The Specialized Consulting Manager will work in a Professional Services environment in support of varying project sizes and scope. The Specialized Consulting Manager will use WKFS’s technology and implementation methodology such as OSX to successfully implement WKFS solutions (e.g. CECL, USGAAP accounting, Subledger, Consolidation) and allow clients to efficiently comply with business requirements and regulatory obligations.


The Specialized Consulting Manager is responsible for the analysis of the customer’s needs, the translations into functional specifications, functional conception of the system, evaluation, and follow-up of the implementation.

OSX is an advanced Finance and Accounting tool designed to perform full product life-cycle accounting under various accounting standards such as IFRS, USGAAP and other local GAAP, Subledger capabilities, the new CECL accounting standards, financial consolidation, hedge accounting, Budgeting, Performance & Forecasting (BP&F) …

  • You will participate in implementation projects by providing functional expertise through specialized workshops on regulatory reporting, banking and financial products. Clients are located primarily within the Americas but may be located internationally as well.  Projects may also be part of a multi country implementation.
  • You will develop and maintain expert knowledge of the US GAAP product, services and markets including features, benefits, intended use and competitive position by maintaining an expert knowledge of industry standards, methodologies, processes, and best practices; understanding business opportunities, by establishing and maintaining competence in all current and planned versions of products in the relevant domain area; by researching and learning how the products fit into client processes and contribute to their business performance; by maintaining knowledge and awareness of current regulatory requirements, pending regulations, and their potential impact on the industry; by monitoring industry trends and emerging practices in the FRR (Finance, Risk & Reporting) market by actively participating in client implementation projects.
  • You will contribute to pre-sales and marketing activities such as product demonstration, RFI, RFP as well as address business and regulatory issues raised during meetings.
  • You will contribute to Product Management in the analysis of USGAAP requirements, help writing design specifications in order for Product development to make the necessary changes to the current & future modules: CELC calculations and accounting (+link to regulatory reporting like CALL report, FR Y-9C…), Subledger, Hedge Accounting, Consolidation, Budgeting, Performance & Forecasting (BP&F) and other USGAAP initiatives.
  • You will be working on a project-based implementation at the client’s site, you will assist the customer in defining and analyzing his requirements, translate the client’s requirements into functional specifications, implement and test our solutions and assure a constant follow-up and evaluation. 
  • You will play an advisory role towards our clients. You will use your knowledge and expertise through the different projects by advising on our standard and/or customized solutions. 
  • You will be the first contact point of the customer for functional related (content) questions. 
  • During client implementations you will report to the project manager of the project you are allocated to.
  • You will be responsible for the quality of the functional part of the implementation, including the implementation work done by yourself and by the junior functional consultants. 
  • You will work closely together with the end user and give trainings to guarantee a smooth handover of the implemented software modules. 
  • You will deliver input to your project manager regarding all project related items for your area (e.g. planning, progress, deliverables, risk & issues, …).
  • You will participate in status meetings where you will report on progress made.
  • Give training on accounting and regulatory topics to colleagues and consultants
  • Together with the customer, assess and identify the Financial requirements a bank needs to comply with
  • Analysis and development of Accounting policies using OSX for Finance to fit the customers’ needs
  • Effectively provide updates and communicate key initiatives to the Finance department of the bank
  • Strong interest, experience and/or knowledge of the financial industry (accounting principles, financial instruments, …)
  • USGAAP accounting knowledge (good understanding of latest ASU’s) is a must
  • Experience with banking regulations such as CECL is an asset
  • Knowledge about general and sub ledger systems, accounting and risk management in a banking context
  • Additional knowledge within Financial Risk Management and Regulatory Calculators is a plus.
  • Ability to work in a dynamic, agile project environment under time-sensitive deadlines
  • Experience and knowledge concerning software development practices such as Scrum
  • Sound technical background or eagerness to learn about relational databases and query languages
  • Experience with Azure and/or other cloud platforms
  • Good knowledge of Microsoft tools
  • Database and SQL knowledge is a plus
  • Customer- and service-minded with excellent communication and presentation skills 
  • Ability to work in customers-facing roles and to create and maintain excellent relationships with them.
  • Strong problem-solving skills
  • Experience in software implementation projects
  • A good team player, who is eager to learn and to work autonomously in an international environment
  • Focused on finding solutions
  • Adaptable to change and feeling at ease in a quickly evolving environment
  • Committed to accuracy and completeness

Note: The Candidate needs to work Supporting US Eastern Time.

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Specialized Consulting Manager

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