Financial planning and performance support consultant

The Company Empyrean Solutions specializes in Financial Risk and Performance Management solutions for financial institutions. Empyrean offers a comprehensive suite of software products to power balance sheet simulations for asset-liability management, financial planning and analysis, capital stress testing, and funds transfer pricing. We deliver a complete solution that offers comfort to regulators and empowers institutions to manage risk and build stable long-term earnings.

The Team The planning and profitability experts of the Professional Services team help financial institutions harness the full potential of Empyrean's Profitability and Budgeting & Planning products through implementation services, consulting, training, and support. The Bank Performance Management Support Consultant works directly with banks and credit unions after go-live to keep their Profitability and Budgeting & Planning solutions running smoothly — resolving support requests, maintaining configured models, and helping clients get sustained, reliable value from their performance reporting.

Responsibilities

• Serve as a primary point of contact for client support requests related to Empyrean's Profitability and Budgeting & Planning solutions, from initial triage through resolution.
• Troubleshoot configuration, data, and reporting issues within existing profitability models, including dimensions, hierarchies, and allocation logic.
• Troubleshoot configuration, data, and calculation issues within existing planning models, including driver-based assumptions and forecast logic across net interest margin, non-interest income and expense, capital expenditure, and payroll planning.
• Help clients interpret their profitability reporting across customer, instrument, product, and organizational views, and their budgets, forecasts, and variance reporting, guiding them toward root-cause fixes rather than one-off workarounds.
• Maintain clear documentation of support cases and contribute to a growing internal knowledge base of common issues and resolutions across both solutions.
• Escalate complex configuration or product issues to implementation consultants or product management, and follow through to resolution.
• Advise clients on best practices for data management, reporting, financial planning and analysis, and profitability measurement.
• Serve as a liaison between the client user community and Empyrean's product management team, channeling client needs into product direction.
• Apply AI-assisted tools and repeatable processes to resolve support issues more efficiently and consistently, and contribute to improving those processes over time.
• Safeguard sensitive customer data by following all applicable policies and controls and using approved channels for data transmission.
• Perform other job duties and assignments as needed and directed.

Required Experience

• Degree in finance, accounting, economics, mathematics, or a related discipline, or equivalent experience.
• Experience in banking, financial services, FP&A, or financial technology.
• Solid understanding of the banking industry, accounting, and financial statements.
• Strong knowledge of Excel and experience working with large datasets.
• Strong attention to detail and good planning and organization skills.
• Experience with business intelligence tools (Tableau, Power BI, etc.).
• Comfortable following and improving structured processes, especially under the pressure of an open support queue.
• Demonstrated AI literacy in a professional environment and sound judgment about when and how to apply it, including awareness of data-handling and confidentiality considerations.

Preferred Skills

• Working knowledge of bank profitability concepts, including Funds Transfer Pricing (FTP), cost allocation, and product, customer, instrument, and organizational profitability measurement.
• Working knowledge of bank financial planning concepts, including net interest margin forecasting, non-interest income and expense modeling, and capital and payroll planning.
• Understanding of a bank's balance sheet and loan payment calculations.
• Familiarity with fixed-income cashflow calculation and fixed income math.
• Familiarity with risk-based / regulatory capital attribution and allowance (ACL/ALLL) calculations.
• Experience supporting or implementing planning or profitability solutions at a financial institution.
• Experience with financial data management, ETL tools, and Microsoft Power Query.
• Knowledge of SQL or other data-analysis tools.
• Prior customer support, consulting, implementation, or customer-success experience.
• Experience building or improving repeatable, AI-assisted workflows.

Location This position is open to remote candidates in the US.

Compensation The typical starting salary within the full salary range for this position can vary. Factors which may affect starting salary include geographic market, relevant skills/experience, education, and other qualifications. Select roles or locations are eligible for additional incentive plans which will be shared during the interview process. Base Salary Range: $55,000 - $70,000 Empyrean Solutions is an equal opportunity employer committed to creating a diverse and inclusive environment for all employees. Many of our roles have flexible requirements and we encourage you to apply regardless of whether you meet every qualification.