Finastra
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Principal Business Consultant
role at
Finastra 2 days ago Be among the first 25 applicants Join to apply for the
Principal Business Consultant
role at
Finastra Who are we?
The following information aims to provide potential candidates with a better understanding of the requirements for this role.
At Finastra, we are a dynamic global provider of open finance software solutions, dedicated to expanding access to financial services. Our innovative applications span Lending, Payments, Treasury and Capital Markets, and Universal Banking. Proudly serving over 8,000 customers, including 45 of the world's top 50 banks, we aim to boost financial inclusion for all. Join us and be part of a vibrant company that embraces diverse perspectives, and is committed to doing well by doing good. Who are we?
At Finastra, we are a dynamic global provider of open finance software solutions, dedicated to expanding access to financial services. Our innovative applications span Lending, Payments, Treasury and Capital Markets, and Universal Banking. Proudly serving over 8,000 customers, including 45 of the world's top 50 banks, we aim to boost financial inclusion for all. Join us and be part of a vibrant company that embraces diverse perspectives, and is committed to doing well by doing good.
What will you contribute?
Reporting to the Director of Lending Global Services, the Principal Business Consultant is responsible for
data analysis and mapping, system configuration, implementation, consultative training and/or
reinforcement of training, and implementation support of software applications for new and existing
clients. Follow project standards within established timeframes and at defined quality levels, and ensure projects are completed according to schedule and client specifications. This position is client-facing and requires travel to the client site as the project warrants. Work performed is typically moderately complex.
Responsibilities & Deliverables
Your deliverables as a Principal Business Consultant will include, but are not limited to, the following:
Interact with client, consultatively, to determine project requirements and needs analysis. Establish and/or assist client with configuring system parameters and controls based on
client’s business practices and processes; recommend best practices; review setup with
clients and gain client acceptance.
Conduct data analysis and mapping activities for assigned applications if applicable. Analyze source data files and map data to target application for use by technical
resources to develop programs.
Provide on-site or remote support during client conversions as applicable. Establish and/or assist client with establishing system parameters and controls based on
client’s business practices and processes, recommend best practices, review setup with
clients, and gain client acceptance.
Conduct data mapping activities for assigned applications if applicable. Analyze source
data files and map data to target application for use by technical resources to develop
programs.
Test and troubleshoot system configuration and functionality. Validate new system input, output, and connectivity. Identify, research, and assist in
resolving any issues with technical resources.
Facilitate converted database validation work sessions with clients as applicable. Assess and report risks during project and participate in the development and
implementation of mitigation plans.
Communicate project scope, status, and risks to all stakeholders. Record accurate and timely accounting of time spent on project related activities. Follow established project, departmental, company procedures and quality standards. Follow established project management standards. Provide activities related to the
management of assigned implementation projects to bring the project to a timely close
and transition the client appropriately.
Complete post-implementation tasks in a timely manner. Update internal documentation as applicable. Provide subject matter expertise to internal staff including, but not limited to, sales,
development, support, training, professional services as needed.
Participate in the development of implementation or training content. Conduct software
training and/or reinforce prior training to both external clients and internal staff.
Maintain, enhance, and broaden knowledge and skills of software applications and
industry practices.
Loan IQ Expertise
○ Serve as a subject matter expert (SME) on the Loan IQ platform
○ Lead Loan IQ implementation, integration, and migration projects
○ Ensure platform usage aligns with business needs and compliance standards
Client & Stakeholder Engagement
○ Conduct business and IT workshops to gather requirements
○ Collaborate with cross-functional teams to deliver tailored solutions
○ Act as a trusted advisor to clients and internal stakeholders
Functional Analysis & Documentation
○ Analyze commercial lending and syndication processes
○ Write Business Requirement Documents (BRDs) and functional specs
○ Translate technical details into business context
Strategic Consulting
○ Recommend best practices to improve loan operations and servicing
○ Support product transformation initiatives and innovation efforts
○ Align solutions with global financial regulations and trends
Problem Solving & Risk Management
○ Address complex challenges with analytical and creative thinking
○ Assess business risks and propose mitigation strategies
Required Experience
Minimum of 10 years of experience in relevant area of expertise, preferably for a financial
institution or an industry software company.
