Financial Management Consultant Jobs
Financial Management Consultant jobs are open across government, healthcare, financial services, and management consulting firms, from analyst to senior principal, with common specializations in budgeting and forecasting, cost optimization, and federal financial reporting. See the openings below and apply to the ones that match your experience.
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Open roles68
Top stateNew York
Top employerEY
Top cityNew York, NY
Work type77% Hybrid
Top industryAccounting
Showing 5 of 68+ Financial Management Consultant jobs
Senior Investment Planning Analyst - Financial Consulting
We won't show you this job again
New 17h ago
RealPage Inc
Senior Investment Planning Analyst - Financial Consulting
Richardson, Texas
New 17h ago
Financial Management Functional Data Consultant
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New 19h ago
Guidehouse
Financial Management Functional Data Consultant
Alexandria, Virginia
New 19h ago
Analyst, Pharmacy Financial and Analytic Consulting
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Added 1d ago
WTW
Analyst, Pharmacy Financial and Analytic Consulting
Overland Park, Kansas
Added 1d ago
Financial Services - Forward Deployed Engineer - Technology Consulting - Engineering- Senior
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Added 2d ago
EY
Financial Services - Forward Deployed Engineer - Technology Consulting - Engineering- Senior
New York, New York
Added 2d ago
Financial Services - Forward Deployed Engineer - Technology Consulting - Engineering- Manager
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Added 2d ago
EY
Financial Services - Forward Deployed Engineer - Technology Consulting - Engineering- Manager
New York, New York
Added 2d ago
New 17h ago
Senior Investment Planning Analyst - Financial Consulting
RealPage Inc·Richardson, Texas
Job functions:
$95k - $161k/yr
Bachelor's degree in finance
5,001-10,000 employees
Job Description
Overview:
KNOWLEDGE/SKILLS/ABILITIES
Required:
SALARY AND BENEFITS
The Senior Investment Planning Analyst II drives and owns RealPage's enterprise process for prioritizing Product and R&D investments. The role partners with Business Unit, Product, Finance, and Strategy leaders to evaluate investment requests, validate underlying data and assumptions, and maintain a reliable, consolidated planning model. This position develops scenario analyses, provides business case assessment, executive-ready reporting, and recommendations that help leadership understand investment tradeoffs, allocation patterns, and expected business impact. Success requires expert Excel capability, strong business judgment, analytical rigor, and the ability to drive a complex cross-functional process without direct authority.
Responsibilities:
- Lead and own the end-to-end investment planning process: Coordinate and track key planning activities, milestones, deliverables, review cycles, and deadlines. Maintain the investment planning calendar, communicate requirements and timing to Business Units, monitor progress, follow up on outstanding actions, and escalate risks that may affect timely process completion. Proactively suggest process improvements and drive implementation of those
- Lead investment data collection: Manage the recurring collection of investment planning data from Business Units using standardized templates, established definitions, submission requirements, and planning deadlines. Be able to proactively challenge the counterparts.
- Review Business Unit submissions for completeness, internal consistency, appropriate classification, and supportable assumptions; proactively identify gaps and work with stakeholders to strengthen the quality of the business case.
- Reconcile submitted investment data with available capacity, financial information, project records, and other internal sources; research discrepancies and drive timely correction or documented resolution.
- Consolidate validated submissions into the enterprise investment planning model while maintaining consistent definitions, assumptions, calculations, reporting periods.
- Evaluate the investment cases in coordination with Product Management and Finance teams, analyze and refine business case submissions resulting in incremental R&D requests, including alignment to larger RealPage strategic initiatives, revenue and profitability impacts to the business unit, and incremental resourcing needs in order to assess relative prioritization against other investment requests.
- Own the day-to-day integrity and usability of the Excel-based planning model by auditing formulas, links, references, inputs, duplicate records, and model performance and by escalating material issues.
- Produce recurring analytics and executive-ready PowerPoint materials, including preparation of foundational analyses of investment levels and scenarios across Business Units that compare investment options, illuminate tradeoffs, and support leadership decisions regarding prioritization and resource allocation.
- Prepare reporting and investment profile updates: Develop recurring summaries, schedules, reconciliations, charts, and management-ready materials that communicate investments usage status, outstanding issues, data-quality findings, and investment trends.
- Build effective working relationships with Strategy, Product, Finance, and Business Unit stakeholders; communicate requirements clearly, facilitate issue resolution, and constructively challenge unsupported assumptions.
