance or operations
  • Experience with Asset Managers, Pension / Family Offices, Hedge Funds, and Private Equity including trading strategies, operations, risk management, data management, as well as in complex fund structures, investor / deal allocations, waterfall calculations, IRR calculations, performance attribution, reporting, and / or performance in a business analysis capacity.
  • Experience in one or more of the following software platforms (or equivalent) : Advent Geneva, Investran, eFront, Burgiss Private I / Private Informant, iLevel, AltaReturn, BlackMountain, Yardi
  • Background in either finance optimization, operations improvement, business process improvement, change management, program / project management, acquisition and divestiture implementation and / or regulatory compliance
  • Business acumen with a strong understanding of accounting and business processes, as well as information systems
  • Professionalism and discretion in interacting with executives and clients
  • Proven track record of showing initiative
  • Excellent verbal and written communication skills
  • Strong attention detail and organizational skills
  • Creativity, confidence, and flexibility
  • High energy, enthusiasm, and an entrepreneurial spirit!
  • Education :

  • A bachelor’s degree (or higher) in business, finance, economics, engineering, systems, accounting, or other technical discipline.
  • #LI-CD1

    #LI-Hybrid

    For applicants located in New York, CrossCountry Consulting is required to include an estimate of the compensation range for this role. The following range takes into account a wide range of factors including but not limited to, skills, experience, education, licenses, certifications, business needs, and internal equity. An estimate of the current range is $80,000 - $166,000 per year + annual bonus + additional benefits.

    Benefits Summary

    The CrossCountry total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; and a 401(k) with company matching. Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well-being. For detailed information about benefits at CrossCountry, please visit our dedicated benefits site : https : / / www.crosscountry - consulting.com / careers / benefits / .

    Equal Employment Opportunity (EEO)

    CrossCountry provides equal employment opportunities (EEO) to all employees and applicants for employment and believes that respect and fair treatment are critical to creating a productive and inclusive workplace.

    As an equal opportunity employer, CrossCountry is fully committed to comply with all federal, state, and local laws and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability, pregnancy, genetics, sexual orientation, veteran status, gender identity or expression or any other protected characteristic. The company also complies with pay transparency and labor laws applicable to all terms and conditions of employment.

    We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

    serp_jobs.job_alerts.create_a_job

    Transformation Consultant • New York, NY, US

    Job_description.internal_linking.related_jobs
    Senior Consultant - Business Transformation (Banking and Capital Markets) (NY)

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

    CrossCountry Consulting • New York, NY, US
    serp_jobs.job_card.full_time
    From the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not ju...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Staff II Consultant - Strategic CFO Advisory Service - Finance & Business Transformation

    Staff II Consultant - Strategic CFO Advisory Service - Finance & Business Transformation

    EisnerAmper • Iselin, NJ, United States
    serp_jobs.job_card.full_time
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Organizational Change Management Specialist

    Organizational Change Management Specialist

    Insight Global • Tarrytown, NY, United States
    serp_jobs.job_card.full_time
    Tarrytown, NY (1 day per week on site).Experience managing projects and adoption of processes.Understanding of technology and systems. Experience working with and building relationships with interna...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Director / Senior Managing Consultant, Services Business Development, Cyber Threat Intelligence

    Director / Senior Managing Consultant, Services Business Development, Cyber Threat Intelligence

    Mastercard • Purchase, NY, US
    serp_jobs.job_card.full_time
    Director / Senior Managing Consultant, Services Business Development, Cyber Threat Intelligence.The North American (NAM) Services Team is part of the Mastercard global services organization.Services ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Tax- Senior Manager / Director- Global Beauty / Consumer Products Firm- Remote

    Tax- Senior Manager / Director- Global Beauty / Consumer Products Firm- Remote

    Atlantic Group • Hempstead, NY, United States
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    Global Private Equity Backed Cosmetics / Beauty / E-Commerce / Consumer Products Firm Seeks a Senior Manager / Director, Tax. Reporting to the Controller, Dotted line to the CFO.Lead All Aspects of Tax for ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Sr. Consultant - Strategic CFO Advisory Services - Finance & Business Transformation

    Sr. Consultant - Strategic CFO Advisory Services - Finance & Business Transformation

