financial planning consultant

deVere Group

<div>
 
 
 Experienced Wealth Manager &ndash; Abu Dhabi
 
 
 
 Are you ready to elevate your career with one of the top teams at deVere? We are looking for a talented Wealth Manager to join our AD office. If you are passionate about growing your career and are open to relocating to the UAE, this is your chance!
 
 
 At deVere, we pride ourselves on being a sustainable, rewarding, and award-winning company dedicated to enhancing our clients' financial wellbeing. We are on a mission of continued growth and seek Wealth Managers who are eager to contribute to this journey.
 
 
 
 
 
 
 Why Join Us?
 
 
 
 -
 
 Career Growth:
 
 Manage a diverse and extensive portfolio and take advantage of extensive training and career advancement opportunities.
 
 
 -
 
 Supportive Culture:
 
 Our CEO, Nigel Green, champions ongoing career support, fostering a culture that prioritizes your professional development.
 
 
 -
 
 Holistic Approach:
 
 Utilize a consultative process to tailor personalized strategies that address the complex needs of your clients.
 
 
 
 
 
 
 Key Responsibilities:
 
 
 
 - Build and nurture a client base of high-net-worth individuals (B2C).
 
 
 - Manage and support client portfolios with a focus on developing strong, trusting relationships through personalized advisory services.
 
 
 - Identify and address personal and financial needs, delivering tailored wealth management solutions.
 
 
 - Conduct comprehensive reviews to assess client needs and provide bespoke financial strategies.
 
 
 - Offer a full range of solutions, including investments, pensions, savings plans, protection (insurance), estate planning, and fintech solutions.
 
 
 - Stay updated with legislative, financial, and procedural requirements, and ensure compliance.
 
 
 - Perform general administrative duties as required.
 
 
 
 
 
 
 Skills and Experience:
 
 
 
 - Degree or equivalent experience in business, finance, economics, or management.
 
 
 - Proven sales acumen with experience in face-to-face client interactions.
 
 
 - Strong service focus with exceptional numerical, analytical, and attention-to-detail skills.
 
 
 - Experience managing high-net-worth clients and understanding of investments, offshore solutions, and pension plans.
 
 
 - Reliable, professional, and a team player with a track record of delivering top-quality service.
 
 
 - Proven financial sales success with a drive for targets and ambition.
 
 
 - UK qualifications preferred.
 
 
 
 
 
 
 Company Benefits:
 
 
 
 - Opportunity to earn further chartered qualifications relevant to the industry.
 
 
 - Diverse career opportunities and progression.
 
 
 - Potential for transfers to different locations.
 
 
 - Competitive commission bonuses with a transparent structure.
 
 
 - Comprehensive individual and team training to support your development.
 
 
 - Leading industry administration and compliance structures.
 
 
 - Advanced IT &amp; CRM systems and top-notch technical support.
 
 
 - Full product training.
 
 
 
 
 
 If you're excited by the prospect of a challenging and rewarding role and are ready for a new adventure in the UAE, apply now to join our esteemed team!
 
 
 
</div>

Financial Planning Consultant

Prometeia

<div>
 
 Are you curious and ready to accept a new challenge in your career? Are you eager to join a dynamic company and bring innovation through your work and skills?
 
 
 Prometeia offers you opportunities for growth and training in a Group with over 1000 professionals working for more than 500 clients in 20 countries around the world.
 
 
 Among the European leaders in Risk Management and Wealth and Asset Management solutions, Prometeia is looking for a resource for the Cairo office to be included in a team that operates in the Risk Integration area.
 
 
 Prometeia is a global firm of quantitative experts and software engineers, dedicated to applying financial modelling, economic research and data science to solve complex business and regulatory challenges.
 
 
 Our mission is to combine academic excellence with industry experience, integrating macro-economic research, quantitative analysis, business consulting and software development. This distinctive mix of competences has made Prometeia a leading company in Risk, Asset and Wealth Management solutions across Europe, Africa and Middle East.
 
