financial services consultant

Aswaar Consulting DMCC

<p><b>Job Summary:</b></p><p>We are seeking a highly competent and detail-oriented <b>Financial Consultant</b> with hands-on experience in bookkeeping, month-end closing, financial statement preparation, and bank reconciliations. The role requires strong stakeholder management skills and the ability to support end-to-end financial processes. Candidates with prior experience in the <b>power or energy sector</b> and exposure to a <b>Big 4 accounting firm</b> will be given preference.</p><p><b>Key Responsibilities:</b></p><ul><li>Maintain accurate financial records including journal entries, AP/AR, and general ledger functions.</li><li>Execute monthly and yearly closing activities, ensuring timely and accurate financial reporting.</li><li>Prepare financial statements including profit and loss, balance sheets, and cash flow reports.</li><li>Conduct thorough bank reconciliations and resolve discrepancies in a timely manner.</li><li>Collaborate with internal teams and external stakeholders, including auditors and senior management, to support financial reporting and decision-making.</li><li>Assist in the development and enforcement of financial policies, internal controls, and accounting procedures.</li><li>Support budgeting, forecasting, and variance analysis activities.</li><li>Drive process improvements to enhance financial accuracy, efficiency, and compliance.</li></ul><p><b>Qualifications &amp; Experience:</b></p><ul><li><b>Professional Qualification</b>: ACCA, CA, or CPA &ndash; <b>fully or partially qualified</b>.</li><li>Minimum 3 <b>to 5 years</b> of relevant experience in finance and accounting.</li><li>Strong background in consolidation and financial reporting is a must.</li><li>Demonstrated ability to manage and engage with stakeholders at various levels.</li><li>Experience in the <b>power or energy industry</b> will be considered an asset.</li><li>Previous <b>Big 4 experience</b> will add significant value.</li><li>Proficiency in accounting software and ERP systems; advanced Microsoft Excel skills preferred.</li></ul><p>Job Type: Full-time</p><p>Pay: AED12,000.00 - AED13,000.00 per month</p><p>Application Question(s):</p><ul><li>Are you able to join immediately </li></ul><p>Experience:</p><ul><li>Post qualification: 3 years (Preferred)</li><li>Consolidation and financial reporting: 3 years (Preferred)</li></ul><p>License/Certification:</p><ul><li>Are a qualified ACCA/CA/CPA (Preferred)</li></ul>

Finance Consultant

D4 Insight

<div><p><b>We&rsquo;re Hiring: Wealth Consultant (Advent &amp; Prospero Expertise)</b><br>
<b>Location:</b> Abu Dhabi<br>
<b>Type:</b> 6-Month Contract<br>
<b>Experience:</b> 8+ Years</p>
<p><b>
Role Overview:</b><br>
The Consultant will lead the development and enhancement of wealth management solutions, focusing<br>
on applications such as Advent and Prospero. This role demands deep domain knowledge in wealth and<br>
investment operations, strong stakeholder engagement, and the ability to translate business needs into<br>
technical deliverables.</p>
<div><b>
Key Responsibilities:</b><br>
<ul><li>Define the product vision and roadmap for wealth platforms including Advent and Prospero.</li><li>Collaborate with stakeholders across Wealth Tribe, Investment Operations, and IT to gather and</li></ul>
prioritize requirements.<br>
<ul><li>Own the product backlog and ensure alignment with strategic goals and regulatory</li></ul>
requirements (e.g., CPF Annual Regulation, Islamic proposition, ECM integration).<br>
<ul><li>Lead Agile ceremonies and ensure timely delivery of features such as SIP workflows, trade</li></ul>
settlement automation, and incremental load enhancements.<br>
<ul><li>Coordinate with vendors for onboarding, Solutioning, and production support across Advent and</li></ul>
Prospero platforms.<br>
<ul><li>Monitor platform performance and resolve issues related to tactical VAT invoicing, trade</li></ul>
execution, and fee accruals.</div>
<div><b>
Required Skills &amp; Experience:</b><br>
<ul><li>Proven experience in the Wealth Management domain, preferably within banking or financial</li></ul>
services.<br>
<ul><li>Hands-on experience with Advent and Prospero applications. Preferable to know the complete</li></ul>
working of the application life cycles.<br>
<ul><li>Strong understanding of investment products, portfolio types, and regulatory frameworks (e.g.,</li></ul>
FINMA, CPF)<br>
<ul><li>Technical proficiency in managing integrations, incremental data loads, and platform</li></ul>
dependencies<br>
<ul><li>Excellent communication and stakeholder management skills, with a track record of cross</li></ul>
functional collaboration</div>
<div><b>
Preferred Qualifications:</b><br>
<ul><li>Bachelor&rsquo;s or Master&rsquo;s degree in Finance, Business, or Information Technology.</li><li>Certifications in Agile/Scrum methodologies</li><li>Certifications in Wealth/ Investment Banking</li><li>Experience with vendor engagement for wealth platforms.</li></ul></div>
<p>
 <b>Apply Now.</b></p></div>

