Wolf & Company, P.C.

Senior Consultant

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Overview

Wolf is seeking a Senior Consultant to join our growing and well-established national firm. This role will sit within our Strategic Consulting Services group and is ideal for a highly analytical professional with a strong foundation in financial planning, forecasting, and modeling, particularly within banking and financial institutions. The Senior Consultant will play a key role in delivering high-impact financial insights, developing forward-looking financial projections, and helping clients make informed strategic decisions.

Responsibilities

Client Engagement & Financial Analysis

  • Develop detailed financial projections, forecasts, and multi-scenario models to support strategic planning initiatives for banking clients
  • Analyze and interpret bank financial statements, including balance sheets, income statements, and key performance metrics
  • Utilize S&P Capital IQ to research peer data, industry trends, and benchmark performance
  • Translate complex financial analyses into clear, actionable insights and client-ready deliverables

Modeling & Planning

  • Build, refine, and maintain advanced Excel-based financial models, including forecasting, stress testing, and sensitivity analysis
  • Support capital planning, profitability analysis, and strategic decision-making initiatives
  • Identify risks, opportunities, and key drivers impacting financial performance

Problem Solving & Solution Development

  • Act independently to structure analyses and develop innovative solutions tailored to client needs
  • Contribute to the design of new analytical tools, methodologies, and frameworks for the Strategic Consulting Services group
  • Collaborate with engagement leaders to scope work, manage timelines, and ensure high-quality deliverables

Collaboration & Firm Support

  • Work closely with other consultants and subject matter experts across Wolf’s advisory practices
  • Participate in internal knowledge sharing, best practice development, and continuous improvement initiatives
  • Support business development efforts through analysis, proposal support, and thought leadership as needed

Qualifications

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field (advanced degree a plus)
  • 3 - 4 years of relevant experience in financial planning, forecasting, or consulting, preferably serving banking or financial institution clients
  • Strong understanding of bank financial statements, regulatory considerations, and industry performance metrics
  • Advanced Excel skills, including complex formulas, scenario modeling, and financial model design
  • Experience with S&P Capital IQ is a plus, but the key requirement is the ability to work effectively with large data sets
  • Demonstrated ability to work independently, manage priorities, and deliver high-quality results
  • Strong written and verbal communication skills, with the ability to present financial insights clearly to clients and internal stakeholders
  • High attention to detail, intellectual curiosity, and a problem-solving mindset

Additional Information

Wolf & Company, P.C. is committed to striving to be an employer of choice that embraces inclusion & diversity. At Wolf, the strength of our team is measured by the uniqueness of each and every one of us. Our culture of inclusion and diversity celebrates our differences and recognizes the ongoing need to build a welcoming, collaborative, and supportive environment where our people can be their authentic selves and thrive. We strive for diversity inclusive of race, color, ethnicity, national origin, gender identity, gender expression, sex, age, color, religion, sexual orientation, physical abilities, medical condition, pregnancy, education, social classes, marital status, veteran status, and so much more. Wolf is committed to making employment decisions without regard to an individual’s protected characteristics and to providing equal opportunity for all.

The salary range for this position is $80,000 - $105,000.

Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. In addition to base pay, you may be eligible to participate in our performance-based incentive compensation or sales commission plans. In addition, Wolf offers a wide range of benefits including spot awards, 401(k) savings, flexible work, and a generous total rewards and benefits package.