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Consultant – Finance Function Operations Consulting, Banking & Insurance
Primexis Talents. Work with the Finance Departments of major clients in the Banking and Insurance sectors .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Finance Transformation Projects, including project governance, data quality improvement, and regulatory compliance. Proficient in leading functional testing and change management while effectively communicating with stakeholders.
Highest-signal resume keywords
Finance Transformation ProjectsProject GovernanceData Quality ImprovementFunctional TestingChange 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
Finance Function KnowledgeManagement Control SystemsReporting Information SystemsImpact AnalysisTest Strategy DefinitionFunctional Specifications DocumentationOperational Business Controls OptimizationProject ManagementBusiness Requirements DocumentationRegulatory Project Experience
Soft Skills
Interpersonal SkillsTeamworkOrganizational SkillsProactive RecommendationsWritten Communication Skills
Tools & Technologies
Office Software
Certifications & Qualifications
Master's Degree in ManagementMaster's Degree in FinanceMaster's Degree in Management Information Systems
Industry Keywords
Banking SectorInsurance SectorFinance ProcessesChange ManagementSteering CommitteesWorkshops
About the role
Key responsibilities & impact- Work with the Finance Departments of major clients in the Banking and Insurance sectors
- Contribute to the various phases of Finance transformation projects
- Participate in the evolution of accounting, management control and reporting information systems
- Work on regulatory projects and the organization or improvement of Finance processes
- Establish project governance and lead steering committees and workshops
- Monitor project progress and report to project governance bodies
- Document business requirements, terms of reference and functional specifications
- Improve and secure data quality, conduct impact analyses and propose solutions
- Define the test strategy and test plan, then lead functional and integration testing
- Review and optimize operational business controls and processes
- Lead change management and deployment, particularly through project communications, functional documentation, training and support for business teams
- Receive support from an operational mentor when working on client engagements
- Contribute to the firm's projects and support more junior consultants in coordination with the management team
Requirements
What you’ll need- Master's degree, such as a business school diploma or university master's degree, with a focus on management, finance or management information systems
- 2 to 5 years of operational experience gained within a Finance Department or Finance project management function, in a company, consulting firm or IT services company
- Good knowledge of the Finance function and/or related information systems
- Adaptable and organized
- Proactive and able to make recommendations
- Strong interpersonal and teamwork skills
- Strong written communication skills
- Proficiency in English
- Proficiency in office software
Benefits
Comp & perks- Hybrid working policy offering greater flexibility and an improved work–life balance
- Hands-on management with tailored coaching
- Genuine opportunities for rapid career progression
- CSR-focused firm, including skills-based volunteering and the development of CSR services
- Company recognized for employee well-being at work, with the Happy At Work label
- Training programs
- After-work events
- Onboarding seminars
- Sports teams
- Commitment to inclusion and equal opportunities
- Roles open to people with disabilities
- Genuine career development opportunities