Wealth Consultant (Advent & Prospero Expertise)

CAPTRUST

<div>Overview:
<div><b>
WHO are we looking for?</b></div><div></div><div><br>
CAPTRUST is seeking a <b><i>Financial Wellness Consultant</i></b>. A Financial Wellness Consultant is pivotal in orchestrating the transition to a holistic financial wellness program, working closely with clients to understand their unique needs, culture, and expectations. This role is responsible for developing and implementing a tailored financial wellness strategy that aligns with the client's goals, fostering strong relationships, and ensuring the program's success and client satisfaction. Primary responsibilities may include the following, among others:</div>
Responsibilities:
<ul><li>Strategic Client Engagement: Conduct comprehensive discovery meetings with client key stakeholders to understand their expectations for a holistic financial wellness program, including their success metrics, company culture, financial benefits offered, and existing financial wellness resources</li><li>
Holistic Financial Wellness Planning: Lead the ideation process and craft a detailed Action Plan with prescriptive recommendations and considerations tailored to the client's needs for the holistic financial wellness offering. This includes aligning financial wellness strategies with the client's culture and benefits structure</li><li>
Program Implementation and Launch: Coordinate with internal and external parties to finalize the Action Plan. Establish a formal launch date for the holistic financial wellness program and oversee the implementation process to ensure a seamless transition and integration with the client's existing benefits offerings</li><li>
Ongoing Relationship and Program Health Management: Serve as the primary point of contact post-launch, conducting periodic check-ins with the client to assess program performance against agreed-upon metrics and objectives. Utilize marketing automation tools to actively manage and adapt the financial wellness offerings based on engagement data and client feedback</li><li>
Data-Driven Insights and Customization: Work closely with the client to determine data availability and leverage insights to continually refine and enhance the financial wellness program. Ensure that recommendations and strategies are data-driven and aligned with evolving client needs and industry best practices</li><li>
Client Education and Advocacy: Educate clients on the value and impact of a holistic financial wellness program. Advocate for the adoption of practices and strategies that promote financial well-being among their employees</li></ul>
Qualifications:
<div><i>
Minimum Qualifications:</i></div><ul><li>
4-year college degree or equivalent years of experience</li><li>
10 years of related industry experience; retirement plans and relationship management</li><li>
Professional License/Certification required (65,6, or 7)</li></ul><div><i>
Desired Qualifications/Skills:</i></div><ul><li>
Experience in strategic planning, program development, and client engagement within the financial services industry, particularly in financial wellness.</li><li>
Strong understanding of holistic financial wellness concepts and the ability to translate these into actionable, client-specific strategies.</li><li>
Innovative thinker with the ability to identify opportunities for growth and improvement within the scope of holistic financial wellness.</li><li>
Exceptional client service orientation, with a commitment to excellence in program implementation and management.</li><li>
Strong project management skills, with an ability to manage multiple priorities and maintain attention to detail.</li></ul><div><b>
WHAT can you expect from your career at CAPTRUST?</b></div><div></div><div><br>
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There&rsquo;s a reason for it; it&rsquo;s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.</div><div></div><div><br>
Our Employee Benefits Package shows how much we value our team. Some benefits include:</div><ul><li>
Employee ownership opportunities</li><li>
Brick Bonus success sharing program</li><li>
Comprehensive health coverage + Personify Health wellness platform</li><li>
401(k) program with a 5% employer match + financial planning for colleagues</li></ul><div><b>
WHERE will you be working?</b></div><div></div><div><br>
Remote or Any CAPTRUST Office Location</div><div></div><div><b><br>
HOW do we build a world class organization one brick at a time?</b></div><div></div><div><br>
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.</div><div></div><div><b><i><br>
Are you the next brick?</i></b></div><div></div><div><br>
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:</div><ul><li>
Ability to build successful, collaborative, and trusting relationships</li><li>
Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information</li><li>
A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges</li><li>
Inherent desire to give back to our communities and enrich the lives of those around us</li><li>
An other-centered mindset</li><li>
Integrity through maintaining objectivity</li></ul><div><b>
EEO/Diversity Statement:</b></div><div></div><div><br>
At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.</div><div></div><div><br>
CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination. #mid-senior</div><div></div><div><div><div><p><br>
This position will remain open until filled.</p></div></div></div></div><div></div>

