Bank Performance Management Consultant

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the main point of contact for client support inquiries related to Empyrean's Profitability and Budgeting & Planning solutions, managing the process from initial triage through to resolution.

• Diagnose configuration, data, reporting, and calculation problems within existing profitability and planning models.

• Engage with dimensions, hierarchies, allocation logic, driver-based assumptions, and forecasting methodologies.

• Assist clients in interpreting profitability reports across various views, including customer, instrument, product, and organizational perspectives.

• Guide clients through the processes of budgeting, forecasting, and variance reporting to identify root causes of issues.

• Keep thorough documentation of support cases and enhance the internal knowledge base.

• Refer complex configuration or product challenges to implementation consultants or product management, ensuring follow-through to resolution.

• Provide clients with advice on best practices for data management, reporting, FP&A, and profitability assessment.

• Act as a liaison between client users and Empyrean's product management team, translating client requirements into product development priorities.

• Utilize AI-assisted tools and repeatable processes to efficiently resolve support issues and enhance those processes.

• Protect sensitive customer data by adhering to relevant policies, controls, and approved data transmission methods.

• Undertake additional duties and assignments as required and directed.

⛳️ Requirements

• Bachelor's degree in finance, accounting, economics, mathematics, or a related field, or equivalent professional experience.

• Background in banking, financial services, FP&A, or financial technology.

• Strong understanding of the banking sector, accounting principles, and financial statements.

• Proficient in Excel with experience handling large datasets.

• Excellent attention to detail along with strong planning and organizational abilities.

• Experience with business intelligence platforms such as Tableau or Power BI.

• Comfortable adhering to and enhancing structured processes, particularly under the demands of an active support queue.

• Proven AI literacy in a professional context, demonstrating sound judgment regarding AI applications and an understanding of data handling and confidentiality issues.

• Familiarity with bank profitability concepts, including Funds Transfer Pricing, cost allocation, and profitability measurement.

• 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.

• Acquainted with fixed-income cash flow calculations and fixed income mathematics.

• Knowledgeable about risk-based/regulatory capital attribution and allowance (ACL/ALLL) calculations.

• Experience in supporting or implementing planning or profitability solutions at financial institutions.

• Background in financial data management, ETL tools, and Microsoft Power Query.

• Proficient in SQL or other data analysis tools.

• Previous experience in customer support, consulting, implementation, or customer success roles.

• Experience in creating or enhancing repeatable, AI-assisted workflows.

🏝️ Benefits

• Additional incentive programs may be available for certain roles or locations.

• Flexible qualifications and encouragement to apply even if all requirements are not met.

• Opportunity for remote work.