Technology and Transformation Senior Consultant

Posted 4 Days Ago
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Long Beach, CA, USA
Hybrid
115K-135K Annually
Senior level
Financial Services
The Role
Leads technology and business transformation consulting engagements for middle-market and private equity-backed clients. Responsibilities include assessing processes and technology environments, developing transformation roadmaps and business cases, leading ERP and technology initiatives, identifying AI and automation opportunities, managing project workstreams, presenting recommendations to executives, mentoring associates, and supporting proposals and thought leadership.
Summary Generated by Built In
Come for the Challenge. Stay for the Experience.
At HCVT, we believe every challenge presents an opportunity to positively impact our clients and people. Talented and ambitious individuals who seek limitless professional opportunities thrive at HCVT. Our team is known for its technical skill and ability to help clients address complex business issues all while investing in and supporting our people to provide a rewarding employee experience.
 
What We Do and Who We Serve
We offer Tax, Audit, Advisory, and Business Management services to our clients, which include private and public companies, high-net-worth individuals, and family offices. We also specialize in serving clients across the following industries: Private Equity, Real Estate & Hospitality, Media & Entertainment, High-Net-Worth Individuals, Manufacturing & Distribution, Professional Services Firms, Technology, Healthcare, Nonprofit Organizations, and Affordable Housing.  
 
We Live Our Core Values
Our values guide us in our day-to-day interactions with our clients and each other—Integrity at our Core; Building Success Together; Passion for Excellence; and Diversity, Equity, & Inclusion. We are focused and committed to the needs of our clients and our team.
 
Discover How Far You Can Go.
Opportunities abound at HCVT. Our firm has experienced steady growth since its founding in 1991 and continues to expand its client service offerings, creating new opportunities for professionals to grow their careers. We make significant investments in training and provide interesting, diverse, and intellectually stimulating work for our teams—the kind of work that helps you develop and refine your skills to advance in the profession. 
 
Hybrid Work
HCVT currently offers a hybrid work model that allows eligible employees to work both remotely and in the office, based on business needs and team coordination. When working remotely, employees are expected to meet the same performance standards, adhere to the same policies, and maintain the same level of communication, collaboration, and responsiveness as working in the office. Please note that this arrangement is not guaranteed and subject to change at any time. We will strive to provide reasonable notice of any changes to your work location or schedule whenever possible.

The Senior Consultant plays a key role in delivering strategic technology and business transformation engagements for middle-market and private equity-backed clients. This individual partners with client leadership teams to assess operations, identify improvement opportunities, develop transformation roadmaps, and support the implementation of technology-enabled solutions.

The Senior Consultant serves as a day-to-day project leader, managing workstreams, mentoring associates, and acting as a trusted advisor to client stakeholders. Engagements may include technology strategy, process improvement, organizational design, ERP implementation, data and analytics initiatives, AI and automation programs, and change management efforts.

You will be responsible for, but not limited to, the following:

    Client Delivery

    • Lead workstreams across technology and transformation engagements.
    • Evaluate client business processes, technology environments, operating models, and organizational structures to identify significant operational, financial, and technology risks.
    • Facilitate client interviews, workshops, and discovery sessions.
    • Analyze alternative solutions and recommend appropriate courses of action based on client objectives, constraints, risks, and implementation feasibility.
    • Develop technology strategies, business cases, transformation roadmaps, and implementation plans that influence significant client business decisions.
    • Lead components of ERP evaluations, system-selection initiatives, and technology implementations, including requirements definition, solution evaluation, process design, testing strategy, and deployment planning.
    • Advise clients in identifying and prioritizing AI and automation opportunities.
    • Develop executive-level presentations and recommendations.
    • Present findings and recommendations to client management teams and executives.
    • Exercise independent judgement in escalating project risks and recommending correction action.
    • Project Management