Financial Wellness Consultant

Equifax

<div><p>Equifax&rsquo;s Analytics Sales Consulting team is seeking an <b>Analytics Sales Consultant </b>to develop strong relationships with clients, evaluate strategies, and recommend appropriate, profitability driving solutions. This role is a client facing, data and business intelligence expert who has held key positions within the various industries we serve. From this base of knowledge and experience, this team becomes interactive partners, designing data-driven solutions tailored to meet immediate business goals.
</p><p>This particular opening will work with our <i>brokerage/wealth management </i>and <i>Tier 1 financial institution </i>clients. Our Consultants are responsible for demonstrating the value of Equifax solutions and assets based on actual client data. In doing so, the Consultant enhances the client relationship, drives new programs/revenues and positions Equifax as a strategic advisor at their assigned accounts. This individual will be a quantitative thinker who has a solid grasp of Equifax&rsquo;s data and associated assets, an ability to identify and understand the impact of market and economic trends, and a keen understanding of client business needs. They will proactively identify and design quantitative analyses to generate new sales opportunities and support ongoing sales initiatives for the Equifax Strategic Financial Institution account teams.
</p><p>Additionally, they will be responsible for maintaining a thorough understanding of the prevailing economic environment and its key drivers, the unique and changing business needs of financial services clients, and important trends in the consumer lending market. This individual is a trusted analytical advisor to clients and will collaborate with both the sales team and the rest of the Equifax organization to optimize the use of our data and analytical assets.
</p><p>Lastly, they will act as a project leader for the development and delivery of analytical solutions such as quantitative analysis, model deployment and custom analytics. He/she must work well in a team environment yet be a self-starter. The Consultant cultivates key relationships and provides customer feedback to the account team.
</p><p><b>What you&rsquo;ll do
</b></p><ul><li><p>Co-develop (with sales partners) and execute plans leveraging Equifax solutions to enable revenue growth and market share with assigned client base
</p></li><li><p>Provide analytical consulting expertise through client data to understand analytical needs for solution sales, development and implementation
</p></li><li><p>Provide proactive solutions, consult with the client on their data/processes and highlight opportunities where Equifax data and analytics can positively impact the business
</p></li><li><p>Create high impact proposals, presentations, internal business plans and related solution materials
</p></li><li><p>Work closely with the account relationship teams, analytic fulfillment teams and key internal stakeholders &amp; management to produce customer facing presentations and other materials that clearly demonstrate the value of each analytic solution
</p></li><li><p>Serve as a key consulting resource in the design, development, implementation and use of custom and generic analytical solutions and capabilities
</p></li><li><p>Engage internal stakeholders, sales leadership, internal analytic teams and system/IT infrastructure teams to enable successful deployment, integration, and consumption of newly developed solutions by the customer
</p></li><li><p>Leverage a consulting approach for improvement to systems and processes already in place with the client
</p></li><li><p>Consult with clients on methods of maximizing profit through optimization of data, models and analytics
</p></li><li><p>Proactively work with account relationship teams and other internal teams to devise new engagement approaches and strategies that can help deepen account penetration, increase market share and achieve annual revenue goals
</p></li><li><p>Present at customer and industry forums to help elevate the Equifax brand, generate product interest and drive industry thought-leadership
</p></li><li><p>Travel: up to 25%
</p></li></ul><p><b>What experience you need
</b></p><ul><li><p>Bachelor's degree in a quantitative field of study or closely related discipline
</p></li><li><p>10+ years of relevant work experience in some or all of the following areas relating to data analysis, business development, and/or statistical R&amp;D
</p><ul><li><p>Business growth strategies
</p></li><li><p>Credit risk scoring and data
</p></li><li><p>Consumer lifecycle management
</p></li><li><p>Credit risk strategy development
</p></li><li><p>Marketing analytics
</p></li></ul></li></ul><ul><li><p>Experience working at or with brokerages/wealth management companies and/or strategic financial institutions focused on driving business growth or operational efficiencies
</p></li><li><p>Proven ability to synthesize in-depth analyses that leverage data directly supplied from a Credit Bureau or other third party data provider into appropriately positioned and impactful internal and external client presentations
</p></li></ul><p><b>What could set you apart
</b></p><ul><li><p>MBA or Graduate degree in relevant field
</p></li><li><p>Experience using SAS/R/Python or other industry standard statistical software
</p></li></ul><p>Equifax is required by law to include a good-faith salary range for this role. This compensation range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to: skill sets; experience and training; and other business and organizational needs. At Equifax, it is not typical for an individual to be hired at or near the top of the range for their role. A reasonable estimate of the current range is $129,830 to $185,000. This position is also eligible for our annual incentive program.
</p><p>#LI-REMOTE
</p><p>#LI-LMEFX</p></div>

