Bank Performance Management Support Consultant
About The Position
Empyrean Solutions specializes in Financial Risk and Performance Management solutions for financial institutions. Empyrean offers a comprehensive suite of software products to power balance sheet simulations for asset-liability management, financial planning and analysis, capital stress testing, and funds transfer pricing. We deliver a complete solution that offers comfort to regulators and empowers institutions to manage risk and build stable long-term earnings. The planning and profitability experts of the Professional Services team help financial institutions harness the full potential of Empyrean's Profitability and Budgeting & Planning products through implementation services, consulting, training, and support. The Bank Performance Management Support Consultant works directly with banks and credit unions after go-live to keep their Profitability and Budgeting & Planning solutions running smoothly — resolving support requests, maintaining configured models, and helping clients get sustained, reliable value from their performance reporting.
Requirements
- Degree in finance, accounting, economics, mathematics, or a related discipline, or equivalent experience.
- Experience in banking, financial services, FP&A, or financial technology.
- Solid understanding of the banking industry, accounting, and financial statements.
- Strong knowledge of Excel and experience working with large datasets.
- Strong attention to detail and good planning and organization skills.
- Experience with business intelligence tools (Tableau, Power BI, etc.).
- Comfortable following and improving structured processes, especially under the pressure of an open support queue.
- Demonstrated AI literacy in a professional environment and sound judgment about when and how to apply it, including awareness of data-handling and confidentiality considerations.
Nice To Haves
- Working knowledge of bank profitability concepts, including Funds Transfer Pricing (FTP), cost allocation, and product, customer, instrument, and organizational profitability measurement.
- Working knowledge of bank financial planning concepts, including net interest margin forecasting, non-interest income and expense modeling, and capital and payroll planning.
- Understanding of a bank's balance sheet and loan payment calculations.
- Familiarity with fixed-income cashflow calculation and fixed income math.
- Familiarity with risk-based / regulatory capital attribution and allowance (ACL/ALLL) calculations.
- Experience supporting or implementing planning or profitability solutions at a financial institution.
- Experience with financial data management, ETL tools, and Microsoft Power Query.
- Knowledge of SQL or other data-analysis tools.
- Prior customer support, consulting, implementation, or customer-success experience.
- Experience building or improving repeatable, AI-assisted workflows.
Responsibilities
- Serve as a primary point of contact for client support requests related to Empyrean's Profitability and Budgeting & Planning solutions, from initial triage through resolution.
- Troubleshoot configuration, data, and reporting issues within existing profitability models, including dimensions, hierarchies, and allocation logic.
- Troubleshoot configuration, data, and calculation issues within existing planning models, including driver-based assumptions and forecast logic across net interest margin, non-interest income and expense, capital expenditure, and payroll planning.
- Help clients interpret their profitability reporting across customer, instrument, product, and organizational views, and their budgets, forecasts, and variance reporting, guiding them toward root-cause fixes rather than one-off workarounds.
- Maintain clear documentation of support cases and contribute to a growing internal knowledge base of common issues and resolutions across both solutions.
- Escalate complex configuration or product issues to implementation consultants or product management, and follow through to resolution.
- Advise clients on best practices for data management, reporting, financial planning and analysis, and profitability measurement.
- Serve as a liaison between the client user community and Empyrean's product management team, channeling client needs into product direction.
- Apply AI-assisted tools and repeatable processes to resolve support issues more efficiently and consistently, and contribute to improving those processes over time.
- Safeguard sensitive customer data by following all applicable policies and controls and using approved channels for data transmission.
- Perform other job duties and assignments as needed and directed.
Benefits
- Select roles or locations are eligible for additional incentive plans which will be shared during the interview process.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
