Financial Services | Director - Financial Management

Posted 10 days ago
Job Viewed
Job Description
Management Consulting
**Travel Required** **:**
Up to 10%
**Clearance Required** **:**
Ability to Obtain Public Trust
**What You Will Do** **:**
As a Director in Guidehouse's Financial Services sector, you will develop a high-performing team, successfully deliver engagements, and consistently build a growing business that drives the value our clients seek, achieves the firm's financial objectives, and supports the growth of team members' careers.
You will leverage your substantial experience, knowledge and business acumen in the federal and commercial financial services market to help clients solve their most important problems in financial management. Responsibilities include:
+ Direct personal involvement in exceptional delivery of existing engagements. This includes responsive and proactive interaction with clients and relevant stakeholders, maintaining a closeness to the quality of project deliverables and timelines; meeting firm goals for financial, business, and risk objectives; and ultimately solving the client's problem.
+ Developing, maintaining, and building a high-performance team.
+ Identifying, pursuing, capturing and winning business. This includes timely evaluation of bids, developing and executing pursuit and capture plans; building relationships with key stakeholders including buyers and teaming partners; proactively bringing relevant firm resources; leveraging current relevant and compelling market intelligence; position the firm as a preferred contractor; and leading disciplined pursuits that maximize the allocation of firm resources and increases the likelihood of winning.
**What You Will Need** **:**
+ Certified Public Accountant (CPA) license.
+ 10+ years' experience in federal and/or commercial financial management, including:
+ Finance Operations: integrity, accuracy, and efficiency of financial processes.
+ Audit Support Services: full audit lifecycle services.
+ Cost, Performance & Budget: financial and operational performance, managing costs, and aligning resources with mission goals.
+ Finance Innovation & Transformation: modernizing and strategic evolution of financial functions with client organizations.
+ Internal Control and Risk Management: providing tools to effectively manage business and technology risk.
+ Extensive experience pursuing, winning and operating financial management and CFO opportunities; extensive knowledge of the universe of recent, pending, or forthcoming financial management procurements.
+ Extensive relationships within the federal financial management community, including with federal officials, teaming partners, and eco-system partners (e.g., technology providers).
+ Significant experience of successfully leading large teams of consultants, technologists and operations in financial management engagements.
+ Strong writing and spoken communication skills and organizational skills.
+ Bachelor's degree or equivalent relevant work experience.
**What Would Be Nice To Have** **:**
+ Deep experience in modern federal and commercial technology solutions in the financial services and fintech market.
+ Large-firm consulting experience.
+ Relevant federal and commercial financial and risk management certifications or licenses.
**What We Offer** **:**
Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace.
Benefits include:
+ Medical, Rx, Dental & Vision Insurance
+ Personal and Family Sick Time & Company Paid Holidays
+ Position may be eligible for a discretionary variable incentive bonus
+ Parental Leave and Adoption Assistance
+ 401(k) Retirement Plan
+ Basic Life & Supplemental Life
+ Health Savings
Federal Financial Services | Director

Posted 10 days ago
Job Viewed
Job Description
Management Consulting
**Travel Required** **:**
Up to 10%
**Clearance Required** **:**
Ability to Obtain Public Trust
**What You Will Do** **:**
As a Director in Guidehouse's Federal Financial Services sector, you will develop a high-performing team, successfully deliver engagements, and consistently build a growing business that drives the value our clients seek, achieves the firm's financial objectives, and supports the growth of team members' careers.
You will leverage your substantial experience, knowledge and business acumen in the financial services and banking industries to help clients solve their most important problems at the intersection of the commercial and public sectors. Responsibilities include:
+ Direct personal involvement in exceptional delivery of existing engagements. This includes responsive and proactive interaction with clients and relevant stakeholders, maintaining a closeness to the quality of project deliverables and timelines; meeting firm goals for financial, business, and risk objectives; and ultimately solving the client's problem.
+ Developing, maintaining, and building a high-performance team.
