Financial Institution Consultant

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Whether you're an employer with a position to fill or a qualified candidate looking for a new challenging opportunity, we've got you. Connect with us today.


Core & Digital Banking & Payments Advisory Services
Consulting Firm

This is your chance to join an award-winning, growth-oriented consulting firm that will put you in a position to deliver meaningful work for clients, without excessive layers of bureaucracy. As a Senior Consultant, reporting to the Managing Director, you will lead, manage, and advise financial institution clients in all aspects of client engagements in collaboration with the project team. You will specialize in contract reviews and negotiations, analytical assessments, industry research and data mining, strategy development and implementation, client advisory support functions, development of client deliverables, presentation of results and recommendations to C-Level Executives, and report to internal leadership. You will oversee multiple client engagements at once, all with time sensitive deadlines, so your time management and organizational skills are critical. Knowledge of Core Processing Platforms and experience in technology evaluations is ideal, as you will execute the delivery of consulting engagements related to Core/Digital Banking platform selection, implementation & conversion processes. In this role, you will also participate in business development efforts, outline scope of work documents for prospective client projects, and articulate the firm’s subject matter expertise to potential clients. Continuing education and sharpening of skills with ability to adapt quickly in fast-paced environment is critical. Travel is required, around 25%.

Key Responsibilities:

  • Oversee and lead client facing engagements
  • Conduct financial analysis and modeling
  • Develop client deliverables in support of client engagements
  • Identify and implement opportunities to generate financial and operational efficiencies
  • Perform 3rd party vendor evaluations and negotiations on behalf of clients
  • Assist in development, communication, and implementation of strategic initiatives for clients
  • Provide effective written and verbal recommendations to clients
  • Support business development efforts providing subject matter expertise to prospective clients
  • Perform other related duties as assigned.

Ideal Background:

  • Excellent verbal and written communication skills focused on financial information.
  • Excellent organizational skills and attention to detail.
  • Time management skills with a proven ability to meet deadlines.
  • Ability to work remotely without daily oversight.
  • Strong analytical and problem-solving skills with focus on financial strategies.
  • Ability to function well in a high-paced and at times stressful environment.
  • Proficient with Microsoft Office Suite (Excel, Word, PowerPoint), NetSuite, and other related financial systems
  • Bachelor’s degree in a business discipline such as finance, accounting, economics, or related field
  • 5+ years of experience in financial planning, analysis, and modeling with client facing responsibilities
  • MBA, JD, CPA, or equivalent work experience will be an asset

Recruiter to Contact:
Ian Horsted
Schedule a Call with Ian]

Client Partners

Unlike many in the recruiting & placement industry, Amy and the R&P team are extremely adept at understanding the capabilities and personalities of both the client and the prospective new hire. I’d work with them again without reservation.

Product Development Executive, Emerging Payments
Worked with R&P Group as a Candidate and Hiring Manager

We’re in the business of doing big things. We appreciate and value your partnership. I can confidently say this has been the best experience I’ve had with a Talent Acquisition partner in my career. Thank you.

SR. Sales Manager, Incentives & Rewards SaaS
Worked with Ian Horsted as a Hiring Manager

Navigating the intricate landscape of the payments industry requires a knowledgeable ally, and R&P Group is simply unparalleled in this domain… Deep industry insights, vast network, and keen understanding of both company and candidate needs. Truly a recruiting master.

Program Manager, Prepaid Cards
Placed By Terese Tyler

Amy was pivotal in my decision to leave a very stable environment at a 5,000 person company to join the entrepreneurial world, and I have never looked back. Amy professionally moderated the entire process.

Head of Product, Payments & Currency Conversion Platform
Placed By Amy DeBerg

Reviewing the candidates R&P Group presented was like reading the menu at my favorite restaurant:
all good choices.

CEO, International Money Transmitter
Worked with Amy DeBerg

Thanks to you and your team for the coaching, partnership, and enthusiastic support during my career transition process.

Top-Producing Corporate Card Sales Executive Placed By Ian Horsted

Professional, polished, and with a sharp eye for niche talent, Terese is a pleasure to work with through and through. From the start to finish of each process, Terese is communicative and positive yet straightforward. I highly recommend working with R&P Group.

Consumer Marketing Leader, Payments Program Manager
Placed By Terese Tyler

R&P Group was very easy to work with – and very friendly! They brought me the best candidates for my open positions and even did the negotiating.

SVP Sales, Commercial Card Issuer
Worked with Ian Horsted

I am so passionate about my new position, where R&P Group placed me. They’ve made a great fit for both me and my new company!

Prepaid Product Manager, Card Network
Worked with Helen Majusiak

In today’s age, it’s rare to find a company like R&P Group who is willing to go above and beyond to help others find their perfect job.

Sales Executive,
Payroll Cards
Worked with Ian Horsted

Thank you for all your assistance during my job search. My new job is a great fit.

SVP, National Sales, Commercial Payments
Placed by Ian Horsted

I truly, truly appreciate your work in getting me on board at Blackhawk Network. It's been a great fit, and I'm incredibly happy...thanks to you!

Sr. Manager, Business Development, Disbursements
Placed by Ian Horsted

Your successful hire starts here. Let's create success together.

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601 S. Phillips Ave. | Sioux Falls, SD | 605.274.8800

601 S. Phillips Ave.
Sioux Falls, SD

Whether you are an employer with a position to fill or a qualified candidate looking for a new challenging opportunity, R&P Group is here to help. Contact us by filling out the form, email or call us. Then, let us work our magic.

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