At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients optimise their financial performance, improve decision-making, and achieve their financial goals. As a finance consulting generalist at PwC, you will possess a broad understanding of various aspects of finance consulting. Your work will involve providing comprehensive guidance and support to clients in optimising their financial performance, improving decision-making, and achieving their financial goals. You will be responsible for analysing client needs, developing financial solutions, and offering recommendations tailored to specific business requirements.
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Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
- Respond effectively to the diverse perspectives, needs, and feelings of others.
- Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems.
- Use critical thinking to break down complex concepts.
- Understand the broader objectives of your project or role and how your work fits into the overall strategy.
- Develop a deeper understanding of the business context and how it is changing.
- Use reflection to develop self awareness, enhance strengths and address development areas.
- Interpret data to inform insights and recommendations.
- Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the Financial Markets Business Advisory Generalist team you manage the identification and addressing of client needs related to Treasury functions and financial instruments. As a Senior Associate you analyze complex problems, mentor others, and maintain standards while building client relationships and developing a deeper understanding of the business context. You are responsible for advising large organizations on improving efficiency and effectiveness in Treasury Finance transaction processing, close and consolidation, budgeting and forecasting, and internal and external reporting.
Responsibilities
- Advise on improving efficiency and effectiveness in Treasury functions
- Analyze complex financial problems and develop strategic solutions
- Mentor and guide junior team members to maintain quality work
- Build and maintain client relationships
- Develop a understanding of client business contexts
- Perform analyzes related to transaction processing and reporting
- Utilize firm methodologies to deliver quality work
- Uphold professional and technical standards
What You Must Have
- Bachelor's Degree
- 3 years of experience
- Before starting with PwC, need to be eligible to sit for the primary credential exam relevant to the practice area, such as having 150 credit hours to sit for the CPA exam in certain states. Credential needs to be obtained prior to being promoted to Manager.
What Sets You Apart
- Master's Degree in Management Information Systems & Accounting preferred
- Significant industry experience in Treasury and financial instruments
- Proven knowledge of US GAAP and hedge accounting requirements
- Knowledge in valuing derivatives and financial transactions
- Experience in improving efficiency in Treasury Finance processes
- Ability to develop and deliver business proposals and presentations
- Communication and relationship-building skills
- One or more of the following credentials or certifications is preferred for Senior Associate (but required for promotion to Manager): CPA License, Level 3 of the CFA, JD, PhD, MBA or Master's degree in Finance, Tax, Quantitative Statistics, Financial Engineering, Economics, Real Estate Finance or Hospitality A State Appraiser License, Member of Appraisal Institute (MAI), Member of American Society of Appraisers (ASA) or achieve certification of CRE, CRI and/or CCIM, CHA, or PMP
Learn more about how we work: https://pwc.to/how-we-work
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer.
For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines
The salary range for this position is: $82,000 - $204,500, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance
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