+ Identifying, pursuing, capturing and winning business. This includes timely evaluation of bids, developing and executing pursuit and capture plans; building relationships with key stakeholders including buyers and teaming partners; proactively bringing relevant firm resources; leveraging current relevant and compelling market intelligence; position the firm as a preferred contractor; and leading disciplined pursuits that maximize the allocation of firm resources and increases the likelihood of winning.
**What You Will Need** **:**
+ 10+ years' experience with a
Commercial Financial Services-Consultant

Posted 11 days ago
Job Viewed
Job Description
Management Consulting
**Travel Required** **:**
Up to 50%
**Clearance Required** **:**
None
**What You Will Do** **:**
+ As a Consultant with Guidehouse, you will support project teams both at client sites and internally.
+ You will support project workstreams and interact with the client daily to ensure engagement success. This includes supporting day-to-day operational meetings with client sponsors and consulting leaders.
+ As a Consultant, you will create and present quality deliverables that support essential project workstreams.
+ You will gather and analyze data, identify gaps and trends, and make recommendations related to baseline performance and structure, as well as established best practices and benchmarks.
We encourage career development and hiring for the long term. As a Consultant, you will follow a clearly defined career path and continue to deepen your specialized industry knowledge and consulting skills. As you develop project management skills and leadership abilities, you will have the opportunity to progress to the Senior Consultant level.
**What You Will Need** **:**
+ Bachelor's degree
+ 1-2+ years of experience in the banking industry or commercial financial services consulting
+ 1-2+ years' experience in one or more of the following areas:
+ Operational risk and/or big
Commercial Financial Services-Consultant

Posted 11 days ago
Job Viewed
Job Description
Management Consulting
**Travel Required** **:**
Up to 50%
**Clearance Required** **:**
None
**What You Will Do** **:**
+ As a Consultant with Guidehouse, you will support project teams both at client sites and internally.
+ You will support project workstreams and interact with the client daily to ensure engagement success. This includes supporting day-to-day operational meetings with client sponsors and consulting leaders.
+ As a Consultant, you will create and present quality deliverables that support essential project workstreams.
+ You will gather and analyze data, identify gaps and trends, and make recommendations related to baseline performance and structure, as well as established best practices and benchmarks.
We encourage career development and hiring for the long term. As a Consultant, you will follow a clearly defined career path and continue to deepen your specialized industry knowledge and consulting skills. As you develop project management skills and leadership abilities, you will have the opportunity to progress to the Senior Consultant level.
**What You Will Need** **:**
+ Bachelor's degree
+ 1-2+ years of experience in the banking industry or commercial financial services consulting
+ 1-2+ years' experience in one or more of the following areas:
+ Operational risk and/or big
Digital Director, Financial Services
Posted 13 days ago
Job Viewed
Job Description
Technology Consulting
**Travel Required** **:**
Up to 25%
**Clearance Required** **:**
Ability to Obtain Public Trust
**What You Will Do** **:**
Guidehouse is seeking a highly motivated and talented leader to be part of a team delivering large scale Information Technology (IT) transformation projects for Financial Services public sector, focusing on the IRS
Federal Financial Services | Director
Posted 20 days ago
Job Viewed
Job Description
Management Consulting
**Travel Required** **:**
Up to 10%
**Clearance Required** **:**
Ability to Obtain Public Trust
**What You Will Do** **:**
As a Director in Guidehouse's Federal Financial Services sector, you will develop a high-performing team, successfully deliver engagements, and consistently build a growing business that drives the value our clients seek, achieves the firm's financial objectives, and supports the growth of team members' careers.
You will leverage your substantial experience, knowledge and business acumen in the financial services and banking industries to help clients solve their most important problems at the intersection of the commercial and public sectors. Responsibilities include:
+ Direct personal involvement in exceptional delivery of existing engagements. This includes responsive and proactive interaction with clients and relevant stakeholders, maintaining a closeness to the quality of project deliverables and timelines; meeting firm goals for financial, business, and risk objectives; and ultimately solving the client's problem.
+ Developing, maintaining, and building a high-performance team.