Client facing service experience required. Software implementation, support, or training experience strongly preferred. Experience with project management disciplines preferred. Experience with Finastra Loan IQ.
Benefits
We are proud to offer a range of incentives to our employees worldwide. These benefits are available to everyone, regardless of grade, and reflect the values we uphold:
Flexibility: Enjoy unlimited vacation, based on your location and business priorities. Hybrid working arrangements, and inclusive policies such as paid time off for voting, bereavement, and sick leave. Well-being: Access confidential one-on-one therapy through our Employee Assistance Program, unlimited personalized coaching via our coaching app, and access to our Gather Groups for emotional and mental support. Medical, life & disability insurance, retirement plan, lifestyle and other benefits* ESG: Benefit from paid time off for volunteering and donation matching. DEI: Participate in multiple DE&I groups for open involvement (e.g., Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, Women@Finastra). Career Development: Access online learning and accredited courses through our Skills & Career Navigator tool. Recognition: Be part of our global recognition program, Finastra Celebrates, and contribute to regular employee surveys to help shape Finastra and foster a culture where everyone is engaged and empowered to perform at their best. Specific benefits may vary by location.
At Finastra, each individual is unique, bringing their own ideas, thoughts, cultural beliefs, backgrounds, and experiences together. We learn from one another, embrace and celebrate our differences, and create an environment where everyone feels safe to be themselves.
Be unique, be exceptional, and help us make a difference at Finastra!
Applicants for this position need to be located in the following cities or their immediate surrounding areas: Austin/Lake Mary (Orlando). Due to the requirements of this position, this job posting is not available for, and Finastra will not be considering any applicants who currently reside in New York City or California.Seniority level
Seniority levelMid-Senior level Employment type
Employment typeFull-time Job function
Job functionConsulting, Information Technology, and Sales Referrals increase your chances of interviewing at Finastra by 2x Sign in to set job alerts for “Principal Business Consultant” roles.Strategy and Operations Principal Lead, GTM Atlanta, GA $180,000.00-$267,000.00 3 days ago Corporate Transformation Managers and Directors Atlanta, GA $135,000.00-$210,000.00 5 days ago Senior Vice President, Strategic Operations Atlanta, GA $194,100.00-$411,600.00 2 weeks ago Client Partner - Public Sector & Social Impact Atlanta, GA $100,000.00-$110,000.00 1 month ago Global Strategic Alliances Manager (Temporary) Atlanta, GA $48,500.00-$50,000.00 3 months ago Strategy and Operations Senior Associate, Planning and Intelligence Atlanta, GA $118,000.00-$170,000.00 2 weeks ago Delta Vacations Manager, People Experience and Internal Communications Atlanta, GA $71,308.00-$126,844.00 1 day ago Johns Creek, GA $158,800.00-$337,500.00 2 weeks ago Atlanta, GA $190,000.00-$200,000.00 2 days ago Area Sales and Education Executive: Atlanta Atlanta, GA $70,000.00-$80,000.00 3 weeks ago Atlanta, GA $134,000.00-$269,000.00 1 week ago Southern Regional Education Board - PresidentDirector, Industry Advisor (Manufacturing) Atlanta, GA $208,180.00-$335,720.00 1 week ago Atlanta, GA $126,000.00-$180,000.00 1 week ago Sr Director Partner Alliances (Insurance Industry) Atlanta, GA $145,899.00-$247,039.00 5 days ago Senior Manager - Consumer Sector - Durables Strategy, North America Atlanta, GA $190,000.00-$200,000.00 2 weeks ago Director, Industry Advisor (Manufacturing) Atlanta, GA $208,180.00-$335,720.00 1 week ago Atlanta, GA $283,000.00-$330,000.00 4 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Principal Business Consultant
role at
Finastra 2 days ago Be among the first 25 applicants Join to apply for the
Principal Business Consultant
role at
Finastra Who are we?
