Functional Consultant

Kaha; Charlotte (NC); On-site; USD 95,000 - 150,000; Full time

Benefits offered by this job

Flexible working arrangements

Global team environment

Career development opportunities

Job summary

Kaha Consulting is seeking a Functional Consultant to analyze, design, and configure Fenergo solutions for clients in the US/NA region. You will design journeys, data models, rules, and integrations using the Fenergo platform to streamline onboarding and reduce manual work.

Ideal candidates are curious, analytical, and collaborative, with experience in financial services, regulatory topics, and Agile environments.

Qualifications

• Business analysis experience, preferably in financial services.
• Experience with solution design techniques (e.g., business process modelling).
• Advanced MS Office skills (Excel, Word, PowerPoint).
• Good knowledge of IT systems, architectures, and terminology.
• Excellent analytical and creative problem-solving abilities.
• Strong interpersonal and leadership skills.
• Excellent written and oral communication skills.
• Strong presentation and facilitation skills.
• Client-facing delivery – seeing software through the release cycle.
• Bachelor's degree in business or technology.
• Working in an Agile Software Development environment.
• Experience in Financial Services processes.
• Knowledge of Financial Regulatory topics.
• Database, SQL and Reporting Skills.
• Previous experience in building cross-system integrations.
• Experience with ALM systems, e.g. Azure/JIRA/Trello.
• Experience with Financial Services Processes, Financial Regulation, and Products, particularly relating to client and product-onboarding.

Responsibilities

• Develop and maintain deep product, platform and tool knowledge within the Fenergo system.
• Understand and manage the client relationship through requirements gathering, implementation, documentation and approval.
• Support and drive the functional analysis and solution design.
• Translate client requirements into Fenergo configuration and resolve configuration issues.
• Validate and test your own configuration.
• Manage your work to meet deadlines with the broader team.
• Communicate impact of configuration changes to other parts of the configuration.
• Document configuration approach and present to stakeholders for review/approval.
• Stay updated on product changes and the full toolset for impact assessment.
• Prepare and deliver training sessions to client business users.
• Document use-case scenarios for resilient configuration (edge cases).
• Solution design, configuration, and evaluation of SaaS platform per business needs.
• Investigations to meet requirements and gap analysis with options/outcomes/recommendations.
• Deliver product and solution demonstrations to clients.
• Manage stakeholder expectations and scope.
• Support change management per project.
• Implement sound tenant management and configuration practices.
• Research and analyze business, regulatory, and technical topics for requirements and solution design.
• Review and recommend changes to configuration processes per business needs.
• Provide product leadership in design discussions and influence delivery teams.
• Provide guidance to junior team members.
• Support training/knowledge transfer within configuration and consulting practice.
• Provide ongoing feedback to product engineering and QA of content.
• Provide SME support to Sales/Pre-Sales and project teams.
• Elicit feedback for growth and share with team.

Skills

Business analysis

Solution design

MS Office

IT systems & architectures

Analytical thinking

Communication skills

Leadership

Presentation & facilitation

Client-facing delivery

Agile

Financial Services knowledge

Regulatory topics

SQL

Cross-system integrations

ALM tools (Azure/JIRA/Trello)

MS Dynamics

Education

Bachelors degree in business or technology

Tools

Azure

JIRA

Trello

SQL databases

MS Dynamics

Job description

Fenergo is an Irish provider of award-winning software solutions for global financial institutions. Fenergo digitally transforms the client experience throughout the client lifecycle, manages compliance with KYC, AML and other regulatory compliance obligations and reduces risk with continuous monitoring of clients and transactions throughout the client lifecycle. Kaha Consulting is the US Consulting arm of Kaha, founded in South Africa. We are looking for new team members in the EST time zone to help grow the US and North American presence of our company. Kaha has worked with Fenergo since 2017, helping power Fenergo and developing a reputation for software design and delivery excellence along the way. Kaha is a Fenergo Implementation Partner.

As a Functional Consultant, you will be responsible for the analysis, design, and release of product solutions for our clients. This entails the design of journeys, data models, rules, and integrations. Using the Fenergo Platform, we help clients rapidly achieve their business outcomes. Making onboarding of clients faster and reducing enormous amounts of manual work. You will do well if you are naturally curious and a lifelong learner, with strong analytical skills and a passion for problem-solving. Career development is incredibly important to us, as our success is based on the growth of our people. This is why we actively seek the best and the brightest to join us. Further your career with an opportunity that connects you to a strong network, enables you to do your best work and actively supports your career.

