FIND PERSONALIZED JOBS
Sign up to Zippia and discover your career options with your personalized career search.

Log In

Log In to Save

Sign Up to Save

Sign Up to Dismiss

or

The email and password you specified are invalid. Please, try again.

Email and password are mandatory

Forgot Password?

Don't have an account? Sign Up

reset password

Enter your email address and we will send you a link to reset your password.

Back to Log In

FIND
PERSONALIZED JOBS

Become A Senior Finance Consultant

Where do you want to work?

To get started, tell us where you'd like to work.
Sorry, we can't find that. Please try a different city or state.

Working As A Senior Finance Consultant

  • Analyzing Data or Information
  • Getting Information
  • Interacting With Computers
  • Processing Information
  • Communicating with Supervisors, Peers, or Subordinates
  • Deal with People

  • Mostly Sitting

  • Repetitive

  • $69,493

    Average Salary

What Does A Senior Finance Consultant Do

Financial analysts provide guidance to businesses and individuals making investment decisions. They assess the performance of stocks, bonds, and other types of investments.

Duties

Financial analysts typically do the following:

  • Recommend individual investments and collections of investments, which are known as portfolios
  • Evaluate current and historical financial data
  • Study economic and business trends
  • Examine a company’s financial statements to determine its value
  • Meet with company officials to gain better insight into the company’s prospects
  • Assess the strength of the management team
  • Prepare written reports

Financial analysts evaluate investment opportunities. They work in banks, pension funds, mutual funds, securities firms, insurance companies, and other businesses. Financial analysts are also called securities analysts and investment analysts.

Financial analysts can be divided into two categories: buy-side analysts and sell-side analysts.

  • Buy-side analysts develop investment strategies for companies that have a lot of money to invest. These companies, called institutional investors, include mutual funds, hedge funds, insurance companies, independent money managers, and nonprofit organizations with large endowments, such as some universities.
  • Sell-side analysts advise financial services sales agents who sell stocks, bonds, and other investments.

Some analysts work for the business media or other research houses, which are independent from the buy and sell side.

Financial analysts generally focus on trends affecting a specific industry, geographical region, or type of product. For example, an analyst may focus on a subject area such as the energy industry, a world region such as Eastern Europe, or the foreign exchange market. They must understand how new regulations, policies, and political and economic trends may affect investments.

Investing is becoming more global, and some financial analysts specialize in a particular country or region. Companies want those financial analysts to understand the language, culture, business environment, and political conditions in the country or region that they cover.

The following are examples of types of financial analysts:

Portfolio managers select the mix of products, industries, and regions for their company’s investment portfolio. These managers are responsible for the overall performance of the portfolio. They are also expected to explain investment decisions and strategies in meetings with stakeholders.

Fund managers work exclusively with hedge funds or mutual funds. Both fund and portfolio managers frequently make buy or sell decisions in reaction to quickly changing market conditions.

Ratings analysts evaluate the ability of companies or governments to pay their debts, including bonds. On the basis of their evaluation, a management team rates the risk of a company or government not being able to repay its bonds.

Risk analysts evaluate the risk in investment decisions and determine how to manage unpredictability and limit potential losses. This job is carried out by making investment decisions such as selecting dissimilar stocks or having a combination of stocks, bonds, and mutual funds in a portfolio.

Show More

Show Less

How To Become A Senior Finance Consultant

Financial analysts typically must have a bachelor’s degree, but a master’s degree is often required for advanced positions.

Education

Most positions require a bachelor’s degree. A number of fields of study provide appropriate preparation, including accounting, economics, finance, statistics, and mathematics. For advanced positions, employers often require a master’s degree in business administration (MBA) or a master’s degree in finance. Knowledge of options pricing, bond valuation, and risk management are important.

Licenses, Certifications, and Registrations

The Financial Industry Regulatory Authority (FINRA) is the main licensing organization for the securities industry. It requires licenses for many financial analyst positions. Most of the licenses require sponsorship by an employer, so companies do not expect individuals to have these licenses before starting a job.

Certification is often recommended by employers and can improve the chances for advancement. An example is the Chartered Financial Analyst (CFA) certification from the CFA Institute. Financial analysts can become CFA certified if they have a bachelor’s degree, 4 years of qualified work experience, and pass three exams. Financial analysts can also become certified in their field of specialty.

Advancement

Financial analysts typically start by specializing in a specific investment field. As they gain experience, they can become portfolio managers, who select the mix of investments for a company’s portfolio. They can also become fund managers, who manage large investment portfolios for individual investors. A master’s degree in finance or business administration can improve an analyst’s chances of advancing to one of these positions.

Important Qualities

Analytical skills. Financial analysts must process a range of information in finding profitable investments.

Communication skills. Financial analysts must explain their recommendations to clients in clear language that clients can easily understand.

Computer skills. Financial analysts must be adept at using software packages to analyze financial data, see trends, create portfolios, and make forecasts.

Decisionmaking skills. Financial analysts must provide a recommendation to buy, hold, or sell a security.

