Financial Planner II
Mercer Advisors
Senior Finance Consultant – Package Selection
Trissential
full-time
Posted on:
Location Type: Remote
Location: Remote • Minnesota • 🇺🇸 United States
Visit company websiteSalary
💰 $100 per hour
Job Level
Senior
About the role
- Collaborate with consulting leaders to run a structured package selection process for financial systems
- Provide expert financial guidance to ensure all due diligence requirements are met, especially for specialized business needs
- Assess and compare market solutions for suitability, functionality, and compliance with organizational requirements
- Identify gaps in proposed solutions and recommend additional options where necessary
- Support stakeholder interviews and requirements gathering, ensuring unique needs are addressed
- Prepare and present findings to client leadership
- Advise on best practices for financial system implementation and integration
Requirements
- 10+ years of experience in financial services, with at least 3 years in a managerial or leadership role within a finance department
- Demonstrated expertise in financial system selection, implementation, or transformation projects
- Strong understanding of specialized operations and requirements within financial services
- Excellent analytical, communication, and stakeholder management skills
- Experience working with cross-functional teams and external consultants
Benefits
- Competitive Compensation – with company-sponsored benefits!
- Comprehensive Benefits for you and your dependents – Medical, dental, vision, free tele-health, HSA with company contribution, life and disability insurance, and 401k with matching
- Paid Time Off –paid time away from work
- Career Development – Access to training, certifications, and leadership opportunities
- Supportive Team Culture – Work with a team that values continuous learning and growth
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial system selectionfinancial system implementationfinancial system transformationdue diligencemarket solutions assessmentcompliance analysisrequirements gatheringstakeholder interviewsbest practices for implementationintegration
Soft skills
analytical skillscommunication skillsstakeholder managementcollaborationleadershipproblem-solvingpresentation skillsadvisory skillscross-functional teamworkclient engagement