The Platform

Fenergo v10 (aka FenX) is a cloud-native SaaS platform built on AWS that is used to help banks and financial institutions go about their business in an efficient and safe way. It is a serverless, highly scalable web platform providing features and full configuration & administration capabilities. All features are delivered through a layer of highly available APIs offering full feature capabilities to any authorized consumer.

Responsibilities

• Develop and maintain deep product, platform and tool knowledge within the Fenergo system.
• Understand and manage the client relationship through the process of gathering requirements, implementation, documentation and approval.
• Support and drive the functional analysis and solution design.
• Translate client requirements into new or modified Fenergo configuration while analysing and resolving any configuration issues.
• Validate and test your own configuration.
• Manage your own work in an orderly and thought-out manner, remaining organised to meet deadlines and work with your broader team.
• Anticipate and communicate the impact of configuration change to other parts of the configuration in a software tenant.
• Document your configuration approach and present to stakeholders – thereby supporting documentation review and approval process
• Stay abreast of product changes to ensure that you are always aware of the full “toolset” and impact to existing product configuration.
• prepare and deliver training sessions to the Client’s business users.
• Document use-case scenarios to ensure that configuration is resilient (negative testing, edge-cases, etc.)
• Solution design, configuration, and evaluation of the SaaS platform in line with business requirements.
• Perform investigations to meet requirements and complete gap analysis using configuration, documenting the options, outcomes, and recommendations.
• Deliver product and solution demonstrations, and presentations to new and existing clients.
• Manage stakeholder expectations and scope control.
• Support and facilitate the change management process as per the project you are working on.
• Follow/implement sound tenant management and configuration practices.
• Research and analyze business, regulatory, and technical topics to support the formulation and specification of client requirements and solution design.
• Review and recommend changes to existing configuration processes based on changing business needs, while anticipating the impacts to other areas of the solution configuration.
• Provide product leadership within the design discussion and influence delivery teams and clients in line with the Fenergo product and future strategy.
• Provide guidance and support to more junior team members.
• Support training and knowledge transfer within the product Configuration and Consulting practice.
• Provide ongoing feedback to the product engineering team in the delivery of product functionality.
• Review and QA of content that is delivered by the product engineering team.
• Provide SME support to the Sales / Pre-Sales teams and client-facing project teams.
• Elicit feedback for growth and provide feedback to other team members.

Requirements

• Business analysis experience, preferably in the financial services industry (we also value experience brought in from other industries and roles!).
• Experience with solution design techniques (e.g., business process modelling).
• Advanced MS Office skills (Excel, Word, and PowerPoint)
• Good knowledge of IT systems, architectures, and terminology.
• Excellent analytical and creative problem-solving abilities.
• Strong interpersonal and leadership skills.
• Excellent written and oral communication skills.
• Strong presentation and facilitation skills.
• Client-facing delivery exposure – seeing software through the release cycle
• Bachelor's degree in business or technology discipline.
• Working in an Agile Software Development environment.
• Experience in Financial Services processes.
• Knowledge of Financial Regulatory topics.
• Database, SQL and Reporting Skills.
• Previous experience in building cross-system integrations.
• Experience working on configuration of comparable technology platforms (e.g. MS Dynamics)
• Experience working with ALM systems, e.g. Azure/JIRA/Trello
• Experience with Financial Services Processes, Financial Regulation, and Products, particularly relating to client and product-onboarding.

Why Us?

• Opportunity to work autonomously, with flexible working arrangements (you’re an adult so we will treat you like one).
• Opportunity to work with some of the latest technologies and best-practice software patterns.
• Experience working in a knowledgeable, high-achieving, experienced and fun team.
• Chance to work with talented designers, developers and analysts from around the globe who are passionate and dedicated to what they do.
• Chance to further hone your tech skills working in an Agile environment.
• Opportunity to work on a successful enterprise product used by Top-Tier Financial institutions around the world.
• Opportunity to emigrate to various locations around the world.
• Chance to build your career with a successful company that values its employees.