Consultant, Financial ServicesDepartment:Practice ManagementEmployment Type:Full TimeLocation:Canada - Remote (0002)Reporting To:Jessica PriceCompensation:$87,550 - $118,450 / yearDescriptionThis is a flexible position and has the option of working in our Toronto office full time, hybrid throughout the week or working entirely remotely within Canada or USA.Our banking and credit union customers are exploring how Vena can improve their financial planning, reporting, and analytical processes. With increasing regulatory complexity and evolving business models, they rely on our Consultants to guide them toward best practices and practical solutions tailored to financial institutions.Consultants are responsible forexecution excellence —implementing the Vena platform from initiation through close and enabling banking customers for long-term success. We take pride in having consultants who understand how financial institutions operate, plan, and report, and who can translate that knowledge into effective Vena solutions.How You'll Make an ImpactImplement Vena for Financial Services customers, including data model configuration, financial templates and reports, system integrations, and automated workflowsUnderstand and direct banking customers on their planning and reporting use cases, such as balance sheet planning, income statement planning, and asset‑based reporting (e.G., loans, deposits, interest income)Deliver against our customer satisfaction and utilization metricsLead virtual and/or onsite workshops to gather and validate business and technical requirements specific to banks and credit unionsApply an understanding of banking terminology, financial statements, and operating models when designing and explaining solutionsEnable customers through transparent,



confident communication to drive adoption and maximize value from their Vena investmentPartner closely with Project Managers to deliver projects on time and on budget, proactively escalating risks and issuesDemonstrate a strong understanding of banking regulatory reporting requirements and how they impact financial planning, data structures, controls, and auditability.Demonstrate a self-starter mentality when learning the product, taking a hands‑on approach and asking thoughtful questionsTravel (as required) to client sites.We'd Love to See4+ years of experience in financial services, software implementation, financial planning & analysis (FP&A) with a focus on banks and credit unionsExposure to banking or credit union environments, with familiarity in areas such as Asset Liability Management (ALM), banking assets, regulatory or management reporting, or financial planningStrong communication skills; asks insightful questions and demonstrates a deep understanding of customer needs to apply problem solving skillsAbility to work collaboratively in a team environment, and present effectively with all levels in an organizationExperience working with ERP systems, CPM tools, or reporting solutions used in financial institutionsStrong Microsoft Excel skills, including working with large datasets and financial modelsData Integration experience and exposure to ALM systems and dataExperience or knowledge of database management (i.E. ETL, Oracle, SQL Server, etc.)Interest in AI and willingness to explore AI‑driven solutions to enhance performance and drive efficienciesBase salary range 87,550 - 118,450 CADBase salary range 119,000 - 161,000 USD*Our salaries are tailored to roles, levels and locations. Your individual pay within this range is influenced by factors like work location, skills, experience and education. As you progress in your role, your compensation may adapt, offering flexibility for growth beyond initial levels. For specifics, your recruiter will provide details and address any questions during the hiring process.#J-18808-Ljbffr

📌 Consultant, Financial Services - C$87,550 - C$161,000 A Year (Toronto)
🏢 Vena
📍 Toronto