Analytics Sales Consultant - Brokerage and Strategic Financial Institutions

EisnerAmper

<div></div><div><div>Job Description</div><div></div><div>
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you&rsquo;re starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you&rsquo;ll love from top to bottom &ndash; we give you the tools you need to succeed and the autonomy to reach your goals.</div><div></div><div>
We are seeking a Financial Consultant to join the Assurance practice in our Mumbai and Hyderabad offices. We are seeking someone who thrives in a growing environment and providing clients with exceptional services.</div><div></div><div>
What it Means to Work for EisnerAmper:</div><ul><li><div>
You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry</div></li><li><div>
You will have the flexibility to manage your days in support of our commitment to work/life balance</div></li><li><div>
You will join a culture that has received multiple top &ldquo;Places to Work&rdquo; awards</div><ul><li><div>
We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions</div></li><li><div>
We understand that embracing our differences is what unites us as a team and strengthens our foundation</div></li><li><div>
Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work</div></li><li><div>
Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, &amp; Inclusion (DE&amp;I) efforts</div></li></ul></li></ul><div></div><div>
What Work You Will be Responsible For:</div><ul><li><div>
Develop an understanding of the EisnerAmper audit approach, methodology and tools.</div></li><li><div>
Proficient in foundational technical concepts.</div></li><li><div>
Knows when, and from whom, to ask for assistance in solving issues.</div></li><li><div>
Complete detailed tasks accurately, timely and efficiently.</div></li><li><div>
Communicate information concisely and effectively, verbally and in writing.</div></li><li><div>
Interact with and respond to client requests professionally and responsively.</div></li><li><div>
Demonstrate awareness of services firm provides.</div></li><li><div>
Listen and ask good questions to expand own knowledge and skills.</div></li><li><div>
Participate in technical training, formal and on the job.</div></li><li><div>
Seek and is open to receiving feedback, quickly applying &ldquo;lessons learnt&rdquo; to improve performance.</div></li><li><div>
Able to develop internal network of peers.</div></li><li><div>
Is familiar with services and products offered by the firm.</div></li><li><div>
Demonstrate the firm values of quality, integrity, innovation, collegiality, caring and collaboration.</div></li><li><div>
Execute components of audit under remote service delivery model in an effective and efficient manner.</div></li><li><div>
Develop and enhance good relationship with U.S. audit teams.</div></li><li><div>
Demonstrate maturity, poise and self&#8208;confidence in managing self and dealing with colleagues.</div></li><li><div>
Demonstrate positive attitude towards colleagues and work.</div></li><li><div>
Understand and adapt to the EisnerAmper corporate culture.</div></li></ul><div></div><div>
Basic Qualifications:</div><ul><li><div>
Must have cleared both groups of CA-IPCC/CA-Inter.</div></li><li><div>
