Senior Managing Consultant – Business & Technology Analyst, Financial Institution Operations & Technology

Berkeley Research Group (BRG)

. Lead discovery with client stakeholders to clarify business problems, user needs, operational constraints, and technology or AI-enabled improvement opportunities .

Posted 10/23/2026full-timeUnited StatesSenior💰 $115,000 - $175,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in business transformation and technology analysis, with a strong focus on translating business needs into actionable requirements and process models. Proven ability to lead multidisciplinary teams, facilitate stakeholder engagement, and implement AI-enabled workflows effectively.

Highest-signal resume keywords

Business TransformationAgile DeliveryProcess ModelingStakeholder EngagementAI Tool Implementation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Business AnalysisRequirements GatheringUser Story DevelopmentData AnalysisProcess MappingAcceptance Criteria DefinitionRisk AssessmentChange ManagementTechnical FluencySQL

Soft Skills

Analytical SkillsVerbal CommunicationWritten CommunicationFacilitation SkillsInfluencing Skills

Tools & Technologies

JiraAzure DevOpsLow-Code ToolsAI ToolsData Flows

Industry Keywords

Financial ServicesConsumer LendingCommercial LendingPaymentsRegulated Environments

Tech Stack

Tools & technologies

AzureSQL

About the role

Key responsibilities & impact

Lead discovery with client stakeholders to clarify business problems, user needs, operational constraints, and technology or AI-enabled improvement opportunities
Assess current-state processes, systems, and data
Design future-state workflows and operating-model changes
Translate findings into user stories, functional and nonfunctional requirements, business rules, process maps, and acceptance criteria
Partner with technical architects and AI/data engineers on requirements, data and integration needs, feasibility, trade-offs, and development resolution
Help refine and sequence the backlog by business value, dependencies, risk, and readiness
Support sprint planning, demonstrations, and feedback-driven iteration
Define success measures and baseline performance with clients
Use data, stakeholder feedback, and executive communications to show progress and evaluate business impact
Coordinate day-to-day workstream delivery, actions, dependencies, risks, and decisions
Prepare and review client deliverables, analysis, and stakeholder updates
Coordinate test scenarios, user acceptance testing, defect resolution, and evaluation of AI-enabled workflows
Support implementation and adoption through business readiness, training, operating procedures, and handover
Work directly with client business and technology teams and collaborate with pod colleagues
Own the quality and traceability of business analysis
Validate approved AI-tool outputs and protect client information
Coach colleagues, capture reusable assets and lessons learned, and contribute to proposals, offerings, recruiting, and thought leadership

Requirements

What you’ll need

Minimum 5 years of relevant experience for Managing Consultant
Minimum 7 years of relevant experience for Senior Managing Consultant
Relevant experience in business transformation, business or technology analysis, or implementation
Experience leading workstreams
Experience leading business or technology analysis for complex transformation or implementation work
Hands-on responsibility from discovery and requirements through implementation
Ability to translate ambiguous business needs into process models, user stories, requirements, and acceptance criteria
Experience working in agile or multidisciplinary delivery teams
Ability to collaborate across business, operations, technology, risk, and compliance
Ability to surface dependencies, controls, and delivery risks
Strong analytical, written, and verbal communication skills
Ability to facilitate workshops and influence senior stakeholders
Curiosity about AI-enabled delivery and willingness to use approved tools responsibly
Ability to travel to client sites as needed
Candidates must verify legal right to work in the United States without employer sponsorship now or in the future
Preferred: consulting-firm experience delivering transformation or technology-enabled change, preferably for financial institutions
Preferred: relevant financial services experience in consumer lending, commercial lending, or payments
Preferred: experience with mortgage, credit card, personal loan, or auto lending, including servicing, collections, and default
Preferred: experience applying AI tools such as Claude or ChatGPT to analysis or delivery
Preferred: experience implementing AI-enabled workflows, automation, or digital solutions
Preferred: technical fluency in applications, data flows, APIs, and system integrations
Preferred: experience with data analysis or SQL
Preferred: experience with process modeling, prototyping, or low-code tools
Preferred: experience with Jira or Azure DevOps
Preferred: experience with regulated environments, operational controls, change management, or regulatory remediation

Benefits

Comp & perks

Ability to travel to client sites as needed
Approved AI tools for research, analysis, requirements development, and delivery documentation
Coaching and professional development opportunities
Equal opportunity employment and reasonable accommodation