The following information aims to provide potential candidates with a better understanding of the requirements for this role.
At Finastra, we are a dynamic global provider of open finance software solutions, dedicated to expanding access to financial services. Our innovative applications span Lending, Payments, Treasury and Capital Markets, and Universal Banking. Proudly serving over 8,000 customers, including 45 of the world's top 50 banks, we aim to boost financial inclusion for all. Join us and be part of a vibrant company that embraces diverse perspectives, and is committed to doing well by doing good. Who are we?
At Finastra, we are a dynamic global provider of open finance software solutions, dedicated to expanding access to financial services. Our innovative applications span Lending, Payments, Treasury and Capital Markets, and Universal Banking. Proudly serving over 8,000 customers, including 45 of the world's top 50 banks, we aim to boost financial inclusion for all. Join us and be part of a vibrant company that embraces diverse perspectives, and is committed to doing well by doing good.
What will you contribute?
Reporting to the Director of Lending Global Services, the Principal Business Consultant is responsible for
data analysis and mapping, system configuration, implementation, consultative training and/or
reinforcement of training, and implementation support of software applications for new and existing
clients. Follow project standards within established timeframes and at defined quality levels, and ensure projects are completed according to schedule and client specifications. This position is client-facing and requires travel to the client site as the project warrants. Work performed is typically moderately complex.
Responsibilities & Deliverables
Your deliverables as a Principal Business Consultant will include, but are not limited to, the following:
Interact with client, consultatively, to determine project requirements and needs analysis. Establish and/or assist client with configuring system parameters and controls based on
client’s business practices and processes; recommend best practices; review setup with
clients and gain client acceptance.
Conduct data analysis and mapping activities for assigned applications if applicable. Analyze source data files and map data to target application for use by technical
resources to develop programs.
Provide on-site or remote support during client conversions as applicable. Establish and/or assist client with establishing system parameters and controls based on
client’s business practices and processes, recommend best practices, review setup with
clients, and gain client acceptance.
Conduct data mapping activities for assigned applications if applicable. Analyze source
data files and map data to target application for use by technical resources to develop
programs.
Test and troubleshoot system configuration and functionality. Validate new system input, output, and connectivity. Identify, research, and assist in
resolving any issues with technical resources.
Facilitate converted database validation work sessions with clients as applicable. Assess and report risks during project and participate in the development and
implementation of mitigation plans.
Communicate project scope, status, and risks to all stakeholders. Record accurate and timely accounting of time spent on project related activities. Follow established project, departmental, company procedures and quality standards. Follow established project management standards. Provide activities related to the
management of assigned implementation projects to bring the project to a timely close
and transition the client appropriately.
Complete post-implementation tasks in a timely manner. Update internal documentation as applicable. Provide subject matter expertise to internal staff including, but not limited to, sales,
development, support, training, professional services as needed.
Participate in the development of implementation or training content. Conduct software
training and/or reinforce prior training to both external clients and internal staff.
Maintain, enhance, and broaden knowledge and skills of software applications and
industry practices.
Loan IQ Expertise
○ Serve as a subject matter expert (SME) on the Loan IQ platform
○ Lead Loan IQ implementation, integration, and migration projects
○ Ensure platform usage aligns with business needs and compliance standards
Client & Stakeholder Engagement
○ Conduct business and IT workshops to gather requirements
○ Collaborate with cross-functional teams to deliver tailored solutions
○ Act as a trusted advisor to clients and internal stakeholders
Functional Analysis & Documentation
○ Analyze commercial lending and syndication processes
○ Write Business Requirement Documents (BRDs) and functional specs
○ Translate technical details into business context
Strategic Consulting
○ Recommend best practices to improve loan operations and servicing
○ Support product transformation initiatives and innovation efforts
○ Align solutions with global financial regulations and trends
Problem Solving & Risk Management
○ Address complex challenges with analytical and creative thinking
○ Assess business risks and propose mitigation strategies
Required Experience
Minimum of 10 years of experience in relevant area of expertise, preferably for a financial
institution or an industry software company.