Strong Article Experience in a leading mid-size to large Audit firm in Audit domain.</div></li><li><div>
Must possess excellent verbal and written communication skills.</div></li><li><div>
Must be proficient in MS-Office suite (Advanced Excel Power query, word, outlook, SharePoint).</div></li><li><div>
Willingness to leverage technology in performing tasks to improve quality and efficiency.</div></li><li><div>
Experience with working directly with clients and/or global counterparts</div></li></ul><div></div><div>
We strongly believe in a supportive work environment where all our colleagues can succeed. EisnerAmper India is proud to be an Equal Opportunity merit-based employer. We do not discriminate on the basis of caste &amp; religion, disabilities, gender, sexual orientation, age or marital status.</div><div></div><div>
About Our Assurance Team:</div><div></div><div>
In the EisnerAmper Audit Group, we&rsquo;re transforming the traditional reputation of auditing. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements.</div><div></div><div>
To stay up to date with evolving industry processes and regulations, we place a heavy emphasis on continued education and the consistent adoption of new technologies. This enables us to effectively innovate, grow as individuals, and provide faster, more accurate solutions and due diligence for our partners.</div><div></div><div>
Acting as a trusted third party to our clients, we provide solutions that create assurance and peace of mind. Because we understand trust comes with time, we define success by the relationships we create and foster. We act as a trusted business advisor every step of the way, from a client&rsquo;s first financial report to their close of business.</div><div></div><div>
About EisnerAmper:</div><div></div><div>
EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,500 employees and more than 450 partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.</div><div></div><div>
Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.</div><div></div><div>
About EisnerAmper India:</div><div></div><div>
EisnerAmper (India) Consultants Pvt. Ltd. (&ldquo;EA India&rdquo;) is a subsidiary of Eisner Advisory Group LLC (&ldquo;EA Group&rdquo;), which practices in an alternative practice structure with EisnerAmper LLP. EA India employees provide advisory services to clients of EA Group and audit services to clients of Eisner Amper LLP and comply with the professional standards applicable to each of EA India, EA Group and EisnerAmper LLP. EA India employees also provide operational services to EA Group and EisnerAmper LLP. The policies and procedures of EA India, including obligations of confidentiality and non-disclosure, apply to all services provided by EA India employees. All applicants are applying to positions for employment with EA India, and not EA Group or EisnerAmper LLP.</div><div></div><div>
EA India opened its first office in Mumbai in 2007. Over the years, our India footprint has expanded to include offices in Ahmedabad, Bangalore and Hyderabad. We are a culturally diverse pool of over 800 professionals supporting our global clientele from a range of startups to Fortune 500 entities.</div><div></div><div><div><div><div><div><div><div><div>
Preferred Location:</div></div></div></div></div></div></div></div>
Hyderabad</div>