 
 As a leading provider of Risk Management solutions in the EMEA market, Prometeia is looking to strengthen its
 
 International Delivery Team for Egypt
 
 , by hiring a Risk &amp; Financial Planning Consultant with proven experience in the fields of Risk Integration, Scenario Analysis, ICAAP and Stress Testing.
 
 
 
 
 
 
 PROMETEIA OVERVIEW
 
 
 
 Prometeia creates value by integrating analytical models, customer data, market feeds and economic scenarios to support decision-making processes and regulatory compliance.
 
 
 The Enterprise Risk Management (ERM) is the largest of Prometeia business areas, and is the cornerstone of Prometeia&rsquo;s reputation in the international market. The thematic areas covered by the ERM Area include:
 
 <ul>
 <li>
 Credit Risk;
 </li>
 <li>
 ALM, Market and Liquidity Risk;
 </li>
 <li>
 Climate Risk &amp; ESG Programs;
 </li>
 <li>
 Risk &amp; Financial Planning;
 </li>
 <li>
 Governance, Risk &amp; Compliance;
 </li>
 <li>
 Credit Intelligence Optimization &amp; Strategy;
 </li>
 <li>
 Pricing &amp; Financial Engineering.
 </li>
 </ul>
 
 
 
 
 
 PROMETEIA EGYPTIAN BRANCH
 
 
 
 The Cairo Office is being established with the aim of serving as central &lsquo;hub&rsquo; for the delivery of Risk Management projects in Egypt and North Africa.
 
 
 Founded in 2018, the Egyptian Risk Team has the mission of consolidating the leadership of Prometeia in one of the key geographies in which our group has operated over the past decade.
 
 
 Prometeia already collaborates with primary banks in Egypt and GCC countries through a local team of ~20 resources.
 
 
 
 
 
 
 RESPONSIBILITIES
 
 
 
 The successful candidate will collaborate with a specialized team of business consultants and risk advisors, operating within different projects in the field of Risk &amp; Financial Planning. This includes:
 
 <ul>
 <li>
 Design of methodological frameworks to integrate Credit, Market, Liquidity and Non-Financial Risks with consistent macro-economic scenarios;
 </li>
 <li>
 Deliver quantitative analysis and simulations for ICAAP, Recovery Planning, development of Key Risk Indicators for the CRO area;
 </li>
 <li>
 Deliver functional approaches to integrate Risk and Performance metrics for CFO area, to support MIS, Strategic Planning, Budgeting;
 </li>
 <li>
 Implementation of Integrated Stress Testing solutions, including input data collection, software parameterization and reporting design.
 </li>
 </ul>
 
 
 
 
 
 METHODOLOGICAL COMPETENCES REQUIRED
 
 
 
 The ideal candidates had developed 3-8 years of experience in one of the following areas:
 
 <ul>
 <li>
 ICAAP and ILAAP;
 </li>
 <li>
 Stress Testing;
 </li>
 <li>
 Risk Integration &amp; Reporting;
 </li>
 <li>
 Recovery Planning.
 </li>
 </ul>
 
 
 
 
 The candidates has also a demonstrated knowledge of Bank&rsquo;s financial statements, IFRS accounting principles, BCBS and CBE regulatory framework.
 
 
 
 
 
 
 TECHNICAL COMPETENCES REQUIRED
 
 
 <ul>
 <li>
 Excellent Microsoft Office skills e.g. Excel, Word, PowerPoint and Access;
 </li>
 <li>
 Knowledge of DBRMS and data management tools (SQL server);
 </li>
 <li>
 Practical application of statistical modelling techniques;
 </li>
 <li>
 Experience of using mathematical/statistical computing software (e.g. R) or other data mining tools;
 </li>
 <li>
 Knowledge of programming languages (Python, R, VBA, SPARK, Matlab, etc.) is a strong plus.
 </li>
 </ul>
 
 
 
 
 
