Consultant - Financial Services

Sia; Charlotte (NC); On-site; USD 80,000 - 99,000; Full time

Benefits offered by this job

Medical, dental, and vision

401(k) with match

Paid parental leave

Job summary

Sia, based in Charlotte, NC, seeks a Forward Deployed Business Analyst for its Financial Services Consulting practice to embed with client teams and lead AI-enabled business analysis. You will leverage data, analytics, and AI to move faster, deliver smarter solutions, and drive meaningful transformation across financial services clients.

The role requires strong communication, analytical thinking, and proficiency with Excel, PowerPoint, Visio, JIRA/Confluence, Power BI, Tableau, and SQL.

Qualifications

• Bachelor’s degree in Engineering or related field.
• Master’s degree preferred for advanced roles.
• Experience in business analysis or consulting in financial services is a plus.
• Familiarity with AI-enabled analysis and no/low-code tools is desirable.
• Strong communication and stakeholder management skills.

Responsibilities

• AI-Enabled Consulting Delivery: use AI, analytics, and automation to accelerate research and delivery.
• Client Engagement: work with business, operations, product, data, and technology teams to understand objectives and challenges.
• Strategic Problem Solving: map processes, data flows, and risks to define strategic initiatives.
• Technical Business Analysis: translate needs into functional requirements and user stories.
• Solution Design & Implementation Support: assist with system design, integration, and readiness.
• Workstream Ownership: manage timelines, risks, issues, and dependencies across workstreams.
• Client-Ready Deliverables: prepare polished materials for stakeholders and leadership.
• Internal Firm Support: contribute to proposals and thought leadership.

Skills

Communication skills

Analytical thinking

Ownership

Teamwork

Curiosity

Education

Bachelor's degree in Engineering

Master's degree preferred

Tools

Excel

PowerPoint

Visio

JIRA/Confluence

PowerBI

Tableau

SQL

Job description

• Compensation: USD 80,000 - USD 99,000 - yearly

Company Description

About Sia

Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We’re optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes.

Sia’s Strategy & Management Consulting global footprint and expertise in more than 40 sectors and services allow us to enhance our clients' businesses worldwide. We guide their projects and initiatives in strategy, business transformation, IT & digital strategy.

Financial Institutions have drastically changed over the last decade, driven by increased regulatory constraints, diverse competition inside and beyond traditional banking organizations, and emerging technologies reshaping long-standing ecosystems. Sia’s Financial Services Business Unit provides a comprehensive suite of core capabilities designed to address the diverse and evolving needs of our clients, enabling them to navigate complex challenges, seize new opportunities, and achieve their strategic objectives in an increasingly competitive and dynamic business environment.

Job Description

We areseekinga highly motivated Consultantto join our Financial Services Consulting practice as a Forward Deployed Business Analyst (FDBA).Whether your expertise lies in wealth and asset management, capital markets, corporate banking, risk and complianceor other areas in financial services, we want to hear from you.

This is not a traditional Business Analyst role.As a FDBA, you will be embedded with client teams to own business outcomes,not just document requirements. You willleveragedata, analytics andAI as a core part of your workflow to move faster, think deeper,and deliver smarter solutionsand meaningful transformationacross financial services organizations.

You will act as a strategic advisor, AI operator,and execution partner, using AI toeliminate administrative work and focus your time onenhanced decision making,problem-solving, stakeholder alignment,operationalefficiencyand solution design.

Responsibilities:

AI-Enabled Consulting Delivery:Apply traditional consulting tools and emerging AI-enabled, no-code, low-code, automation, and analytics platforms to accelerate research, analysis, documentation, prototyping, process mapping, stakeholder alignment, and delivery executionwhileincluding defining agent responsibilities, decision boundaries, escalation paths, and human-in-the-loop controls to ensure safe, reliable, and compliant operation within financial services environments.

Client Engagement & Delivery:Work directly with client business, operations, product, data, and technology teams to understand strategicobjectives, operational challenges, technical constraints, stakeholder priorities, and desired business outcomes.

Strategic Problem Solving:Assess current-state processes, systems, data flows, risks, dependencies, and pain points toidentifyroot causes, evaluate business impacts, and help define the design and implementation of strategic initiativesthat incorporate both traditionalandAI-enabled strategic solutions(e.g., operating model transformation, system implementations, process optimization)

Technical Business Analysis:Translate business needs into clear functional requirements, user stories, process flows, data requirements, business rules, acceptance criteria, and solution documentation that bridge business stakeholders and technical delivery teamswith the supportofinternal and client-approvedAIsolutions.

