Financial Planning and Performance Support Consultant

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $55k - $70k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 0%

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Logo of Empyrean Solutions

Empyrean Solutions

51 - 200 employees

Founded 2008

💳 Fintech

☁️ SaaS

🏦 Banking

💰 Private Equity Round - Empyrean Solutions on 2024-11

Fintech • SaaS • Banking

Empyrean Solutions is a software and services company that provides integrated risk, balance sheet and performance management solutions for banks and credit unions. Their product suite includes Empyrean ALM® for asset-liability management and liquidity stress testing, Model IQ™, CECL, capital planning, funds transfer pricing, budgeting & planning, profitability analytics, and a unified data platform (Empyrean Dataverse®). They offer cloud deployment (Empyrean Cloud®), outsourced balance sheet management and advisory services, targeting treasury, FP&A, risk and compliance teams at financial institutions to deliver consistent data, forecasting, and reporting.

📋 Description

• Serve as a primary point of contact for client support requests related to Empyrean's Profitability and Budgeting & Planning solutions, from initial triage through resolution • Troubleshoot configuration, data, reporting, and calculation issues within existing profitability and planning models • Troubleshoot dimensions, hierarchies, allocation logic, driver-based assumptions, and forecast logic • Help clients interpret profitability reporting across customer, instrument, product, and organizational views • Guide clients through budgets, forecasts, and variance reporting toward root-cause fixes • Maintain clear documentation of support cases and contribute to the internal knowledge base • Escalate complex configuration or product issues and follow through to resolution • Advise clients on best practices for data management, reporting, FP&A, and profitability measurement • Liaise between client users and Empyrean's product management team • Apply AI-assisted tools and repeatable processes to improve support efficiency and consistency • Safeguard sensitive customer data by following applicable policies, controls, and approved transmission channels • Perform other duties and assignments as needed and directed

🎯 Requirements

• Degree in finance, accounting, economics, mathematics, or a related discipline, or equivalent experience • Experience in banking, financial services, FP&A, or financial technology • Solid understanding of the banking industry, accounting, and financial statements • Strong knowledge of Excel and experience working with large datasets • Strong attention to detail and good planning and organization skills • Experience with business intelligence tools (Tableau, Power BI, etc.) • Comfortable following and improving structured processes, especially under the pressure of an open support queue • Demonstrated AI literacy in a professional environment and sound judgment about when and how to apply it, including awareness of data-handling and confidentiality considerations • Working knowledge of bank profitability concepts, including Funds Transfer Pricing (FTP), cost allocation, and product, customer, instrument, and organizational profitability measurement • Working knowledge of bank financial planning concepts, including net interest margin forecasting, non-interest income and expense modeling, and capital and payroll planning • Understanding of a bank's balance sheet and loan payment calculations • Familiarity with fixed-income cashflow calculation and fixed income math • Familiarity with risk-based / regulatory capital attribution and allowance (ACL/ALLL) calculations • Experience supporting or implementing planning or profitability solutions at a financial institution • Experience with financial data management, ETL tools, and Microsoft Power Query • Knowledge of SQL or other data-analysis tools • Prior customer support, consulting, implementation, or customer-success experience • Experience building or improving repeatable, AI-assisted workflows

🏖️ Benefits

• Additional incentive plans may be available for select roles or locations • Flexible requirements and encouragement to apply regardless of meeting every qualification • Equal opportunity employer committed to a diverse and inclusive environment

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