Finance Implementation Advisor
3 weeks ago
Our client a leading banking and dedicated Large Corporate Fulfilment Team provide Payments, Receivables, Digital Channel Enablement, Liquidity Solutions, Trade & Supply Chain Finance, Merchant Services & Cards solutions to approximately 750 multi-national corporate organisations and their subsidiary businesses. Our goal is to make financial lives better, through the power of every connection.
Responsibilities include:
- Managing complex client implementations end-to-end across the banks range of cash management solutions.
- Working in partnership with clients to create and agree project delivery timelines, clear communication of project statuses, identification/mitigation of risks and swift root cause analysis and resolution for issues.
- Providing a professional & tailored approach to meet the needs of all clients; utilising project management routines where necessary for larger scale deliverables.
- Managing conference calls with clients and internal stakeholders
- Co-ordinating all elements of relevant KYC and Legal documentation required to facilitate client onboarding
- Keeping stakeholders updated on the progress of the onboarding, and highlighting any related issues/delays
- Connecting with internal teams to manage onboarding; and influencing where necessary to ensure that strict timelines are met for clients.
- Completing relevant product & service setups within systems, logging all relevant documentation/emails within a central repository to demonstrate an audit trail.
Core Skills required:
- At least 5 years in a similar role within Cash Management or within an equivalent field in a financial services organisation preferred.
- Prior experience in managing complex projects, with multiple deliverables and various internal/external stakeholders
- Ability to interact with stakeholders internally and externally at all levels within an organisation
- Excellent oral and written communication skills with the ability to deliver compelling messaging
- Excellent time management, planning and organisation skills
- Ability to understand client businesses, tailor your approach that encapsulates the needs of the client and the bank and deliver outcomes with integrity
- Able to organise time intelligently to create greater productivity and focus on value-add tasks
- An analytical mind that enjoys solving complex problems through to resolutions
- The ability to work in a fast-paced environment, managing client needs effectively
- The ability to influence people, drive key deliverables, and communicate with stakeholders at all levels
Desirable (not essential):
· Project management qualifications (i.e. PRINCE2, PMP)
· Prior experience gained within financial services or investment banking, ideally within a role that had exposure to onboarding/KYC of new clients and products.
· A broad understanding of cash and treasury management products
Please reach out today for a confidential chat to Shauna Feeny
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