Strata Decision Technology · 1 day ago
Consultant, Financial Institutions
Stratacareers is seeking an Implementation Consultant to work collaboratively with customers on performance management solutions. The role involves managing implementation processes, translating business needs into software capabilities, and providing objective advice on financial planning and reporting.
AccountingAdviceAnalyticsBusiness IntelligenceFinanceFinancial ServicesHospitalSaaSSoftware
Responsibilities
Analyze Financial Planning (Budgeting, Forecasting, and Capital Planning), Financial Reporting, and Profitability processes and data requirements within customer organizations to provide objective advice on the use of information technology to satisfy business needs
Work collaboratively with customers at all levels (executive to end-user) to design and implement a uniquely tailored software solution
Demonstrate flexibility, strong interpersonal skills, project management experience, and the ability to work effectively with internal teams, customers, and vendors
Qualification
Required
3+ years of relevant experience in a finance role (e.g., Financial Analyst or Senior Financial Analyst) within a bank or credit union, with an interest in continued growth and development
Hands-on experience working with or implementing similar financial applications, with a strong understanding of Excel and experience building complex financial models; familiarity with dashboard design is a plus
FP&A experience is required for this role
Experience with annual budgeting processes, financial analysis, forecasting, and profitability analytics, preferably as they apply to financial institutions
Strong understanding of database structures, preferably across multiple environments, including SQL Server
Highly organized and analytical, with the ability to adapt and think creatively to solve problems
High energy, entrepreneurial mindset, and enthusiasm for being part of a growing business
Willingness to travel within the U.S. to customer locations up to 20–35% as needed
Benefits
Retirement benefits
Health and welfare benefits
Paid time off
Parental leave
Life and accident insurance
Other voluntary and well-being benefits
Company
Strata Decision Technology
Strata Decision Technology offers financial analytics, business intelligence, and decision support services for the healthcare industry.
H1B Sponsorship
Strata Decision Technology 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 (2)
2024 (1)
2023 (1)
2022 (3)
2021 (5)
2020 (6)
Funding
Current Stage
Growth StageTotal Funding
unknown2015-01-23Acquired
Recent News
Strata Decision Technology, L.L.C.
2025-10-23
Fierce Healthcare
2025-10-18
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