    EisnerAmper • New York, NY, United States
    serp_jobs.job_card.full_time
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Director, NPS Lifecycle Management and Process Transformation

    Director, NPS Lifecycle Management and Process Transformation

    Novartis Group Companies • East Hanover, NJ, United States
    serp_jobs.job_card.full_time
    This position will be located at the East Hanover, NJ site and will not have the ability to be located remotely.This position will require 20% travel as defined by the business (domestic and / or in...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Innovation Capability Director

    Innovation Capability Director

    Novartis Group Companies • East Hanover, NJ, United States
    serp_jobs.job_card.full_time
    Position Location : The ideal location for this role is the East Hanover, NJ site, but remote work may be possible (there may be some restrictions based on legal entity). Please note that this role w...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Director Experience Transformation and Consumer Insights

    Director Experience Transformation and Consumer Insights

    Atlantic Health • Morristown, NJ, United States
    serp_jobs.job_card.full_time
    Lead systemwide, high-impact transformation projects aimed at improving the patient experience using Lean, Six Sigma, and human-centered design approaches. Design and implement structured improvemen...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Associate Director - Business Resilience - IT Strategy Consulting

    Associate Director - Business Resilience - IT Strategy Consulting

    Gartner • Stamford, CT, United States
    serp_jobs.job_card.full_time
    As a Business Resilience Associate Director, IT Consulting, you will oversee project delivery and client relationship management for engagements focused on organizational resilience, business conti...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Manager, Product Adoption Consulting

    Manager, Product Adoption Consulting

    Relativity • Newark, NJ, United States
    serp_jobs.job_card.full_time
    Adoption Services at Relativity is on a mission to ensure our customers unlock the full potential of RelativityOne.We believe that the right combination of expertise, innovation, and empathy can dr...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Senior Solution Consultant - Partnerships

    Senior Solution Consultant - Partnerships

    Workiva, Inc. • Newark, NJ, United States
    serp_jobs.job_card.full_time
    As a Senior Solution Consultant on the partnership-focused team, you will leverage your technical skills, presentation prowess, and subject matter expertise in the field of governance, risk, and co...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Senior Construction Manager - Commercial Real Estate

    Senior Construction Manager - Commercial Real Estate

    Turner & Townsend • Monmouth Beach, NJ, US
    serp_jobs.job_card.full_time
    From the inception of a project through to completion and beyond, Turner & Townsend help to deliver the outcomes that matter through transformational projects covering the full spectrum of cons...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Senior Claim Specialist, Environmental

    Senior Claim Specialist, Environmental

    Axis Capital • Red Bank, NJ, United States
    serp_jobs.job_card.full_time
    This is your opportunity to join AXIS Capital - a trusted.We stand apart for our outstanding client service, intelligent risk taking and superior risk adjusted returns for our shareholders.We also ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Associate Director, Advanced Analytics

    Associate Director, Advanced Analytics

    KMK Consulting Inc. • Morris Plains, NJ, United States
    serp_jobs.job_card.full_time
    Position : AI / ML and Predictive Analytics Expert – Pharma Commercial Analytics.We are seeking an accomplished professional with expertise in predictive analytics and AI / ML who specializes in pharma ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Senior Director Analyst, Identity and Access Management

    Senior Director Analyst, Identity and Access Management

    Gartner • Stamford, CT, United States
    serp_jobs.job_card.full_time
    What makes Gartner Business & Technology Insights (BTI) a GREAT fit for you?.You are a team player who values expert insights, bold ideas, and intellectual courage. You are always learning and looki...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Sales / Moving Consultant

    Sales / Moving Consultant

    R A Myer Corp • Mahwah, NJ, US
    serp_jobs.job_card.full_time
    We are looking for someone awesome to join our team.We are a top innovative moving company nestled in the heart of Bergen County, NJ. Our strong reputation makes us a lively place to work and never ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Sr. Director, Finance Lead Biologics Platform

    Sr. Director, Finance Lead Biologics Platform

    Zoetis, Inc • Parsippany, NJ, United States
    serp_jobs.job_card.full_time
    Reporting to the Head of Finance, Global Manufacturing & Supply, the Sr.Director, Finance Lead Biologics Platform will be responsible for the Platform Finance organization, including oversight and ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted