Consultant, Financial Institutions

As an Implementation Consultant, you work collaboratively with our customers to implement our exciting portfolio of performance management solutions, including Budgeting, Forecasting, Strategy Management, Financial and Management Reporting, Funds Transfer Pricing, and Profitability Reporting. You will manage the day-to-day activities with customers across the different phases of the implementation process, including system design, configuration, training, and deployment. You will translate business needs into demonstrable capabilities in the application and modify our products to align with specific customer requirements.

In this role, you will:

• 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.

What we're looking for

• 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.

Estimated Salary Range: $80,000 - $108,000


Actual salary will be determined based on factors including, but not limited to, skill set and level of experience. This salary range is a good faith estimate of base pay. Strata also provides discretionary variable pay programs based on role. In addition, Strata provides a comprehensive benefits package including retirement benefits, health and welfare benefits, paid time off, parental leave, life and accident insurance, and other voluntary and well-being benefits.

Find out more about Strata benefits here.

How we work:
The preferred location for this role is in Chicago, IL or St. Louis, MO. We value our people spending time together and have campuses hosting in-person events located in both cities. We are truly a hybrid environment with all team members experiencing the flexibility to work from home.

Thinking about applying?
Research shows that women and underrepresented groups tend to apply to jobs only when they check every box on a job posting. If you're currently reading this and hesitating to click "Apply" for that reason, we encourage you to go for it! A true passion and excitement for making an impact is just as important as work experience.


Should you require a reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please reach out to [email protected].

Here @ Strata…
Our culture is driven by our people solving problems together. We embrace learning, collaboration, and continuous career growth. Together, we lift our customers, our products, our company, and our community.

We believe that each of our team member's unique perspectives and experiences is what drives innovation and positive change. Our individual differences are what make us a more forward-thinking organization. We foster a culture of inclusion, equity and belonging, regardless of race, religion, disability, sex, sexual orientation, gender identity or national origin.



Our Core Values:
While we celebrate what makes each member of our team unique, our core values are what connect us. They set clear expectations for how we approach our work and how each of us can positively influence the experience of our team and our customers.

• We connect with positive intent.
• We are helpful.
• We own it.
• We get better every day.
• We are humble.