Financial Tools Implementation Consultant Job at almawolf (Ciudad de Mexico)

Portfolio Implementation Consultant

The Portfolio Implementation Consultant is a vital link responsible for taking t...

Location

Canada , Toronto

Salary:

Not provided

Randstad

Expiration Date

January 25, 2026

Requirements

Demonstrated experience supporting and implementing guided portfolios that align with client objectives, risk tolerance, and market conditions
Proven background in portfolio implementation, rebalancing, transition management, and/or trade execution
Experience in a role that involves client-facing communication, ideally assisting in the delivery of portfolio insights and proposals to financial advisors
Must be able to successfully pass Tier 1 checks (as required by the client)
A strong understanding of the wealth management or capital markets advisory space is essential
Prior experience supporting business development through portfolio reviews and investment case studies is highly desirable

Job Responsibility

Oversee and collaborate with Product, SLGI, Operations, and Wealth consultants to ensure seamless portfolio implementation and rebalancing
Manage transition activities, trade execution processes, and operational efficiency during all portfolio adjustments
Identify and explore opportunities to enhance implementation workflows through process optimization, automation, and the use of technology platforms
Partner with Wealth consultants and SLGI wholesalers to deliver customized portfolio insights, proposals, and presentations to financial advisors
Ensure FISI guided portfolios are communicated in a clear, easily understandable, and client-friendly manner
Support business development initiatives by preparing and delivering portfolio reviews, competitive positioning analysis, and detailed investment case studies
Conduct training sessions and workshops for internal partners on best practices related to portfolio implementation
Work closely with product and dealer teams to successfully integrate new investment solutions into existing portfolios
Contribute to the ongoing development and refinement of guided portfolio guidelines
Support strategic platform enhancements related to essential tools like portfolio analytics and rebalancing

What we offer

High-Impact Role: Directly influence client outcomes and portfolio efficiency across the firm’s investment platform
Exposure to Strategy: Work with senior product and investment teams (SLGI) to shape and refine guided portfolio guidelines and integration strategies

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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

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

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

Founding Value Consultant

Intercom is seeking a Founding Value Consultant to elevate how we quantify, arti...

Location

United States , San Francisco

Salary:

251325.00 - 300194.00 USD / Year

Intercom

Expiration Date

Until further notice

Requirements

5+ years in value consulting, management consulting, sales engineering, or a similar role, ideally in SaaS with AI experience
Strong understanding of financial modeling, ROI analysis, and executive communication
Clear, concise communicator who can simplify complex ideas for senior audiences
Experience working with cross-functional teams, especially Sales, Customer Success, and Product Marketing
Curiosity about how AI is reshaping customer support—and a desire to help companies adopt it in practical, measurable ways

Job Responsibility

Leading Strategic Value Engagements
Run discovery sessions and workshops with prospective and existing customers to surface priorities, quantify metrics that matter, and build compelling business cases
Craft ROI analyses, TCO comparisons, and scenario-based models that accelerate sales cycles and increase deal size
Participate in executive meetings to deliver clear, credible value narratives that resonate from operational stakeholders to the C-suite
Value Realization & Impact Tracking
Develop frameworks to benchmark adoption KPIs and measure ROI post-implementation
Partner with Sales and Customer Success to embed value planning into onboarding, QBRs, and renewal conversations
Create a library of customer outcomes and success stories to amplify Fin’s impact
Report on the impact of Value Engineering initiatives internally, providing insights and data to inform strategic decision-making
Collect and analyze case studies with measurable ROI metrics, mapping them to our ROI models

What we offer

Competitive salary and meaningful equity
Comprehensive medical, dental, and vision coverage
Regular compensation reviews - great work is rewarded!
Flexible paid time off policy
Paid Parental Leave Program
401k plan & match
In-office bicycle storage
Fun events for Intercomrades, friends, and family!

Fulltime

Founding Value Consultant

Intercom is seeking a Founding Value Consultant to elevate how we quantify, arti...

Location

United States , Chicago

Salary:

226125.00 - 270094.00 USD / Year

Intercom

Expiration Date

Until further notice

Requirements

5+ years in value consulting, management consulting, sales engineering, or a similar role, ideally in SaaS with AI experience
Strong understanding of financial modeling, ROI analysis, and executive communication
Clear, concise communicator who can simplify complex ideas for senior audiences
Experience working with cross-functional teams, especially Sales, Customer Success, and Product Marketing
Curiosity about how AI is reshaping customer support—and a desire to help companies adopt it in practical, measurable ways
Proof of eligibility to work in the United States

Job Responsibility

Leading Strategic Value Engagements
Run discovery sessions and workshops with prospective and existing customers to surface priorities, quantify metrics that matter, and build compelling business cases
Craft ROI analyses, TCO comparisons, and scenario-based models that accelerate sales cycles and increase deal size
Participate in executive meetings to deliver clear, credible value narratives that resonate from operational stakeholders to the C-suite
Value Realization & Impact Tracking
Develop frameworks to benchmark adoption KPIs and measure ROI post-implementation
Partner with Sales and Customer Success to embed value planning into onboarding, QBRs, and renewal conversations
Create a library of customer outcomes and success stories to amplify Fin’s impact
Report on the impact of Value Engineering initiatives internally, providing insights and data to inform strategic decision-making
Collect and analyze case studies with measurable ROI metrics, mapping them to our ROI models

What we offer

Competitive salary and meaningful equity
Comprehensive medical, dental, and vision coverage
Regular compensation reviews - great work is rewarded!
Flexible paid time off policy
Paid Parental Leave Program
401k plan & match
In-office bicycle storage
Fun events for Intercomrades, friends, and family!

Fulltime

Solutions Consultant

We are seeking our first Solutions Consultant in Brazil, based in São Paulo, to ...

Location

Brazil , São Paulo

Salary:

Not provided

Addepar

Expiration Date

Until further notice

Requirements

2+ years of experience in financial services, SaaS, consulting, or a related client-facing role
Proven success in solution delivery, implementation, or client onboarding, ideally within wealth management, fintech, or data-intensive environments
Excellent communication and relationship-building skills, capable of engaging both business and technical audiences
Highly organized, self-driven, and comfortable working in a fast-moving, growth-stage environment
Fluent in Portuguese and English (Spanish is a strong plus)
Familiarity with investment data, reporting, and portfolio workflows
Comfortable collaborating across global teams and managing projects remotely
Willingness to travel within Brazil and occasionally across LATAM

Job Responsibility

Lead full-cycle implementation projects for new and existing clients across Brazil and Latin America
Manage data onboarding, portfolio setup, and system configuration with precision, ensuring data integrity and client satisfaction
Coordinate with certified partners to deliver scalable implementations and ongoing enhancements
Build trusted relationships with key client stakeholders and become a strategic partner in helping them achieve their goals
Define and manage project expectations clearly across client and internal teams, balancing multiple time zones and priorities
Serve as a subject-matter expert on Addepar’s platform and its application to wealth and investment management workflows
Contribute to playbooks, tools, and delivery best practices adapted for the LATAM market
Navigate local compliance and data-handling norms (e.g., LGPD) to ensure projects meet regulatory standards
Collaborate cross-functionally with Sales, Solutions Engineering, and Client Success to ensure seamless client handoffs and delivery excellence

Fulltime

SAP FICO Consultant

We are hiring a highly experienced SAP FICO Consultant with deep expertise in S/...

Location

India , Noida

Salary:

Not provided

Sopra Steria

Expiration Date

Until further notice

Requirements

CA/ICWA/MBA Finance or equivalent qualification preferred
Strong hands-on experience in SAP FI and CO modules within S/4HANA environments
Sound knowledge of financial processes and accounting fundamentals
Excellent communication and stakeholder engagement skills
Good experience working with global clients and on-site travel
SAP FICO certification is an added advantage
Bachelor’s degree in IT, Computer Science, or related field
Master’s degree preferred
SAP S/4HANA PP/QM certification is a plus
Strong analytical, communication, and stakeholder management skills

Job Responsibility

Lead 2+ full-cycle S/4HANA Greenfield implementations, including workshops, documentation (BPD, FSD, FDD), WRICEF coordination, and testing phases (SIT/UAT)
Act as a functional lead in SAP FI/CO, including General Ledger, AP/AR, Asset Accounting, Costing, PCA, and Product Costing
Collaborate with global stakeholders to prepare Blueprints, Gap Analysis, BPML, and RICEFW estimations
Prepare IDoc mappings, functional documentation, and interface specifications
Design visual process flows using tools like Visio / ARIS and apply SAP Best Practices
Provide end-to-end issue resolution, change management, and incident support
Work closely with ABAP teams for build phase and support cross-module integration (MM, SD, PP, PM, HR)
Deliver trainings and workshops to users and stakeholders

What we offer

Commitment to fighting against all forms of discrimination
Inclusive and respectful work environment
Open to people with disabilities

Fulltime

Financial Tools Implementation Consultant

almawolf

Location:
Mexico , Ciudad de Mexico

Category:
Consulting

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
December 05, 2025

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Job Description:

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Job Posted:December 05, 2025

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