Flexible Work Options This position offers a flexible work arrangement with options to work full‑time in our Toronto office, a hybrid schedule throughout the week, or remotely from anywhere in Canada or the USA. Responsibilities Implement Vena for Financial Services customers, including data model configuration, financial templates and reports, system integrations, and automated workflows. Guide banking customers on planning and reporting use cases such as balance sheet planning, income statement planning, and asset‑based reporting (e.g., loans, deposits, interest income). Deliver against customer satisfaction and utilization metrics. Lead virtual and/or onsite workshops to gather and validate business and technical requirements specific to banks and credit unions. Apply an understanding of banking terminology, financial statements, and operating models when designing and explaining solutions. Enable customers through clear communication to drive adoption and maximize value from their Vena investment. Partner closely with Project Managers to deliver projects on time and on budget, proactively escalating risks and issues. Demonstrate a strong understanding of banking regulatory reporting requirements and how they impact financial planning, data structures, controls, and auditability. Show a self‑starter mentality when learning the product, taking a hands‑on approach and asking thoughtful questions. Travel to client sites as required. Qualifications 4+ years of experience in financial services, software implementation, financial planning & analysis (FP&A) with a focus on banks and credit unions. Exposure to banking or credit union environments, with familiarity in areas such as Asset Liability Management (ALM), banking assets, regulatory or management reporting, or financial planning. Strong communication skills; asks insightful questions and demonstrates a deep understanding of customer needs to apply problem‑solving skills. Ability to work collaboratively in a team environment and present effectively with all levels in an organization. Experience working with ERP systems, CPM tools, or reporting solutions used in financial institutions. Strong Microsoft Excel skills, including working with large datasets and financial models. Data integration experience and exposure to ALM systems and data. Experience or knowledge of database management (e.g., ETL, Oracle, SQL Server). Interest in AI and willingness to explore AI‑driven solutions to enhance performance and drive efficiencies. Compensation Base salary range: CAD 87,550 – 118,450 per year. USD range: 119,000 – 161,000 per year. Your individual pay within the range is influenced by work location, skills, experience, and education. #J-18808-Ljbffr