Financial Data Consultant, Implementation Specialist

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Job Title

Financial Data Consultant, Implementation Specialist

Job Description *

The Professional Services team for Fiserv’s Enterprise Performance Management line drives successful implementations for clients using our Prologue Financials accounting software. We also provide consulting services to existing clients, including training, configuration, and guidance on standard methodologies.

What does a Financial Data Consultant, Implementation Specialist do?

You will work with clients to implement Fiserv’s Prologue Financials accounting suite – including general ledger, accounts payable, and fixed assets. Your primary responsibility will be configuring, converting, and loading historical data onto Prologue for clients who have recently purchased the product. You will also engage in custom data-related projects, updating the Prologue database via SQL scripting and other methods to affect the desired changes. These projects include, among others, restructuring a client’s chart of accounts, updating vendor of fixed asset data via scripting, and updating the client’s fiscal year-end.
We believe the key objective of this position is to drive internal recommended processes, while leading project work, timelines, and customer expectations, ultimately leading to an enhanced client experience!

What you will do:

• Working with clients and preparing the Prologue Financials database for implementation.

• Importing and converting client conversion data into Prologue-friendly format, retaining all meaningful data points. Working with client on how to handle any discrepancies or exceptions.

• Posting general ledger journal entries as required to adjust data loaded.

• Crafting client financial and validation reports through the Prologue report writer and working with the client to resolve any findings.

• Partnering with the Business Consultants, Project Managers and Project Team to craft a solution to fulfill and prioritize the client’s business requirements.

• Identifying and implementing solutions to automate, or otherwise build efficiencies for, the various steps required for building out client databases – encouraging an environment of continual improvement.

• High School diploma or equivalent + prior experience or Bachelor's degree

• 5+ years of applicable experience in data analysis skills, including managing, querying, and/or reporting from databases, preferably in a banking environment.

• 5+ years experience in financial accounting, including basic understanding of general ledger operations and software.

• Advanced experience with Microsoft Office, including MS Excel with demonstrated experience creating pivot tables, v lookups, and macros

• Proven capability to collaborate with client as well as internal teams to define software deployment and configuration strategy that aligns with the bank client’s business objectives.

What would be great to have:

• Knowledge and experience with Fiserv software solutions such as Prologue, Premier, Cleartouch, Precision

• Experience with SQL script creation

Important Information about this role:

• We’re better together! This role is fully on-site

• This is a full-time, direct-hire position, and no contract options or unsolicited agency submissions will be considered

• You must currently possess valid and unrestricted U.S. work authorization to be considered for this role. Individuals with temporary visas including, but not limited to, F-1 (OPT, CPT, STEM), H-1B, H-2, or TN, or any candidate requiring sponsorship, now or in the future, will not be considered for this role

Perks at Work:

• We’re #FiservProud of our commitment to your overall well-being with a growing offering of physical, mental, emotional, and financial benefits from day one.

• Maintain a healthy work-life balance wi