- Strengthen the investment planning process through clear documentation, standardized templates, practical controls, and responsible use of approved automation, AI-enabled tools, and business-intelligence capabilities.
Required:
- Bachelor's degree in Finance, Economics, Business, Accounting, Engineering, Mathematics, Data Analytics, or a related field.
- Seven or more years of relevant experience in strategic finance, FP&A, corporate strategy, investment planning, business analytics, or a related analytical role or 3-4 years in management or strategy consulting.
- Demonstrated experience building and maintaining complex financial or operational models and translating analysis into practical business recommendations.
- Experience of driving proactively and ensuring execution in a cross-functional environment with multiple stakeholders, competing priorities, and firm planning deadlines.
Preferred:
- Three or more years of management, strategy, or financial consulting experience.
- Experience of driving Product or R&D investment planning in a technology, software, SaaS, or similarly complex multi-business environment.
- Experience with Power BI, Power Query, planning systems, or other data-visualization and automation tools.
- Experience using approved AI-enabled tools to improve analysis, modeling, research, or reporting.
Certifications: None
KNOWLEDGE/SKILLS/ABILITIES
Required:
- Expert Microsoft Excel skills, including advanced formulas, pivot tables, lookups, scenario and sensitivity analysis, data validation, model auditing, and management of complex multi-source workbooks.
- Strong financial and business acumen, with the judgment to evaluate assumptions, connect investment choices to business outcomes, and distinguish material issues from routine variance.
- Advanced analytical and problem-solving capability, including data reconciliation, trend analysis, root-cause investigation, and interpretation of incomplete or inconsistent information.
- Ability to synthesize complex analysis into clear conclusions, recommendations, and executive-ready PowerPoint presentations.
- Strong written and verbal communication skills, with the confidence to ask probing questions, constructively challenge assumptions, and influence without direct authority.
- High attention to detail and commitment to data integrity, documentation, confidentiality, and repeatable process controls.
- Ability to manage multiple priorities, operate effectively in ambiguity, meet deadlines, and maintain momentum across a recurring enterprise planning cycle.
- Ability to responsibly use approved AI and automation tools while applying independent judgment and protecting confidential company information.
Physical Demands and Working Conditions
While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle or feel objects, tools or controls; reach with hands and arms; climb stairs; talk or hear. The employee must have the ability to operate a personal computer and express or exchange ideas by means of the spoken word. May be required to sit and/or stand for long periods of time. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus. May be required to lift or move 10+ pounds.
SALARY AND BENEFITS
RealPage provides a competitive salary package along with a comprehensive benefit plan that includes:
- Health, dental, and vision insurance.
- Retirement savings plan with company match.
- Paid time off and holidays.
- Professional development opportunities.
- Performance-based bonus based on position.
Compensation may vary depending on your location, qualifications including job-related education, training, experience, licensure, and certification, that could result at a level outside of these ranges. Certain roles are eligible for additional rewards, including annual bonus, and sales incentives depending on the terms of the applicable plan and role as well as individual performance.
Equal Opportunity Employer: RealPage Company is an equal opportunity employer and committed to creating an inclusive environment for all employees.
#LI-VM2
Pay Range: USD $94,700.00 - USD $161,300.00 /Yr.RealPage Inc
Senior Investment Planning Analyst - Financial Consulting
Richardson, Texas
New 17h ago5,001-10,000 employees
Job functions:
$95k - $161k/yr
Bachelor's degree in finance
Job Description
Overview:
KNOWLEDGE/SKILLS/ABILITIES
Required:
SALARY AND BENEFITS
The Senior Investment Planning Analyst II drives and owns RealPage's enterprise process for prioritizing Product and R&D investments. The role partners with Business Unit, Product, Finance, and Strategy leaders to evaluate investment requests, validate underlying data and assumptions, and maintain a reliable, consolidated planning model. This position develops scenario analyses, provides business case assessment, executive-ready reporting, and recommendations that help leadership understand investment tradeoffs, allocation patterns, and expected business impact. Success requires expert Excel capability, strong business judgment, analytical rigor, and the ability to drive a complex cross-functional process without direct authority.
Responsibilities:
- Lead and own the end-to-end investment planning process: Coordinate and track key planning activities, milestones, deliverables, review cycles, and deadlines. Maintain the investment planning calendar, communicate requirements and timing to Business Units, monitor progress, follow up on outstanding actions, and escalate risks that may affect timely process completion. Proactively suggest process improvements and drive implementation of those
- Lead investment data collection: Manage the recurring collection of investment planning data from Business Units using standardized templates, established definitions, submission requirements, and planning deadlines. Be able to proactively challenge the counterparts.
