Experience and Domain Knowledge
- 3–5+ years in FP&A or ALM within a bank, credit union, financial-services firm, or consulting environment.
- Expertise in three-statement modeling tailored to banking balance-sheet dynamics (net interest margin, loan and deposit growth, funding, FTP).
- Familiarity with Regulatory Reporting, Instrument Level Modeling, and Risk Modeling concepts is a strong asset.
Education and Credentials
- Bachelor’s in Finance, Accounting, Economics, or a technical degree (Engineering or Computer Science) with strong finance aptitude.
- CFA, FRM, CPA, or MBA preferred but not required.
Technical Skills
- Knowledge of SQL and Python (Pandas, APIs, Jupyter) for data querying, transformation, prototyping, and automation.
- Advanced Excel (formulas, pivot tables, Power Query).
- Hands-on experience with CPM and FP&A platforms (Vena, Anaplan, Planful, Adaptive) is a strong asset.
- Power BI is a strong asset.
Professional Qualities
- Skilled at translating complex financial concepts into clear, actionable insights for finance and non-finance audiences.
- Comfortable engaging with CFOs, Controllers, and senior finance teams.
- Excellent facilitation skills, clear written communication, and strong client-facing presence
- Self-starter who can work independently in a remote, collaborative environment.
- English proficiency at an upper-intermediate level or higher.
Acuity Nova Inc. specializes in delivering Corporate Performance Management (CPM) solutions designed for finance teams in sectors where precision, accountability, and clarity are critical. Our clients include financial institutions, credit unions, and mid-market businesses that rely on us to implement fast, accurate, and strategically insightful planning and reporting systems. Within our delivery team, consultants collaborate closely with seasoned financial planning and analysis (FP&A) professionals to build technically advanced yet practical CPM platforms that streamline complex finance and regulatory processes.
We are hiring Senior Consultants to join our delivery team. In this role, you will act as a trusted advisor to client finance teams, designing and optimizing CPM solutions with a focus on banking and financial services. You will work closely with senior finance leaders to bring clarity, control, and speed to their planning, reporting, and regulatory processes.
- Lead or support end-to-end CPM and FP&A system implementations tailored to banking and financial service organizations.
- Collaborate with senior FP&A, Asset-Liability Management (ALM), and finance leadership to gather and refine requirements for financial reporting, budgeting, forecasting, scenario modeling, regulatory reporting, and visualization.
- Translate complex financial and regulatory reporting needs, instrument-level modeling, and risk modeling requirements into efficient system configurations, automated workflows, and robust data models.
- Design, build, and deploy standardized templates and models for financial planning, risk assessment, and regulatory compliance within financial institutions.
- Integrate CPM platforms with core banking systems and ERPs, such as Fiserv and Jack Henry, leveraging SQL, Python (including Pandas, APIs, Jupyter), and other automation tools.
- Provide coaching, training, and knowledge transfer to client finance teams on CPM best practices and system usage.
- Experience working directly within or consulting for banking and financial institutions on CPM system implementations.
- Deeper exposure to regulatory frameworks, such as Basel III/IV, CCAR, or IFRS 9, and their reporting implications.
- Advanced knowledge of data integration techniques, APIs, and scripting to enhance system connectivity and automation.
- Familiarity with additional financial modeling software or BI tools beyond the core CPM platforms.
- Additional certifications related to financial risk management or advanced data analytics.
We know that no candidate will check every single box. If you have strong financial systems experience, solid analytical skills, and the drive to learn, we encourage you to apply even if your background does not match every requirement listed.
