Banking Solutions Advisor

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Moody’s empowers people to make better decisions and achieve brighter futures. This is what motivates us to bring out the best in our products and our people. Join us. Forward Together.

Department
- In the Banking group, we help lending institutions make important decisions about their business, particularly when they are providing loans, managing risk, or conducting financial planning for the future of their institution. We do this with our innovative software and reliable analytics, helping them understand how to do their job better through training, learning solutions and advisory services. We are a dedicated team of experts in technology and financial analytics who understand what our clients need.

Role/Responsibilities
- The Banking Solution Advisor is a key member of the regional Treasury and FP&A team, with a focus on managing the project delivery of Moody’s Analytics banking solution offerings that include Asset Liability Management (ALM), along with Regulatory Liquidity, Regulatory Capital, Capital Planning and Stress Testing, and Current Expected Credit Losses (CECL).
- In this customer facing role, you will facilitate client adoption of our products by partnering with clients and colleagues to successfully deliver our Treasury and FP&A solutions. You will be part of a highly innovative, energetic, and collaborative team.

This key member would:

- Participate in and/or lead banking solutions delivery to customers, including ALM and FP&A projects
- Participate in and/or lead requirements and design workshops to understand customers’ needs and advise on design of components of the solution
- Conduct solution training sessions
- Streamline and standardize delivery to clients
- Participate in and/or lead product integration efforts
- Assist sales by responding to RFPs, designing solutions and participating in customer facing sales meetings
- Interact closely with other teams such as product, research, engineering, and other delivery teams to investigate and resolve issues, and define product features, strategy, and roadmap

**Qualifications**:

- Minimum bachelor’s degree or equivalent from an internationally recognized institution.
- 5+ years of experience in the Banking industry, preferably in a functional ALM, Regulatory Liquidity, Regulatory Capital, or Capital Planning and Stress Testing role.
- Relevant product delivery or advisory experience in a software or consultancy firm
- Knowledge of QRM, Empyrean, Moody’s RiskConfidence or ZM ALM solutions is a plus.
- Understanding of Current Expected Credit Losses (CECL) is a plus
- Technical proficiency SQL and database concepts
- Strong presentation, teamwork and communication skills gained in a similar role
- Background in servicing external customers and building customer relationships
- Process improvement, ability to clearly explain options and provide recommendations
- Strong partnership and collaboration skills across stakeholder teams including Delivery, Product Management and Technology teams
- Fluency in English. Fluency in Spanish is a plus.
- Must be fully vaccinated for COVID-19 (i.e., at least 2 weeks after last dose) and, if hired, present proof of vaccination on start date, as determined by Moody’s.For San Francisco positions, qualified applicants with criminal histories will be considered for employment consistent with the requirements of the San Francisco Fair Chance Ordinance.

This position may be considered a promotional opportunity, pursuant to the Colorado Equal Pay for Equal Work Act.

Click here to view our full EEO policy statement. Click here for more information on your EEO rights under the law. Click here to view our Pay Transparency Nondiscrimination statement.
- For Colorado-based roles only: the anticipated base salary range for this position is $90,800 to $131,750, depending on factors such as experience, education, level, skills, and location. This range is based on a full-time position. In addition to base salary, this role is eligible for annual performance incentive compensation. Moody’s also offers a competitive benefits package, including not but limited to medical, dental, vision, parental leave, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurance, a discounted employee stock purchase plan, and tuition reimbursement.