 PROJECT SKILLS REQUIRED
 
 
 <ul>
 <li>
 Effective communicator in a multi-national and multi-discipline environment;
 </li>
 <li>
 Demonstrable experience of delivering Risk Management projects;
 </li>
 <li>
 Self-motivated, effective under pressure and willing to take initiative;
 </li>
 <li>
 Strong analytical skills with acute attention to detail;
 </li>
 <li>
 Assertive and excellent communication, presentation and inter-personal skills;
 </li>
 <li>
 Time management skills to meet required deadlines;
 </li>
 </ul>
 
 
 
 
 
 OTHER SKILLS REQUIRED
 
 
 <ul>
 <li>
 Fluency in English and Arabic languages is mandatory (at least C1);
 </li>
 <li>
 Proficiency in Italian or French is considered a strong plus;
 </li>
 <li>
 Excellent organizational and technical skills;
 </li>
 <li>
 Teamwork attitude, flexibility and proactivity;
 </li>
 <li>
 Problem solving skills and good interpersonal skills.
 </li>
 </ul>
 
 
 
 
 
 WHAT WE OFFER:
 
 
 
 
 
 
 
 WORK LOCATION
 
 
 
 Starting from September 2024, Prometeia Egypt will be relocated in a new refurbished office of The GrEEK Campus (Downtown), a location easily reachable from any part of Cairo metropolitan area.
 
 
 
 
 
 REMOTE WORKING
 
 
 Flexibility is an intrinsic value of the way we work. At Prometeia, smart working is an organizational method based on trust, which results in benefits in terms of work/life balance, impact on the environment and optimization of company results, through autonomy and empowerment of people.
 
 
 
 
 
 PEOPLE PROGRAM
 
 
 Our evaluation system is based on the full enhancement of people and their continuous dialogue as a stimulus for regular, mutual professional and personal growth. Transparent discussions between managers and team members are set up within the projects, where reciprocal and timely feedback is exchanged. The process is fully digitalized and aimed at continuously improving the development trajectory of the individual and the company.
 
 
 
 
 
 TRAINING
 
 
 Prometeia means ongoing training. We provide an average of 11 days of training per year to our people, in-person and online. Particular attention is paid to younger colleagues, who are the protagonists of dedicated growth programs, and to the continuous sharing and internal transfer of know-how and skills. On-the-job training is also important, through immediate and direct confrontation with the market.
 
 
 
 
 
 WIN/WIN POLICY
 
 
 If you are one of our employees, and you recommend a person who is later recruited, you are entitled to a financial bonus! This is an important opportunity to contribute to the growth of Prometeia as a whole, by attracting acknowledged market professionals and new tech talents.
 
 
 
 
 
 COMMUNITY
 
 
 Our Community is extremely diverse, as are the skills of the people who are part of it and who share its values, and the individuals and organizations that are directly or indirectly involved in our activities. Clients, People of the Group, Alumni, Institutions, Academia, non-profit entities with which we actively collaborate, are stakeholders representing a great value for us, in terms of trust and collaboration.
 
 
 
 
 
 DIVERSITY
 
 
 We promote and respect equal opportunities and consider differences as a value. Diversity &amp; Inclusion are fundamental values: from the selection phase to everyday life, also through dedicated training moments to develop individual sensitivities and unicities.
 
 
 
 
 
 IMPACT
 
 
 We responsibly take an active role towards the environment, the territories and the communities in which we operate. Our Headquarter in Bologna has obtained the Leed Gold Certification, one of the highest awards that recognizes the performance of the building in terms of energy and water savings, reduction of CO2 emissions, improvement of the ecological quality of the interior, materials and resources used. In the Sustainability Report we report the results achieved within the 17 Sustainable Development Goals (SDGs) of the 2030 Agenda that, drafted by the United Nations in 2016, we have been supporting since 2020.
 
