Total 9 financial consultant job vacancies in The Philippines

In this role, you are expected to:

• Provide quality project management and implementation support to Visa client institutions, processors and/or third-party platforms in assigned region to ensure client expectations are exceeded.

• Create and maintain implementation best practices for money movement and commercial card products using project management methodology and payments industry knowledge.

• Coordinate directly with clients to understand product setup requirements, and facilitate product installations, conversions and maintenance requests without client impact.

• As a subject matter expert, acquire and maintain a deep understanding of supported services to train and consult customers and internal stakeholders on optimum delivery and adoption of our products.

• Represent client change requests, system or operational requirements, negotiate and manage expectations internally and externally.

• Prepare and maintain detailed project scope documents, project plans, status reports, and issue log.

• Report client project accomplishments and deliverables to management on weekly or monthly basis and consistently log project progress on Microsoft Dynamics, Teams and/or SharePoint.

• Build and enhance strong working relationships with key Visa client institutions, technology providers and internal stakeholders.

• Manage alignment with client tactical and strategic initiatives while balancing against Visa deliverables and commitments.

• Work independently with minimal supervision for own assignments and must be able to take the initiative to resolve challenging and complex problems within the established deadlines.

• Stay current with industry and client trends and maintain a strong knowledge of Visa payment products and services.

• While the role is based in Manila, you will be providing services to clients across the Asia Pacific region.

This is a hybrid position. Hybrid employees can alternate time between both remote and office. Employees in hybrid roles are expected to work from the office 2-3 set days a week (determined by leadership/site), with a general guidepost of being in the office 50% or more of the time based on business needs.

Position Type :

Type Of Hire :

Education Desired :

Travel Percentage :

As the world works and lives faster, FIS is leading the way. Our fintech solutions touch nearly every market, company and person on the planet. Our teams are inclusive and diverse. Our colleagues work together and celebrate together. If you want to advance the world of fintech, we’d like to ask you: Are you FIS?
 
About the role: 
As a Technology Business Consultant, you’ll contribute to a critical component of our success. While working closely with clients and internal teams to deliver innovative, new solutions that meet their needs and help advance the way the world pays, banks and invests.  
 
What you will be doing: 

• Debugging and Creating complex SQL Queries (Basic Concepts like – Stored Procedures, Triggers, Functions, Error Handling and Query Optimizations)

• Basic Understanding of Asp.net MVC architecture and deployment of Web Applications on IIS

• Basic Understanding on how HTTP REST Web API works (URL structure)

• Difference between Web API and Web Services

• Authorization and Authentication especially OAuth 2.0 and how it works.

• OData Framework Report understanding

• Client application vs Server side understanding

• Web API Testing Tool knowledge such as POSTMAN or SOAP UI etc.

• Basic Understanding of Crystal Report and standards

• HTML , XML - Configuration file understanding and debugging.

• Basic Understanding on what is Windows Service and how it works What is difference between Windows service vs Web Service etc.

• Technical Document - Creations using UML diagrams and understanding documents shared by Clients.

• Researching client needs, analyzing trends and best practices and creating detailed program specifications  

• Devising procedures to achieve greater efficiencies and solve complex technical problems.  

• Assessing available technologies and recommending solutions. 

• Interface Communication Understanding – Expected how to applications communicate using either of SFTP File based, MSMQ Based, Web Service communication.

Good to have : Added advantage if able to write power shell scripts with basic understanding.

What you will need:

• At least 2 years of experience (Level is flexible depending on the Technical Interview Results)

• A bachelor’s in computer science or information systems or the equivalent experience.  

• Advanced knowledge of multiple end-to-end systems as well as application development. 

• Proficiency in business modeling and requirements definition disciplines through Unified Modeling Language (UML). 

• An understanding of appropriate application programming language. 

 
What we offer you: 
At FIS, you can learn, grow and make an impact in your career. Our benefits include:

• Flexible and creative work environment

• Diverse and collaborative atmosphere

• Professional and personal development resources

• Opportunities to volunteer and support charities

• Competitive salary and benefits

#LI-CV1

Privacy Statement

FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.

