Liquidity, Capital & Treasury Services - Manager - Finance & Risk Management

Job DescriptionJob DescriptionCompany Description

Sia is a next-, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We’re optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes. 

Strategy & Management Consulting 

Sia’s Strategy & Management Consulting global footprint and expertise in more than 40 sectors and services allow us to enhance our clients' businesses worldwide. We guide their projects and initiatives in strategy, business transformation, IT & digital strategy.   

Financial Institutions have drastically changed over the last decade, driven by increased regulatory constraints, diverse competition inside and beyond traditional banking organizations, and emerging technologies reshaping long-standing ecosystems.  Sia’s Financial Services Business Unit provides a comprehensive suite of core capabilities designed to address the diverse and evolving needs of our clients, enabling them to navigate complex challenges, seize new opportunities, and achieve their strategic objectives in an increasingly competitive and dynamic business environment. 

Why Join The Sia Village?

Excellence | Entrepreneurship | Innovation | Teamwork | Care & Support | Employee Wellbeing

These are the six core values that guide all our actions. As an expression of our values, our Sia Village concept describes our commitment to fostering a sense of community within and among our offices. We believe that knowledge sharing is the key, not only to innovation, but to the growth and development of our people.

Your experience at Sia Partners will be enriched by a(n):  

• Entrepreneurial journey
• Support with achieving professional development goals through guidance, and real-time feedback
• Continuous learning & development opportunities

Job Description

We are hiring talented consultants to our Financial Services Industry (FSI) Business Unit to deliver a myriad of business transformation solutions to our clients. The FSI Business Unit has led and managed projects for top-tier, global clients ranging from strategy, target operating model design, regulatory governance and remediation to technology transformation, program & project management, and business analysis. We have experience providing these solutions to clients within their Sales & Trading, Risk Management, Finance, Treasury, and Operations & Technology functions. In Finance & Risk Management, experience in Capital and/or Liquidity Reporting is strongly . 

At all levels and varying scales, our consultants execute upon client delivery, business development, business expertise, team collaboration and leadership. We support your professional development and career growth through on-the-job training, internal trainings & learning pathways, in addition to opportunities to ideate, build, promote and deploy best-in-class and convincing IP/Solutions that bring a distinctive added value to our customers. Through our firm’s career pathways and collaborative global teams, you will have the opportunity to learn, grow, and develop as a consulting professional. 

Responsibilities:

Consulting Skills  

• Client delivery as part of an on-site or remote project team, able to define the framework and structure of deliverables, carrying out the production of complex deliverables 
• Manage the work, activities, and timelines of work for both them and their team, identifies priorities and workflows for interested parties 
• Utilizing a higher-level understanding of methodological concepts, coach teammates in preparing client deliverables utilizing tools like PowerPoint, Excel, Access, MS Project and Visio, designing key deliverables for projects and supporting other consultants in the production of their deliverables   
• Present complex ideas, critical points and decisions required to team members and client contacts, including middle and top management  
• Perform simple and complex research and business analysis to solve for customer business challenges/issues to present unique, tailored solutions utilizing both quantitative and qualitative data  
• Manage internal team by promoting teamwork, motivate and help consultants to improve 
• Demonstrate credibility and legitimacy with client, capable of challenging client approaches and provide new directions, allowing the customer to evolve and deepens relationship 
• Define the project framework and organization, managing one or different projects at a time, guarantees the follow-up of these assignments  
• Provide status reporting of progress, dependencies, issues, risks, and overall program health 
• Responsible for the work streams of a complex project and takes the lead on simple projects  
• Maintain program sites as a repository for all project information 

Business Expertise Skills 

• Support practice, thought leadership, and people development activities firmwide 
• Maintains a deep understanding of business concepts, issues and challenges and key knowledge to master a business expertise  
• Cultivate knowledge related to a specific business challenge, issue, or deepen understanding within a sector and function domain 
• Contribute to the development of new solutions in own areas of expertise 
• Takes a leading role within internal firm knowledge-share activities and organizations, ensuring complete knowledge and competency transfer to other consultants 
• Collaborate with clients’ leadership to improve processes and procedures in areas such as banking governance, risk management, regulatory compliance, treasury transformation, stress testing, and internal audit 
• Advise and provide clients with strategic recommendations on Risk Management issues facing the financial services sector, focusing on the identification, measurement, and management of Credit Risk, Market Risk, Liquidity Risks, etc. 
• Help clients understand and quantify risk exposures, evaluate risk strategies, and build and maintain risk models. This includes gathering and analyzing information, formulating, and testing hypotheses, and developing and communicating recommendations 
• Help build tools that enable our clients to efficiently utilize capital and liquidity resources, consistent with regulatory expectations 
• Focus on financial risk identification, measurement, mitigation, monitoring, and reporting of exposures to interest rate, commodity, equity, credit, and foreign exchange movements 
• Develop a point of view on key global trends, and how they impact clients 