Client facing service experience required. Software implementation, support, or training experience strongly preferred. Experience with project management disciplines preferred. Experience with Finastra Loan IQ.
Benefits
We are proud to offer a range of incentives to our employees worldwide. These benefits are available to everyone, regardless of grade, and reflect the values we uphold:
Flexibility: Enjoy unlimited vacation, based on your location and business priorities. Hybrid working arrangements, and inclusive policies such as paid time off for voting, bereavement, and sick leave. Well-being: Access confidential one-on-one therapy through our Employee Assistance Program, unlimited personalized coaching via our coaching app, and access to our Gather Groups for emotional and mental support. Medical, life & disability insurance, retirement plan, lifestyle and other benefits* ESG: Benefit from paid time off for volunteering and donation matching. DEI: Participate in multiple DE&I groups for open involvement (e.g., Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, Women@Finastra). Career Development: Access online learning and accredited courses through our Skills & Career Navigator tool. Recognition: Be part of our global recognition program, Finastra Celebrates, and contribute to regular employee surveys to help shape Finastra and foster a culture where everyone is engaged and empowered to perform at their best. Specific benefits may vary by location.
At Finastra, each individual is unique, bringing their own ideas, thoughts, cultural beliefs, backgrounds, and experiences together. We learn from one another, embrace and celebrate our differences, and create an environment where everyone feels safe to be themselves.
Be unique, be exceptional, and help us make a difference at Finastra!
Applicants for this position need to be located in the following cities or their immediate surrounding areas: Austin/Lake Mary (Orlando). Due to the requirements of this position, this job posting is not available for, and Finastra will not be considering any applicants who currently reside in New York City or California.Seniority level
Seniority levelMid-Senior level Employment type
Employment typeFull-time Job function
Job functionConsulting, Information Technology, and Sales Referrals increase your chances of interviewing at Finastra by 2x Sign in to set job alerts for “Principal Business Consultant” roles.Strategy and Operations Principal Lead, GTM Atlanta, GA $180,000.00-$267,000.00 3 days ago Corporate Transformation Managers and Directors Atlanta, GA $135,000.00-$210,000.00 5 days ago Senior Vice President, Strategic Operations Atlanta, GA $194,100.00-$411,600.00 2 weeks ago Client Partner - Public Sector & Social Impact Atlanta, GA $100,000.00-$110,000.00 1 month ago Global Strategic Alliances Manager (Temporary) Atlanta, GA $48,500.00-$50,000.00 3 months ago Strategy and Operations Senior Associate, Planning and Intelligence Atlanta, GA $118,000.00-$170,000.00 2 weeks ago Delta Vacations Manager, People Experience and Internal Communications Atlanta, GA $71,308.00-$126,844.00 1 day ago Johns Creek, GA $158,800.00-$337,500.00 2 weeks ago Atlanta, GA $190,000.00-$200,000.00 2 days ago Area Sales and Education Executive: Atlanta Atlanta, GA $70,000.00-$80,000.00 3 weeks ago Atlanta, GA $134,000.00-$269,000.00 1 week ago Southern Regional Education Board - PresidentDirector, Industry Advisor (Manufacturing) Atlanta, GA $208,180.00-$335,720.00 1 week ago Atlanta, GA $126,000.00-$180,000.00 1 week ago Sr Director Partner Alliances (Insurance Industry) Atlanta, GA $145,899.00-$247,039.00 5 days ago Senior Manager - Consumer Sector - Durables Strategy, North America Atlanta, GA $190,000.00-$200,000.00 2 weeks ago Director, Industry Advisor (Manufacturing) Atlanta, GA $208,180.00-$335,720.00 1 week ago Atlanta, GA $283,000.00-$330,000.00 4 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr