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Financial Solution Consultant Jobs in Raleigh, NC

... solutions that help clients meet their business goals, working alongside experienced team members to build your consulting and technical skills. This role fits professionals across core financial ...

As an FP&A Senior Consultant focused on the insurance industry, you will help insurance carriers ... solutions Supporting the implementation and adoption of data, automation, and artificial ...

Oracle EPM Senior Consultant - FCCS

Raleigh, NC ยท On-site

$113K/yr

Work you'll do As an Oracle EPM Senior Consultant, FCCS on the Controllership and Treasury ... Work with clients to understand finance process needs, document requirements, and support solution ...

Formulate solutions for complex problems using a fact-based, hypothesis-driven approach ... Finance, Data/AI. * Bachelor's degree. A successful candidate would possess these skills: * Apply ...

We work on projects involving Workday Financials, Supply Chain Management, Infor Solutions ... Qualifications * 3+ years of relevant consulting or industry experience * 1+ implementation of ...

Assess current-state finance processes and systems and design future-state solutions for planning ... Preferred: * 4+ years of consulting experience in a professional services environment or internal ...

Showing results 21-40

Financial Solution Consultant information

See Raleigh, NC salary details

$44.2K

$101K

$169.1K

How much do financial solution consultant jobs pay per year?

As of Sep 6, 2026, the average yearly pay for financial solution consultant in Raleigh, NC is $100,977.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,800.00 and $121,500.00 per year, depending on experience, location, and employer.

What is a financial solution consultant?

Financial Solution Consultants are professionals who help businesses and individuals identify, implement, and optimize financial products or services tailored to their needs. They analyze clients' financial situations, recommend suitable solutions such as software, investment strategies, or process improvements, and provide ongoing support to ensure successful adoption. These consultants often work with financial institutions, technology providers, or consulting firms to bridge the gap between financial needs and available solutions.

How does a financial solution consultant typically collaborate with sales and technical teams during client engagements?

Financial Solution Consultants play a crucial role as the bridge between sales, technical teams, and clients. During client engagements, they work closely with sales to understand client needs and tailor presentations or demonstrations of financial products. They also collaborate with technical teams to ensure proposed solutions are feasible and align with both client requirements and system capabilities. This cross-functional teamwork is essential for delivering customized, effective financial solutions and maintaining strong client relationships.

What are the key skills and qualifications needed to thrive as a financial solution consultant, and why are they important?

To thrive as a Financial Solution Consultant, you need a solid background in finance, business analysis, and solution design, often supported by a relevant degree and experience in financial services. Familiarity with financial software platforms (such as SAP, Oracle, or Salesforce), data analytics tools, and certifications like CFA or CFP are commonly required. Strong interpersonal communication, problem-solving abilities, and customer-centric mindset set top performers apart in this role. These skills are essential for understanding client needs, delivering tailored solutions, and building lasting relationships in a competitive financial environment.

What is the difference between Financial Solution Consultant vs Financial Advisor?

AspectFinancial Solution ConsultantFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredCFP, CFA, or similar certifications common
Work EnvironmentCorporate or financial services firms, focusing on solutionsIndividual clients, wealth management firms
Employer & IndustryFinancial services, consulting firms, banksFinancial planning firms, banks, independent practice

Both roles require financial certifications and involve client interaction, but Financial Solution Consultants focus on providing tailored financial products and solutions within organizations, while Financial Advisors primarily offer personalized financial planning and investment advice to individual clients.

What are popular job titles related to Financial Solution Consultant jobs in Raleigh, NC?

For Financial Solution Consultant jobs in Raleigh, NC, the most frequently searched job titles are:

What job categories do people searching Financial Solution Consultant jobs in Raleigh, NC look for?

The top searched job categories for Financial Solution Consultant jobs in Raleigh, NC are:

What cities near Raleigh, NC are hiring for Financial Solution Consultant jobs?

