Current jobs related to Financial Systems Consultant - New York - PERMEVO


  • New York, New York, United States PrecisionHire Systems Full time

    Job OverviewAt PrecisionHire Systems, we are dedicated to delivering outstanding financial and insurance solutions tailored to our clients' needs. Our commitment to integrity, innovation, and personalized service empowers clients to achieve their financial aspirations and secure their future.Position: Skilled Insurance Consultant & Financial Services...


  • New York, New York, United States Amtex Systems Inc Full time

    Job OverviewSAP Advanced Financial Closing (AFC) Consultant - Remote OpportunityWe are seeking a skilled SAP Advanced Financial Closing (AFC) Consultant with expertise in software subscription-based industries. The ideal candidate will possess:Experience in implementing AFC solutions in both ECC and S/4HANA environments.At least one complete cycle of...


  • New York, New York, United States Banco Popular Puerto Rico Full time

    Position: Financial Systems Consultant | Cash ManagementAt Banco Popular Puerto Rico, we provide a comprehensive range of financial services and solutions tailored to meet the needs of our communities. Our commitment to excellence drives us to fulfill our customers' aspirations by delivering financial solutions at every stage of their lives. With a proven...

  • Financial Consultant

    3 weeks ago


    New London, United States Meron Financial Agency Full time $150,000 - $200,000

    Job DescriptionJob DescriptionCompany Overview:Join Meron Financial Agency, a leading firm committed to empowering individuals and businesses to achieve their financial goals. With a dynamic team of experts and a client-centric approach, we offer unparalleled opportunities for growth and success.Are you passionate and eager to make a meaningful impact on...

  • Financial Consultant

    1 month ago


    New London, United States Meron Financial Agency Full time

    Job DescriptionJob DescriptionCompany Overview:Join Meron Financial Agency, a leading firm committed to empowering individuals and businesses to achieve their financial goals. With a dynamic team of experts and a client-centric approach, we offer unparalleled opportunities for growth and success.Are you passionate and eager to make a meaningful impact on...

  • Financial Consultant

    3 weeks ago


    New York, United States SideRamp Part time

    Job DescriptionJob DescriptionAbout SideRampSideRamp allows professionals to engage with part-time opportunities in the gig economy, offering a centralized platform that manages high-quality, flexible side gigs. We focus on connecting our users to various freelance and part-time work—from discovering opportunities to streamlining the application process....

  • Financial Consultant

    2 weeks ago


    New York, United States SideRamp Part time

    Job DescriptionJob DescriptionAbout SideRampSideRamp allows professionals to engage with part-time opportunities in the gig economy, offering a centralized platform that manages high-quality, flexible side gigs. We focus on connecting our users to various freelance and part-time work—from discovering opportunities to streamlining the application process....


  • New Orleans, Louisiana, United States US047 Mercer (US) LLC Full time

    About the Role:We are seeking a highly skilled Senior Financial Systems Consultant to join our team at US047 Mercer (US) LLC. As a Senior Financial Systems Consultant, you will be responsible for overseeing the complete implementation lifecycle of Workday Financials modules, supporting our clients through the entire lifecycle of Workday implementations, and...


  • New York, New York, United States Oura Full time

    About Oura:At Oura, we are dedicated to enabling individuals to harness their true potential. Our innovative products provide our global community with valuable insights into their readiness, activity, and sleep quality through the Oura Ring and its accompanying application.Our Impact:We have empowered over 2.5 million individuals to enhance their health by...


  • New York, New York, United States SAE & Associates, LLC Full time

    Job OverviewSAE & Associates, LLC is on the lookout for a Senior Financial Consultant with a strong background in behavioral health finance and budgetary analysis. Our firm specializes in providing consulting services to non-profit organizations in the healthcare and social services sectors.Consultation SummaryThe Consultant will be responsible for...


  • Wappingers Falls, New York, United States Kestra Financial Independent Advisor Full time

    Position OverviewThe Senior Financial Consultant plays a pivotal role in driving business growth, nurturing client relationships, and delivering tailored investment guidance. Key Responsibilities1. Establish and expand client relationships and sales channels.2. Enhance and uphold the firm's reputation within the community and among referral partners.3....

  • Financial Consultant

    11 hours ago


    New York, New York, United States Fidelity Investments Full time

    {"title": "Financial Consultant Role Overview", "content": "Role OverviewFidelity Investments is seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will engage with clients to provide personalized financial planning and guidance, helping them achieve their long-term goals.Key ResponsibilitiesBuild and maintain strong...


  • New York, United States SideRamp Full time

    Job DescriptionJob DescriptionAbout SideRampSideRamp allows professionals to engage with part-time opportunities in the gig economy, offering a centralized platform that manages high-quality, flexible side gigs. We focus on connecting our users to various freelance and part-time work—from discovering opportunities to streamlining the application process....