Sourcing Model

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

#pridepass

The Consultant Engagement Representative is responsible for providing an exceptional experience through best-in-class service! You will manage the Consultant/Contractor experience throughout the assignment life-cycle and proactively manage communication-related to essential job functions. Additionally, you will ensure our consultants receive superior support for all job-related questions, concerns, or issues.

The Consultant Engagement Representative will work with all appropriate Allegis Operating Company (OpCo) support teams to address Consultant/Contractor questions and requests. 

Your duties may include, but are not limited to:

• Introduce the Communities and Mobile App WIIFM to consultant – activate profile while on call
• Introduce Consultant/Contractor Care Survey NPS Program
  • Use a script for Onboarding, Check-in, and Offboarding Surveys
• Discuss open End Date Review, Job Inquiry, Refer a Friend Cases from Communities Site & Mobile App
• Partner with the Talent Experience Team to drive service in supporting accounts.
• Weekly call with the Talent Experience Team in the US to stay on top of cases, consultant issues, etc.
  • Reinforce what is working well, address what is not
• Engage in monthly Service Touchpoints with the consultants
  • Use STP scripts
• Directing Consultants/Contractors to Communities within Connected when receiving referrals
• Communicate with peers by sharing “best practices” and providing accurate, thorough documentation on consultants in applicant tracking systems or other documentation tools (i.e Connected)
• Subject matter expert in the Talent Experience Program
• Utilizing Connected real-time to document all Consultant/Contractor communication

Position Type :

Type Of Hire :

Education Desired :

Travel Percentage :

As the world works and lives faster, FIS is leading the way. Our fintech solutions touch nearly every market, company and person on the planet. Our teams are inclusive and diverse. Our colleagues work together and celebrate together. If you want to advance the world of fintech, we’d like to ask you: Are you FIS?

About the team:

Candidate will be working closely with the team which spread out across Singapore, Shanghai, Tokyo, and Pune (offshore), this position will be the first headcount in Manila.

About the role:
In a Project Management – Technology role, you’ll use best-in-breed PM tools to help us deliver products that will change the world of fintech. This will include overseeing the development of new products and services as well as new internal information systems and applications, new technology integrations, and infrastructure build-outs.

What you will be doing:

• Plans and coordinates all aspects of technical projects from initiation through delivery.

• Manages project initiation activities including identifying contractual obligations, client needs and goals, existing situation, necessary contacts, and access to existing information as needed.

• Ensures requirements for internal technology projects align to operational standards. Develops alternate requirements or document exceptions as appropriate.

• Develops, defines, and executes project plans, project scope, activities, schedules, budgets, and deliverables.

• Interacts with product development, sales, client relationship teams, technology solutions, service delivery and/or other cross-functional teams.

• Coordinates activities and tasks among project team members, other internal departments and client or vendor/subcontractor organizations as needed to meet project goals and ensure project completion is on schedule, within budget constraints and of the appropriate quality standards for the project scope.

• Manages project risks, issues/problems, and activity progress to ensure project goals, e.g., deadline, scope and quality are achieved. Assists with problem resolution or risk mitigation as needed.

• Software Implementation and Serves as liaison between technical and non-technical teams, in internal organizations as well as in client and vendor/subcontractor organizations to ensure all project targets and requirements are met.

• Conducts project closure activities to formalize and communicate the project acceptance, handover documentation and ongoing activities to accountable teams and complete a post-implementation review to identify areas of improvement.

• Interface with customers to keep the project on track, address any issues that arise during the project life cycle and deliver the project on-time.

• Identifies project management coordination process gaps or areas for improvement, recommends and implements solutions.

What you will need:

• At least 3-5 years of solid experience in IT Software Implementation Projects for Capital Markets.

• Experience/Exposure in using UNIX

• Extensive knowledge of project management standards, processes, procedures, and guidelines as well as various IT project methodologies and life cycles.

• Excellent analysis, problem-solving, team, conflict management and time management skills

• Excellent verbal and written communication skills

• Skill in the use of negotiation techniques to reach agreement when there are widely differing viewpoints

• Advanced skills with project management software.
• A bachelor’s in computer science, management information systems or business administration or the equivalent experience – PMP (Project Management Professional) certification may be required.

