Jobs at Cornerstone Advisors

Provide on-demand consulting services to financial institutions as a 1099 associate: deliver analysis, strategic recommendations, and project deliverables; lead workshops and client meetings; act as subject-matter expert on nonrecurring projects; protect intellectual property and collaborate with engagement teams to support core systems selection, strategic planning, M&A due diligence, operational effectiveness, and vendor advisory.

Negotiate complex banking technology contracts, build financial models and pricing benchmarks, analyze contract terms, develop negotiation strategies, manage 3+ month engagements, draft client deliverables, coordinate meetings, support RFPs, and deliver executive-level client service.

Client-facing consultant delivering technology strategy, vendor selection, and operations optimization. Perform assessments, develop roadmaps, analyze financials and data, lead project execution, set KPIs, manage change, and build trusted client relationships to drive technology-enabled business transformation.

Lead and build the in-house legal function focusing on commercial contracts, risk management, governance, and legal infrastructure. Draft, negotiate, and repaper agreements; create templates, playbooks, and contract database; manage outside counsel and support M&A coordination. Evaluate and implement AI-enabled contract review tools and define legal operating protocols.

Lead consulting engagements advising banks and credit unions on deposit operations and treasury management. Design scalable processes for account management, ACH and wire operations, evaluate treasury technologies, ensure regulatory compliance (BSA/AML, Reg CC), optimize back-office efficiency, and mentor junior consultants while delivering workshops and thought leadership.

Lead complex contract negotiations for banking and fintech clients, advise on negotiation strategy and contract structure, collaborate with consultants and legal teams, use pricing data and frameworks to drive outcomes, manage multiple engagements, protect IP, and provide real-time negotiation guidance.

Lead and support complex banking technology contract negotiations. Develop negotiation strategies, analyze contract terms and pricing, build financial models, manage multi-month client engagements, coordinate stakeholders, draft client deliverables, and contribute to internal knowledge and special projects.

Senior FP&A analyst responsible for budgeting, rolling forecasts, three-statement and long-range modeling, variance analysis, budgeting tool evaluation/implementation, dashboard and KPI reporting, executive and board reporting, cross-functional business partnership, and supporting M&A and due diligence.