Strategic Financial Institution Advisory Lead

BRG; Washington (District of Columbia); On-site; USD 100,000 - 200,000; Full time

Job summary

BRG’s Financial Institution Advisory practice helps banks, credit unions, mortgage companies, and insurers solve strategic and regulatory challenges through a blend of analytics, industry knowledge, and technology enablement.

The Managing or Senior Managing Consultant will oversee engagement workstreams across financial, regulatory, and operational issues, driving measurable improvements. Candidates should show initiative, professionalism, and strong communication with senior stakeholders.

Qualifications

• Several years of experience with AI models including Claude, ChatGPT, and Gemini.
• Experience with proprietary LLMS or has built one.
• Good at explaining complex concepts in ways their audience can understand.
• Strong work ethic and willing to lead new initiatives.
• Experience in financial services, blockchain, or cryptocurrency is a plus.

Responsibilities

• Conduct business process reviews and current‑state assessments across financial and operational functions.
• Develop structured roadmaps to enhance operations, compliance, controls, and risk management.
• Support clients with technology enablement, workflow optimization, and dashboard/reporting development.
• Perform financial and accounting reviews, including data validation, reconciliation, and quality control.
• Design and execute statistical and financial analyses, including modeling of financial data and markets.
• Prepare, refine, and present client‑ready deliverables to senior stakeholders.
• Manage and mentor junior staff, ensuring quality and consistency across workstreams.
• Conduct industry research and contribute to business development and practice growth.
• Maintain and strengthen client relationships through consistent communication and high‑quality work.

Skills

AI models

Claude

ChatGPT

Gemini

LLMs

Explain concepts clearly

Job description

BRG’s Financial Institution Advisory practice helps banks, credit unions, mortgage companies, and insurers solve strategic and regulatory challenges through a blend of analytics, industry knowledge, and technology enablement.

The Managing or Senior Managing Consultant will oversee engagement workstreams across financial, regulatory, and operational issues, driving measurable improvements. Candidates should show initiative, professionalism, and strong communication with senior stakeholders.