💼 About This Role

You'll join a team of talented professionals to guide clients through major transactions, new system implementations, and organizational challenges. You'll deliver high-quality solutions that help brokerage, insurance, and financial services clients achieve measurable results across major transformations. This role offers the opportunity to work with Fortune 100 brands and growth companies in a dynamic, entrepreneurial culture.

🎯 What You'll Do

• Support large-scale programs and multi-workstream initiatives, ensuring alignment and timely execution.
• Contribute to current state assessments and build actionable improvement roadmaps.
• Collaborate with senior team members to execute strategic initiatives and transformation projects.
• Assist clients with M&A, carve-outs, IPO, financial process improvement, and system implementation.

📋 Requirements

• BA/BS in Business, Accounting, Finance, or related discipline
• 3+ years of experience in Finance, Operations, or Accounting including client-facing work
• Knowledge of brokerage, insurance, and financial services industry
• Demonstrated experience supporting major transformations

✨ Nice to Have

• MBA or equivalent experience
• Exposure to acquisition integration projects

🎁 Benefits & Perks

• 💰 Competitive base compensation with bonus and financial incentives
• 🏖️ Unlimited PTO
• 💼 Career growth and advancement opportunities
• 🤝 Dynamic, entrepreneurial culture
• 📚 Continuous learning and collaboration

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Screen· 30 min
2. 2Hiring Manager Interview· 60 min
3. 3Panel Interview· 60 min