Senior Business Consultant
Ion
Job Summary
Join our Delivery Services team as a Senior Business Consultant, contributing to project success by leveraging software and industry experience while mentoring team members. Responsibilities include providing industry and functional advice, troubleshooting, presenting solutions, and supporting deliverables. You will consult with clients to understand business needs, demonstrate deep knowledge in Treasury Management Systems and Treasury business, and provide guidance to other consultants. The role involves assuming hands-on project implementation duties, gathering and documenting requirements, and adhering to implementation best practices and documentation standards. You will maintain full chargeability on client accounts and keep managers informed of progress.
Must Have
- Treasury experience required
- Provide industry and functional advice
- Consult with client users
- Demonstrate deep knowledge in Treasury Management System configuration
- Gather and document business requirements
- Strong client-facing skills
- Good written and oral communication skills
Good to Have
- Previous experience with Treasury Management Systems preferred
- Experience with Back Office Skills (Settlements, Messaging, Confirmations, Regulatory reporting)
- Experience with Accounting (Treasury accounting, Hedge accounting)
- Ability to work as part of a project team structure
- Good interpersonal skills
Job Description
Key Responsibilities:
- Provide industry and functional advice and troubleshooting in the discovery workshop, design, implementation, testing, and production support of the Product solution for the client’s business needs.
- Present the Product solution to client users.
- Support the deliverables of the Technical Consultants by providing business and functional guidance, review, testing, and validation of scripted solutions (reports, plugins, and interfaces) as directed by Product Manager.
- Consult with client users to determine business requirements and work processes to be addressed by one or more areas of the Product solution.
- Demonstrate deep knowledge in one or more areas of Treasury Management System (TMS) configuration and the Treasury business.
- Provide guidance to Business Consultants in one or more functional areas of the Product solution.
- Assist with professional services best practices as directed by Line Manager.
- Assume hands-on project implementation duties in all phases of the Product implementation, reporting to the Project Manager.
- Gather and document business requirements, configuration designs, test plans/results, and any other deliverables required by the project as determined by the Project Manager and Lead Business Consultant.
- Keep Line Manager and Project Manager(s) informed regarding the status of assigned responsibilities.
- Adhere to implementation best practices in one or more functional areas of the ION solution in all functional design, specifications, custom coding, unit testing, and other deliverables.
- Follow ION documentation standards and resolution process flow for all deliverables.
- Maintain full chargeability on client account(s) as assigned.
Required Skills, Experience and Qualifications:
- Treasury experience required
- Previous experience with Treasury Management Systems preferred.
- Experience required with one or more of the following areas:
- Back Office Skills: Settlements, Messaging, Confirmations, Regulatory reporting.
- Accounting: Treasury accounting, Hedge accounting.
- Bachelor's degree in one of the following: Finance, Accounting, Engineering, Economics, or a related IT field or equivalent experience in a related field
- Ability to work as part of a project team structure
- Ability to work onsite at client locations
- Strong client-facing skills
- Good interpersonal skills
- Good written and oral communication skills