Senior Solutions Consultant - Financial Services
Core
Strategic technical lead driving complex enterprise outcomes in Financial Services by bridging business transformation with advanced data architectures, ecosystem integrations, and practical AI applications using the Workiva platform.
Role type
Senior Solutions Consultant (Pre-sales & Technical Advisory)
Builds
Bespoke solutions, prototypes, and proofs of concept for Financial Reporting, GRC, and Sustainability within Investments, Insurance, and Banking sectors.
Domain
Financial Services (Investments, Insurance, Banking) + Enterprise Data Architecture & AI
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Enterprise solution consulting, complex ecosystem integration, data management strategy, financial reporting expertise, SaaS architecture, value-based selling, stakeholder management, solution prototyping, business case development, territory pipeline management, cross-functional leadership, domain knowledge in GRC/ESG.
Preferred skills
Financial Services sector experience, Private/Mutual Fund Reporting, Regulatory Reporting, experience with ERP/BPM/BI platforms (Oracle, SAP, Workday), hands-on cloud technologies, executive-level presentation skills.
Technologies
Workiva platform, SaaS solutions, cloud technologies, enterprise architectures, ERP, business intelligence, financial performance management, data management technologies.
Responsibilities
Act as primary technical lead for enterprise sales opportunities; lead solution discovery and value-based conversations; provide technical presentations and product demonstrations; design customised solutions addressing customer requirements; develop prototypes and proofs of concept; partner with sales to build business cases and proposals; mentor and train team members; guide leaders on modernising data management through automated workflows and AI capabilities.
Seniority
Senior, hands-on IC with strategic advisory responsibilities
