Demo

Functional Consultant

Lorven Technologies Inc.
York, NY Contractor
POSTED ON 10/7/2025
AVAILABLE BEFORE 11/5/2025

Hi,


Our client is looking Senior Consultant (Functional Consultant) in New York City, NY below is the detailed requirements.


Job Title : Senior Consultant (Functional Consultant)

Location : New York City, NY

Duration : Contract


Mandatory Skills: Candidate should have good experience in AutoRek core


Responsibilities:

  • Day-to-day support of implementations of the AutoRek core financial management solution
  • Complete the High-Level estimation tasks required during the discovery phase, including workshops
  • Use the output from this process to prepare meaningful input into the Bid Approval Process (including supporting the submission during the decision process)
  • Work with clients to prepare:
  • An understanding of the As-Is process
  • A breakdown of the client's requirements for the solution
  • A detailed solution design that aligns to the agreed requirements
  • Work with Development & Test and Project Management teams to agree the solution and define the effort/duration/plan for delivery
  • Review the ongoing solution during development, acting as the customer's voice
  • Monitor progress for any deviations from the planned approach, solution and scope Challenge unnecessary deviations and raise changes with the Project Manager so that they can be documented and approved
  • Support the Development & Test and Project Management teams through acceptance testing, by helping with triage, defect interpretation and being alert to changes to scope being raised as defects
  • Support status meetings and touch points with the implementation team and the Customer providing documented key discussions, actions, risks and issues
  • Provide guidance to the implementation team while motivating team resources to work diligently and smartly in the best interest of the Customer and AutoRek
  • Support the resolution of issues and roadblocks, managing Customer queries and escalations to a positive resolution


Qualifications:

  • Educated to degree level in a relevant subject or appropriate business analysis certification


Experience:

  • FinTech, SaaS or Finance background
  • Demonstratable experience of leading customer workshops to gather requirements.
  • Experience of oversight of defect triage and contribution of test plans.
  • Knowledge:
  • Industry awareness of CASS, Payments, Banking, Asset Management or Insurance
  • Familiarity of documentation that would facilitate a technical and business design proposal, including (but not limited to) Business Requirements, As-Is process review, Technical Design and Fit-Gap.
  • Understanding of the principles of change control to capture any movement of agreed scope.
  • Understanding of the phases of the software development and implementation lifecycle.


Skills:

  • Ability to produce clear and detailed solution requirements.
  • Excellent analytical and problem solving skills, must be able to identify solutions to customer problems and consider alternative approaches.
  • Strong collaborator who can work across all areas of the business from Pre-sales through to Delivery and onto Customer Success
  • Ability to multitask in a fast-paced environment, embracing change and new challenges
  • Comfortable with presenting and liaising at ‘C” level with internal and external executives


Personal Qualities:

  • Accountability of requirements to solution and build specification throughout the project lifecycle
  • Highly effective interpersonal, organisational, and analytical skills
  • Dedication to the craft with a passion for continual improvement
  • Strong attention to detail
  • Willingness to challenge the norm, both internally and externally.
  • A desire to offer an alternative approach to reach a shared goal

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