Hybrid Role:- Management Consultant with Financial Industry, TX

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Abhishek Bhardwaj

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Jun 25, 2026, 4:28:51 PM (14 days ago) Jun 25
to abhis...@kksoftwareassociates.com

Position:   Management Consultant with Financial Industry

Location:  Houston, TX

Description:-

8+ years of experience in data, analysis, and financial Profit & Loss (P&L) modeling background.
Required background in retirement services and advisor distribution
.

Deep financial modeling expertise.

Deep understanding of the financial services industry.

Experience in modeling of advisor sales and performance and construct comprehensive model to drive understanding that enables management decision making.

Lead modeling of advisor sales and performance and construct comprehensive model to drive understanding that enables management decision making.

Advanced knowledge of business processes and statistical models, as well as the ability to construct complex data queries and collaborate with colleagues.

Understanding how to use data to tell stories and drive for better business outcomes, translating business objectives into quantifiable metrics.

Build impactful plans, develop, and help business growth strategies and performance trends.

 

Regards,

Abhishek Bhardwaj |Sr. Account Manager

KK Associates LLC

8751 Collin-McKinney Pkwy, #1302, McKinney, TX 75070

Email Id:- abhis...@kksoftwareassociates.com

Web:-  www.kksoftwareassociates.com

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