Detail oriented. Financial analysts must pay attention to details when reviewing possible investments, as small issues may have large implications for the health of an investment.

Math skills. Financial analysts use mathematical skills when estimating the value of financial securities. 

To be successful, financial analysts must be motivated to seek out obscure information that may be important to the investment. Many work independently and must have self-confidence in their judgment.

Show More

Show Less

Senior Finance Consultant jobs

NO RESULTS

Aw snap, no jobs found.

Add To My Jobs

Senior Finance Consultant Career Paths

Senior Finance Consultant
Senior Manager Vice President Chief Finance Officer
Chief Finance And Operating Officer
14 Yearsyrs
Senior Finance Manager Senior Business Manager Controller
Controller, Vice President
9 Yearsyrs
Finance Manager Controller
Corporate Controller
12 Yearsyrs
Senior Project Manager Vice President And Manager Controller
Director Of Accounting & Finance
11 Yearsyrs
Finance Planning Manager Finance Manager
Division Controller
9 Yearsyrs
Senior Manager Controller
Finance Controller
9 Yearsyrs
Business Developer Business Manager Finance Consultant
Finance Leader
8 Yearsyrs
Senior Project Manager Marketing Consultant Finance Analyst
Finance Planning Manager
8 Yearsyrs
Business Developer Senior Business Analyst Manager Finance Planning And Analysis
Finance Project Manager
7 Yearsyrs
Managing Director President/Chief Executive Officer Finance Advisor
Finance Vice President
9 Yearsyrs
Finance Manager Sales Manager
General Manager
7 Yearsyrs
Manager Finance Planning And Analysis Senior Manager Controller
Group Controller
11 Yearsyrs
Managing Director Business Consultant Senior Business Analyst
Manager Finance Planning And Analysis
8 Yearsyrs
Finance Planning Manager Manager Finance Planning And Analysis
Manager, Finance Analysis
8 Yearsyrs
Senior Analyst Senior Finance Analyst Accounting Manager
Plant Controller
10 Yearsyrs
Project Manager Senior Manager Controller
Regional Controller
10 Yearsyrs
Senior Analyst Accounting Manager
Senior Accounting Manager
10 Yearsyrs
Senior Finance Manager Corporate Controller
Senior Director Of Finance
14 Yearsyrs
Manager Finance Planning And Analysis Manager, Finance Analysis Controller
Senior Finance Manager
11 Yearsyrs
Project Manager Program Manager Portfolio Manager
Vice President And Portfolio Manager
10 Yearsyrs
Show More

Average Length of Employment
Finance Director 3.9 years
Finance Controller 3.8 years
Finance Manager 3.7 years
Finance Supervisor 3.5 years
Finance Leader 3.1 years
Finance Executive 3.1 years
Finance Auditor 2.8 years
Finance Analyst 2.8 years
Finance Consultant 2.7 years
Consultant 2.4 years
Finance Internship 0.5 years
Top Employers Before
Consultant 5.1%
Controller 5.1%
Accountant 4.1%
Manager 2.4%
Analyst 2.4%
Top Employers After
Consultant 5.5%
Controller 4.3%
Director 2.9%