• Experience in FinTech/Banks/Front Office Trading is a plus

What we offer you:
• A voice in the future of fintech
• Always-on learning and development
• Collaborative work environment
• Opportunities to give back
• Competitive salary and benefits

#LI-CV1

Privacy Statement

FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.

Sourcing Model

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

#pridepass

Position Type :

Type Of Hire :

Education Desired :

Travel Percentage :

As the world works and lives faster, FIS is leading the way. Our fintech solutions touch nearly every market, company and person on the planet. Our teams are inclusive and diverse. Our colleagues work together and celebrate together. If you want to advance the world of fintech, we’d like to ask you: Are you FIS?
 
About the role
As a Technology Business Consultant, you’ll contribute to a critical component of our success. While working closely with clients and internal teams to deliver innovative, new solutions that meet their needs and help advance the way the world pays, banks and invests.  
 

What you will be doing

• Works individually or within a team on technology business consulting projects to meet specific client requirements.
• Serves as liaison between end-users and consultants during consulting projects.
• Researches and documents client needs, technology or regulations related to system design, enhancement and acquiring hardware or software that will impact multiple platforms and/or applications.
• Defines product scope, objectives and requirements. Defines specifications and data models for product development and testing.
• Creates detailed specifications from which programs will be written.
• Analyzes marketplace, industry, company, technology trends and best practices, vendor products and services, etc. Also, analyzes system impacts to other systems and procedures.
• Devises and/or modifies processes and procedures to achieve greater efficiencies and to solve most complex technical problems related to computer equipment capacity and limitations, operating time and form of desired results.
• Assesses available technologies and recommends solutions to consulting team.
• Writes test plans and test cases to ensure enhancements made to applications meet client needs and application integrity is maintained.
• Conducts a variety of tests such as system, integration, readiness and acceptance tests. Conducts tests using client data to be certain client needs will be met.
• Influences clients, business partners and service providers regarding priorities, hardware/software selection and/or vendor selection.
• Consults directly with clients and may travel to client site.
• Acts as team leader for technical aspects of consulting projects leading sub-plans or small projects. May mentor, guide, advise and/or check work of less experienced business systems analysts and technology business consultants.
• May play a key role in training client and technical support personnel on enhancements, new systems or procedures. Training may be delivered one-on-one as knowledge transfer or in a classroom setting depending on number in audience and client preference.
• May serve as pre-sales support specialist when needed.
• Other related duties assigned as needed.

What you bring

• Background in Consulting, Project Implementation
• Techno-Functional experience
• SQL and Oracle experience
• Knowledge of multiple end-to-end systems development life cycles, i.e., waterfall, iterative and other modern approaches to software development and conversion methodologies
• Knowledge of the tools, techniques and principles used in application development in objective-oriented development or other relevant technology
• Proficiency in business modeling and requirements definition disciplines through Unified Modeling Language (UML), use cases, etc.
• Proficiency in quality management methods, tools and technologies
• Proficiency in at least one appropriate application programming language
• Excellent customer service skills that build high levels of customer satisfaction for internal and external client.

 
What we offer you:
At FIS, you can learn, grow and make an impact in your career. Our benefits include:

• Flexible and creative work environment
• Diverse and collaborative atmosphere
• Professional and personal development resources
• Opportunities to volunteer and support charities
• Competitive salary and benefits

#Ll-EA1

Privacy Statement

FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.

Sourcing Model

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

#pridepass

Team Summary

Client Services provides industry-leading operational support to Visa’s clients around the world. With our deep knowledge and expertise, we bring the voice of the customer into the design, development and successful deployment of Visa products and services. We are trusted partners to Visa’s clients, providing expertise to support and successfully grow their business.

The Client Delivery team is responsible for designing the client service experience for new solutions and delivering end-to-end client implementations for products, solutions, infrastructure, and new client onboarding.

What a Consultant, Service Delivery does at Visa:

The Service Delivery team is a talented team of professional services organization responsible for overall technical program management and implementations, with a focus on implementation services provided to Clients, including but not limited to, enabling a broad range of products and solutions, supporting complex processing modifications, and general tactical initiatives for Visa clients across the Asia Pacific (AP) region.

