Planning Implementation Consultant

About the role

Empyrean Solutions is the fastest growing financial risk management and performance solutions platform, specifically designed for banks and credit unions. Since 2008, we've been trusted by financial institutions across the globe to deliver cutting-edge ALM, budgeting & planning, profitability analysis, and compliance tools through our unified Empyrean platform. Our solutions emphasize speed, accuracy, and ease of use to help financial institutions make faster, more informed decisions. At Empyrean Solutions, you won't just have a seat at the table - you'll help build it. Every person here has a direct, visible impact on where we go next. You'll work alongside a genuinely collaborative team, backed by AI tools available to every employee from day one. The Team: The planning experts of the Professional Services team help financial institutions harness the full potential of Empyrean's Budgeting and Planning product through implementation services, consulting, training, and support. The Budgeting and Planning Software Consultant works directly with banks and credit unions to configure the solution, validate data, deliver training, and help clients build toward their ideal-state planning and forecasting process.

Location: This position is open to remote candidates in the US.

Responsibilities

• Deliver successful implementations of Empyrean's Budgeting and Planning solution, taking clients from project initiation through go-live on a well-configured, sustainable model.
• Translate each client's budgeting, forecasting, and planning objectives into an implementation approach their team can own and maintain.
• Ensure planning models, driver-based assumptions, and forecast logic are configured to produce accurate, decision-ready results across net interest margin, non-interest income and expense, capital expenditure, and payroll planning.
• Ensure client data supporting planning and forecasting is complete, reconciled, and reliable as the foundation for reporting.
• Enable clients to produce and trust their budgets, forecasts, and variance reporting across the organization.
• Equip clients to independently administer the solution and build their own reporting through effective training and knowledge transfer.
• Advise clients on best practices for data management, reporting, and financial planning and analysis.
• Serve as a liaison between the client user community and Empyrean's product management team, channeling client needs into product direction.
• Apply AI-assisted tools and repeatable processes to deliver value more efficiently and consistently and contribute to