Principal Functional Pre-Sales Consultant


About Us

Aptitude Software is a finance software specialist focused on equipping Chief Financial Officers to achieve their strategies and ambitions. With our team of 300, we continue to win against the big technology mega-vendors at many of the world’s leading banking, insurance and telecomm companies.

Many CFOs, financial controllers and finance change specialist firms see the opportunity to help drive profitable growth at their companies. Uniquely, we bring together finance domain expertise, innovative software products and laser-sharp focus on the CFO’s needs to solve problems that our competitors can’t.

What you'll do

The Principal Functional Pre-Sales Consultant is primarily responsible for aligning Aptitude Software’s product capabilities with client requirements and developing and demonstrating financial and business solutions to satisfy their needs. This role works closely with our sales, marketing and product teams.
We are looking for an accomplished, self-motivated Business Analyst or Accounting professional who has experience designing financial accounting solutions. The individual must be enthusiastic and excited to grow and explore new challenges with the ability to communicate and consistently deliver.


  • Perform operational accounting related Business Analysis as it pertains to the mapping of Aptitude Software products and solution to client requirements.
  • Lead demonstrations of Aptitude Software products and solutions to client requirements.
  • Lead Solution workshops to drive definition of scope and Aptitude Software capabilities, provide best practice advice/ design of the solution. 
  • Design and propose solutions based upon Aptitude Software’s products and capabilities. 
  • Support RFP & RFI processes.
  • Prepare solutions, project plans and high-level project scope outlines.
  • Help close project sales and ensure that the delivery team provide the intended solution. 
  • Data modelling at both the logical and physical levels, working with diverse business and IT stakeholders. 
  • Contribute to project structure /activities to facilitate migration of operational finance to the new architecture 
  • Manage tasks and deliverable’s in order to complete projects on schedule. 
  • Communicate effectively with the client, project leads and within the Sales team.

What we're looking for

  • A qualified Accountant
  • Experience with presenting finance solutions to broad business and IT audiences.
  • Technical software systems experience.
  • Excellence in being able to identify and translate client requirements.
  • Excellent communication skills (written and oral)
  • Experience with operational accounting processes and procedures within large and complex organizations, ideally Insurance.
  • Leadership experience of working in a Finance line role supporting periodic reporting deadlines. Experience should encompass:
    • Production of accurate and timely management and financial information with Balance Sheet substantiation and Income Statement reporting.
    • Responsibility for closing the books accurately and within deadlines.
  • Maintenance of strong Balance Sheet and Income Statement controls including reconciliations to General Ledger and other Operational Systems.
  • Demonstrable experience in enterprise wide projects; able to engage with senior level executives such as CFOs, Global Treasurers, and Finance Directors
  • Has presence and credibility and is able to gain the buy-in of a diverse community of business stakeholders, technology teams, peers, project managers, and external partners.
  • Experience in working with data driven projects (i.e. Data warehouses, data-marts, accounting engines, sub-ledgers, general ledgers).
  • Highly intelligent, creative and innovative, but with the discipline and hands on approach and personal drive to achieve practical results.
  • Exceptional presentation and demonstration skills.

Where you'll be

London with international travel

How to Apply

Please click on the ‘Apply now’ button below and include your CV and any other relevant information that will help us get to know you better.

Principal Functional Pre-Sales Consultant


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