Cities near Raleigh, NC with the most Financial Solution Consultant job openings:

IFS Application Consultant, Finance

Pop-Up Talent

Raleigh, NC โ€ข Remote

$100K - $140K/yr

Full-time

Medical

Re-posted 2 days ago


Job description

IFS Application Consultant (Finance)
USA Remote

  • Salary: $100K–$140K


MISSION & PURPOSE:

  • The IFS Application Consultant is responsible for configuring, implementing, and supporting IFS solutions that enable customers to achieve their business objectives. This role works closely with business stakeholders and project teams to translate requirements into effective system configurations aligned with IFS best practices
  • The Application Consultant acts as a key delivery team contributor—bridging business processes with system functionality, supporting solution design activities, and ensuring successful execution of ERP consulting, implementations, and upgrades. The objective is to deliver high-quality, scalable solutions that meet business needs while minimizing risk and ensuring efficient adoption
  • We are seeking an Application Consultant who is comfortable working directly with business users and project teams, with strong expertise in IFS Cloud and earlier Apps versions and a proven ability to support delivery across complex ERP initiatives
  • We have made Professional Services delivery excellence a cornerstone of our strategy. This is an opportunity to contribute to successful IFS implementations across a growing portfolio of strategic customers


HIGHEST PRIORITY COMPETENCIES:

  • IFS Solution Expertise: Solid functional knowledge of IFS Cloud and earlier IFS Applications versions across relevant modules, with the ability to configure and support solutions aligned to business requirements
  • Requirements Translation & Configuration: Ability to gather, interpret, and translate business requirements into system configurations, ensuring alignment with standard functionality and project scope
  • Stakeholder Collaboration: Strong ability to work effectively with business users, functional teams, and technical resources, communicating clearly to support alignment and successful delivery
  • Cross-Functional Awareness: Understanding of how business processes span across functional areas, with the ability to support coordination and alignment across modules to enable end-to-end workflows


DOMAIN-SPECIFIC COMPETENCIES (IFS FINANCE MODULES)

  • Financial Process Knowledge: Understanding of core financial processes, including General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, and Financial Reporting
  • IFS Finance Configuration: Experience configuring IFS Finance modules, including chart of accounts, posting controls, financial structures, payment processing, and period management
  • Financial Data & Controls: Understanding of financial data structures, reconciliation processes, and internal controls to support accurate and compliant financial operations
  • Reporting & Period-End Processes: Ability to support financial reporting requirements and period-end close activities, ensuring system configurations align with business and regulatory requirements
  • Cross-Module Financial Integration: Awareness of how financial processes integrate with other functional areas (e.g., Procurement, Projects, Manufacturing), ensuring accurate financial impact and data consistency across transactions


KEY RESPONSIBILITIES:

  • Gather and analyze business requirements through workshops, interviews, and documentation review, translating findings into functional designs and system configurations
  • Configure IFS applications to support defined business processes aligned with requirements, scope, and best practices
  • Support solution design activities with Solution Architects and senior team members, contributing functional expertise
  • Facilitate and participate in solution workshops to validate requirements and align stakeholders on design decisions
  • Prepare and maintain functional documentation including configuration details, process flows, and design specifications
  • Collaborate with technical teams on integrations, data migration, and system extensions
  • Participate in testing activities including unit testing, integration testing, and UAT
  • Identify and escalate risks, issues, or design gaps and support resolution efforts
  • Provide end-user support, training, and knowledge transfer to drive system adoption
  • Contribute to continuous improvement of delivery practices, templates, and methodologies


QUALIFICATIONS, SKILLS & RELEVANT EXPERIENCE:

  • Proven ERP implementation or support experience in a consulting or Professional Services environment
  • Strong functional knowledge of IFS Cloud or earlier IFS Applications versions
  • Experience across ERP implementation phases including requirements, configuration, testing, and deployment
  • Strong understanding of ERP concepts including business process design, data structures, and configuration
  • Strong analytical and problem-solving skills with attention to detail
  • Excellent communication and stakeholder engagement skills
  • Ability to work in cross-functional, fast-paced consulting environments
  • Experience supporting documentation and multi-workstream delivery
  • Highly organized, self-motivated, and able to manage competing priorities


CULTURE CODE:

  • Mission-driven and customer-focused
  • Transparent and accountable
  • Autonomous, not hierarchical
  • Committed to mastery and continuous learning
  • Open to challenging the status quo
  • Selective about talent and quality


WHY JOIN:

  • Work with diverse enterprise customers delivering impactful ERP solutions
  • Contribute directly to solution quality and client success
  • Join a collaborative Professional Services environment focused on excellence and continuous improvement


We are an equal opportunity employer, and we are an organization that values diversity. We welcome applications from all qualified candidates, including minorities and persons with disabilities.
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