Financial services analytics and regulatory advisory for banks, credit agencies, and GSEs
FI Consulting advises federal regulators and financial institutions on capital markets, mortgage finance, and credit program design. The tech stack reveals a shift toward AI-assisted development: ChatGPT, GitHub Copilot, and Azure OpenAI are actively adopted alongside a mature Microsoft stack (Dynamics 365, Power Platform, Azure). Current project focus—data migration, Dataverse schema design, forecasting engines, valuation models—points to clients wrestling with legacy system modernization and compliance-grade data governance at scale.
FI Consulting serves federal regulators (including credit agencies and GSEs) and commercial financial institutions with expertise in mortgage finance, capital markets, portfolio risk, and credit program architecture. Founded in 2002 and based in Arlington, VA, the firm operates at the intersection of regulatory compliance and quantitative analytics. Work spans data strategy overhauls, loss forecasting models, scenario analysis for capital adequacy, and enterprise migration from legacy platforms (often bespoke PIM systems) to cloud infrastructure. The consulting-forward headcount mix reflects both strategic advisory engagements and hands-on analytical delivery.
Primary stack: Microsoft (Azure, Power Platform, Dynamics 365, Power BI, Dataverse, Azure DevOps), Python, R, SQL, AWS. Recently adopting ChatGPT, GitHub Copilot, and Azure OpenAI for development acceleration.
Data migration from legacy systems, Dataverse enterprise schema design, forecasting engines, valuation models, scenario/sensitivity analysis platforms, and Azure DevOps pipeline modernization for financial institutions.
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