Jobs · Finance · New York

Senior Value Engineer - Banking

Process Analytics Factory - PAFnow by Celonis · New York, United States · 1 mo ago
Finance$131k–$154k/yrFull-time

Key Responsibilities

  • AI Discovery & Solutioning
  • Understand the clients' overarching AI strategies and the distinct challenges inherent to Banking (e.g., fraud detection, credit risk assessment, and automating KYC/AML).
  • Translate complex financial workflows into innovative AI solutions that drive measurable ROI.
  • Pre- and Post-Sales Execution
  • Actively drive the customer lifecycle. Lead technical discovery and capability demonstrations during the expansion cycle.
  • Remain deeply involved post-sale to guide implementation, ensuring efficiency and adoption thresholds are met.
  • Hackathons & Prototyping
  • Think creatively to tackle heavily siloed legacy core-banking systems. Leverage cutting-edge AI to rapidly build prototypes in client hackathons, solving pain points across Settlements, Reconciliations, and Payments.
  • Agentic Process Transformation
  • Support enterprise clients in shifting from rule-based automation to autonomous AI agents. Enable "intelligent" banking processes, such as autonomous exception handling in Trade Ops or automated Complaints Management.
  • Proof Projects
  • Execute end-to-end Business-critical Proof-of-Value projects. Architect secure, scalable LLM/agent systems (with RAG and guardrails) that integrate with complex enterprise stacks like SAP Banking, Salesforce FINS, or core-banking ledgers.

Requirements

  • 5+ years of experience leading technical pre-sales and post-sales engagements specifically within complex Banking or Financial Services environments. This includes building ROI business cases and guiding technical implementations.
  • Strong Domain Knowledge
  • Deep familiarity with the banking value chain, with the ability to translate operational needs into AI use cases across:
    • Lending & Onboarding: Loan Origination, KYC/AML, and Banking & Lending.
    • Capital Markets: Sales & Trading Ops, Settlements, Reconciliations, and Custody Services.
    • Support & Governance: Finance, Risk & Controls, and Regulatory/Transaction Reporting.
  • Expertise in Generative AI Techniques
  • Knowledge of RAG, prompt engineering, and multi-agent orchestration used to build high-impact use cases (e.g., intelligent compliance assistants or automated data extraction from complex trade documentation).
  • Technical Fluency
  • Solid knowledge of Python and common ML/Data libraries (e.g., pandas, LangChain) as well as SQL for handling massive, high-velocity transactional datasets.
  • Communication
  • Strong presentation skills to both internal and external stakeholders, from technical whiteboarding with IT to formal demos for Banking Directors.

Nice to Have

  • Agentic Systems
  • Hands-on experience building systems using LLM orchestration and function calling within highly regulated "Data Sovereignty" environments.
  • Banking Systems
  • Familiarity with FSI-specific platforms (e.g., nCino, Guidewire, FIS, Fiserv, or Bloomberg).
  • Cloud Platforms
  • Experience deploying models across major cloud providers (Azure AI, AWS Bedrock, GCP Vertex).

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