Senior Strategic Business Advisor (Fintech)

TL;DR

Senior Strategic Business Advisor (Fintech): Delivering innovative platform solutions and pricing strategies for commercial banking customers with an accent on financial expertise and analytical curiosity. Focus on optimizing client profitability, identifying methodology gaps in legacy tools, and ensuring compliance with banking regulations.

Location: Hybrid (Cary, NC; Austin, TX; Charlotte, NC). Applicants must be authorized to work for any employer in the U.S.

Company

Leading provider of digital banking and lending solutions to banks, credit unions, and fintechs in the U.S. and internationally.

What you will do

• Act as a trusted advisor for clients to solve problems related to pricing structure and reporting within the PrecisionLender platform.
• Provide subject matter expertise on product configuration and calculation methodologies to internal and external stakeholders.
• Evaluate legacy pricing tools and identify functional and methodology gaps for newly signed customers.
• Advise internal teams (Sales, Delivery, Product) on the impact of commercial pricing on bank financial statements.
• Research and share banking regulations, including Basel capital requirements, IFRS 9, and CECL, with clients.
• Collaborate with Delivery and Customer Success Managers to maximize platform value and drive profitability.

Requirements

• Bachelor's degree in business, economics, finance, or similar (or advanced degree with 4+ years of experience).
• 8+ years of experience in financial institutions.
• 3+ years within a large national or global bank focused on commercial loan pricing, risk management, finance, or analytics.
• Knowledge of commercial banking products, particularly credit and treasury products.
• Understanding of credit risk concepts, including economic and regulatory capital.
• Fluent written and oral communication in English.

Culture & Benefits

• Hybrid work opportunities.
• Flexible time off.
• Career development and mentoring programs.
• Competitive health insurance and generous paid parental leave for eligible parents.
• Employee peer recognition programs.
• Company philanthropy and community volunteering programs.