LoanIQ Consultant

Phyton Talent Advisors; New York (NY); On-site; USD 100,000 - 130,000; Full time

Job summary

A financial recruitment firm is looking for a Loan IQ Specialist based in New York City. In this hands-on role, you will support a major Finance transformation initiative, leading implementation activities and working closely with various stakeholders. The ideal candidate has extensive experience in Finance and Accounting, particularly with Loan IQ, and showcases strong business analysis skills. This position will be instrumental in enhancing reporting processes and ensuring successful production releases.

Qualifications

• 7–10+ years of Finance/Accounting experience.
• 5–7+ years of direct, hands-on Loan IQ experience.
• Strong understanding of Loan IQ data elements and transaction workflows.

Responsibilities

• Lead Finance-related implementation activities for Loan IQ.
• Gather and document detailed business requirements.
• Execute and validate end-to-end test cases with Finance stakeholders.

Skills

Loan IQ experience

Business analysis skills

Accounting expertise

Job description

We are seeking a hands‑on Loan IQ Specialist with strong accounting expertise to support a major Finance transformation initiative. This role sits within the Finance Change the Bank Group and will focus on the Finance implementation of Loan IQ, partnering closely with Product Control, Accounting, Treasury, Technology, Program Management, and Operations.

This is a highly visible role requiring deep Loan IQ experience, strong business analysis skills, and the ability to drive end‑to‑end testing, controls validation, and reporting enhancements within a target operating model.

Key Responsibilities

• Lead Finance‑related implementation activities for Loan IQ
• Define and support the Finance Target Operating Model
• Gather and document detailed business requirements
• Provide IT with Loan IQ data specifications for reporting development
• Execute and validate end‑to‑end test cases with Finance stakeholders
• Identify process gaps, risks, and control deficiencies, recommending solutions
• Support production release activities
• Streamline workflows and enhance reporting processes
• Partner cross‑functionally across Finance, Technology, and Operations

Qualifications

• 7–10+ years of Finance/Accounting experience
• 5–7+ years of direct, hands‑on Loan IQ experience
• Prior involvement in Loan IQ implementations required
• Strong understanding of Loan IQ data elements and transaction workflows
• Experience with test case creation and execution
• Ability to identify risks, issues, and dependencies within large programs