Senior Finance Consultant Demographics

Gender

Male

66.0%

Female

30.8%

Unknown

3.2%
Ethnicity

White

73.6%

Asian

12.5%

Hispanic or Latino

9.4%

Unknown

3.0%

Black or African American

1.5%
Show More
Languages Spoken

Spanish

34.7%

French

16.0%

German

6.7%

Chinese

5.3%

Japanese

5.3%

Portuguese

4.0%

Arabic

4.0%

Mandarin

2.7%

Thai

2.7%

Cantonese

2.7%

Italian

2.7%

Irish

2.7%

Swahili

1.3%

Swedish

1.3%

Hindi

1.3%

Korean

1.3%

Hungarian

1.3%

Catalan

1.3%

Russian

1.3%

Greek

1.3%
Show More

Senior Finance Consultant Education

Schools

DePaul University

8.6%

University of Phoenix

7.2%

Northeastern University

7.2%

University of Southern California

6.5%

University of Pittsburgh -

5.8%

San Francisco State University

5.0%

University of Texas at Austin

5.0%

George Washington University

4.3%

Virginia Commonwealth University

4.3%

Babson College

4.3%

University of Connecticut

4.3%

Harvard University

4.3%

Northern Illinois University

4.3%

Central Connecticut State University

4.3%

Capella University

4.3%

Western Michigan University

4.3%

Hofstra University

4.3%

University of Chicago

4.3%

Syracuse University

3.6%

New York University

3.6%
Show More
Majors

Business

33.7%

Finance

27.3%

Accounting

18.1%

Economics

2.9%

Marketing

2.8%

Management

2.1%

Education

1.7%

Communication

1.2%

Health Care Administration

1.2%

Computer Science

1.1%

Political Science

1.0%

Information Technology

1.0%

Mathematics

1.0%

Business Economics

0.7%

Project Management

0.7%

Environmental Control Technologies/Technicians

0.7%

Law

0.7%

Legal Research And Advanced Professional Studies

0.6%

Electrical Engineering

0.6%

Elementary Education

0.6%
Show More
Degrees

Masters

43.0%

Bachelors

40.1%

Other

9.6%

Certificate

2.8%

Associate

2.8%

Doctorate

1.6%

License

0.1%

Diploma

0.1%
Show More
Job type you want
Full Time
Part Time
Internship
Temporary

Real Senior Finance Consultant Salaries

Job Title Company Location Start Date Salary
Senior Financial Consultant Velox Consulting Inc. Mill Valley, CA Nov 13, 2016 $160,000
Senior Financial Consultant Velox Consulting Inc. Mill Valley, CA Nov 14, 2014 $150,758 -
$160,000
Senior Financial Consultant 300Brand Alexandria, VA Sep 03, 2015 $140,000
Financial Analysis SR. Consultant Dell Marketing L.P. Austin, TX Oct 27, 2015 $134,960
Financial Analysis SR. Consultant Dell Marketing L.P. Austin, TX Mar 30, 2015 $134,960
Financial Analysis SR. Consultant Dell USA L.P. Austin, TX Mar 30, 2015 $134,960
SR. Financial Consultant Reval.Com, Inc. New York, NY Oct 16, 2010 $128,500
Senior Financial Consultant Tricore Solutions LLC Mansfield, MA Sep 24, 2014 $125,000
Senior Financial Consultant Contect Search, Inc. Centreville, VA Oct 01, 2009 $125,000
Senior Financial Consultant Tricore Solutions LLC Norwell, MA Jan 20, 2014 $125,000
Senior Financial Consultant Tricore Solutions LLC Mansfield, MA Jul 10, 2014 $125,000
Senior Federal Finance Consultant IBM Corporation Bethesda, MD Apr 09, 2010 $122,784 -
$249,276
Senior Financial Consultant Murex North America Inc. New York, NY Sep 01, 2010 $107,500
Senior Financial Consultant Murex North America, Inc. New York, NY Sep 28, 2011 $107,500
Senior Financial Consultant Murex North America Inc. New York, NY Sep 28, 2014 $107,500 -
$120,000
Senior Financial Consultant-Applications Develop United Healthcare Services, Inc. Cypress, CA Jul 24, 2012 $106,371 -
$114,000
Senior Financial Services Industry Consultant S.W.I.F.T. Pan-Americas, Inc. New York, NY Oct 01, 2012 $105,230
Senior Financial Services Industry Consultant S.W.I.F.T., Inc. New York, NY Oct 01, 2012 $105,230
Senior JDE Financial Consultant IBM Corporation Nashville, TN Dec 19, 2016 $105,000
Senior Financial Consultant Murex North America, Inc. New York, NY Aug 26, 2010 $105,000
Senior Oracle Financial Consultant Nj Sehgal & Associates Inc. Roselle, NJ Sep 25, 2015 $95,000
Senior Financial Consultant Murex North America Inc. New York, NY Oct 02, 2009 $95,000
Senior Financial Software Consultant Sap America, Inc. Cleveland, OH Oct 27, 2010 $94,800 -
$156,400
Senior Financial Software Consultant Sap America, Inc. Atlanta, GA Sep 28, 2009 $94,800 -
$156,400
Senior Financial Software Consultant Sap America, Inc. Palo Alto, CA Jan 30, 2010 $94,800 -
$156,400
Senior Financial Software Consultant Sap America, Inc. Atlanta, GA Oct 01, 2009 $94,800 -
$156,400

No Results

To get more results, try adjusting your search by changing your filters.

Show More

Top Skills for A Senior Finance Consultant

AssetManagementExternalAuditorsPortfolioRealEstateFinancialStatementsGeneralLedgerFinancialConsultantBusinessProcessFinancialAnalysisEquityCustomerServiceFinancialReportsFinancialServicesPayrollA/PBusinessUnitFinancialProductsDueDiligenceAnnualRevenueSOX

Show More

Top Senior Finance Consultant Skills

  1. Asset Management
  2. External Auditors
  3. Portfolio
You can check out examples of real life uses of top skills on resumes here:
  • Audited financial services clients, including banks and asset management companies.
  • Served as a liaison for external auditors in connection with annual statutory audits and prepared all requested audit schedules.
  • Manage a portfolio in excess of 700,000 loans and $2 billion in receivables.
  • Improved Roll Rate analysis process for calculating projected losses on Real estate portfolio worth more than 1 trillion dollars.
  • Prepared Medicare financial statements and performed financial analysis that included trending analysis.

Top Senior Finance Consultant Employers

Show More

Senior Finance Consultant Videos

Career Advice on becoming a Management Consultant by Sara C (Full Version)

Career Advice on becoming a Financial Consultant by Ian V (Full Version)

Career Advice on becoming a Financial Consultant by Ian V (Highlights)

×