What are the responsibilities and job description for the Senior Consultant, Financial Modeling position at FI Consulting?
FI Consulting is seeking a highly motivated Senior Consultant with Financial Modeling experience to lead client projects, engage with executive stakeholders, and serve as the technical lead for model design and delivery. You will architect modeling approaches, guide analysts and consultants, and take on hands-on build and QA work to meet client objectives in fast-paced, highvisibility environments.
Responsibilities
- Lead modeling workstreams: Design and build models: forecasting engines, scenario/sensitivity analyses, and valuation models.
- Translate analysis to action: Convert model outputs into executive-ready insights and recommendations.
- Own quality & control: Maintain model structure, audit checks, documentation, and version control.
- Client engagement & presentations: Gather requirements and present findings to senior stakeholders.
- Project management: Deliver on time and on budget while managing risks and dependencies.
- Mentor & elevate the team: Provide coaching, review work products, and support junior staff.
- Support business development: Shape proposals and architect modeling solutions.
- Stay current on market, regulatory, and industry trends.
- Designing and building new models, or significantly changing/updating existing models
Required Qualifications
- Bachelor's degree in Finance, Accounting, Economics, Mathematics, Statistics, or related field.
- 4 years in consulting, corporate finance, FP&A, investment banking, or analytics.
- Advanced financial modeling: data science, programming, statistics, econometrics.
- Advanced Excel (XLOOKUP, INDEX/MATCH, SUMIFS, dynamic arrays, data tables).
- Experience with Power Query/Power Pivot, Python, R, with VBA as a plus.
- Strong understanding of GAAP financial statements.
- Consulting skills: structured problem-solving, communication, stakeholder management.
- Project leadership in fast-paced consulting environments.
Preferred Qualifications
- SQL familiarity; C , Java and cloud AWS Azure for advanced analysis (optional).
- Experience in banking, finance, housing, real estate or capital markets.
- Certifications: CFA (any level), CPA, FRM
We need client facing talent who currently demonstrate a strong blend of technical skills, and essential soft skills with a commitment to continuous learning in the rapidly evolving field of AI.
- Previous and current use of productivity tools is required
- Purpose: answering questions, generating text, help with creating documents, emails, etc.
- Examples: ChatGPT, MS Copilot, Gemini, etc.
- Previous and current use of creative tools is desired
- Purpose: software code, video, graphics generation, etc.
- Examples: Amazon Q, GitHub Copilot, ect.
- Experience incorporating AI components directly into solutions is nice to have
- Purpose: making AI algorithms part of technology solutions
- Examples: neural networks, predictive algorithms, large language models, etc.
These individuals should be able to clearly discuss how and when they have used the tools. They understand AI by actively applying it to solve real-world problems and drive business success. Their personality traits:
- Intellectual Curiosity: A strong desire to learn and explore new AI concepts.
- Problem-solving & Critical Thinking: Ability to apply AI knowledge to new challenges.
- Learning Agility: Ability to quickly adapt and learn new AI tools and techniques.
Additional requirements:
- Authorized to work in the United States as a US Citizen. We are not able to accept permanent resident or sponsor or accept any VISA Holders at this time including OPT, H1B, EAD.
- Successfully pass a background investigation and drug screening.
- Reside in the DC Metro area within 30 days of hire.
FLSA Designation
- This is an exempt position.
- FI Consulting participates in E-Verify.
- Equal Employment Opportunity/disability/protected veteran status.
- FI Consulting is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please email recruiting@ficonsulting.com or call: 571-255-6772. We will make a determination on your request for reasonable accommodation on a case-by-case basis.
AI plays only a supporting role in our recruitment process. All decisions are made by human members of our talent acquisition team.
FI Consulting is an Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities