Financial Consultant Job at Fidelity Investments (Fort Lauderdale)

Peoplesoft Financial Fin Consultant

Act as a PeopleSoft Financial (FIN) Management and Product Specialist. Work with...

Location

United States , Columbus

Salary:

Not provided

Ocean Blue Solutions

Expiration Date

Until further notice

Requirements

Act as a PeopleSoft Financial (FIN) Management and Product Specialist
Work with Business and Managed Services vendors to support day-to-day PeopleSoft-based Financial Operations and Projects
Use business process modeling and/or vendor solution evaluations to analyze potential for streamlining or reengineering business processes via implementation of information technology solutions
Help manage the State’s relationship with its ERP Managed Services Providers (MSP) to ensure that SLA’s and other performance metrics are met
Drive collaboration with key Business, internal Infrastructure, MSP, Security, and other critical stakeholder organizations to ensure that the ERP FIN application operates efficiently in support of business operations calendars
Gather and analyze information from stakeholders, business owners, customers and management
Lead identification, triage, troubleshooting and reporting of production issues and problems in the ERP FIN application
Work to understand customer issues and communicate these issues to ERP FIN application support personnel/organizations
Identify risks and recommend changes related to processes, projects and procedures
Consult with the Business and MSP on critical aspects of break/fix approaches and planned enhancements

Financial Tools Implementation Consultant

We specialise in customized integration solutions, training, and consulting acro...

Location

Mexico , Ciudad de Mexico

Salary:

Not provided

almawolf

Expiration Date

Until further notice

Requirements

Have knowledge of the main Zoho applications and experience as a Consultant
Have knowledge of Zoho API and its possibilities
Be able to identify client needs and provide solutions
Be familiar with new technologies
Have availability to travel
Be Proactive, organized and be a creative problem solver
Be fluent in English and Spanish, preferably bilingual

Job Responsibility

Help our customers to solve their needs
Develop customized and innovative solutions for them
Have the opportunity to help them to grow their business

What we offer

Work Schedule: Monday to Thursday 9:00 to 18:30, Friday 9:00 to 15:00
Remote/Hybrid work
Main office in CDMX
Open and inclusive work environment
The opportunity to implement your own ideas and initiatives
Career Development opportunities across the AlmaWolf Group
Salary: To be determined based on experience and skill (gross salary + variable based on billable hours + variable based on customer growth)

Fulltime

Consulting Director – Oracle Cloud Financials Applications

Infovity is a leading Oracle Cloud Applications consulting boutique firm special...

Location

United States

Salary:

Not provided

Infovity

Expiration Date

Until further notice

Requirements

Proven experience in pre-sales, consulting, and client delivery, with a focus on Oracle Cloud Financials Applications
Strong understanding of financial processes, including accounting, budgeting, and financial reporting
Excellent communication and presentation skills
Leadership and team management experience
Oracle Cloud certification(s) is a plus
Ability to travel to client sites as needed
Bachelor’s degree in Business, Finance, IT, or related field
CPA or advanced degree is a plus

Job Responsibility

Pre-Sales Leadership: Collaborate with the sales team to develop and execute pre-sales strategies and initiatives
Engage with prospective clients to understand their business needs and challenges
Create compelling proposals, presentations, and demonstrations to showcase our expertise and solutions
Provide guidance and expertise during the pre-sales process to help secure new business
Client Delivery: Lead and oversee Oracle Cloud Financials Applications consulting projects, ensuring successful execution from initiation to closure
Manage project teams, including consultants, analysts, and technical experts
Develop and maintain strong client relationships, serving as the primary point of contact for project-related matters
Ensure projects are delivered on time, within scope, and within budget
Identify opportunities for additional services and upsell to existing clients
Thought Leadership: Stay up-to-date with industry trends, Oracle Cloud Financials Applications updates, and best practices

What we offer

Medical, Dental, and Vision insurance
Short-term and Long-term disability insurance
Life insurance
AD&D
Health care and dependent care Flexible Spending Accounts (FSA)
Health Spending Account (HSA)
401(k) Matching
Monthly Telecommuting Allowance
Annual Discretionary Bonuses
EAP-Health Advocate Services

Fulltime

Consulting Director – Oracle Cloud Financials Applications

Infovity is a leading Oracle Cloud Applications consulting boutique firm special...

Location

India , Hyderabad

Salary:

Not provided

Infovity

Expiration Date

Until further notice

Requirements

Proven experience in pre-sales, consulting, and client delivery, with a focus on Oracle Cloud Financials Applications
Strong understanding of financial processes, including accounting, budgeting, and financial reporting
Excellent communication and presentation skills
Leadership and team management experience
Oracle Cloud certification(s) is a plus
Ability to travel to client sites as needed
Bachelor’s degree in Business, Finance, IT, or related field
CPA or advanced degree is a plus

Job Responsibility

Collaborate with the sales team to develop and execute pre-sales strategies and initiatives
Engage with prospective clients to understand their business needs and challenges
Create compelling proposals, presentations, and demonstrations to showcase our expertise and solutions
Provide guidance and expertise during the pre-sales process to help secure new business
Lead and oversee Oracle Cloud Financials Applications consulting projects, ensuring successful execution from initiation to closure
Manage project teams, including consultants, analysts, and technical experts
Develop and maintain strong client relationships, serving as the primary point of contact for project-related matters
Ensure projects are delivered on time, within scope, and within budget
Identify opportunities for additional services and upsell to existing clients
Stay up-to-date with industry trends, Oracle Cloud Financials Applications updates, and best practices

Fulltime

Principal Oracle Financial Techno-Functional Consultant

Atlassian Corporate Engineering (ACE) is looking for a Principal Oracle Financia...

Location

India , Remote

Salary:

Not provided

Atlassian

Expiration Date

Until further notice

Requirements

Bachelor's or Master's degree in Computer Science, Information Technology, Finance, or a related field
Extensive experience with a minimum of 7-8 years in designing, implementing, and supporting Oracle Fusion applications, with a focus on finance modules
Strong knowledge of finance processes, accounting principles, and financial reporting standards
Proficiency in Oracle Fusion Middleware, Oracle Fusion Financials, Oracle Fusion Procurement, and Oracle Fusion HCM
Hands-on experience with Oracle Fusion customization, configuration, and extension capabilities
Understanding of AI/ML technologies and their application in optimizing finance processes and enhancing decision-making capabilities
Expertise in system integration technologies and protocols, including web services, APIs, and ETL tools
Experience with Oracle Fusion data migration, conversion, and data management best practices
Familiarity with Oracle Fusion security models, role-based access controls, and data encryption techniques
Excellent analytical, problem-solving, and decision-making skills

Job Responsibility

Solution Design: Lead the design and architecture of Oracle Fusion applications to support finance functions, including general ledger, fixed assets, accounts payable, order management, accounts receivable, cash management, collections and financial reporting. Responsible for supporting the integration and transition of finance systems, ensuring seamless alignment between Commerce and finance systems
System Integration: Design and implement end-to-end integration solutions between Oracle Fusion applications and other enterprise systems, such as CRM, Revenue, Tax, Procurement, and billing systems
Customization and Configuration: Customize and configure Oracle Fusion applications to meet business requirements, ensuring alignment with industry best practices, regulatory standards, and internal policies
Data Migration and Conversion: Oversee data migration and conversion activities from legacy systems to Oracle Fusion applications, ensuring data accuracy, integrity, and consistency throughout the migration process
Performance Optimization: Identify performance bottlenecks and optimization opportunities within Oracle Fusion applications. Implement performance tuning strategies, database optimizations, and caching mechanisms to enhance system responsiveness and scalability
Security and Compliance: Ensure the security and compliance of Oracle Fusion applications with regulatory requirements, industry standards, and internal security policies. Implement robust security controls, encryption mechanisms, and access management frameworks to protect sensitive financial data
Change Management: Manage change initiatives, system upgrades, and technology migrations within Oracle Fusion applications. Develop change management plans, communication strategies, and training programs to facilitate smooth transitions and minimize disruptions to finance operations
Vendor Management: Collaborate with external vendors, consultants, and service providers to evaluate, select, and onboard third-party solutions for Oracle Fusion applications. Manage vendor relationships, contracts, and service level agreements (SLAs) to ensure quality delivery and value for money

What we offer

health coverage
paid volunteer days
wellness resources

Fulltime

Direct Solutions Consultant

Solutions Consultants/Architects are responsible for designing and implementing ...

Location

United States , Salt Lake City

Salary:

74000.00 - 98000.00 USD / Year

Addepar

Expiration Date

Until further notice

Requirements

Professional experience in Project management, Financial Services, or Consulting is preferred
Prior client-facing experience is a plus
Candidates must have superior communication, organizational, and time-management skills
An understanding of historical data conversion methodologies and different source systems (or willingness to learn)
Process-oriented with an eye toward continuous improvement
The ideal candidate must be independent, adaptable, and can thrive in a fast-paced environment
Strong interpersonal skills to train and communicate effectively with clients via email, on the phone, and face-to-face
Passion for technology and finance
Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship

Job Responsibility

Demonstrate technical and industry expertise to onboard users and client data onto Addepar
Deliver high-value client outcomes aligned with client expectations and transition seamlessly to a best-practice operating model
Effectively and proactively manage expectations both internally and externally throughout the entire project lifecycle
Ensure retention of clients driven by high client satisfaction and reference-ability
Lead scope change to deliver high-value client outcomes aligned with client expectations
100% compliance with gold standard responsibilities and documentation
Own historical data conversions from start to finish demonstrating Addepar’s best practice methodologies
Prioritize and context-switch effectively to complete simultaneous projects, seeing each through to the finish line
Proactively communicate project health and status to internal and external senior leadership
Think critically about how to improve our current processes and tools both internally and externally as our client base expands

What we offer

bonus
equity
benefits
reasonable accommodation for individuals with disabilities

Fulltime

Consultant – Finance Systems (Planning & Reporting)

As a Professional Services Consultant, you’ll implement insightsoftware’s Budget...

Location

Thailand , Bangkok

Salary:

Not provided

insightsoftware

Expiration Date

Until further notice

Requirements

3+ years’ experience in Financial Planning & Analysis, Financial Consolidation, EPM consulting, or ERP finance process experience (budgeting, forecasting, planning, or consolidation)
Background in Accounting, Finance, or Management Information Systems
Strong financial modelling and advanced Excel skills
Excellent written and verbal English communication
Ability to bridge finance language and technical configuration
Collaborative, detail-oriented, and eager to learn new tools such as JustPerform

Job Responsibility

Understand customer data flows and processes around budgeting, planning, and financial consolidation
Analyze business requirements and design maintainable, scalable solutions
Configure, implement, and test customer solutions
Integrate EPM systems with ERP or other enterprise data sources
Demonstrate and communicate the business value of insightsoftware solutions
Collaborate cross-functionally with project managers and technical teams
Build and nurture strong customer relationships through clear communication and delivery excellence
Achieve target billable utilization within 6 months

What we offer

Opportunity to become an EPM specialist through structured training and mentorship
Work with global finance transformation projects while based in Thailand or Vietnam
Flexible hybrid work (80% remote) with occasional client visits
Collaborative, high-performance culture that values initiative and continuous learning

Oracle Techno-Functional Consultant

The Oracle Techno-Functional Consultant will be responsible for implementing, co...

Location

India , Noida

Salary:

Not provided

Sopra Steria

Expiration Date

Until further notice

Requirements

5–10 years of hands-on experience in Oracle Financials, with expertise in both EBS R12 and Fusion Financials
Strong experience in GL, AP, AR
Experience in data extraction, transformation, and FBDI, ADFDI, SQL Loader, and API-based migration strategies
Expertise in PL/SQL
Hands-on experience integrating Oracle ERP with third-party applications and external financial systems
Ability to develop custom reports, dashboards, and analytics in Oracle ERP using BI tools
Strong analytical and problem-solving skills
Excellent communication skills
Ability to work independently and manage financial system implementations
B.Tech

Job Responsibility

Implement, configure, and customize Oracle Financials modules in both EBS R12 and Oracle Fusion Financials
Work closely with finance teams to understand business requirements and translate them into Oracle ERP solutions
Configure, test, and implement Oracle Financial modules, including GL, AP, AR
Perform gap analysis and recommend solutions to optimize financial processes
Provide functional support for end-users and assist in UAT, training, and documentation
Work with business users to define Chart of Accounts (COA), Multi-Currency, Ledger Setup, and Reporting requirements
Support month-end and year-end financial closing processes
Perform data migration from EBS R12 to Fusion Financials
Develop custom reports, using PL/SQL, and FBDI/ADFDI tools
Design and implement integrations between EBS, Fusion Financials, and third-party systems using Oracle Integration Cloud (OIC)

What we offer

Inclusive and respectful work environment
Positions open to people with disabilities

Fulltime

Financial Consultant

Fidelity Investments

Location:
United States , Fort Lauderdale

Category:
Finance

Contract Type:
Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
April 22, 2026

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Location:United States , Fort Lauderdale

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