Financial Planning and Performance Support Consultant
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Job Description
Support Consultant maintaining Empyrean’s banking profitability and planning solutions. Troubleshooting models, reporting, data, and calculations for financial institution clients.
Responsibilities:
- 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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