Assurance Financial Consultant

Millennium Management

<div>Consultant - Trade data integrity<p></p><p>
The Execution Services team is responsible for trade execution, analysis and optimization across multiple products and geographies. Partnering across multiple teams, including trading, quant research, technology and legal &amp; compliance, Execution Services enhances and optimizes the execution process for each investment team as well as the overall organization. The successful candidate is an inherently curious self-starter, eager to 1, Understand and communicate higher level business impact of any given problem and 2. Dive into details (technical or qualitative) to help find and drive the solution. The candidate is responsible for both leading and managing projects from start to finish, including identifying key stakeholders, understanding and articulating what the problem is across a variety of stakeholders both technically and commercially as well as partnering across teams to drive the solution.</p><h3 class="jobSectionHeader"><b><br>
Principal responsibilities</b></h3><ul><li>
Identify and articulate issues both commercially and technically</li><li>
Determine who are the key stakeholders and other relevant team members</li><li>
Collaborate with others to define project scope and objectives, develop detailed work plans and deliver other project artifacts as required to drive projects from greenlight to go-live</li><li>
Proactively anticipate and identify project issues and risks and recommend mitigations</li><li>
Provide regular reporting covering project/program status including major deliverables, risk factors and next steps</li></ul><p></p><p><b>
Qualifications / Skills required</b></p><ul><li>
5+ years relevant work experience</li><li>
Current or former Management Consultant with experience in financial services or in a project management role for a financial services firm with implementation experience</li><li>
Familiarity with financial products, institutional end to end trading workflows and trading technology, particularly order management systems</li><li>
Strong experience with data manipulation in any SQL like language. q/KDB experience is a plus but not required.</li><li>
Proficiency with Jira and Agile project management methodologies</li><li>
Excellent problem-solving skills and ability to work in a structured manner</li><li>
Experience influencing mid to senior level executives / ability to develop and maintain working relationships across various stakeholders</li><li>
Strong presentation skills and experience presenting to senior leadership</li><li>
Excellent written and verbal communication skills</li><li>
Well versed in project management tools and standard methodologies</li><li>
Proven track record of meeting and exceeding targets</li><li>
Detail oriented; demonstrate thoroughness and strong ownership of work</li><li>
Good team player with a strong willingness to participate and help others</li><li>
Able to prioritize in a fast moving, high pressure, constantly changing environment &ndash; strong sense of urgency</li></ul><p></p><p><b>
Scope of work</b><br>
<i>Context</i></p><p>
Trade data integrity is essential to Millennium overall as well as each of its businesses</p><p>
In the past, Millennium primarily invested in equities</p><ul><li>
Our research and trade data for equities can be analyzed with confidence, relative to other asset classes</li><li>
This confidence has been built over time through the combined efforts across execution services, business and technology</li></ul><p>
As the firm has grown in scope and size, demand for similar research and trade analysis in other asset classes, including options, credit, rates, commodities, has also grown. Notable recent requests to broader Execution Services team include</p><ul><li>
Office of the Chief Investment Officer (OCIO) asked to better understand fixed income / credit derivative trade performance and potential opportunity for growth</li><li>
Volatility business has asked to understand their trading information and potential opportunity for growth as well</li></ul><p>
Given the complexity of Millennium&rsquo;s execution stack (including the number of systems, vendors and teams), understanding and addressing the quality of trade data is not straightforward: This effort requires the ability to navigate across multiple systems as well as teams and individuals who historically have not had a need to closely collaborate</p><p><i><br>
Overarching goal</i><br>
Holistically produce and maintain clean, consistent trade data that can be used across teams and businesses to drive greater value to our investors. Sustainably address consistent data quality issues across internal and external systems</p><p><i><br>
Tactical goals</i><br>
Each internal and external trading system across the lifecycle of a trade should provide a stream of comprehensive, timely and accurate data (this should be a requirement before completion of onboarding any trading system or vendor)</p><ul><li>
In other words, no one team should be singularly flagging issues</li><li>
All applications should have their own independent DQ checks that are communicated across the full stack</li></ul><p>
All teams should collectively define and agree on SLAs for DQ issue acknowledgement, correction and quick turnaround</p><p><br>
This role ultimately lays the groundwork for all teams to achieve aforementioned tactical goals in the future, ideally independent of this role</p><p><br>
This role will require close partnership with the following teams:</p><ul><li>
Execution Services: Electronic Trading Services, Central Liquidity Strategies</li><li>
Equity IT: Market Connectivity, Development, Execution Technology (SOMS, market connectivity / EPA, etc.)</li><li>
Operations, Middle Office and Corporate Technology: Reference Data / IMPACT,</li><li>
Systematic Data (TIQ)</li><li>
External third party vendors: Data providers, brokers</li></ul><p></p><p>
The estimated rate for this position is $750 to $1,650 per day, which is specific to New York and may change in the future. When finalizing the rate, we take into consideration an individual&rsquo;s experience level and the qualifications they bring to the role.</p></div>

