Engage fi

Learning and Development

• Provide guidance, expertise, and support to Engage fi clients as a strategic partner and training subject matter expert
• Support critical transformation initiatives, including core and digital conversions and mergers and acquisitions
• Assess, design, and implement training strategies for seamless transitions, optimized client experience, and operational readiness
• Build and maintain strong client relationships by analyzing needs, recommending solutions, and guiding internal stakeholders
• Oversee complex client projects and apply industry best practices to execute strategies and mitigate risk
• Develop, customize, and maintain project artifacts such as RFPs and project timelines
• Maintain project scope, schedule, and budget according to the statement of work
• Facilitate project workshops, vendor sessions, project meetings, and other critical project events and communications
• Provide subject matter expertise to track, address, and escalate risks, gaps, and issues
• Develop and sustain relationships with strategic vendors
• Study financial industry market trends and evaluate vendor solutions, competitors, system updates, and functionality
• Conduct training needs assessments aligned with institution-specific goals and compliance requirements
• Develop training plans for frontline and back-office staff during core and digital platform conversions
• Guide training curricula and delivery methods, including in-person, virtual, and hybrid formats
• Assist with change management initiatives and staff adoption
• Guide refresher and gap training effectiveness
• Assist with process review, improvement, implementation, and development of project artifacts and tools
• Track and record project billing hours and budgets
• Mentor and train other Engage fi team members

Strategic Consultant, Training Services

Consultant

• Build and maintain strong client relationships by analyzing client needs and recommending solutions
• Oversee complex client projects and apply industry best practices
• Develop, customize, and maintain project artifacts such as RFPs and project timelines
• Maintain project scope, schedule, and budget according to the plan or statement of work
• Facilitate project workshops, vendor sessions, meetings, communications, and other critical project events
• Provide subject matter expertise for conversion, implementation, and merger of bank and credit union solutions
• Track, address, and escalate project risks, gaps, and issues
• Develop and sustain relationships with strategic vendors
• Study financial industry market trends and participate in solution demonstrations
• Monitor vendor changes, competitors, system updates, and functionality
• Represent client and Engage fi interests in vendor interactions
• Assist with process review, improvement, implementation, and development of best-practice tools
• Track and record project billing hours and budgets
• Mentor and train Engage fi team members

Strategic Consultant, Conversion Services

Accounting Manager

• Maintain accurate and up-to-date financial records, including accounts payable, accounts receivable, general ledger entries, and expense reimbursements
• Process vendor invoices, verify accuracy, ensure timely payments, and resolve vendor discrepancies and inquiries
• Generate customer invoices, monitor accounts receivable aging, follow up on overdue payments, and resolve billing issues
• Perform regular bank reconciliations
• Assist with month-end closing by preparing journal entries, reconciling accounts, and generating financial reports
• Assist in preparing financial statements, variance analyses, and ad hoc financial reports
• Ensure compliance with accounting principles, company policies, and relevant regulations
• Support internal and external audits by preparing documentation, responding to inquiries, and addressing audit findings
• Identify process improvements and efficiency gains within the accounting function
• Collaborate with procurement, sales, operations, and finance teams to address financial issues and support organizational goals
• Reports directly to the Chief Financial Officer

Strategic Consultant, Training Services

Strategic Consultant, Conversion Services

Accounting Specialist