-
Sr. Business Client Advisor
4 weeks ago
IMA Financial Group, INC REMOTE, United StatesWhat You'll Do · ESSENTIAL JOB RESPONSIBILITIES include but are not limited to: · * Supports and demonstrates IMA Select's core values · * Values and understands the importance of diversity, equality, and inclusion among all IMA associates. · * Responsibility for daily account se ...
-
Client Success Advisor
3 weeks ago
CrowdStrike Remote, United States Full time#WeAreCrowdStrike and our mission is to stop breaches. As a global leader in cybersecurity, our team changed the game. Since our inception, our market leading cloud-native platform has offered unparalleled protection against the most sophisticated cyberattacks. We're looking for ...
-
Client Solution Advisor
1 week ago
PNC Remote, United States Full timePosition Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our emp ...
-
Insurance Client Advisor
1 month ago
Blend Remote, United States Full time· Blend is a diverse team of problem solvers who believe that the world's financial resources should be more accessible. Our cloud banking platform is used by Wells Fargo, U.S. Bank, and over 330 other financial services firms to acquire more customers, increase productivity, an ...
-
Financial Professional- Advisor Assist
1 week ago
Equitable Remote, United States Full timeDescription · At Equitable, our power is in our people. · We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash n ...
-
Account Executive
1 week ago
Elastic Path Remote, United StatesDescription · What to expect as an Account Executive at Elastic Path? · As an Account Executive at Elastic Path you'll possess a strong track record of driving strategic software solutions, and can hit the ground running with previous sales experience in SaaS or eCommerce. You ...
-
Specialized VIP Corporate Travel Consultant
2 days ago
American Express Global Business Travel Careers Remote, United States Permanent, Full timeAmex GBT is a place where colleagues find inspiration in travel as a force for good and – through their work – can make an impact on our industry. We're here to help our colleagues achieve success and offer an inclusive and collaborative culture where your voice is valued. · * * ...
-
Travel Consultant
2 days ago
American Express Global Business Travel Careers Remote, United States Permanent, Full timeAmex GBT is a place where colleagues find inspiration in travel as a force for good and – through their work – can make an impact on our industry. We're here to help our colleagues achieve success and offer an inclusive and collaborative culture where your voice is valued. · * * ...
-
Corporate Travel Advisor
5 days ago
Direct Travel Remote, United States Salary Full timeCorporate Travel Advisor – Amadeus – Remote · Embark on the next step in your career journey with Direct Travel · As a key member of the Corporate Travel Division, the Corporate Travel Counselor will support our Vancouver office. The Corporate Travel Counselor will be responsi ...
-
Senior Technical Account Manager
2 weeks ago
Majesco Remote, United States Full timeSenior Technical Account Manager · The Technical Account Manager (TAM) is a trusted business advisor to Majesco Premium Support customers providing valuable guidance around operations and optimization of their IT infrastructure. The TAM guides customers should something unexpecte ...
-
Systems Engineer
1 week ago
Revel IT Remote, United States ContingentTo Apply for this Job Click Here · Our Columbus, Ohio client has a remote contract to hire opportunity for a Systems Engineer who will supports the BDUK C-17 Synthetic Training Services program via the performance of systems engineering, project engineering, subcontractor managem ...
-
Solution Architect
2 weeks ago
Knowde Remote, United StatesAbout Knowde · Knowde is leading the digital transformation in the ingredient, polymer, and chemical industries. Our innovative platform streamlines and digitizes product data, allowing suppliers and distributors to enhance their digital strategies and achieve superior business p ...
-
Senior Customer Experience Advisor
2 weeks ago
Qualtrics Remote, United States Full timeAt Qualtrics, we create software the world's best brands use to deliver exceptional frontline experiences, build high-performing teams, and design products people love. But we are more than a platform—we are the creators and stewards of the Experience Management category serving ...
-
Account Director
4 weeks ago
Netcracker Remote, United States Full timeIf digital transformation, next-generation technology, and growth opportunities excite you, then join our Netcracker Technology team Our culture and collaborative work environment are the keys to our success. Here you will work with the best in class global teams, earn a competit ...
-
Field Sales Director
5 days ago
164 Yahoo Ad Tech LLC Remote, United States Full timeYahoo is a global media and tech company that reaches hundreds of millions of people around the world, bringing them closer to what they love—from finance and sports, to shopping, gaming and news—with the trusted products, content and tech that fuel their day. For partners, we pr ...
