Bank Performance Management Consultant

Empyrean Solutions

Bank Performance Management Support Consultant supporting banks and credit unions using Empyrean’s profitability and planning software. Troubleshooting models, reporting, data, and financial planning issues post-go-live.

Posted 8/22/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $55,000 - $70,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client support for Profitability and Budgeting & Planning solutions, with strong knowledge of financial concepts, data management, and reporting tools. Proficient in troubleshooting and resolving complex issues while maintaining data integrity and following best practices.

Highest-signal resume keywords

Client Support ExperienceFinancial Planning & Analysis (FP&A)Data Management & ReportingBusiness Intelligence Tools (Tableau, Power BI)SQL or Data-Analysis Tools

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisProfitability MeasurementData ReportingExcel ProficiencyETL ToolsAI LiteracyForecast LogicCost AllocationFunds Transfer PricingFixed-Income Cashflow Calculation

Soft Skills

Attention to DetailPlanning and OrganizationProblem-SolvingCommunicationJudgment

Tools & Technologies

TableauPower BIMicrosoft Power QueryAI-Assisted ToolsData-Transmission Channels

Industry Keywords

Banking IndustryFinancial ServicesFinancial TechnologyAccountingFinancial Statements

Tech Stack

Tools & technologies

ETLSQLTableau

About the role

Key responsibilities & impact

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, reporting, and calculation issues within existing profitability and planning models
Work with dimensions, hierarchies, allocation logic, driver-based assumptions, and forecast logic
Help clients interpret profitability reporting across customer, instrument, product, and organizational views
Guide clients through budgets, forecasts, and variance reporting toward root-cause fixes
Maintain clear documentation of support cases and contribute to the internal knowledge base
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, FP&A, and profitability measurement
Liaise between client users and Empyrean's product management team, channeling client needs into product direction
Apply AI-assisted tools and repeatable processes to resolve support issues efficiently and improve those processes
Safeguard sensitive customer data by following applicable policies, controls, and approved data-transmission channels
Perform other duties and assignments as needed and directed

Requirements

What you’ll need

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 such as Tableau or Power BI
Comfortable following and improving structured processes, especially under the pressure of an open support queue
Demonstrated AI literacy in a professional environment, with sound judgment about applying AI and awareness of data-handling and confidentiality considerations
Working knowledge of bank profitability concepts, including Funds Transfer Pricing, cost allocation, and 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

Benefits

Comp & perks

Additional incentive plans may be available for select roles or locations
Flexible requirements and encouragement to apply regardless of meeting every qualification
Remote work