Essential Job Responsibilities:
Provide implementation and training services for Prologue software clients. Responsibilities include:
Work with client to define and setup product configuration including Chart of Accounts and other data elements required for creation of the database.
Participate in discussions with client and data providers to review data file requirements and preparation of files.
Identify data setup issues, research source of problem and independently resolve.
Assist client with validation of data which includes data integrity and balancing
Support client in production readiness activities
Review final databases in preparation for production (go-live) cutover to ensure quality standards are met
Provide training to clients on all Prologue Financials modules via WebEx, classroom or onsite
Provide onsite or WebEx support for production (go-live) cut over
Customize and follow implementation workflows to meet project objectives.
Coordinate client schedules, hosted tenant provisioning, and core interface activities. Monitor project plan to meet expected timelines. Assist with managing client expectations.
Recommend improvements to Professional Services product implementation documentation, methods, and processes.
Other duties as assigned
Bachelor's degree in Business, Accounting, or Finance. Relevant equivalent work experience may be substituted for degree requirement.
Minimum 4 years general accounting and financial reporting experience, preferably in a banking environment
Minimum 2 years accounts payable and/or procurement experience, preferably in a banking environment
Minimum 2 years fixed assets experience, preferably in a banking environment
Thorough understanding of how financial services organizations manage financial processes and the monthly reporting process
Expert level in MS Excel (Minimum 4 years)
Excellent ability to effectively communicate and interact with client staff and management is required
Excellent analytical and problem-solving skills
Excellent organizational and time management skills required in order meet project deadlines
Proven ability to work independently, follow procedures and produce quality work
Ability and willingness to travel domestically approximately 20%. Travel usually occurs during the workweek. Most work is performed via WebEx however some onsite travel may be required.
Minimum 4 years banking experience
Minimum 1 year project management experience