Strategic Finance Solutions Advisor

September 16, 2024

KreativeHR

București

About the job Strategic Finance Solutions Advisor

Were looking for a Strategic Finance Solutions Advisor to join our clients forward-thinking team. This role is perfect for someone with a deep understanding of financial services, particularly in banking and insurance. You will play a vital role in developing tailored demo requirements, leading client workshops, and creating engaging materials to highlight the unique benefits of our clients software solutions.
Key Responsibilities:

Demo Development for Financial Services: Craft and customize requirements for Tagetik vertical demos, focusing on banking and insurance sectors, to showcase the benefits of the financial platform for the office of Finance.
Workshop Leadership: Conduct detailed requirements workshops with clients, ensuring their needs are accurately understood and addressed.
Material Creation and Specification: Develop engaging demo materials and detailed specifications, translating software features into clear business benefits.
Engagement through Presentations: Utilize your presentation skills to effectively communicate solutions to clients and stakeholders, emphasizing the transformative potential of our clients products.
Collaborative Innovation: Collaborate with services, marketing, and sales teams to ensure solutions align with market needs and sales strategies.

Youre Perfect for This Role If You:

Hold a Bachelors degree in Finance, Business, or a related field, with a thorough understanding of the financial services landscape. Relevant experience is also valued.
Have hands-on experience in budgeting cycles or FP&A (Financial Planning & Analysis) roles within financial services, demonstrating a strong grasp of financial operations and strategic planning.
Are an expert in the financial services sector, particularly in banking and insurance, with a keen awareness of emerging trends and challenges.
Excel in communicating complex ideas clearly and engagingly in English, making intricate concepts accessible.
Have a proven ability to deliver dynamic presentations and demos, captivating your audience.
Demonstrate exceptional analytical skills, attention to detail, and a collaborative spirit, with a sense of humor and creativity.
Have previous experience with EPM/CPM software.

What We Offer:

An innovative and creative work environment where thinking outside the box is the norm.
Opportunities for personal and professional growth in a company that values learning and development.
A competitive salary and benefits package, plus unique perks that go beyond the standard offerings.
A team culture that feels like family, with built-in support.