+ Identifying, pursuing, capturing and winning business. This includes timely evaluation of bids, developing and executing pursuit and capture plans; building relationships with key stakeholders including buyers and teaming partners; proactively bringing relevant firm resources; leveraging current relevant and compelling market intelligence; position the firm as a preferred contractor; and leading disciplined pursuits that maximize the allocation of firm resources and increases the likelihood of winning.
**What You Will Need** **:**
+ 10+ years' experience working within the federal financial agency landscape.
+ Extensive experience pursuing, winning and operating traditional FAR procurements and Financial Agent Selection Process (FASP) opportunities.
+ Extensive relationships within the federal banking community, including with federal officials, banking providers, and eco-system partners (e.g., FISERV, FIS, etc.).
+ Extensive knowledge of the universe of recent, pending, or forthcoming FASP (both FAR and non-FAR) procurements.
+ Significant experience of successfully leading large teams of consultants, technologists and/or operations in financial service engagements.
+ Strong writing and spoken communication skills and organizational skills.
+ Bachelor's degree or equivalent relevant work experience.
**What Would Be Nice To Have** **:**
+ Deep experience in modern federal and commercial technology solutions in the financial services and fintech market.
+ Large-firm consulting experience.
+ Relevant federal and commercial certifications.
+ Experience working with Financial agencies such FDIC, IRS, and/or Treasury
**What We Offer** **:**
Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace.
Benefits include:
+ Medical, Rx, Dental & Vision Insurance
+ Personal and Family Sick Time & Company Paid Holidays
+ Position may be eligible for a discretionary variable incentive bonus
+ Parental Leave and Adoption Assistance
+ 401(k) Retirement Plan
+ Basic Life & Supplemental Life
+ Health Savings
Financial Services Manager - Regulatory & Financial Risk

Posted 10 days ago
Job Viewed
Job Description
Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into defensible actions that strengthen, protect, and transform their organizations. Join our team and use advanced data, AI, and emerging technologies with industry insights to help clients bring clarity from complexity and accelerate their path to value creation.
Recruiting for this role ends on November 30, 2025
Work You'll Do
As a Manager, you will have opportunities to:
+ Learn how to identify, evaluate, and prioritize business, operational, regulatory, and technology risks as well as risk mitigation strategies for our clients
+ Understand the impact of key technology trends and workforce changes impacting our clients through engagement with innovative and emergent technologies, including cloud computing, big data and analytics, process automation, artificial intelligence / machine learning, and other digital strategies
+ Manage the development of client deliverables or for internal business needs
+ Serve on workstreams for complex projects, liaise with client counterparts, and actively participate in discussions on project management and work delivery needs
+ Manage project teams in providing recommendations to improve or transform processes to gain efficiencies or scale or reduce risk for our clients
+ Manage internal business development initiatives and sales opportunities, including the creation of external-facing industry perspectives, lead generation materials, or sales proposals
+ Produce quality work products independently and collectively with team members throughout development lifecycle from initial conception to implementation
+ Engage with industry participants on market trends, competitive activities, and topic-specific discussions impacting the industry, potentially including with clients, industry consortiums, or trade groups or committees
The Team
Our Regulatory & Financial Risk offering supports clients' regulatory and compliance needs, balancing risk and regulatory requirements with enhancing business value and optimizing outcomes. We deliver enhanced value through strategic transformation, end-to-end implementation, and a focus on business-as-usual sustainability across processes, controls, and data & analytic infrastructures.
Qualifications
Candidates will have exceptional records of professional achievement, experience working in a relevant financial services industry sector, and a demonstrated capacity and enthusiasm for self-paced development. Candidates will be expected to motivate others, build constructive relationships with clients and colleagues, and work both independently and as part of a team. Successful candidates will demonstrate an aptitude for complex problem-solving and analytical skills and the ability to communicate complex ideas clearly and persuasively across a variety of strategic, operational, technological, and risk management matters.
