Job Overview
We are seeking an experienced Professional Services Consultant – Asset Finance to deliver end-to-end solutions for clients across the asset finance and leasing industry.
This is a hybrid functional and technical consulting role requiring strong knowledge of Asset Finance, Equipment Finance, Leasing, and Loan Servicing, combined with hands-on experience in SQL, data migration, integrations, APIs, and solution design.
The consultant will work directly with clients and internal technical teams to gather requirements, design solutions, lead technical workstreams, and support implementation through testing, migration, and go-live.
Key Responsibilities
Technical & Solution Design
- Design and implement solutions for Asset Finance and Leasing platforms.
- Configure and extend Asset Finance applications based on business requirements.
- Design APIs, interfaces, XML/web services, integrations, and data models.
- Develop and optimize SQL queries, data processes, and integration workflows.
- Lead technical troubleshooting, performance tuning, and environment readiness.
- Define and execute data migration, data validation, reconciliation, and cutover strategies.
- Collaborate with architects and development teams on technical design and implementation.
Functional & Client Consulting
- Conduct client requirement-gathering workshops and translate business needs into functional and technical requirements.
- Analyze existing business processes and identify gaps, risks, and improvement opportunities.
- Define solution scope, configuration requirements, workflows, and integration needs.
- Serve as the key bridge between business stakeholders, functional consultants, developers, architects, and project managers.
- Validate end-to-end Asset Finance processes, including:
- Quote-to-Contract
- Contract Origination
- Asset Management
- In-Life Contract Servicing
- Billing and Payments
- Accounting
- Contract Changes
- Renewals/Terminations
- Provide guidance on product capabilities, industry practices, and appropriate configuration approaches.
Solution Advisory & Delivery
- Evaluate configuration vs. customization options and recommend appropriate solutions.
- Identify functional and technical gaps and develop alternative solution approaches.
- Prepare solution designs, process documentation, technical specifications, and impact assessments.
- Participate in architecture and design review sessions.
- Support project managers with planning, risks, dependencies, issues, and delivery governance.
- Support SIT, UAT, production readiness, migration, and go-live activities.
- Mentor junior consultants and provide guidance on technical and functional topics.
Required Qualifications & Skills
- 6+ years of experience in technology consulting, professional services, systems implementation, or financial technology.
- Strong hands-on experience with Asset Finance, Equipment Finance, Leasing, or related financial systems.
- Strong understanding of:
- Asset Finance
- Equipment Finance
- Auto Leasing
- Asset Leasing
- Hire Purchase
- Loan Structures
- Asset & Residual Value Management
- In-Life Contract Servicing
- Quote-to-Contract Lifecycle
- Asset Finance Accounting
- Strong SQL and data modeling skills.
- Experience with ETL, data migration, data validation, reconciliation, and cutover activities.
- Experience designing or supporting integrations using:
- REST/SOAP APIs
- XML
- Web Services
- Enterprise Interfaces
- Strong understanding of financial business processes and enterprise applications.
- Excellent requirements gathering, documentation, communication, and client-facing consulting skills.
- Ability to translate complex business requirements into practical technical solutions.
Preferred Qualifications
- Experience with Asset Finance or Leasing product implementations.
- Previous experience in Professional Services Consulting or client-facing implementation roles.
- Experience with solution architecture, technical design authority, or architecture review boards.
- Exposure to cloud platforms, microservices, security models, and enterprise integrations.
- Experience with Agile/Scrum and enterprise delivery methodologies.
- Experience leading technical workstreams or mentoring consultants.