-
VP, Technical Services
3 weeks ago
Campaign Monitor Remote, United States Full timeThe Company: · Marigold, a rapidly expanding technology enterprise specializing in customer engagement solutions, is currently in search of a Vice President of Technical Services. This pivotal role entails spearheading and executing the company's strategic consulting endeavors. ...
-
Project Manager
2 weeks ago
Sargent & Lundy Remote, United States Full time - RegularDescription · Sargent & Lundy is one of the largest and most experienced power industry engineering and consulting firms. We have a unique and exciting opportunity to join our Consulting group in the role of a Project Manager. This position will require you to lead and execute ...
-
Director - ServiceNow Platform Delivery
1 day ago
Rimini Street Remote, United States Full time, is a fast-growing global leader delivering unified software support and services. We empower licensees of Oracle, SAP, IBM, Microsoft, Salesforce, and other cloud and locally hosted enterprise software to extract more value from their investments, advance innovation, create com ...
-
Customer Success Manager
2 weeks ago
Placer Remote, United StatesABOUT PLACER.AI : · is a high-growth, big data pre-IPO tech company led by seasoned executives and repeat entrepreneurs who are building the world's first "Google Analytics for the physical 's platform provides instant visibility into any property in the U.S., presenting accurat ...
-
Sr. Support Engineer, SAP FI-CO
3 days ago
Rimini Street Remote, United States Full timeAbout Rimini Street, Inc. · Rimini Street, Inc. (Nasdaq: RMNI), a Russell 2000 Company, is a global provider of end-to-end enterprise software support, products and services, the leading third-party support provider for Oracle and SAP software and a Salesforce and AWS partner. T ...
Client Advisor - Remote, United States - kipi
1 month ago
Description
About Kipi.Bi:
Join an esteemed organization dedicated to empowering its employees to push boundaries and achieve excellence.
Kipi.Bi stands as an Elite Snowflake Consulting Partner, serving as the trusted source for data and analytics solutions across commercial, mid-market, enterprise, and strategic sectors. Renowned for our expertise in Snowflake, we're committed to helping clients unlock value and foster business growth. From inception to execution, we're devoted to equipping businesses with the tools and support necessary for robust data analytics and insights. Become a valued member of our team and witness how together, we drive agility and long-term success across diverse industries.
Are you a seasoned finance and banking professional skilled at blending business acumen with technical prowess to drive project success? Join us and spearhead initiatives that optimize projects through strategic business intelligence and data-driven strategies
Role Overview:
As a Client Advisor specializing in Finance and Banking, you will collaborate closely with end-users to discern their needs, guide technical projects, and catalyze process improvements within financial operations. Your responsibilities will include data analysis, identifying operational inefficiencies, and implementing solutions to enhance productivity, reduce costs, and ensure compliance with regulatory standards.
Key Responsibilities:
Engagement with End Users:
Forge close partnerships with end-users to elicit requirements, identify pain points, and unearth opportunities for process optimization and automation.
Serve as a liaison between business stakeholders and technical teams to ensure alignment of project objectives with user needs and business objectives.
Data Analysis and Insights:
Leverage financial data, performance metrics, and quality control data to derive actionable insights and pinpoint areas for improvement.
Collaborate with end-users to define key performance indicators (KPIs), developing dashboards and reports to monitor financial performance and track progress against objectives.
Project Guidance and Implementation:
Provide guidance on technical projects related to financial process enhancements, automation endeavors, and system upgrades.
Work collaboratively with IT teams to translate business requirements into technical specifications, conduct user acceptance testing, and ensure seamless solution implementation.
Continuous Improvement Initiatives:
Lead cross-functional teams in identifying process bottlenecks, conducting root cause analysis, and implementing corrective actions to drive operational excellence.
Facilitate workshops, Kaizen events, and process mapping sessions to engage end-users and foster consensus on improvement opportunities.
Quality Assurance and Compliance:
Collaborate with quality assurance teams to ensure adherence to regulatory standards, best practices, and quality management systems within financial operations.
Conduct audits and inspections to identify areas for improvement, implement corrective actions, and ensure compliance with regulatory requirements.
Preferred Skills:
Expertise in data warehousing, ELT (Extract, Load, Transform), ETL (Extract, Transform, Load), data lakes, Snowflake, Power BI, and SQL.
Qualifications:
Bachelor's degree in a relevant field such as Business, Data Analytics, Information Technology, or Computer Science. Advanced degrees or certifications (e.g., MBA, PMP, ITIL) are advantageous.
A minimum of 6+ years of consulting experience with a focus on business strategy and analysis.
Proven track record in both technology and business consulting roles, demonstrating a profound understanding of technology solutions and their impact on business operations.Strong analytical, problem-solving, and project management skills.