</div>

Risk & Financial Planning Consultant

Raymond James

<div>Job Description Summary
Under limited supervision uses specialized knowledge and skills obtained through experience, specialized training or certification to serve as a resource to Financial Advisors and their clients regarding overall financial planning issues which may include portfolio design, income tax consulting, retirement planning, qualified retirement plans, risk management, estate planning, education funding, and small business planning. Continuously gains knowledge of the financial industry and markets through on- going education.
Job Description
Responsibilities:
<ul><li>Partners with Financial Advisor to review clients&rsquo; current portfolio design, understand client goals, enter client data, and conduct financial analysis.
</li><li>Evaluates overall individual and employer-based retirement needs, researches various options, and recommends planning alternatives.
</li><li>Researches and provides recommendations related to risk management concerns, including insurance.
</li><li>Designs and recommends a tailored financial analysis or comprehensive financial plan for clients and prospects that meets their short and long-term financial needs and goals.
</li><li>Prepares presentations that clearly communicate the recommendations and alternatives related to the client&rsquo;s financial analysis and comprehensive plan design.
</li><li>Performs detailed document reviews; analyzes client information and situations across the financial planning spectrum to develop plan
</li><li>Researches information as necessary on a case-by-case basis and writes customized financial plan observations and recommendations for each client case
</li><li>Prepares files for meetings with existing and new clients
</li><li>Prepares, coordinates and follows through on any needed communication with new or existing clients
</li><li>Continuously monitors clients&rsquo; financial situations with detail and accuracy, with the ability to the look at their overall financial picture
</li><li>Responds to client questions by telephone, email and occasional personal visits.
</li><li>Educates client on the functions of various securities markets and the principal factors that affect them.
</li><li>Provides guidance on estate planning options and techniques.
</li><li>Responds to and directs education funding questions including 529 savings plans.
</li><li>Assists with guidance on small business planning.
</li><li>Conducts research as needed related to assigned client cases, including but not limited to basic income tax questions and other legal issues requesting guidance when appropriate.
</li><li>May participate in client presentations.
</li><li>May open, transfer, and close customer accounts and maintain appropriate account records.
</li><li>May obtain and verify the client&rsquo;s purchase and sale instructions, enter orders, and follow up on completion of transactions.
</li><li>Ensures firm and regulatory policies are followed within compliance standards
</li><li>Perform other duties and responsibilities as assigned.
</li></ul>Education/Experience:
<ul><li>Bachelor&rsquo;s degree in a related field and three years&rsquo; experience in the financial services industry with an emphasis on
financial, retirement and estate planning field or in marketing these services
~or~
</li><li>An equivalent combination of experience, education and/or training as approved by Human Resources
</li></ul>Licenses/Certifications:
<ul><li>SIE required provided that an exemption or grandfathering cannot be applied
</li><li>Series 7
</li><li>Series 63, 65 and/or 66 as required by state or ability to obtain within six months.
</li></ul>Education
Bachelor&rsquo;s: Accounting, Bachelor&rsquo;s: Business Administration, Bachelor&rsquo;s: Finance
Work Experience
General Experience - 13 months to 3 years
Certifications
s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Remote
<div>At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
 
 
We expect our associates at all levels to:
 
<ul><li>Grow professionally and inspire others to do the same
</li><li>Work with and through others to achieve desired outcomes
</li><li>Make prompt, pragmatic choices and act with the client in mind
</li><li>Take ownership and hold themselves and others accountable for delivering results that matter
</li><li>Contribute to the continuous evolution of the firm
</li></ul></div>At Raymond James &ndash; as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.</div>

Financial Planning Consultant- St. Petersburg, FL

BlackStone eIT

BlackStone eIT is a leading provider of integrated enterprise performance management solutions. We are seeking a skilled EPM Functional Consultant to join our team. In this role, you will implement and optimize EPM systems to help our clients enhance their financial and operational performance. Responsibilities <ul> <li>Engage with clients to understand their performance management requirements and provide tailored solutions.</li> <li>Assist in the design and configuration of EPM solutions, focusing on financial planning, budgeting, forecasting, and reporting.</li> <li>Analyze business processes and provide recommendations for improvement using EPM tools.</li> <li>Collaborate with cross-functional teams to integrate EPM solutions within existing business systems.</li> <li>Conduct testing, validation, and user training to ensure successful implementation.</li> <li>Provide ongoing support and guidance to clients post-implementation to ensure effective use of EPM tools.</li> <li>Document processes, enhancements, and training materials.</li> </ul>

EPM Functional Consultant

mbf.

