Consultant

• Extract, validate, and reconcile historical financial data from NetSuite
• Ensure consistency between NetSuite reporting structure and budget framework
• Identify and resolve inconsistencies across locations or account usage
• Standardize financial data across departments and locations
• Clean and structure datasets for use in budgeting and reporting
• Reconcile all consolidated data back to NetSuite architecture
• Maintain a clean, auditable dataset throughout the budgeting process
• Build and manage budget input templates for department leaders
• Pre-populate templates with historical data and relevant context
• Ensure templates are simple, consistent, and easy to use for non-finance stakeholders
• Consolidate submitted inputs into a standardized format for use in the core model
• Track and manage input submissions across departments
• Follow up with stakeholders to ensure timely and complete inputs
• Support iteration cycles by updating and consolidating revised inputs
• Help maintain organization and version control across multiple workstreams

FP & A Consultant – Temporary

• Reviewing moderately complex subrogation demands from third-party carriers and waivers for estimates of damages from insureds and claimants
• Reviewing damage estimates, rental bills, tow bills, diminished value claims, etc. and contacting the third-party carrier to negotiate and settle the claim for subrogation
• Summarizing documents and entering into claim system notes
• Documenting a claim file with notes, evaluations, evidence, and decision-making process
• Compiling and reviewing moderate to highly complex demands for repair estimates and total loss valuations and providing damage estimates via photos
• Researching reasonable amounts and labor rates in the local market
• Evaluating diminished value in a moderate to highly complex claim
• Conducting conferences with third-party carrier to review, negotiate, and settle moderate to highly complex demands and negotiating an agreed price with the third party
• Providing and explaining moderate to highly complex estimates and subsequent settlement process
• Preparing, reviewing, reconciling, and triaging moderate to highly complex auto demand assignment requests

Auto Adjuster Technical Review Consultant I

• Complete project deliverables under the direction of leadership, including gathering and analyzing qualitative and quantitative information, testing hypotheses, building presentations and reports, helping to facilitate workshops and design sessions, and communicating findings and recommendations to client managers.
• Actively expand consulting and professional skills through project work, client interactions, mentoring, and formal learning.
• Support internal initiatives including learning and development, team gatherings, and continuous improvement efforts.
• Other duties as assigned or requested.

Transformation Consultant

• Utilize product knowledge to provide excellent customer service and sales, including areas of business services, consumer lending, deposit servicing, IRA, POA, and Fiduciary accounts
• Sign all line and loan documents that originate through outbound/inbound call center, ensuring each Member’s needs are fulfilled
• Assisting the community with financial wellness: This could involve financial education programs, assistance with budgeting, debt management, or access to financial planning resources

Member Consultant II

• As a Member Consultant II, play a key role in delivering a seamless and high-quality member experience
• Utilize product knowledge to provide excellent customer service and sales, including areas of business services, consumer lending, deposit servicing, IRA, POA, and Fiduciary accounts
• Sign all line and loan documents that originate through outbound/inbound call center, ensuring each Member’s needs are fulfilled
• Assisting the community with financial wellness: financial education programs, assistance with budgeting, debt management, or access to financial planning resources

• Deliver a seamless and high-quality member experience
• Utilize product knowledge to provide excellent customer service and sales, including areas of business services, consumer lending, deposit servicing, IRA, POA, and Fiduciary accounts
• Sign all line and loan documents that originate through outbound/inbound call center, ensuring each Member’s needs are fulfilled
• Assist the community with financial wellness including financial education programs, assistance with budgeting, debt management, or access to financial planning resources

• Utilize product knowledge to provide excellent customer service and sales, including areas of business services, consumer lending, deposit servicing, IRA, POA, and Fiduciary accounts.
• Ensure each Member’s needs are fulfilled through signing all line and loan documents that originate through outbound/inbound call center.
• Assist the community with financial wellness, which could involve financial education programs, assistance with budgeting, debt management, or access to financial planning resources.

