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General information

Name
Manager, Consulting - Banking
Posting Title
Manager, Internal Audit - Banking
Ref #
2236221
Date Published
Monday, January 5, 2026
City
Dallas
State
Texas
Country
United States
Job Category
Other Consulting Services
Advertised Location
US-TX-Dallas
Working time
Full Time

Description & Requirements

You will have the opportunity to work with multiple clients and lead high performing teams to execute consulting projects for clients in the financial services industry (primarily community banks).  The position will require working in a team environment to achieve a common goal and building relationships with fellow team members and clients.  The common areas of consulting for this position include compliance and overall problem solving.
 
This position offers an excellent opportunity for candidates who possess strong attention to detail, sensitivity to deadlines and leadership and management capabilities. Dedication to client service is essential, including consistent positive interactions with clients and the demonstration of effective communication and people skills. The successful candidate will be an independent worker with excellent project management and time management skills. 

What You Will Do:
  • Provide clients with subject matter expertise related to financial institution compliance
  • Effectively manage concurrent engagements (including planning, supervising, and executing projects) and meet deadlines without client and team disruption
  • Overall project management including planning, supervising, and executing consulting projects in the financial services industry
  • Perform root cause analysis related to project findings and draft formal deliverables for client management summarizing project findings and recommendations
  • Manage engagement fundamentals (e.g., realization, utilization, leverage)
  • Collaborate with clients and key stakeholders to understand business strategy and objectives, operational issues and challenges, and deliver solutions that optimize operations
  • Build, maintain, and collaborate with an array of client stakeholders, from c-level executives to front-line supervisors, in understanding operational areas and identifying areas for improvement
  • Communicate frequently with clients and key stakeholders ensuring that appropriate parties remain informed and involved in project developments
  • Develop a network of clients and industry resources and deploy marketing techniques to contribute to the growth of the financial services team.
  • Create marketing related goals, identify prospects and execute related marketing initiatives to contribute to the strategic mission of the financials services team
  • Assist in managing, developing and coaching professional staff
  • Participate in speaking and article writing opportunities
  • Complete CPE specific to the financial services industry
 

Minimum Qualifications:
  • Bachelor’s degree in Finance, Accounting, Business or other related field
  • 5 or more years of relevant experience in consulting, public accounting or at a financial institution
  • Proficiency in Microsoft Office Suite, specifically Excel and Word

Preferred Qualifications:
  • CFSA, CRCM, CAFP, CAMS, CPA, AAP, APRP and/or CIA a plus
  • Knowledge of, and experience working with, federal and state banking regulations


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