Finance Transitions Consultant: Data & Process Enablement

Corporate Finance Group Inc.; United States; Hybrid; USD 60,000 - 80,000; Full time

Job summary

A financial consulting firm in the United States is seeking a detail-oriented Consultant to support onboarding activities within the Managed Services Transitions function. This role involves executing transition engagements, documenting finance processes, and developing deliverables for smooth transitions. Candidates should have 2–4 years of experience in consulting or finance, a relevant Bachelor's degree, and strong analytical and communication skills. Join a dynamic team and contribute to transformative finance solutions.

Qualifications

• 2–4 years of experience in client service, consulting, finance, or related fields.
• Foundational understanding of finance operations and processes.
• Ability to manage multiple tasks and meet deadlines in a fast-paced setting.

Responsibilities

• Support execution of transition engagements through data gathering, research, and coordination of activities.
• Develop and maintain transition deliverables including process documentation, close calendars, and reporting materials.
• Participate in client meetings and workshops to gather information and document requirements.

Skills

Client service experience

Analytical skills

Communication skills

Detail-oriented

Teamwork

Education

Bachelor’s degree in Accounting, Finance, Business or related field

Job description

A financial consulting firm in the United States is seeking a detail-oriented Consultant to support onboarding activities within the Managed Services Transitions function. This role involves executing transition engagements, documenting finance processes, and developing deliverables for smooth transitions. Candidates should have 2–4 years of experience in consulting or finance, a relevant Bachelor's degree, and strong analytical and communication skills. Join a dynamic team and contribute to transformative finance solutions.