This position serves as Visa Project Manager for implementation services provided to Clients, including but not limited to, enabling a broad range of products and solutions, supporting complex processing modifications, and general tactical initiatives for Visa clients across the AP region.

This is an individual contributor responsible for solving complex problems, serving to gather and document project requirements while providing client consultative guidance on Visa regulations, fees, features, and functionality. 

In this role, you are expected to:

• Lead and execute high quality project management support to Visa clients and processors to ensure client expectations are exceeded 
• Coordinate directly with clients to analyze card program setup requirements to implement Visa products and services to support the business and formulate implementation solutions 
• Confidently manage client in parallel to product developments and a changing landscape 
• Build and enhance positive working relationships with key Visa client institutions, processors, and internal stakeholders
• Be able to communicate complex, technical concepts in a focused and well-organized manner 
• Be able to learn and acquire knowledge in modern technologies in keeping step with market developments 
• Good analytical skills, not just for problem analysis, but to use technical acumen for reviewing appropriateness of technical or project documents and in integrating systems solutions 
• Orientation towards quality enhancement and process improvement
• Prepare and maintain detailed project plans, risk/mitigation plans, status reports, and issues logs to enhance internal and external communications
• Represent client system and operational requirements to internal Visa organizations
• Be an active contributor in the creation of a high-performing, supportive, and inclusive team culture
• Constantly create good functional collaboration with internal and external stakeholders, by being able to speak confidently with a professional demeanor 
• Be accountable for delivering agreed objectives. Be responsible for own workflow assignments and must be able to take the initiative to resolve problems and ensure delivery on commitments 
• Assume appropriate decision-making authorities to ensure flawless execution of project objectives 
• Coordinate internal Visa resources to ensure delivery on commitments 

Why this is important to Visa:    

The role works across a breadth of internal and external stakeholders to achieve the stated project objectives. If required, this role escalates projects that are in jeopardy and works with line management within Visa and the Client organization to make decisions that bring needed resources to resolve any issues. The role serves as a technical/functional specialist and works independently with guidance only in the most complex situations.  

Projects you will be a part of:

Client implementation projects are the gateway to new business and increased revenue for Visa, as well as being key to helping our clients achieve their business objectives. The team leads project discussions with Visa Clients to achieve a timely and error free implementation of new Visa products and services and/or add-on of Visa programs. This role is responsible for solving complex problems and taking a broad perspective to identify innovative solutions.

If you are passionate about efficient project delivery that meet key business needs, love to apply your business acumen to solve unique or complex problems and get excited about delighting our clients through successful and efficient project execution, then this is the role for you.

Team Summary

Client Services provides industry-leading operational support to Visa’s clients around the world. With our deep knowledge and expertise, we bring the voice of the customer into the design, development and successful deployment of Visa products and services. We are trusted partners to Visa’s clients, providing expertise to support and successfully grow their business.

The Infrastructure Implementation Services team is responsible for delivering end-to-end client implementations for products, solutions, infrastructure, and new client onboarding.

What a Consultant, Implementation Services does at Visa:

The Infrastructure Implementation Services team is a talented team of professional services organization responsible for overall technical program management and implementations, with a focus on implementation services provided to Clients, including but not limited to, enabling a broad range of products and solutions, supporting complex processing modifications, and general tactical initiatives for Visa clients across the Asia Pacific (AP) region.

This position serves as Visa Project Manager for implementation services provided to Clients, including but not limited to, enabling a broad range of products and solutions, supporting complex processing modifications, and general tactical initiatives for Visa clients across the AP region.

This is an individual contributor responsible for solving complex problems, serving to gather and document project requirements while providing client consultative guidance on Visa regulations, fees, features, and functionality. 

