Develop insurance-sector business by leveraging executive relationships, identifying consulting opportunities, making strategic introductions, advising on industry needs, supporting proposals and deal progression, maintaining CRM records, and meeting quarterly pipeline and closed-business targets. The role is part-time and remote, with occasional travel and potential opportunities to participate in consulting engagements.

Develops financial services business for a management consulting firm by leveraging executive relationships, identifying opportunities, making introductions, advising on industry trends, and supporting prospects through closed business. The role collaborates on growth strategies, proposals, SOWs, CRM tracking, prospect meetings, and performance targets. It is a flexible, remote, part-time position requiring approximately 10–30 hours monthly, with occasional travel and potential opportunities for additional consulting project work.

Leads finance and accounting business analysis, including stakeholder interviews, workflow assessment, requirements elicitation, process mapping, vendor and technical-team coordination, system implementations, data conversions, UAT, business validation, defect tracking, and sign-off. Supports accounting transformations across invoicing, AR, AP, close, reporting, treasury, and related processes while recommending process improvements and ensuring solutions meet business needs.