Consultant, Financial Services
This is a flexible position and has the option of working in our Toronto office full time, hybrid throughout the week or working entirely remotely within Canada or USA.
Our banking and credit union customers are exploring how Vena can improve their financial planning, reporting, and analytical processes. With increasing regulatory complexity and evolving business models, they rely on our Consultants to guide them toward best practices and practical solutions tailored to financial institutions.
Consultants are responsible for execution excellence—implementing the Vena platform from initiation through close and enabling banking customers for long-term success. We take pride in having consultants who understand how financial institutions operate, plan, and report, and who can translate that knowledge into effective Vena solutions.
How You'll Make an Impact
- Implement Vena for Financial Services customers, including data model configuration, financial templates and reports, system integrations, and automated workflows
- Understand and direct banking customers on their planning and reporting use cases, such as balance sheet planning, income statement planning, and asset‑based reporting (e.g., loans, deposits, interest income)
- Deliver against our customer satisfaction and utilization metrics
- Lead virtual and/or onsite workshops to gather and validate business and technical requirements specific to banks and credit unions
- Apply an understanding of banking terminology, financial statements, and operating models when designing and explaining solutions
- Enable customers through clear, confident communication to drive adoption and maximize value from their Vena investment
- Partner closely with Project Managers to deliver projects on time and on budget, proactively escalating risks and issues
- Demonstrate a strong understanding of banking regulatory reporting requirements and how they impact financial planning, data structures, controls, and auditability.
- Demonstrate a self-starter mentality when learning the product, taking a hands-on approach and asking thoughtful questions
- Travel (as required) to client sites.
We'd Love to See
- 4+ years of experience in financial services, software implementation, financial planning & analysis (FP&A) with a focus on banks and credit unions
- Exposure to banking or credit union environments, with familiarity in areas such as Asset Liability Management (ALM), banking assets, regulatory or management reporting, or financial planning
- Strong communication skills; asks insightful questions and demonstrates a deep understanding of customer needs to apply problem solving skills
- Ability to work collaboratively in a team environment, and present effectively with all levels in an organization
- Experience working with ERP systems, CPM tools, or reporting solutions used in financial institutions
- Strong Microsoft Excel skills, including working with large datasets and financial models
- Data Integration experience and exposure to ALM systems and data
- Experience or knowledge of database management (i.e. ETL, Oracle, SQL Server, etc.)
- Interest in AI and willingness to explore AI-driven solutions to enhance performance and drive efficiencies