Required Qualifications
+ Bachelor's degree
+ 7+ years of experience working in the financial services or consulting industry related to one or more of the following Financial Services industries: consumer or corporate banking, investment banking or capital markets, investment management, wealth management, trust company, insurance provider, or related service provider
+ Strong relationship management skills, particularly the ability to build constructive and productive working relationships with clients and among Deloitte practitioners
+ Experience with business transformation, regulatory remediation or change management initiatives as a result of strategic, regulatory, risk-related, technological, or operational evolutions
+ Strong project / program management skills, particularly possessing a strong work ethic, a commitment to excellence in work product delivery, and the ability to independently manage multiple priorities and deadlines
+ Strong oral and written communication skills, including the ability to lead business proposal development and sales presentations
+ Knowledge of a range of financial services business models, products, and services particular to the applicable industry
+ Experience in banking, digital assets or capital markets
+ Ability to travel up to 50%, based on the work you do and the clients and industries/sectors you serve
+ Limited immigration sponsorship may be available
Preferred Qualifications
+ Experience with business transformation, regulatory remediation or change management initiatives as a result of strategic, regulatory, risk-related, technological, or operational evolutions
+ Direct working experience related to product management, regulatory compliance, risk management or controls oversight
+ Direct working experience at a financial services regulator (e.g., OCC, FRB)
+ Direct working experience developing
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Senior Audit Accountant, Financial Services
Posted 2 days ago
Job Viewed
Job Description
At Wipfli, people count.
At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
This role requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home and at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Note that scheduled meetings at the client and in the office will require in-person attendance.
Responsibilities
Responsibilities:
- Audit financial statements, quarterly financial information, and clients' annual reports.
- Take part in pre-audit planning to assess the risk of material misstatement of financial accounts to design effective audit procedures.
- Identify accounting and audit issues and perform research to solve issues.
- Responsible for testing internal controls, policies, and procedures and making recommendations.
- Perform audits under Generally Accepted Auditing Standards (GAAS), Generally Accepted Accounting Principles (GAAP), Public Company Accounting Oversight Board (PCAOB), American Institute of Certified Public Accountants (AICPA) auditing standards, and Sarbanes-Oxley (SOX).
- Proactively build relationships and communicate with clients and associates.
- Teach, train, and develop incoming staff/interns.
Qualifications:
- Bachelor's degree in accounting or related field required. Must meet the educational requirements to sit for the CPA exam.
- CPA certification preferred. Candidates actively pursuing CPA certification will be considered
- Requires at 1-3 years of accounting related experience.
- Ability to plan, prioritize, and organize work effectively on multiple tasks.
- Adaptable to various levels of client complexities of people, processes, and systems.
- Excellent verbal and written communication skills.
- Ability to travel to client sites up to 50%
Mary Jo Beeby, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!
#LI-Hybrid
#LI-MB1
Additional Details
Additional Details:
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at
Technology Account Lead, Financial Services
Posted 12 days ago
Job Viewed
Job Description
Job Family :
Technology Consulting
Travel Required :
Up to 25%
Clearance Required :
Ability to Obtain Public Trust
What You Will Do :
Guidehouse is seeking a highly motivated and talented leader to be part of a team delivering large scale Information Technology (IT) transformation projects for Financial Services public sector, focusing on the FDIC
Associate Director | Commercial Financial Services
Posted 12 days ago
Job Viewed
Job Description
Job Family :
Management Consulting
Travel Required :
Up to 75% Clearance Required :
None
What You Will Do :
As an Associate Director at Guidehouse's Commercial Financial Services practice, you will have responsibility for client management, solution implementation and generation of project results. You will own project workstreams and interact with the client daily to ensure engagement success. This includes supporting day-to-day operational meetings with client sponsors and consulting leaders. You will also prepare and communicate well-organized, effective reports and presentations to client and internal executives. You will lead, coach and mentor consultants and ensure quality deliverables.
We encourage career development and hiring for the long term. As an Associate Director, you will follow a clearly defined career path and continue to deepen your specialized industry knowledge and consulting skills. As you hone your project management skills, leadership abilities and the aptitude for managing multiple workstreams, you will have the opportunity to progress to the Director level?
What You Will Need :
-
7+ years of experience in the banking industry or commercial financial services consulting
-
7+ years' experience in one or more of the following areas:
-
Operational risk and/or big