This is a 1 off project for a FS business based in Cardiff
My client is a large FS business based in Cardiff
To support the business and data team in on-boarding new clients or financial products.
To support the business and data team in portfolio oversight, the identification of issues, the scoping and scaling of issues and the financial calculations for accounts remediation and customer redress. With the ultimate objective of improved customer outcomes, improved client satisfaction and increased profitability support the business and DSS in progressing the following: -
- Supporting DDS sales and solutions.
· Improve financial data quality.
· Integrity of financial calculations, minimisation of profit erosion, readiness for automation.
To build and manage relationships with applicable internal and external client staff gaining the status of trusted advisor.
Support the financial elements of remediation programmes, delivering output within committed timeframes
Lead financial remediation programmes, delivering output within committed timeframes
Support the financial servicing workstream to ensure the financial integration of new servicing clients or products is both effective and timely
Understand the requirements of the new prospect or client and translate this into an integration plan for the Financial Servicing team
Responsible for the gathering and documentation (Business Requirements Specifications) of all relevant financial requirements including financial reporting, processes and associated system config
Manage implications to financial servicing of implementation of system upgrades
Provide guidance and assistance, from the Client's viewpoint, to colleagues in any aspect of project implementation
Manage handover of projects into financial servicing business as usual and support the team with any subsequent technical queries
Support sales activity by understanding financial calculations, business requirements and business case
Understand end to end processes and how financial calculations support them and support operations Portfolio or product modelling, prospect pricing, data integrity audits, financial management consultancy for existing and new clients
Subject matter expert in Target's core financial servicing operating platform, including nominal ledger functionality and transaction mapping
Providing training and guidance to financial servicing team and other areas of the business on the financial and system impact of BAU process and other operational changes
Ad hoc projects as per business and departmental requirements
Qualified accountant with demonstrable PQE in financial services or a QBE system expert with high level financial understanding
Understanding of portfolio controls and elements (principal, interest, etc) of loans ·
Advanced Excel skills ·
Up to date understanding and application of relevant accounting regulations ·
Ability to build strong relationships with all stakeholders ·
Strong team player but also able to proactively work on own initiative ·
Sound understanding of Financial Services Market
a 3 - 6 month assignment
Salary c£180 - £250 per day