Are you an ambitious Employee Benefits professional looking to take the next step in your career? This is an exciting opportunity to join one of the UK's leading financial and employee benefits consultancies, working with a high-calibre portfolio of corporate clients, particularly within the independent schools sector. The firm has a strong reputation for excellence, collaboration, and career development, offering structured progression towards becoming a fully regulated consultant.The RoleAs an Employee Benefits Consultant (Associate), you'll support the delivery of high-quality advice and consultancy services across a range of workplace pension and employee benefit schemes, including group risk and private medical insurance.You'll work alongside experienced consultants, supporting client meetings, employee presentations and governance work, while developing your technical expertise and advisory skills. Key responsibilities include:<ul><li>Advising employees on pension and benefit options, including workplace and teacher schemes</li><li>Supporting consultants in client delivery, onboarding and business development</li><li>Preparing documentation, proposals, and tender support</li><li>Maintaining compliance and keeping up to date with technical and regulatory changes</li><li>Building strong client relationships and contributing to team projects and innovation</li><li>Delivering clear communications and presentations to clients and employees</li></ul>About You:<ul><li>We're looking for someone who is:</li><li>Experienced in pensions and/or employee benefits administration or consultancy</li><li>Confident communicating and presenting to groups and individuals</li><li>Organised, proactive, and detail-oriented</li><li>Working towards QCF Level 4 Diploma in Financial Planning (or keen to begin)</li><li>Experienced within a professional or financial services environment</li><li>A strong team player with excellent Microsoft Office (Excel, Word, PowerPoint) skills</li></ul>What's on Offer:<ul><li>£40,000 - £45,000 (with flexibility depending on experience)</li><li>Twice-yearly salary reviews and performance-based bonuses</li><li>Hybrid working: 2-3 days in the London office, flexible schedule</li><li>25 days annual leave + 3 additional days at Christmas + buy/sell holiday options</li><li>Health Cash Plan, Digicare+, EAP, life and critical illness cover</li><li>Professional study support and paid subscriptions</li><li>Inclusive, collaborative culture that values development, wellbeing and work-life balance</li></ul>This role offers the perfect platform for an ambitious Employee Benefits professional to develop their career in a highly respected, forward-thinking environment.

Employee Benefits Consultant (Associate)