Business Development Skills 

• Detect, trace, and qualify business opportunities  
• Relay information relevant to new business activities and prospects to manager, team, and business unit/line leaders 
• Drive sales efforts and lead internal corporate initiatives 
• Lead major projects and manage relationships with flagship and key accounts 

People Management Skills 

• Supervise a project team internally and on client assignment 
• Embody the firm’s values of excellence, entrepreneurship, innovation, teamwork, care and support, and employee wellbeing into your management style 
• Collaborate with engagement team to deliver high-quality work products 
• Apply strategic and critical thinking to develop recommendations that address client 
• challenges 
• Manage team of resources to ensure deliverables are provided on time 
• Provide guidance and mentoring to team 

Qualifications

• Bachelor’s degree required in Finance, Business Management, or a related field from an accredited college/university is required 
• 8+ years of management consulting experience  
• 5+ years spearheading projects related to Financial Services industry broadly and/or; 
  • Banking products and services (e.g. Capital Planning / Stress Testing (CCAR / DFAST), Traded Products Risk, Market Risk, Interest Rate Risk, Foreign Exchange Risk, Treasury, etc.) 
  • Business process design, modeling, and automation 
• Previous experience and background in Capital and/or Liquidity reporting 
• Ability to manage client relationships and networks, present to senior audiences, and 
• work day-to-day with senior and mid-level clients 
• Ability to multi-task competing priorities while maintaining a high degree of accuracy and 
• attention to detail 
• Demonstrated leadership experience 
• Based in Charlotte and eligible to work in the United States

Bonus points if you possess any of the following: 

• Master's degree in finance, Financial Engineering, Applied Mathematics, Statistics, Operations Research, Economics & Finance, Accounting & Finance, Business Analytics, etc. 
• Advanced Microsoft Office Skills (Excel, PowerPoint, Word) 
• Experience in, or exposure to, risk and regulatory issues across multiple areas in consumer-facing financial services, payments, commercial banking, investment banking, sales and trading, risk management in banking, emerging areas of regulation or regulatory dialogue (e.g., climate, ESG, digital assets) 
• Exposure to front office systems and market data and understanding of data flow between multiple systems including reporting tools 
• Ability to obtain, process, and analyze large data sets, including through the usage of SQL, SAS, and other data analysis tools 
• CFA / FRM / CAIA / CPA Certifications

Additional Information

Compensation & Benefits

• Annual Salary + Annual Discretionary Bonus
• Healthcare coverage that includes 3 medical plan options: Anthem – EPO HSA, EPO HSA MERP, and PPO; dental and vision through MetLife; and life insurance policies through Mutual of Omaha  
• Flexible Spending Account (FSA)  
• Paid Time Off   
• Parental leave paid at 100% of base pay for all new parents    
• 9 Company Holidays + 1 Floating Holiday   
• 401(k) Plan - 4% matching and vested on day 1   
• College save-up plan & college loan repayment plan  
• Monthly cell phone stipend   
• Pre-tax account for Parking and Mass Transit   
• Sia provides several wellness and incentive programs free of charge through the firm medical plan – Anthem - such as:   
  • Gym Reimbursement  
  • LiveHealth Online  
  • Well-being Coach  
  • Building Healthy Families Program   
  • And much more  

Charlotte Compensation Information  

Compensation for this role is between $115,000 and $150,000. Actual compensation within that range will be dependent upon the individual’s skills experience, qualifications, and market location. 

, Equity, , and Belonging 

At Sia, we believe in fostering a diverse, equitable and inclusive culture where our employees and partners are valued and thrive in a sense of belonging. We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward motivates dynamic collaboration with our clients, building trust by creating an inclusive environment of curiosity and learning which affects lasting impact. Please visit our website for more information.  

Sia Partners is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.  

Work Authorization & Sponsorship 

At this time, Sia does not intend to pursue employment with applicants who will require now or in the future visa by our company for work authorization in the United States (i.e., H1-B visa, F-1 visa (OPT), TN visa, or any other non-immigrant status).  

Workplace Guidelines

Sia is committed to providing a flexible workplace environment that supports client, business, and market needs. Consultants located in our primary market office locations—New York City, Charlotte, Seattle, and San Francisco—are expected to live within a reasonable commuting distance and attend the office at least three days per week. For Consultants outside of our primary markets, we can offer more flexible in-person requirements in accordance with your location. 

To learn more about our mission, values, and business sectors, please visit our website.

Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.