Financial Services

The Financial Services industry has a wide range of customers and is the foundation of our complex global economy. In the same way, trust is the foundation on which the success of your company is built. Customers trust you to manage their assets and help them achieve major milestones, financial regulators trust you to comply with evolving requirements, and you entrust the legal and financial experts of your workforce to navigate all these challenges. Calculated Hire’s innate understanding of this is why we have designed our offerings to build both that trust and your business. Whether you are seeking niche talent, full-scale project teams, or individual contributors – Calculated Hire is here to be your trusted human capital solutions provider.

Regulatory & Compliance

Loan Operations

Deposits & Payments

Mergers & Acquisitions

Capital Markets

Regulatory & Compliance

Staying compliant with relevant financial regulations is only part of the battle when it comes to being a trusted member of the industry. Our experts help map, design, test, and implement the controls and best practices you need to go beyond simply responding to the latest mandates.

Risk Reporting & Monitoring

Internal Controls Design & Testing

Fraud & Claims Management

Compliance Support & Advisory

Loan Operations

Like most services of the modern world, today’s customers are expecting a quick and streamlined process. Throughout the loan lifecycle, both consumer and commercial, the ability to minimize risk and decrease time-to-funding is vital to maintaining this integral revenue stream. Our adaptable solutions provide not only the expertise to identify areas for optimization but also the bandwidth to execute.

Loan Origination & Underwriting

Closing & Post-Closing Support

Loan Administration Application Processing

Retail & Commercial Loan Servicing

Lending Analytics & Optimization


Deposits & Payments

New technologies, changing consumer preferences, and persistent fraudsters are all accelerating the transformation of deposits and payments. Are you ready to bring deposit growth and payment management to the forefront of your business’s focus? Our services enable you to provide the payment products, services, and interfaces that customers crave.

Automated Clearing House (ACH) Support

Wire Payments

Embedded Payments

Vault Servicing

Mergers & Acquisitions (M&A)

Although signing the big deal can be exciting, we know that there’s plenty of work leading up to that moment, and afterward, that needs to be completed to ensure a successful merger, divestiture, or acquisition. Our vast network of M&A Management Consultants, Process Design Resources, and Program Management Professionals adapt to your unique needs to convert on time and under budget.

M&A Diligence

Integration Strategy

Purchase & Sale Contract

Valuation Analysis

Workstream Design & Process Mapping

Program Management

Capital Markets

In a period of heightened volatility, our clients understand the need to adjust quickly to market demands and economic fluctuations. Calculated Hire supplies our clients with human capital solutions to optimize their businesses and meet regulatory requirements. Whether you need an educated Relationship Manager or senior-level bankers to restructure and execute financing solutions, our niche resources allow you to adjust efficiently and effectively.

Trade Settlements & Processing

Equities & Debt Securities Management

Foreign Exchange Markets

Asset-Backed Security Structuring

Middle & Back Office Transformation

Meet Joe Leonard

Financial Services - National Vertical Manager

Being local to one of the World’s Top 10 Centers for Global Finance has allowed me to immerse myself within the industry as I aid our clients in delivering complex initiatives, niche resource strategies, and innovative workforce development. When I reflect upon my career, I am most proud of the success and creation of my many lasting relationships with both our clients and consultants. Please reach out if you are interested in learning more about the many services we offer in the industries of Banking and Financial Services, I cannot wait to start working together!