Consultant, Financial Institutions jobs in United States
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Strata Decision Technology · 6 hours ago

Consultant, Financial Institutions

Strata Decision Technology is a company that focuses on performance management solutions for financial institutions. They are seeking an Implementation Consultant to work collaboratively with customers to implement their solutions, manage implementation activities, and translate business needs into application capabilities.

AccountingAdviceAnalyticsBusiness IntelligenceFinanceFinancial ServicesHospitalSaaSSoftware
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H1B Sponsor Likelynote

Responsibilities

Analyze Financial Planning (Budgeting, Forecasting, and Capital Planning), Financial Reporting, and Profitability processes and data requirements within customer organizations to provide objective advice on the use of information technology to satisfy business needs
Work collaboratively with customers at all levels (executive to end-user) to design and implement a uniquely tailored software solution
Demonstrate flexibility, strong interpersonal skills, project management experience, and the ability to work effectively with internal teams, customers, and vendors

Qualification

Financial PlanningFP&A experienceFinancial ReportingSQL ServerExcelFinancial AnalysisAnalytical SkillsProject ManagementInterpersonal SkillsProblem Solving

Required

3+ years of relevant experience in a finance role (e.g., Financial Analyst or Senior Financial Analyst) within a bank or credit union, with an interest in continued growth and development
Hands-on experience working with or implementing similar financial applications, with a strong understanding of Excel and experience building complex financial models; familiarity with dashboard design is a plus
FP&A experience is required for this role
Experience with annual budgeting processes, financial analysis, forecasting, and profitability analytics, preferably as they apply to financial institutions
Strong understanding of database structures, preferably across multiple environments, including SQL Server
Highly organized and analytical, with the ability to adapt and think creatively to solve problems
High energy, entrepreneurial mindset, and enthusiasm for being part of a growing business
Willingness to travel within the U.S. to customer locations up to 20–35% as needed

Benefits

Comprehensive benefits package including retirement benefits
Health and welfare benefits
Paid time off
Parental leave
Life and accident insurance
Other voluntary and well-being benefits

Company

Strata Decision Technology

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Strata Decision Technology offers financial analytics, business intelligence, and decision support services for the healthcare industry.

H1B Sponsorship

Strata Decision Technology has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (1)
2023 (1)
2022 (3)
2021 (5)
2020 (6)

Funding

Current Stage
Growth Stage
Total Funding
unknown
2015-01-23Acquired

Leadership Team

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John Martino
CEO
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Liz Kirk
SVP, Strategy & Innovation
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Company data provided by crunchbase