CrossCountry Consulting · 1 week ago
Senior Consultant - Business Transformation (Asset Management) (NY)
New York, NY
Full-time
Onsite
Mid, Senior Level
$80K/yr - $166K/yr
3+ years expCrossCountry Consulting is an advisory firm dedicated to creating a positive experience for both clients and employees. They are seeking a Senior Consultant to develop and grow the Business Transformation practice, focusing on services in the Asset Management space, including current state assessments and system selection.
AccountingConsultingFinanceRisk Management
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
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 performing user acceptance tests and ensure functionality matches user requirements
Assist with training and other change management activities, including development of materials/communications
Qualification
Required
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
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
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
A bachelor's degree (or higher) in business, finance, economics, engineering, systems, accounting, 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
CrossCountry Consulting is a provider of customized finance, accounting, human capital, operations and technology consulting services.
501-1000 employees
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 StageTotal Funding
$1.5M2022-12-06Acquired
2021-02-11Series Unknown· $1.5M
Leadership Team
Erik Linn
Co-Founder and Managing Partner
Amy M. Seibel
Chief Financial Officer
Recent News
2025-12-09
Company data provided by crunchbase