•Collect, synthesize, and analyze large datasets to identify trends, risks, and opportunities. •Design and maintain Power BI reports, ensuring integration with underlying SQL-based data sources. •Support the migration of data outputs from Excel to Adaptive Insights, Power BI, and other automated reporting platforms. •Update and maintain multi-year financial forecast models for subsidiary companies. •Take ownership of multiple financial modules and manage them as integral components of the core business. •Conduct scenario analyses and stress tests to support strategic initiatives. •Implement modelling within Adaptive Insights, making updates and adjustments as needed. •Partner with operations, accounting, and leadership teams to align financial goals with business objectives. •Support ad-hoc projects and special initiatives across various finance teams. •Drive continuous improvement in forecasting, reporting, and data management processes. •Implement best practices for efficiency and accuracy in financial workflows. •Create, maintain, and analyze budgets; identify variances and provide actionable insights. •Prepare standardized reporting packages, board materials, and executive summaries. •Support month-end close activities while analyzing and reporting on key risks and opportunities.

• Own the technical sales process, from answering technical customer inquiries and providing data samples to solving data-related issues that our customers raise. • Create common examples and use-cases with market data, with examples in Python, C++, and/or Rust. • Gather customer feedback, testimonials, case studies, and more. • Establish and maintain accurate, timely, and documented forecasting and record-keeping procedures, keeping our CRM up-to-date and organized. • Build a network of executive relationships across the industry and with key partners and customers. • Stay up-to-date with industry trends, market dynamics, and competitor activities to identify potential business opportunities and adapt sales strategies accordingly. • Collaborate across teams to align sales efforts with overall company objectives and ensure a seamless customer experience.

• Senior Consultants 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. • Senior Consultants are expected to 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 a Senior Consultant, 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 Managing Consultant level.

• Build enterprise-grade AI agents that increase efficiency, quality, and practitioner experience across each stage of the audit lifecycle from planning and risk assessment to audit execution and reporting. • In the role, you’ll bring a fresh, AI-native mindset to solving long-standing industry challenges, while building interactively with audit practitioners at the world’s largest firms. • Be extremely customer centric. Understand customer needs, then define and ship zero-to-one features and enhance and scale one-to-n features • Shape the product roadmap: Work with engineering and product development teams to quickly define, ship, and deliver impact with new features • Partner with cross-functional teams including customer success, sales, and marketing to gather feedback, communicate product strategy, and drive the introduction and adoption of product features • We are open to either remote or in-person work arrangements