Planning Implementation Consultant
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Job Description
Planning implementation consultant configuring budgeting and forecasting software for banks and credit unions. Delivering training, data validation, reporting, and sustainable FP&A processes.
Responsibilities:
- Deliver successful implementations of Empyrean's Budgeting and Planning solution from project initiation through go-live
- Translate clients' 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 independently administer the solution and build reporting
- Advise clients on data management, reporting, and financial planning and analysis best practices
- Liaise between client users and Empyrean's product management team
- Apply and improve AI-assisted tools and repeatable delivery processes
- Safeguard sensitive customer data by following applicable policies and approved transmission channels
- Perform other assigned duties as needed
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 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, including data-handling and confidentiality considerations
- Preferred: Working knowledge of bank financial planning concepts, including net interest margin forecasting, non-interest income and expense modeling, and capital and payroll planning
- Preferred: Understanding of a bank's balance sheet and loan payment calculations
- Preferred: Familiarity with fixed-income cashflow calculation and fixed-income math
- Preferred: Experience implementing planning or FP&A solutions at a financial institution
- Preferred: Experience with financial data management, ETL tools, and Microsoft Power Query
- Preferred: Knowledge of SQL or other data-analysis tools
- Preferred: Prior consulting, implementation, or customer-success experience
- Preferred: Experience building or improving repeatable, AI-assisted workflows
Benefits:
- Flexible remote work arrangement
- Additional incentive plans for select roles or locations, shared during the interview process
- AI tools available to every employee from day one
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