Consultant / Senior Consultant - Forward-Deployed Business Analyst (Financial Services)

Ppt Consulting; Charlotte (NC); On-site; USD 80,000 - 116,000; Full time

Benefits offered by this job

Medical benefits

Life insurance

401(k) with match

HSA/FSA

College savings

Student loan repayment

Paid parental leave

Generous PTO

Job summary

Sia seeks Consultants at Consultant/Senior Consultant level for Forward Deployed Business Analyst work in Financial Services. You will be embedded with client teams to drive outcomes using AI, data and analytics to move beyond traditional BA tasks.

Role emphasizes advisory and execution, partnering with product owners, engineers, and data teams to deliver transformed processes and decision-support across wealth, capital markets, and banking ops. Onsite in US with client engagements.

Qualifications

• Bachelor’s or Master’s degree in Engineering or related field (AI, Computing, Data Science, Financial Eng).
• 1+ years in consulting for Consultant, 3+ years for Senior Consultant in financial services preferred.
• Foundational ability to leverage AI/GenAI tools and governance concepts.
• Proficiency with Excel, PowerPoint, Visio, JIRA/Confluence, PowerBI, SQL.

Responsibilities

• AI-enabled consulting delivery with no-code/low-code and analytics to accelerate research and delivery.
• Engage with client teams to understand objectives, constraints and outcomes.
• Translate business needs into functional requirements and user stories for delivery teams.
• Design and support solution implementation, workflows, and data integration across front, middle, and back-office systems.
• Own workstreams, manage timelines, risks and dependencies, communicate progress.

Skills

AI/GenAI tools

Excel

PowerPoint

Visio

JIRA/Confluence

PowerBI

SQL

Education

Bachelor’s or Master’s in Engineering, AI/CS/Data/Financial Engineering

Tools

Microsoft Excel

Job description

Consultant / Senior Consultant - Forward-Deployed Business Analyst (Financial Services)

Consulting

1230 West Morehead Street, 28208 Charlotte, United States

Company Description

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.

Strategy & Management Consulting

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 are seeking highly motivated professionals at the Consultant and Senior Consultant levels to 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 compliance or 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 will leverage data, analytics and AI as a core part of your workflow to move faster, think deeper and deliver smarter solutions and meaningful transformation across financial services organizations.

You will act as a strategic advisor, AI operator and execution partner, using AI to eliminate administrative work and focus your time on enhanced decision making, problem-solving, stakeholder alignment, operational efficiency and 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 execution while including 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 strategic objectives, 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 to identify root causes, evaluate business impacts, and help define the design and implementation of strategic initiatives that incorporate both traditional and AI-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 teams with the support of internal and client-approved AI solutions.
• 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 platforms including .targeted use cases of AI- 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 or Master’s degree in Engineering, AI Engineering & Computing, Computer Science, Data Science, Financial Engineering, or a related field; other non-technical degrees will also be considered for candidates with prior consulting experience.
• Relevant Experience: 1+ years of relevant professional experience for Consultant candidates, or 3+ years for Senior Consultant candidates within financial services that demonstrates proven business problem-solving, analytical thinking, professional communication, and the ability to leverage AI tools to support research, analysis, documentation, or deliverable development; experience management consulting is preferred.
• AI-Enabled Technical Proficiency: Foundational ability to leverage AI/GenAI tools, 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 outputs through responsible AI governance concepts.
• Traditional Technical Proficiency: Ability to use Microsoft Excel, Microsoft PowerPoint, Microsoft Visio, JIRA / Confluence, Microsoft PowerBI /, Tableau, SQL and other related tools to support advanced data analysis, develop insights and analytics, and create clear, effective presentations and communications.
• Consulting Skillset: 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.
• Financial Services Interest and Knowledge: Foundational understanding of, or demonstrated interest in, the financial services industry, including areas such as products, operations, regulatory requirements, technology, and business processes.

Additional information

Compensation & Benefits

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

Compensation

• Base Salary: $80,000–$116,000. Actual compensation within this range will be determined based on experience, qualifications, geographic location, and other job-related factors permitted by applicable law.
• Annual Performance Bonus

Benefits

• 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 may be required to 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 should reside within a reasonable commuting distance of a Sia office or approved coworking location. Sia maintains offices and coworking arrangements across multiple U.S. markets, including New 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.

Our Commitment

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.