• Conduct clinical assessments and review health data to evaluate member needs and program eligibility
• Assess member readiness, health literacy, and technology capability
• Engage members in chronic condition support and personalized coaching
• Provide individualized telephonic health coaching using motivational interviewing
• Support sustainable behavior change and promote positive health outcomes
• Empower members to make informed healthcare decisions
• Apply clinical guidelines, policy criteria, and regulatory standards
• Consult with supervisors and Medical Directors to address barriers
• Identify and escalate quality-of-care concerns
• Provide accurate health information to support understanding
• Develop and maintain individualized care plans
• Document all interactions per regulatory and accreditation requirements
• Monitor progress and adjust plans to meet member needs

Health Coach Consultant, Registered Nurse

• Translate business requirements into Dealer Management System (DMS) configurations or enhancements
• Act as the client’s point of contact during deployment and provide post-go-live support (hypercare)
• Work to understand business processes and possible improvements and be the liaison between business stakeholders and development team.
• Apply business process and system expertise to bring forth leading practices in Auto Dealerships
• Provide product training to dealer staff across departments (sales, service, parts, accounting)
• Manage and execute test plan activities, including requirements-based test plans to assess the quality of digital project deliverables, and facilitation of user acceptance testing
• Support robust change management programs to increase adoption for our clients
• Partner with project managers to identify project risk and issues. Work together to collaboratively develop and articulate mitigate strategies
• Participate in the development and deployment of implementation methodologies, trainings and toolkits through internal initiatives
• Support the growth and development of team members and clients through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
• Invest in your professional development individually and through participation in firm wide learning and development programs.

Senior Consultant, Tekion Implementation

• Client Relationship Consultants build relationships with customers via multiple channels including in-person, by appointment, and virtually
• Provide the best possible counsel while adapting a digital first mindset
• Strong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information
• Demonstrating and educating clients on available deposit and loan products and services
• Recommending solutions based on each customer’s unique goals and needs
• Builds and fosters relationships with clients through proactive outreach and follow up
• Identifies solutions for new and existing clients based on their needs
• Maintains a working knowledge of consumer and business banking products and services including digital products and services
• Provides a consistent optimal client experience, including greeting clients and processing basic transactions
• Develops collaborative partnerships with branch team members and partners to best serve clients
• Opens new consumer and business accounts, completes service requests and submits credit applications
• Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs
• Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.

Client Relationship Consultant

• Conduct on-site surveys at a key client facility to support project planning and execution
• Create site layouts and installation plans using internal tools
• Lead and support installation crews to ensure work is completed safely, accurately, and on time
• Perform installations as required
• Serve as McCue’s on-site representative, maintaining a professional and customer-focused approach
• Act as the primary point of contact in the field, ensuring clear communication with customers
• Identify potential opportunities and communicate them to the sales team
• Manage multiple projects in a fast-paced environment
• Ensure compliance with all safety standards and site requirements
• Proactively reach out to prospective customers, schedule meetings, and support business development efforts during non-project time
• Support lead generation and pipeline development within assigned territory in coordination with the sales team

Field Safety Consultant

• Manage end-to-end trade workflows in Aladdin, proactively resolving issues, validating cash and positions, and reducing operational risk through targeted Excel/SQL checks.
• Apply strong understanding of the full trade lifecycle and downstream dependencies to ensure accurate execution and minimize exceptions.
• Utilize Aladdin Front Office tools—including OMS, pre-trade compliance checks, live blotters, exposure dashboards, and analytics—to manage orders and monitor real-time positions.
• Leverage Aladdin post-trade views such as allocation status, confirmation/matching queues, and settlement ladders to anticipate operational issues.
• Identify and escalate operational risks early, communicating effectively with Trading, Post-Trade Operations, and external counterparties.

Front Office Consultant

• Support US Foods goals to achieve new sales growth and penetrate existing business
• Develop operating business plan and report monthly
• Build customer relationships at foodservice director and c-suite levels
• Utilize a consulting approach in the areas of contract maximization and operational challenges
• Assist with customer business reviews
• Develop and execute strategies utilizing Business/Menu Solutions tools
• Work collaboratively with the Senior Specialists on local and regional projects

Healthcare Foodservice Consultant

• Create new relationships and manage existing ones with Financial Advisors
• Increase sales and revenue of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment strategies
• Develop and implement a business plan for the territory
• Maintain a high level of expertise related to capital markets and investment management industry
• Coordinate all prospect meetings and sales support activities
• Exhibit strong business acumen and executive sales presence
• Maintain activity information in Neuberger Berman CRM database