Tridant Pty Ltd

Principal Consultant (Workday Adaptive Planning) Location : Remote The Role Are you passionate about crafting financial models that drive success? Are you a data driven finance professional? Do you thrive on tackling challenges related to automation, integration, and reporting in the world of finance and technology? Are you a natural communicator who enjoys collaborating with clients and colleagues alike? If so, we want to hear from you! At Tridant, we're proud to be partners with Workday Adaptive Planning, where we specialise in implementing cutting-edge Planning and Reporting solutions for clients spanning various industries. As businesses grow, their budgeting, forecasting, and reporting processes can often become an unwieldy beast. That's where we come in. We deliver planning and reporting tools that are driver-based, multi-dimensional, and seamlessly integrated to source systems such as their ERP. This gives our clients back valuable time and providing actionable insights into their operations and finances. We're on the lookout for Principal Consultants with Workday Adaptive Planning experience to join our dedicated Performance Management team. If you have a background in consulting or finance, coupled with expertise in financial modelling, budgeting, and data analysis, you could be the perfect fit for this role. In this position, you'll have the opportunity to showcase your talent for data-driven solutions, excellent communication skills, and your ability to analyse, design, develop, and deliver solutions that not only meet but exceed our clients' expectations. Key Responsibilities <ul> <li>Leading Analysis & Design process. This involves taking requirements, translating this into a functional design in Workday Adaptive Planning. </li> <li>Employing proven delivery methodology to achieve project success as agreed with customers; technical, functional and business outcomes of a project. </li> <li>Maintaining a high standard of professional communications. </li> <li>Developing and building the solution to the agreed design. </li> </ul> Accountabilities include, but are not limited to: <ul> <li>Interpretation of technical and business requirements to design the data driven solutions and implement these solutions. </li> <li>Communicate with stakeholders, business and technical project teams, infrastructure and operational support to ensure the role and responsibilities for the solution delivery and support are understood. </li> <li>Alignment of solution with tactical and strategic values and plans within the client organisation. </li> <li>Estimate and plan project deliverables and success criteria. </li> <li>Identify project Risks and Assumptions. </li> <li>Identify all potential change requests and work with designated Consultants/Project Manager on these variations. </li> <li>Participate in post implementation review and assume ownership of any actions. </li> </ul> Desired Skills and Experience <ul> <li>Greater than5years' experience in delivering financial models. </li> <li>Workday Adaptive Planning (formerly Adaptive Insights) Experience. </li> <li>Experience in developing driver based financial models. More specifically 3-way financial modelling with an understanding of accounting. </li> <li>A genuine talent for grasping complex business problems and engineering effective solutions. </li> <li>Excellent verbal and written communication skills. </li> <li>Minimum education level of Bachelor's degree or equivalent in a relevant subject - Engineering, Mathematics, Computer Science, Business, Finance & Accounting. </li> </ul> Highly regarded: <ul> <li>Experience in another planning tool such as IBM (TM1), Anaplan, or any other planning tool will be considered. </li> <li>Other financial modelling such as DCF. </li> <li>Previous work experience in FP&A, Management Accounting or Financial Consulting. </li> <li>Background in financial or supply chain roles </li> <li>Well developed skills/ability researching, designing and implementing customer solutions and programs. </li> <li>Strong relationship management. </li> <li>Ability to identify opportunities and taking action to help achieve business goals. </li> <li>Ability to identify process improvement opportunities. </li> <li>Team player with a professional, pro-active approach. </li> </ul> Why Tridant Our company offers a unique culture second to none; our ethos is that we are professional, but we make work an enjoyable experience. Tridant offer a collegiate team environment that embraces diversity and allows our staff the opportunity to grow independently in a supportive environment. Our team are offered flexible working arrangements, ongoing learning and development opportunities as well as access to an Employee Assistance Program. What makes Tridant different? Our culture; our people; access to the leadership team; and the ability to make an impact. This is a fantastic opportunity to join a reputable, fast-growing company where there is a wealth of opportunity for the right candidate. If you fill the required selection criteria and hold appropriate work rights, we invite you to apply for this role. About Tridant Tridant Pty Ltd is one of Australia's largest specialist consulting firms focused on designing and implementing Financial Performance Management, BI, Financial Reporting, Data Visualisation, Predictive Analytics and Information Management solutions, for both public and private sector organisations throughout Asia Pacific. Tridant partner with multiple market leading technologies to deliver the best solution to our clients. Tridant's expertise spans a number of market sectors including: Financial Services, Mining, Retail, Education, Media & Entertainment, Oil and Gas, Government and Communications. Tridant operate from multiple locations across Australia and Singapore. Our consulting team is home to a number of the most experienced and respected consultants, who have implemented solutions across Australia, New Zealand, Singapore and many other countries. Since our founding in 2007, Tridant has earned an enviable reputation for delivering some of the largest and most successful IT projects in Australia. Our collegiate culture sets us apart from others in our industry, as does the diversity and quality of our people.

