Job Openings: https://www.dropbox.com/sh/sxi6bqaml59kq6c/AABN85R0q7UDyPZwyWO6VpU-a?dl=0

Actualize Consulting is a professional services firm specializing in optimizing financial services technology and operations.  With headquarters in New York and the DC Metro areas; our clients include corporations in all industries, mortgage firms, banks and other financial institutions, and Federal and State Government Agencies and range from Fortune 100 firms to privately owned enterprises.  

Approximately 70% of Actualize’s annual projects are for existing clients. We take pride in the partnerships we have developed, the value we provide, and our best in class service. 

Our industry expertise includes: 
•	Derivatives and Capital Markets
•	Mortgage and Fixed Income Operations

Our asset class Experience includes
•	Derivatives
•	Funding
•	Mortgage
•	Mortgage Backed Securities
•	Other Assets/Asset Backed Securities (e.g. bonds, autos, credit cards, student loans)

Our functional specialties include:
•	Business Process Re-Engineering
•	Data Management 
•	Derivatives Processing
•	Derivatives Valuation
•	Enterprise Business Architecture
•	Financial Analysis
•	Hedge Accounting
•	Mortgage Conduit Integration
•	Portfolio Management Analysis
•	Reporting and Analytics
•	Risk Management Oversight
•	Software Vendor Selection 
•	Technology Implementations

If you are interested in a position at Actualize Consulting; please forward your resume to recruiting@actualizeconsulting.com

Actualize Consulting

The Toronto office focuses on strategic management and consulting services, supporting clients with advanced insights and solutions.

Toronto

Actualize Consulting's headquarters in Reston, VA, United States

The New York office focuses on capital markets, treasury management, and consulting services for financial institutions.

New York

Stephanie DeMarco-Cohen

Geran Combs

Irving Goldfinger

The Management team at Actualize Consulting oversees the strategic planning and execution of projects, ensuring alignment with organizational goals and client needs. They provide expert guidance in areas such as financial analysis, risk management, technology implementation, and business process re-engineering, while fostering strong client relationships and driving continuous improvement within the firm.

Management

This department provides expert advice and support to clients in various fields.

Consulting Services

This department focuses on managing financial resources and advising on capital market strategies.

Capital Markets & Treasury

This department oversees strategic direction and organizational management.

Leadership Governance

This department specializes in managing mortgage and fixed income assets and practices.

Mortgage and Fixed Income

The Leadership Team at Actualize Consulting is responsible for steering the company's strategic direction, overseeing major client relationships, and ensuring the execution of top-tier financial services and technology optimization. Comprised of the CEO, Managing Directors, and a Principal, this team's collective expertise in derivatives, capital markets, and mortgage operations drives the firm's growth and strengthens client partnerships.

Actualize Consulting

Org chart

Teams

Management

Consulting Services

Capital Markets & Treasury

Leadership Governance

Mortgage and Fixed Income

Leadership Team

Offices

Actualize Consulting

Org chart

Teams

Management

Consulting Services

Capital Markets & Treasury

Leadership Governance

Mortgage and Fixed Income

Leadership Team

Offices

Related companies