Business Consultant - Financial Servicies

Posted 11 Days Ago
Be an Early Applicant
Bucharest, ROU
In-Office
Mid level
Information Technology • Consulting
The Role
Serve as a business-focused technology consultant for financial clients: gather and analyze requirements, translate processes into functional/technical specs, configure the Charisma Financial Solutions platform, manage delivery risks and project activities, support testing and stakeholder alignment, and contribute to continuous improvement and knowledge sharing to ensure high-quality delivery and customer satisfaction.
Summary Generated by Built In

Job Purpose

You will be responsible for providing technology solutions for global financial industry players that add value to theirs’ business, by analyzing their challenges, identifying their problems, then implement our software solutions tailored to suit the client's needs.

You will work with passionate, engaged teams of SQL developers (technical consultants), software engineers and infrastructure managers in the Financial Solutions software delivery department.

Main responsibilities:

  • Gather and analyze customer requirements from both a functional and business perspective to define clear solution objectives and delivery scope.

  • Engage directly with customers to fully understand their business processes and translate them into detailed functional and technical specifications in coordination with the delivery team.

  • Configure and customize the Charisma Financial Solutions platform according to the approved solution design and participate in internal and customer testing cycles to validate deliverables.

  • Identify and manage delivery risks to ensure smooth project execution, escalating potential issues proactively when needed.

  • Track and document project activities, ensuring all tasks, deliverables, and issues are logged, monitored, and resolved throughout the delivery lifecycle.

  • Contribute to continuous improvement and future opportunities by identifying potential enhancements or extensions to the delivered solution,

  • Participate in knowledge sharing and training sessions, both to enhance technical and product expertise and to support onboarding or cross-functional learning within the team.

  • Provide delivery support and guidance to client stakeholders, ensuring alignment between business expectations and technical implementation plans.

  • Maintain strong customer relationships by ensuring delivery quality, transparency, and high satisfaction throughout the project lifecycle.

Preferred Skills and Experience:

  • Relevant experience in the financial industry (leasing/ credit/ insurance would be preferred).
  • Undergraduate or master’s degree in economics, business, engineering, or computer science.
  • Good understanding of Financial Services business processes.
  • Strong problem-solving skills, ability to develop pragmatic business solutions.
  • Good communication skills, ability to position himself/ herself as a trustful business consultant.
  • Self-organizing skills, ability to perform activities from multiple work streams and achieve set deadlines and goals.
  • Detail oriented and results focused.
  • Strong team worker and able to fit in diverse environments.

With TotalSoft you can expect:

  • Work with great technologies, products, and colleagues;
  • Gain experience working on national and international projects;
  • Be a part of our career development programs;
  • Hybrid way of working;
  • Private medical services;
  • Bookster subscription;
  • 7Card and WorldClass subscriptions.

Skills Required

  • Relevant experience in the financial industry (leasing/credit/insurance)
  • Undergraduate or master's degree in economics, business, engineering, or computer science
  • Good understanding of Financial Services business processes
  • Strong problem-solving skills and ability to develop pragmatic business solutions
  • Good communication skills and ability to act as a trustful business consultant
  • Self-organizing skills and ability to manage activities across multiple work streams
  • Detail oriented and results focused
  • Strong team worker and able to fit in diverse environments
  • Experience configuring or customizing the Charisma Financial Solutions platform
  • Familiarity working with SQL developers / SQL knowledge
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The Company
HQ: Bucharest
559 Employees
Year Founded: 1994

What We Do

TotalSoft is a key provider of business software solutions (ERP, HCM, CRM, Healthcare, BI) in Central and Eastern Europe, with a team of over 600 specialists and projects in more than 40 countries across four continents. TotalSoft’s flagship B2B solution is Charisma Business, a powerful software suite trusted by over 1,000 clients. With a history spanning more than 28 years, Charisma is driving significant changes in industries like financial services, retail, distribution, production, construction, agriculture, energy, medical, and services. TotalSoft is a fully owned subsidiary of Logo, the largest independent software provider in Turkey (www.logo.com.tr/en). For more information, please access: www.totalsoft.ro and www.charisma.ro

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