      • Coordinate and manage project activities and deliverables across cross-functional teams.
      • Evaluate and manage project timelines, risks, dependencies, and stakeholder communications.
      • Monitor project progress and ensure engagements remain on budget and on schedule.
      • Support engagement economics and project reporting.
      • Team Leadership

        • Provide coaching and feedback to associates and contribute input regarding their development and engagement performance.
        • Review work products for quality, accuracy, and alignment with client objectives.
        • Delegate tasks appropriately and ensure high-quality client deliverables.
        • Foster collaboration and knowledge sharing within the practice.
        • Practice Development

          • Contribute to methodology development, templates, and intellectual capital.
          • Participate in proposal development and client pursuit activities.
          • Support thought leadership initiatives related to technology, transformation, AI, and operational excellence.

To be successful, these are the skills, qualities and experience you will need:

    Required

    • Bachelor's degree in Business, Information Systems, Engineering, Finance, Accounting, Economics, or related field.
    • 3-5 years of experience in:
      • Management consulting
      • Technology consulting
      • Business transformation
      • Internal strategy or transformation functions
      • Strong analytical and problem-solving skills.
      • Experience leading project workstreams and managing multiple priorities.
      • Exceptional PowerPoint, Excel, and executive communication skills.
      • Experience working directly with senior client stakeholders.
      • Optional

        • MBA completed.
        • Experience supporting ERP implementations or technology transformation projects.
        • Familiarity with AI, automation, and process optimization initiatives.
        • Certifications such as PMP, Lean Six Sigma, Prosci, Scrum, or change management credentials.
        • Travel

          • Approximately 10-15% travel as needed.

You Matter - HCVT provides a variety of benefits and perks that help sustain a healthy and thriving work environment.

  • Visit the Benefits section to learn more

This salary range is specific to the state(s) listed and takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill set and education; experience and training; licensure and certifications; and other business and organizational needs. A reasonable estimate of the range for this position is $115,000 to $135,000.
 
Connect with us: 
LinkedIn, Instagram, Facebook, HCVT Website
 
#LI-KT1
#LI-Hybrid

The ordinance requires employers to state, in all job solicitations, postings and advertisements, that the employer will consider applicants in a manner consistent with the requirements of the Fair Chance Initiative.  
 

Skills Required

  • Bachelor's degree in Business, Information Systems, Engineering, Finance, Accounting, Economics, or a related field
  • 3-5 years of experience in management consulting, technology consulting, business transformation, or internal strategy or transformation functions
  • Strong analytical and problem-solving skills
  • Experience leading project workstreams and managing multiple priorities
  • Exceptional PowerPoint, Excel, and executive communication skills
  • Experience working directly with senior client stakeholders
  • MBA
  • Experience supporting ERP implementations or technology transformation projects
  • Familiarity with AI, automation, and process optimization initiatives
  • PMP, Lean Six Sigma, Prosci, Scrum, or change management certification
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The Company
HQ: West Whittier, CA
683 Employees
Year Founded: 1991

What We Do

We are a Top 30 CPA firm headquartered in Los Angeles, providing tax, audit and assurance, business management, mergers & acquisition, and valuation advisory services to clients across a wide variety of industries. Our engagement teams are business-focused, and our business model is built on partner access and advice. We have been recognized by Inside Public Accounting as one of the “Best of the Best” firms for a record 17 consecutive years, validating we do the right things for our people, our clients, and our communities. With a team of over 700 members operating from nine offices throughout California, and offices in Arizona, Texas, and Utah, we have the scale and bench strength to meet your needs—whether a business, nonprofit organization or a high net worth individual. We are known in the marketplace as a firm with deep technical skills addressing the most complex tax issues associated with partnerships and pass-through entities. Clarifying and resolving complex issues is what we do. How we do it is what sets us apart from other CPA firms. To learn more about HCVT, visit us at www.hcvt.com. If you’d like to be a part of our team, connect with us at [email protected] or visit https://jobs.lever.co/hcvt.

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