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FP&A Consultant
Empyrean Solutions. Deliver successful implementations of Empyrean's Budgeting and Planning solution from project initiation through go-live .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial planning and analysis, including budgeting, forecasting, and data management, while leveraging AI-assisted tools to enhance implementation efficiency. Proficient in liaising with clients to ensure reliable financial data and effective reporting practices.
Highest-signal resume keywords
Financial Planning And AnalysisBudgeting And ForecastingAI LiteracyBusiness Intelligence ToolsData Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial PlanningBudgetingForecastingData AnalysisSQLExcelETL ToolsPower QueryFixed-Income Cashflow CalculationFinancial Statement Analysis
Soft Skills
Attention To DetailPlanning And OrganizationSound Judgment
Tools & Technologies
TableauPower BIAI-Assisted Tools
Industry Keywords
Banking IndustryFinancial TechnologyFinancial Data ManagementConsulting ExperienceImplementation Experience
Tech Stack
Tools & technologiesETLSQLTableau
About the role
Key responsibilities & impact- 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
What you’ll need- 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
Comp & perks- 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