Consultant - Financial Services

Company Description

Cedar is a Forbes ranked global management consulting firm whose heritage includes being part of the founded by the creators of the Balanced Scorecard. Since 1985, Cedar's teams have been assisting clients in areas of strategy, process, strategic human capital, and technology, with a strong focus on the financial services sector www.cedar-consulting.com will tell you more.

Cedar’s group unit, IBS Intelligence (www.ibsintelligence.com), based in the UK has been the definitive source for research, news-analysis and advisory specialized in Financial Technology markets, for over 30 years. Cedar Hill Capital is an independent FinTech venture capital fund with a sharp lens on B2B FinTech and Financial Services-infrastructure companies. The Innovation Lab in Dubai and Mumbai brings banks & suppliers together with an opportunity to access the relevant Middle East and India market opportunity

Role Description:

Consultant/ Senior Consultant (Mumbai)

Handle project execution/ delivery through research, analysis, and report preparation while engaging with senior clients and facilitating workshops or training. Contribute to business development and thought leadership initiatives, leveraging strong analytical, problem-solving, and presentation skills. Thrive in a collaborative, multicultural environment with a focus on delivering high-quality, timely project outcomes.

Key Accountabilities:

1. Client Engagement & Stakeholder Communication

• Engage with CXOs, senior client personnel, and mid-level executives; facilitate interviews, workshops, focus groups, and training sessions while ensuring alignment of expectations and deliverables.
  

2. IT & Digital Banking Strategy Support

• Contribute to IT and digital banking roadmaps, transformation programs, supplier selection, and strategy documents; conduct market research, benchmarking, and business case/ROI analysis.
  

3. Program & Project Management Assistance

• Support project execution end-to-end, tracking scope, milestones, risks, timelines, and budgets; assist agile, DevOps, and digital transformation initiatives and prepare executive dashboards/reports.
  

4. Data Analysis & Process Improvement

• Analyze workflows, technology architectures, and operations to identify efficiency improvements; leverage analytics and data-driven insights for process automation, API integration, and KPI definition.
  

5. Documentation & Deliverable Creation

• Develop presentations, whitepapers, functional specs, interim/final reports, and other client deliverables; ensure clear communication using PowerPoint, Excel, Word, and Cedar’s proprietary tools.
  

6. Vendor & Team Collaboration

• Support vendor evaluation, RFPs, PoCs, and technology implementation; collaborate within the consulting team, contribute to knowledge-sharing initiatives, and support thought leadership and business development activities.
  

Qualifications

• MBA from a top-tier B-School
  
• 3–8 years of relevant work experience in BFSI, FinTech, or financial services.
  
• Excellent academic pedigree and consistent strong performance.
  
• Good understanding of financial services and the financial technology landscape.
  
• Strong verbal and written communication skills.
  
• Passion for knowledge and adding value to client engagements.
  
• Willingness and enthusiasm for international travel.
  
• PMP, Prince2, CSM/ CSPO or Six Sigma certifications would be an advantage.