Advisor Consultant, Broker Dealer

• Work with client to gather, analyze, and document their business requirements and workflows to develop a deep understanding of the requirements.
• Configure the mLINQS software according to client specifications, customizing features and functionalities to align with their business needs.
• Develop and deliver comprehensive training sessions for clients, ensuring they are well-equipped to utilize the software smoothly and effectively.
• Identify and address any technical issues or challenges that arise with the mLINQS software and collaborate with technical resources to find solutions.
• Facilitate clear and concise documentation including reviewing client user guides (if applicable), training materials, test plans, and configuration notes to enable knowledge transfer and user adoption.
• Develop test plans and conduct testing of the software to validate its functionality and performance meets the client’s requirements.
• Work closely with the cross-functional teams to ensure alignment with customer business requirements.
• Provide feedback from client interactions to contribute to the improvement of software features, user experience, and implementation processes.

Software Consultant

• Serve as a trusted biological expert for major utility vegetation management operations and maintenance activities.
• Ensure compliance with environmental regulations while balancing ecological integrity and project success.
• Mentor early-career scientists and elevate technical excellence across the team.
• Contribute to ERM’s reputation for delivering world-class environmental solutions on some of the most challenging projects globally.
• Lead preparation of CEQA/NEPA documents, ESA Biological Assessments, and CDFW 1602 permits.
• Oversee compliance with environmental regulations and permitting requirements.
• Review Biological Resource Assessments and provide QA/QC on deliverables.
• Mentor junior scientists and foster technical growth within the team.
• Prepare proposals, scopes, and cost estimates; support business development initiatives.
• Build strong client relationships and deliver projects on time, within scope and budget.

Senior Consultant, Scientist

• Serve as a trusted technical leader and Principal Investigator on complex cultural resources projects.
• Drive high-quality, compliant deliverables that meet federal, state, and local standards (NEPA/SEPA).
• Strengthen partnerships with agencies, Tribal Nations, and clients.
• Mentor and develop archaeologists while elevating team performance.
• Grow ERM’s cultural resources footprint through client engagement and business development.
• Lead and oversee archaeological studies, including surveys, excavations, and construction monitoring.
• Manage and mentor a team of archaeologists, supporting hiring, development, and performance.
• Author or oversee technical studies for projects ranging from local efforts to multi-state programs.
• Partner with leadership to grow client relationships and expand market opportunities.

Principal Technical Consultant, Archaeologist

• Lead Technical Implementations Own post-sale onboarding with a focus on LMS, HRIS, CRM, Convo Intelligence, SSO, and web embed integrations
• Configure complex workflows and reporting solutions
• Serve as the technical lead in customer rollout projects
• Customize and Build Content Create tailored roleplays, personas, and scorecards aligned with customer workflows
• Ensure training and content are embedded and role-relevant for end users
• Collaborate Across Teams Work with CSMs (adoption and training), Support (technical troubleshooting), and Sales Engineers (pre-sales and scoping) to create a seamless customer experience
• Clearly delineate responsibilities with other teams to reduce overlap and ensure efficiency
• Define standard operating procedures
• Collaborate on better professional services pricing and packages

Senior Professional Services Consultant

• Lead and drive the implementation process while delivering exceptionally high levels of service to ensure the optimal solution for our customers with our Celonis technology
• Transform the customer’s data using SQL to create the data model for your process analysis
• Design and implement innovative analyses and execution apps and enrich them with Machine Learning algorithms or Task Mining to make the customer’s processes transparent and automated
• Analyze the data to identify process inefficiencies and understand the root causes to jointly suggest approaches to overcome them
• Quantify the business and financial potential and present the most relevant KPIs to the management
• Translate business requirements into technical specifications
• Conduct value creation workshops and align measures to improve process inefficiencies
• Set the foundation of the path to value to make the long-term customer success journey happen

See all jobs on JobTailor

FP & A Consultant – Temporary

Auto Adjuster Technical Review Consultant I

Transformation Consultant

Member Consultant II

Member Consultant II

Member Consultant II

Member Consultant II

Member Consultant II

Health Coach Consultant, Registered Nurse

Senior Consultant, Tekion Implementation

Client Relationship Consultant

Field Safety Consultant

Front Office Consultant

Healthcare Foodservice Consultant

Advisor Consultant, Broker Dealer

Software Consultant

Senior Consultant, Scientist

Principal Technical Consultant, Archaeologist

Senior Professional Services Consultant

Senior Consultant – Public Sector