Principal Consultant

Deloitte

<div></div><div><div><div><div><div><div><div><div><div>Finance Transformation
Join our Finance Transformation practice to help Deloitte client service teams define and execute Finance and Global Business Services agendas and strategies. You will work with world-class teams and insights, helping support delivery in challenging environments, market uncertainty, technology development, and regulatory considerations to help unlock value. Your work may span strategy, operations, process design, and technology as we collaborate with teams to enable transforming finance.
Position Summary
Level: EPCM Consultant
As an experienced Consultant at Deloitte Consulting, you will be responsible for individually delivering high quality work products within due timelines. Need-basis you will be mentoring and/or directing junior team members/liaising with onsite/offshore teams to understand the functional requirements.<div>
Work you&rsquo;ll do:
</div><div></div><div>You will participate in the design and development of Oracle EPCM applications, build allocation and custom calculations, and develop business rules using Groovy. You&rsquo;ll help develop data integration processes, support the creation of customized reports and dashboards, and provide end-user training. You will also monitor system performance, troubleshoot issues, and contribute from requirements gathering through Hypercare, working both independently and as part of a team.</div><div></div><div>
The Team:
</div>Business Finance, part of our Finance Transformation portfolio, delivers solution-as-a-service offerings focused on digital finance strategies, financial planning and analysis, and enterprise performance technologies. We take a holistic approach, integrating strategy development, process design, and technology enablement to help clients overcome challenges and achieve sustained business success. Our team partners with organizations to drive profitable growth, manage costs strategically, and navigate financial risks. We are seeking a highly motivated individual with strong analytical skills and business acumen to join us in delivering innovative solutions and supporting clients in their transformation journey.
Qualifications
Must Have Skills/Project Experience/Certifications:
<ul><li> 3 - 7 years of hands-on experience in implementing Oracle EPCM/PCMCS solutions.</li><li> Experience designing allocation rules, data models, and workflows to support financial performance analysis.</li><li> Proficiency in developing data integration processes to load data from various source systems (Oracle Fusion GL and other EPM applications) using Data Management.</li><li> Experience building allocation and custom calculations in EPCM.</li><li> Ability to build business rules using Groovy in EPCM.</li><li> Experience designing and building customized reports and dashboards using EPCM reporting capabilities.</li><li> Ability to develop and maintain Excel-based reports, dashboards, and financial models for cost analysis.</li><li> Experience performing data validation, reconciliation, and integration with other Oracle EPM modules (FCCS, PBCS, etc.).</li><li> Experience utilizing the EPCM Agent</li><li> Ability to provide training to end-users on EPCM functionalities, including data input, report generation, and analysis.</li><li> Experience monitoring system performance and troubleshooting issues to maintain system stability.</li><li> Demonstrated ability to contribute across all project phases, from requirement gathering to Hypercare.</li><li> Ability to work independently with technical/functional direction from leads.</li></ul><div></div>
Good to Have Skills/Project Experience/Certifications:
<ul><li>Strong oral and written communication skills.</li><li>
Strong problem-solving and troubleshooting skills.</li><li>
Ability to collaborate effectively with clients and cross-functional teams.</li><li>
Prior experience with any financial planning or cost allocation tool.</li></ul>
Education:
<ul><li> B. Tech or equivalent from an accredited university
</li></ul>Location:<ul><li> Bengaluru/Hyderabad/Pune/Chennai/Mumbai/Gurgaon/Kolkata</li></ul>
</div></div></div><div><div><div>Our purpose</div> 
<div></div>
Deloitte&rsquo;s purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.</div>
</div><div><div><div>Our people and culture</div> 
<div></div>
Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work.</div>
</div><div><div><div>Professional development</div> 
<div></div>
At Deloitte, professionals have the opportunity to work with some of the best and discover what works best for them. Here, we prioritize professional growth, offering diverse learning and networking opportunities to help accelerate careers and enhance leadership skills. Our state-of-the-art DU: The Leadership Center in India, located in Hyderabad, represents a tangible symbol of our commitment to the holistic growth and development of our people. Explore DU: The Leadership Center in India.</div>
</div><div><div>Benefits to help you thrive 
</div><div>
At Deloitte, we know that great people make a great organization. Our comprehensive rewards program helps us deliver a distinctly Deloitte experience that helps that empowers our professionals to thrive mentally, physically, and financially&mdash;and live their purpose. To support our professionals and their loved ones, we offer a broad range of benefits. Eligibility requirements may be based on role, tenure, type of employment and/ or other criteria. Learn more about what working at Deloitte can mean for you.</div><div></div>
</div><div><div>Recruiting tips</div> 
<div></div>
From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters.
</div></div></div></div></div></div><div><div><div>Requisition code: 301111</div></div></div></div>

FinTech - EPCMConsultant

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