Financial Services Consultant
3 days ago
We are a fast-growing SaaS company that provides innovative financial solutions to businesses worldwide. Our mission is to make it easier for our clients to manage their finances.
Job DescriptionWe are seeking an experienced Financial Services Consultant to join our team in $130,000 - $190,000 per year. In this role, you will be responsible for helping our clients select and implement the best financial solutions for their business needs.
You will work closely with our sales, product, finance, support, and operations teams to ensure that our clients receive exceptional service and support.
- Use your expertise in finance and accounting to help our clients select the best financial solutions for their business needs.
- Develop and deliver training programs for our account management and account executive teams to ensure they have a deep understanding of our financial solutions.
- Partner with our product, finance, enablement, operations, and implementation teams to drive the development of new financial solutions.
- Minimum of 5 years' experience in accounting or financial consulting, with a robust understanding of ERP system integrations and AP processes.
- Familiar with credit card payment solutions, including booking statements in ERP tools.
- 3+ years of experience in a customer-facing role such as a Solutions Consultant or Architect, Implementation Manager, or Professional Services Consultant position within a rapidly growing SaaS company, working with large strategic customers is ideal.
- CPA, ACA, ACCA, CIMA, CIA, or related professional accounting certification recommended.
- Qualified tax advisors are welcome.
- Degree qualified in Finance, Tax, Accounting, or a similar qualification.
- German language skills and expertise of German Accounting and Tax practices are essential.
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