- Review Business Unit submissions for completeness, internal consistency, appropriate classification, and supportable assumptions; proactively identify gaps and work with stakeholders to strengthen the quality of the business case.
- Reconcile submitted investment data with available capacity, financial information, project records, and other internal sources; research discrepancies and drive timely correction or documented resolution.
- Consolidate validated submissions into the enterprise investment planning model while maintaining consistent definitions, assumptions, calculations, reporting periods.
- Evaluate the investment cases in coordination with Product Management and Finance teams, analyze and refine business case submissions resulting in incremental R&D requests, including alignment to larger RealPage strategic initiatives, revenue and profitability impacts to the business unit, and incremental resourcing needs in order to assess relative prioritization against other investment requests.
- Own the day-to-day integrity and usability of the Excel-based planning model by auditing formulas, links, references, inputs, duplicate records, and model performance and by escalating material issues.
- Produce recurring analytics and executive-ready PowerPoint materials, including preparation of foundational analyses of investment levels and scenarios across Business Units that compare investment options, illuminate tradeoffs, and support leadership decisions regarding prioritization and resource allocation.
- Prepare reporting and investment profile updates: Develop recurring summaries, schedules, reconciliations, charts, and management-ready materials that communicate investments usage status, outstanding issues, data-quality findings, and investment trends.
- Build effective working relationships with Strategy, Product, Finance, and Business Unit stakeholders; communicate requirements clearly, facilitate issue resolution, and constructively challenge unsupported assumptions.
- Strengthen the investment planning process through clear documentation, standardized templates, practical controls, and responsible use of approved automation, AI-enabled tools, and business-intelligence capabilities.
Required:
- Bachelor's degree in Finance, Economics, Business, Accounting, Engineering, Mathematics, Data Analytics, or a related field.
- Seven or more years of relevant experience in strategic finance, FP&A, corporate strategy, investment planning, business analytics, or a related analytical role or 3-4 years in management or strategy consulting.
- Demonstrated experience building and maintaining complex financial or operational models and translating analysis into practical business recommendations.
- Experience of driving proactively and ensuring execution in a cross-functional environment with multiple stakeholders, competing priorities, and firm planning deadlines.
Preferred:
- Three or more years of management, strategy, or financial consulting experience.
- Experience of driving Product or R&D investment planning in a technology, software, SaaS, or similarly complex multi-business environment.
- Experience with Power BI, Power Query, planning systems, or other data-visualization and automation tools.
- Experience using approved AI-enabled tools to improve analysis, modeling, research, or reporting.
Certifications: None
KNOWLEDGE/SKILLS/ABILITIES
Required:
- Expert Microsoft Excel skills, including advanced formulas, pivot tables, lookups, scenario and sensitivity analysis, data validation, model auditing, and management of complex multi-source workbooks.
- Strong financial and business acumen, with the judgment to evaluate assumptions, connect investment choices to business outcomes, and distinguish material issues from routine variance.
- Advanced analytical and problem-solving capability, including data reconciliation, trend analysis, root-cause investigation, and interpretation of incomplete or inconsistent information.
- Ability to synthesize complex analysis into clear conclusions, recommendations, and executive-ready PowerPoint presentations.
- Strong written and verbal communication skills, with the confidence to ask probing questions, constructively challenge assumptions, and influence without direct authority.
- High attention to detail and commitment to data integrity, documentation, confidentiality, and repeatable process controls.
- Ability to manage multiple priorities, operate effectively in ambiguity, meet deadlines, and maintain momentum across a recurring enterprise planning cycle.
- Ability to responsibly use approved AI and automation tools while applying independent judgment and protecting confidential company information.
Physical Demands and Working Conditions
While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle or feel objects, tools or controls; reach with hands and arms; climb stairs; talk or hear. The employee must have the ability to operate a personal computer and express or exchange ideas by means of the spoken word. May be required to sit and/or stand for long periods of time. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus. May be required to lift or move 10+ pounds.
SALARY AND BENEFITS
RealPage provides a competitive salary package along with a comprehensive benefit plan that includes:
- Health, dental, and vision insurance.
- Retirement savings plan with company match.
- Paid time off and holidays.
- Professional development opportunities.
- Performance-based bonus based on position.
