FP&A Consultant
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Job Description
FP&A Consultant implementing Empyrean’s budgeting and planning platform for US banks and credit unions. Configuring financial models, validating data, training clients, and supporting go-live.
Responsibilities:
- Deliver successful implementations of Empyrean's Budgeting and Planning solution from project initiation through go-live
- Translate client budgeting, forecasting, and planning objectives into sustainable implementation approaches
- Configure planning models, driver-based assumptions, and forecast logic for financial planning areas
- Ensure client planning and forecasting data is complete, reconciled, and reliable
- Enable clients to produce budgets, forecasts, and variance reporting
- Train clients to administer the solution and build their own reports
- Advise clients on data management, reporting, and financial planning and analysis best practices
- Liaise between client users and Empyrean's product management team
- Apply AI-assisted tools and repeatable processes to improve delivery efficiency
- Safeguard sensitive customer data by following applicable policies and approved transmission channels
- Perform other duties and assignments as needed and directed
Requirements:
- Degree in finance, accounting, economics, or equivalent experience
- Experience in banking, budgeting, financial planning and analysis, 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 such as Tableau or Power BI
- Comfortable following and improving structured processes
- Demonstrated AI literacy in a professional environment
- Sound judgment regarding AI use, data handling, and confidentiality
- 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
- Experience implementing planning or FP&A 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 consulting, implementation, or customer-success experience
- Experience building or improving repeatable, AI-assisted workflows
Benefits:
- AI tools available to every employee from day one
- Additional incentive plans may be available for select roles or locations
- Flexible requirements and inclusive, diverse work environment
- Remote work arrangement
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