Consultant - Trade data integrity

Lendmark Financial Services

<div><div>At Lendmark Financial Services, we believe the success of our company is specifically attributable to the quality of our employees and their commitment to our customers. We value each customer and understand that people want to do business with people who care. That&rsquo;s one way we differ from our competitors. We are proud of what we as a team have accomplished. We will always strive for improvement, our motto since day one has been &ldquo;Success is the only option.&rdquo;</div><div></div><div>
Lendmark Financial Services offers a comprehensive benefits package for employees and dependents that includes medical, dental, vision benefits, paid time off, paid holidays, 401(k), life insurance, long-term disability, tuition assistance and an employee assistance program. We also offer optional benefits such as critical care, auto, home and pet insurance as well as other ancillary insurance options.</div><div>
GENERAL SUMMARY:</div><div></div><div>
The role of Loan Consultant II is to provide exceptional customer experience while providing personal loan solutions. This position focuses on building a customer base through sales, loan extension and merchant referrals. Role success will be based on creation of customer experience, generation of business, compliance, attainment of monthly goals, and accuracy.</div><div></div><div>
MAJOR DUTIES/RESPONSIBILITIES:</div><ul><li><div>
Greet, assist and solicit individuals entering the office and calling by phone; receive and process credit and employment verifications, and record information obtained.</div></li><li><div>
Process payments, distributions, and make recommendations regarding loan approvals.</div></li><li><div>
Approve loans up to established lending limits and complete loan closings.</div></li><li><div>
Handle account activities related to collection accounts, including phone calls and face to face communications with customers.</div></li><li><div>
Prepare reports, correspondences, transaction documentation, and record and file documentation; operate cash drawer, process bank deposits, maintain records and balances and closing of the branch.</div></li><li><div>
Actively market all branch products and services to individuals.</div></li><li><div>
Perform all other duties as assigned by management.</div></li></ul><div></div><div>
BASIC REQUIREMENTS:</div><ul><li><div>
High School Diploma or GED from accredited institution</div></li><li><div>
2-4 plus years consumer finance or related experience</div></li><li><div>
Cash handling; computer skills; customer service skills</div></li><li><div>
Ability to work with minimum supervision</div></li><li><div>
Excellent communication skills</div></li><li><div>
Proficient working knowledge of Microsoft Windows, Excel and Word Applications</div></li></ul><div></div><div>
PREFERRED/DESIRED QUALIFICATIONS:</div><ul><li><div>
Associates or Bachelor&rsquo;s Degree</div></li><li><div>
Bilingual, Spanish/English</div></li></ul><div></div><div>
COMPENSATION:</div><ul><li><div>
The salary range for this position is $20.00 - $24.00 per hour, based on the specific Knowledge, Skills, Abilities and/or Experience of the selected candidate.</div></li><li><div>
This position is eligible for Quarterly Incentive compensation based on individual and company performance guidelines.</div></li></ul><div></div><div>
WORK ENVIRONMENT:</div><ul><li><div>
Office Environment</div></li></ul><div></div><div>
If you are interested in a fast paced, high growth, team oriented and great culture environment, you'll enjoy a career with us!</div></div>

Customer Service Representative (Loan Consultant Ii)

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