In this role, you are expected to:

• Lead and execute high quality project management support to Visa clients and processors to ensure client expectations are exceeded 
• Coordinate directly with clients to analyze endpoint / card program setup requirements to implement Visa products and services, facilitate endpoint connectivity / card program installations, conversions and maintenance requests to support the business and formulate implementation solutions 
• Confidently manage client in parallel to product developments and a changing landscape 
• Build and enhance positive working relationships with key Visa client institutions, processors, and internal stakeholders
• Be able to communicate complex, technical concepts in a focused and well-organized manner 
• Be able to learn and acquire knowledge in modern technologies in keeping step with market developments 
• Good analytical skills, not just for problem analysis, but to use technical acumen for reviewing appropriateness of technical or project documents and in integrating systems solutions 
• Orientation towards quality enhancement and process improvement
• Prepare and maintain detailed project plans, risk/mitigation plans, status reports, and issues logs to enhance internal and external communications
• Represent client system and operational requirements to internal Visa organizations
• Be an active contributor in the creation of a high-performing, supportive, and inclusive team culture
• Constantly create good functional collaboration with internal and external stakeholders, by being able to speak confidently with a professional demeanor 
• Be accountable for delivering agreed objectives. Be responsible for own workflow assignments and must be able to take the initiative to resolve problems and ensure delivery on commitments 
• Assume appropriate decision-making authorities to ensure flawless execution of project objectives 
• Coordinate internal Visa resources to ensure delivery on commitments 

Why this is important to Visa:     
 

The role works across a breadth of internal and external stakeholders to achieve the stated project objectives. If required, this role escalates projects that are in jeopardy and works with line management within Visa and the Client organization to make decisions that bring needed resources to resolve any issues. The role serves as a technical/functional specialist and works independently with guidance only in the most complex situations.  

• Participate in all phases of the Microsoft Dynamics 365 for Finance ERP (“D365”) project life cycle including analysis, design, build, test, train, cutover, operations, and support.
• Conduct client workshops to define business requirements required for them to successfully implement the ERP solution.  Capture these requirements in Business Scenario Documents/ Functional Requirements Documents / User Stories per the requirements of the project.
• Writing design documents for any customizations and reports for D365. Ensure the design documents capture boundary conditions and include comprehensive test scenarios.
• Configure D365 for General Ledger, Accounts Payable, Accounts Receivable, Credit and Collections, Fixed Assets, Tax, Bank Management and Financial Reporting.
• Data mapping and import data into D365 using data entities.
• Do field mapping between D365 and other integrating systems.
• Perform testing including functional testing, integration testing and automated testing using the Regression suite automation test tool.
• Conduct training for D365 and associated systems to clients.
• Provide pre-go live and post go live support to clients.
• Write 1-2 D365 functional blogs articles per year on the Unify Dots blog.

We're looking for a Channel Strategy Consultant to join our Client Care Operations team. You'll develop and implement channel strategies tailored to our business needs, build strong business relationships, and lead projects to boost operational efficiency and client satisfaction.

Key Responsibilities:

• Channel Strategy:
  • Build and maintain strong relationships with Visa client care organizations.
  • Act as a trusted advisor, providing insights and recommendations to optimize channel strategies.
  • Design and implement effective channel strategies for client care organizations.
  • Analyze processes and suggest improvements to enhance client satisfaction and efficiency.
  • Monitor the performance of strategies to ensure they meet business/client expectations.
  • Adjust strategies based on performance metrics and feedback.
• Project Management:
  • Lead multiple projects simultaneously, ensuring timely delivery aligned with business goals.
  • Coordinate with internal teams and stakeholders for seamless project execution.
  • Chair and participate in meetings for new business requests related to channel opportunities.
  • Validate deployments to ensure releases meet business criteria.
  • Manage pre/post-project testing and coordinate agent-level testing with the contact center.
  • Conduct retrospective reviews for projects and implementations as needed.
• Collaboration:
  • Work closely with cross-functional teams, including marketing, sales, and tech.
  • Communicate effectively with all levels of business/client and internal stakeholders.
  • Partner with Contact Center leaders and teams to identify risks and escalate issues with mitigation plans.
  • Provide thought leadership to managers, supervisors, stakeholders, and developers.
• Strategy:
  • Consider broad strategic issues and articulate their impacts.
  • Improve corporate knowledge and best practices by creating/enhancing documentation and processes.

This is a hybrid role, alternating between remote and office work. You'll be expected to work from the office two days a week, usually Tuesdays and Wednesdays, aiming for 50% office time based on business needs.