Finastra · 2 weeks ago
Principal Business Consultant (Loan IQ)
Atlanta, GA
Full-time
Hybrid
Lead/Staff
10+ years expFinastra is a dynamic global provider of open finance software solutions, dedicated to expanding access to financial services. The Principal Business Consultant is responsible for data analysis, system configuration, implementation, and providing consultative training and support for software applications to clients. This role requires client interaction and travel as needed to ensure project success and adherence to client specifications.
Financial ServicesFinTechInformation Technology
Responsibilities
Interact with client, consultatively, to determine project requirements and needs analysis
Establish and/or assist client with configuring system parameters and controls based on client’s business practices and processes; recommend best practices; review setup with clients and gain client acceptance
Conduct data analysis and mapping activities for assigned applications if applicable
Analyze source data files and map data to target application for use by technical resources to develop programs
Provide on-site or remote support during client conversions as applicable
Establish and/or assist client with establishing system parameters and controls based on client’s business practices and processes, recommend best practices, review setup with clients, and gain client acceptance
Conduct data mapping activities for assigned applications if applicable. Analyze source data files and map data to target application for use by technical resources to develop programs
Test and troubleshoot system configuration and functionality
Validate new system input, output, and connectivity. Identify, research, and assist in resolving any issues with technical resources
Facilitate converted database validation work sessions with clients as applicable
Assess and report risks during project and participate in the development and implementation of mitigation plans
Communicate project scope, status, and risks to all stakeholders
Record accurate and timely accounting of time spent on project related activities
Follow established project, departmental, company procedures and quality standards
Follow established project management standards. Provide activities related to the management of assigned implementation projects to bring the project to a timely close and transition the client appropriately
Complete post-implementation tasks in a timely manner
Update internal documentation as applicable
Provide subject matter expertise to internal staff including, but not limited to, sales, development, support, training, professional services as needed
Participate in the development of implementation or training content. Conduct software training and/or reinforce prior training to both external clients and internal staff
Maintain, enhance, and broaden knowledge and skills of software applications and industry practices
Loan IQ Expertise
Serve as a subject matter expert (SME) on the Loan IQ platform
Lead Loan IQ implementation, integration, and migration projects
Ensure platform usage aligns with business needs and compliance standards
Client & Stakeholder Engagement
Conduct business and IT workshops to gather requirements
Collaborate with cross-functional teams to deliver tailored solutions
Act as a trusted advisor to clients and internal stakeholders
Functional Analysis & Documentation
Analyze commercial lending and syndication processes
Write Business Requirement Documents (BRDs) and functional specs
Translate technical details into business context
Strategic Consulting
Recommend best practices to improve loan operations and servicing
Support product transformation initiatives and innovation efforts
Align solutions with global financial regulations and trends
Problem Solving & Risk Management
Address complex challenges with analytical and creative thinking
Assess business risks and propose mitigation strategies
Qualification
Required
Minimum of 10 years of experience in relevant area of expertise, preferably for a financial institution or an industry software company
Client facing service experience required
Software implementation, support, or training experience strongly preferred
Experience with project management disciplines preferred
Experience with Finastra Loan IQ
Benefits
Enjoy unlimited vacation, based on your location and business priorities.
Hybrid working arrangements, and inclusive policies such as paid time off for voting, bereavement, and sick leave.
Access Confidential one-on-one therapy through our Employee Assistance Program, find support from our network of Wellbeing Champions and Gather Groups, and a calendar of monthly events and initiatives designed to help you thrive - Inside and Outside of work.
Medical, life & disability insurance, retirement plan, lifestyle and other benefits
Benefit from paid time off for volunteering and donation matching.
Participate in multiple DE&I groups for open involvement (e.g., Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, Women@Finastra).
Access online learning and accredited courses through our Skills & Career Navigator tool.
Be part of our global recognition program, Finastra Celebrates, and contribute to regular employee surveys to help shape Finastra and foster a culture where everyone is engaged and empowered to perform at their best.
Specific benefits may vary by location.
Company
Finastra
Finastra provides the broadest portfolio of financial services software.
10001+ employees
H1B Sponsorship
Finastra has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (4)
2023 (5)
2022 (11)
2021 (10)
2020 (12)
Funding
Current Stage
Late StageTotal Funding
$5.3BKey Investors
BIRD Foundation
2023-08-15Debt Financing· $5.3B
2022-04-04Series Unknown· $0.8M
2021-02-12Grant
Leadership Team
Mike Stawchansky
EVP, Chief Technology Officer
Ali Khan
Chief Data Officer
Recent News
Business Standard India
2026-01-08
Company data provided by crunchbase