Solution Design & Implementation Support:Partner with product owners, engineers, architects, data teams, and client stakeholders to support solution design system implementation, workflow optimization, integration planning, UAT, validation, and implementation readiness across front, middle, and back-office platformsincluding.targeted use casesofAI- or agent-enabled solutions.

Workstream Ownership & Execution:Own assigned tasks and deliverables by managing timelines, tracking risks, issues, decisions, and dependencies,proactively communicating progress, and helping drive initiatives from analysis through execution.

Client-Ready Communication & Deliverables:Prepare structured,accurate, and polished materials, including presentations, executive summaries, business cases, impact assessments, process documentation, status reports, meeting outputs, and stakeholder communications for internal teams, client stakeholders, and senior leaders.

Internal Firm Support:Support proposals and business development initiatives, including client presentations and thought leadership, contributing perspectives on digital, data, and AI trends within financial services.

Qualifications

These qualifications are intended to reflect what may help someone succeed as a Consultant at Sia. We recognize that candidates may not meet every qualification listed, and we encourage you to apply if you are excited about the role, eager to learn, and believe you can contribute to our teams and clients.

Education:Bachelor’s degree inEngineering,AI Engineering & Computing,Computer Science, Data Science, Financial Engineering,ora relatedfield. Master's degree preferred.

RelevantExperience:Recent graduate or early-career candidate with up to 2 years of post-graduate experience, including internships, academic projects, or work experience demonstrating business problem-solving, analytical thinking, professional communication, AI-enabled ways of working, and a proactive, forward-deployed BA mindset; experience in financial services or management consulting is preferred.

AI-Enabled Technical Proficiency: Foundational ability toleverageAI/GenAItools, prompt engineering, and modern productivity platforms to accelerate business analysis, requirements gathering, process documentation, research, testing support, and stakeholder-ready deliverables, while applying sound judgment to validate and improve AI-generated outputsthrough responsible AI governance concepts.

Traditional Technical Proficiency:Ability to use Microsoft Excel, Microsoft PowerPoint, Microsoft Visio,JIRA / Confluence,Microsoft PowerBI/,Tableau, SQLand other related tools to support advanced data analysis, developinsights and analytics, and create clear, effective presentations and communications.

ConsultingSkillset:Strong communication skills, analytical thinking, attention to detail, ownership, teamwork, and intellectual curiosity, with the ability to work closely with business and technology stakeholders, synthesize ambiguity, ask thoughtful questions, identify gaps, and help drive work forward in a fast-paced, client-facing environment.

FinancialServicesInterest andKnowledge:Foundational understanding of, ordemonstratedinterest in, the financial services industry, including areas such as products, operations, regulatory requirements, technology, and business processes.

Additional Information

Sia invests in total rewards that support how our people work, live, and grow.

Compensation

Base Salary: $80,000–$99,000. Actual compensation within this range will bedeterminedbased on experience, qualifications, geographic location, and other job-related factorspermittedby applicable law.

Annual Performance Bonus

Medical, dental, and vision; company-paid life and AD&D; voluntary supplemental insurance and EAP

401(k) with company match and immediate vesting; HSA and FSA options

College savings and student loan repayment programs

Paid parental leave; generous PTO, nine company holidays, and one floating holiday

Cell phone stipend; well-being and professional development programs

Benefits are subject to applicable plan terms and eligibility requirements.

Workplace
Sia values in-person collaboration. When serving clients, consultants maybe requiredto work onsite at a client location based on engagement needs. Between client engagements, consultants are expected to work from a Sia office or approved coworking location at least three days per week. Candidates shouldresidewithin a reasonable commuting distance of a Sia office or approved coworking location. Sia maintains offices and coworking arrangements across multiple U.S. markets,includingNew York City, Charlotte, Greater Seattle, San Francisco Greater Bay Area,Los Angeles,Houston, Atlanta, Baltimore, Chicago,Washington D.C.

Work Authorization

Applicants must be legally authorized to work in the United States at the time of application and throughout their employment. This position is not eligible for employment visa sponsorship now or in the future.

At Sia, we believe in fostering a diverse,equitable,and inclusive culture where our employees and partners are valued and thrive in a sense of belonging.

Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.