We are always looking for the right talent to join our team

Are you an expert at managing complex projects and building strong client relationships? Do you have a passion for financial technology and a desire to make a significant impact? 5th Line, a leading financial services and technology provider, is looking for a motivated Managed Service Consultant to join our dynamic Financial Services Team.

As a Managed Service Consultant on our Financial Services Team, you will be an integral part of our client's success. Your primary responsibility will be to become a subject matter expert on the Jirav platform, assisting our clients with implementations and providing ongoing support. We will look to you to bring and follow best practices in communication, client management, project management, and documentation.

Key Responsibilities:

• Implementation & Ongoing Support: Manage the end-to-end implementation of Jirav for our clients, from initial setup to launch. You will also handle ongoing client requests, serving as a trusted partner and expert on the platform.
• Business Analysis: Partner with clients to understand their business needs, accounting structures, and financial processes.
• Jirav Expertise: Become a certified expert in Jirav, staying up-to-date with new features and best practices. You will use your knowledge to configure and customize Jirav to meet client-specific requirements.
• Documentation & Best Practices: Create and maintain thorough documentation of implementation processes, FAQs, and best practices. You will be instrumental in developing and refining our internal processes for communication, project management, and client engagement.
• Project & Account Management: Manage multiple client engagements simultaneously, ensuring they are completed on time and within scope.
• Modeling & Analysis: Assist with economic and scenario modeling to help clients leverage Jirav for strategic financial planning.
• Client Training & Support: Conduct training sessions and workshops for clients to ensure they can effectively use the Jirav platform independently, and provide ongoing support to address questions and issues as they arise.
• Process Improvement: Identify opportunities to improve the implementation process and internal workflows, contributing to the team's efficiency and overall success.
• Communication: Maintain excellent internal and external communication. Provide regular updates to clients and internal stakeholders, and collaborate with your team to share knowledge and improve processes.

Qualifications:
Background: Strong background in Accounting, Finance, or Economics. A degree in Management Information Systems (MIS) or Information Systems (IS) is a plus.

Experience:

• Experience with technology, preferably in a SaaS environment within the FinTech sector.
• Experience in corporate finance, financial planning and analysis (FP&A), or public accounting is highly preferred.
• Proven experience in client management and project management.
• Experience with financial modeling and analysis.
• Prior experience with Jirav is a nice to have

Skills:

• Exceptional analytical and problem-solving skills.
• Demonstrated ability to manage and build relationships with multiple stakeholders at all levels.
• Ability to translate complex financial concepts and technical information to non-technical audiences.
• A strong sense of ownership and accountability for client outcomes and project success.
• Excellent communication and interpersonal skills.
• Strong attention to detail and a process-oriented mindset.
• A proactive team player with a desire to continuously learn and grow.
• Proficiency with various software and platforms, including Advanced Microsoft Excel or Google Sheets, Asana, Gmail, Google Docs, Slack, QuickBooks, and other ERP/HR software.

Why Join 5th Line?
At 5th Line, we're not just a company—we're a team of innovators dedicated to helping growth-stage companies achieve their financial goals. We are a dynamic and growing company committed to helping our clients achieve their financial goals. We offer a collaborative environment where you will have the opportunity to work with a talented team, grow your skill set, and make a significant impact on our clients' businesses. If you are a self-starter with a passion for finance and technology, we encourage you to apply.

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