Compensation may vary depending on your location, qualifications including job-related education, training, experience, licensure, and certification, that could result at a level outside of these ranges. Certain roles are eligible for additional rewards, including annual bonus, and sales incentives depending on the terms of the applicable plan and role as well as individual performance.
Equal Opportunity Employer: RealPage Company is an equal opportunity employer and committed to creating an inclusive environment for all employees.
#LI-VM2
Pay Range: USD $94,700.00 - USD $161,300.00 /Yr.Financial Management Consultant Jobs by Experience Level
See All 68 Financial Management Consultant Jobs
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Find JobsFinancial Management Consultant Job Market
Who's Hiring
- EY24
- Guidehouse9
- Deloitte5
- WTW3
- IQVIA3
Top Industries Hiring
- Accounting & Auditing
What Employers Look For
The qualifications that appear most often in financial management consultant jobs.
- Bachelor's degree in finance, accounting, economics, or a related business field
- Experience with financial modeling, budgeting, and variance analysis
- Proficiency in Microsoft Excel and financial planning and analysis tools
- CPA, CGFM, CDFM, or PMP certification preferred or required
- Familiarity with federal financial management standards such as OMB Circulars or GAAP
- Strong written and verbal communication skills for client-facing deliverables and presentations
Tips for Your Financial Management Consultant Job Search
Tailor your resume to engagement types
Financial management consultant roles split sharply between federal advisory work and private-sector engagements. Identify which you're targeting and lead with matching experience, whether that's OMB Circular compliance or commercial cost reduction projects, not a one-size-fits-all summary.
Highlight certifications before soft skills
CPA, CGFM, CDFM, and PMP designations move your resume past initial screens faster than any adjective. List certifications prominently near your name, then let your project descriptions do the work of showing analytical depth and client impact.
Apply early to roles that fit
Migrate Mate lists financial management consultant openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Read the SOW behind every job description
Many federal and government-adjacent postings reference a Statement of Work or contract vehicle. If the posting mentions a specific agency, search for the underlying contract to understand the actual deliverables, then mirror that language precisely in your application materials.
Prepare a case-based interview narrative
Interviewers for these roles almost always ask you to walk through a financial analysis you led end-to-end. Prepare two or three structured stories covering the problem, your methodology, the data sources you used, and the measurable outcome your recommendation produced.
Negotiate scope before you negotiate salary
Clarify travel commitments, client-site requirements, and project rotation frequency during the offer stage. These factors affect your effective compensation and workload far more than base pay alone, and consultancies expect candidates to ask about them.
Financial Management Consultant Jobs: Frequently Asked Questions
Which companies are hiring the most financial management consultants?
The companies hiring the most financial management consultants right now include EY, Guidehouse, and Deloitte, with the largest share of openings in New York, Virginia, and Illinois, based on current listings on Migrate Mate as of November 2026. Demand is especially concentrated at large management consulting firms and agencies that hold federal advisory contracts.
How many financial management consultant jobs are remote?
About 88% of financial management consultant openings are fully remote or hybrid as of November 2026, though availability varies significantly by engagement type. Financial modeling, reporting, and analysis work tends to be more remote-compatible, while roles tied to federal agency engagements or on-site client advisory work typically require in-person presence.
How do you become a financial management consultant?
Start with a bachelor's degree in finance, accounting, or economics, then build experience in financial analysis, budgeting, or audit through staff roles in industry or government. Earning a CPA or a federal-focused credential like CGFM or CDFM strengthens your candidacy considerably. Most consultants enter through analyst-level positions at consulting firms and move up through demonstrated client and project results.
Can I get a financial management consultant job with little experience?
Yes, entry-level financial management consultant roles do exist, particularly at larger consulting firms that hire directly from undergraduate programs into analyst or associate tracks. Focus on internships that involved financial analysis or reporting, obtain a relevant certification like a CPA exam pass, and emphasize Excel modeling skills and any exposure to budgeting or cost analysis in your application materials.
What does the financial management consultant interview process look like?
The process typically involves a recruiter screening call, followed by one or two rounds of behavioral and technical interviews. Technical questions focus on financial analysis methods, budget variance interpretation, and sometimes a short case or take-home modeling exercise. Senior roles add client-scenario discussions to assess advisory judgment. Final rounds often include a panel with engagement managers or practice leads.
Where can I find and apply to financial management consultant jobs?
You can find and apply to financial management consultant jobs on Migrate Mate, which lists current openings from employers across the United States. Search the listings to find roles that match your experience level and specialization, then apply directly to each one that fits.
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