Consultant, Financial Services

Vena Solutions

23h•Remote

About The Position

This is a flexible position and has the option of working in our Toronto office full time, hybrid throughout the week or working entirely remotely within Canada or USA. Our banking and credit union customers are exploring how Vena can improve their financial planning, reporting, and analytical processes. With increasing regulatory complexity and evolving business models, they rely on our Consultants to guide them toward best practices and practical solutions tailored to financial institutions. Consultants are responsible for execution excellence—implementing the Vena platform from initiation through close and enabling banking customers for long-term success. We take pride in having consultants who understand how financial institutions operate, plan, and report, and who can translate that knowledge into effective Vena solutions.

Requirements

4+ years of experience in financial services, software implementation, financial planning & analysis (FP&A) with a focus on banks and credit unions
Exposure to banking or credit union environments, with familiarity in areas such as Asset Liability Management (ALM), banking assets, regulatory or management reporting, or financial planning
Strong communication skills; asks insightful questions and demonstrates a deep understanding of customer needs to apply problem solving skills
Ability to work collaboratively in a team environment, and present effectively with all levels in an organization
Experience working with ERP systems, CPM tools, or reporting solutions used in financial institutions
Strong Microsoft Excel skills, including working with large datasets and financial models
Data Integration experience and exposure to ALM systems and data
Experience or knowledge of database management (i.e. ETL, Oracle, SQL Server, etc.)
Interest in AI and willingness to explore AI-driven solutions to enhance performance and drive efficiencies

Responsibilities

Implement Vena for Financial Services customers, including data model configuration, financial templates and reports, system integrations, and automated workflows
Understand and direct banking customers on their planning and reporting use cases, such as balance sheet planning, income statement planning, and asset‑based reporting (e.g., loans, deposits, interest income)
Deliver against our customer satisfaction and utilization metrics
Lead virtual and/or onsite workshops to gather and validate business and technical requirements specific to banks and credit unions
Apply an understanding of banking terminology, financial statements, and operating models when designing and explaining solutions
Enable customers through clear, confident communication to drive adoption and maximize value from their Vena investment
Partner closely with Project Managers to deliver projects on time and on budget, proactively escalating risks and issues
Demonstrate a strong understanding of banking regulatory reporting requirements and how they impact financial planning, data structures, controls, and auditability.
Demonstrate a self-starter mentality when learning the product, taking a hands-on approach and asking thoughtful questions
Travel (as required) to client sites.