  • New York, New York, United States Open Systems Technologies Full time

    Position: Trading Systems DeveloperCompany Overview: Open Systems Technologies is seeking a highly skilled Trading Systems Developer to enhance our financial software solutions.Compensation Range: $150,000 - $200,000Key Qualifications: Minimum of 7 years in a sophisticated application development setting with complex data structures. At least 5 years of...


  • New York, United States SideRamp Full time

    Job DescriptionJob DescriptionAbout SideRampSideRamp allows professionals to engage with part-time opportunities in the gig economy, offering a centralized platform that manages high-quality, flexible side gigs. We focus on connecting our users to various freelance and part-time work—from discovering opportunities to streamlining the application process....


  • New York, New York, United States New York Life-NJ General Office Full time

    Job OverviewAre you passionate about building meaningful relationships and developing strategic financial solutions? If you are seeking a dynamic opportunity in the financial services industry, we invite you to explore the role of a Junior Financial Consultant.The ideal candidate for this position is someone who is eager to engage with clients and has a...


  • New York, New York, United States Creative Financial Staffing Full time

    Job Summary:Creative Financial Staffing is seeking a highly skilled Senior Project Accountant to join their team. As a Senior Project Accountant, you will be responsible for ensuring the timeliness and accuracy of financial, project, and management reporting data.Key Responsibilities:Prepare, review, and maintain Initial Budget Worksheets and Plans to ensure...


  • New York, New York, United States Fidelity TalentSource LLC Full time

    Job Overview:Fidelity TalentSource LLC is seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will play a critical role in helping our clients achieve their financial goals by providing personalized investment planning and wealth management services.Key Responsibilities:Build and maintain strong relationships with clients...


  • New York, New York, United States Fidelity TalentSource LLC Full time

    About the RoleWe are seeking a skilled Financial Consultant to join our team at Fidelity Investments. As a Financial Consultant, you will play a critical role in helping our clients achieve their financial goals by providing personalized investment planning and guidance.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand...


  • Red Bank, New Jersey, United States Integrated Financial Concepts Full time

    Job Title: Senior Financial ConsultantCompany: Integrated Financial ConceptsThis role is designed for seasoned financial professionals who are eager to utilize their mentorship abilities to guide and support emerging agents in achieving their goals. With a wealth of client appointments and our robust marketing initiatives, we believe you can enhance your...

Financial Systems Consultant

4 months ago


New York, United States PERMEVO Full time

The Challenge:

We are seeking a motivated and detail-oriented Finance Systems Consultant to join our dynamic team. In this role, you will work closely with the senior project management team to support the successful execution of technology projects in Treasury, Financial Reporting, Procurement, and other financial-related business processes. Your responsibilities will include delivering automation solutions following standard design principles, reusable modules, and best practices. Additionally, you will support all delivered products as well as existing applications, including 3rd party applications. This role offers an excellent opportunity for growth and professional development.


Roles & Responsibilities:

• Identify opportunities to streamline business processes by leveraging technology solutions to improve financial controls and audit requirements.

• Formulate project plans including requirements gathering, testing, implementation, and migration plans.

• Document and analyze the current state and identify functionality gaps in systems and/or processes.

• Provide automated financial insights using trend analysis and/or AI/ML.

• Configure and maintain the finance applications to meet the evolving needs of the organization, including dimensions, hierarchies, workflows, business rules, and reports.

• Manage user access and security settings within multiple finance applications, ensuring appropriate permissions are granted based on role and responsibilities.

• Oversee data integration processes, including data imports, exports, and integrations with other systems such as OneStream, ERP, and Treasury platforms.

• Provide user support for existing financial, consolidation, and reporting applications.

• Initiate and monitor the status of maintenance/service requests with outside vendors.


Essential Skills & Requirements:

• Bachelor’s degree in information systems, Computer Science, Data Analytics, Business, Finance, or Accounting; or equivalent experience.

• Experience in developing business rules, forms, workflows, cube views, dashboards, and quick views in OneStream.

• Must have experience in OneStream's architecture, data integration, and security features.

• Must have 5+ years of hands-on software development experience with Microsoft Access and Excel VBA.

• 5+ years of experience in working on Finance projects including development, automation, and Financial Systems Administration.

• 2+ years of experience with third-party systems that cover all enterprise financial operations: accounts receivable, accounts payable, general ledger, financial planning, and budgeting.

• Expertise in financial system configuration, data modeling, data transformation, reporting, quality control, and data pipeline management; you will integrate and reconcile data between various financial systems.

• Experience with internal and external audits and ensure regulatory compliance.

• Excellent analytical/problem-solving skills.

• Experience in corporate finance or supporting a corporate finance team preferred.

• Experience with any of the following is a plus: SAP, Integrity, CashOptix, OneStream, Blackline, UiPath, or Alteryx.

• Highly collaborative and experienced working with internal stakeholders from the C-Suite down.

• Excellent written and verbal communication skills; able to translate technical matters into business language for senior stakeholders.