Principal Functional Consultant, Assure

USA - Anywhere

About us

At Aptitude we love complexity.

Every business is made up of millions of little details that make them different from anyone else on the planet. Finding the joy in this complexity can be the difference between the mundane and the magnificent – which is why we commit to getting to know every single business we work with inside and out.

Immersing ourselves in the intricacies of finance digitization, subscription management, compliance, and revenue management gives us the power to make a real impact. Once we understand how an organization works, we can implement solutions that provide the clarity, confidence, and control they need to drive growth and achieve their ambitions.

Aptitude are currently serving over 75 CFOs whose organizations generate a combined revenue of over $1 Trillion.

We are growing our team with smart, motivated, passionate people who share our three core values – being one think ahead, being the guru and being the difference. We are proud of the team we’re building, and believe diverse experiences and perspectives build stronger teams and better products.

Headquartered in London, we have five office locations around the world with clients across four continents

What you'll do

Aptitude Assure provides our client organizations with solution support in the lead up to solution go-lives as well as post-implementation. As a Principal Functional Consultant you will support Assure services for our clients, providing high-quality support of their configured production solutions.

You will possess excellent domain knowledge and will assume project responsibility for the functional configuration of Aptitude products and take ownership of components in the solution design. Critical to the success of your role will be your excellent client communication and management skills.

The role requires that your decision-making process considers risk and the commercial relationships between Aptitude and its clients, consistently striving to deliver value to all parties.

You may be required to run workshops in the Scope & Analysis phases to help develop a shared vision of the end-state solution with clients.

As Principal Functional Consultant you will liaise with Aptitude’s product development teams to inform them when clients’ requirements cannot be met by the product and work to close those gaps. You will help to establish best practices to be followed by your team to ensure that our delivery is fit for purpose, and you will actively engage within the Delivery team and with other teams to share knowledge, best practices and lessons learned across projects. You will also provide mentoring to other consultants.

As our clients are based across North America there will be a need to be flexible in supporting clients remotely in different time zones, as well as providing possible standby cover during weekends and / or public holidays and special events.

You will:


  • Communicate in a concise and timely manner with stakeholder groups to ensure that critical information is conveyed at an appropriate level of detail.
  • Take responsibility for streams of work within the project; liaising with clients and leading other consultants.
  • Instigate best practice approaches with regards to relating requirements and/or accounting policies to the Aptitude product(s) capabilities requirements, and functional configuration activities.
  • Provide mentoring and knowledge transfer to client business, finance and/or production support staff to facilitate handover.


  • Apply excellent knowledge of accounting principles and the various facets of Technical Accounting.
  • Possess detailed understanding of double entry, FX concepts and period end processes.
  • Demonstrate an excellent knowledge of products / financial instruments from an accounting perspective.



  • Develop interface requirements mapping documents and with the broader team advise parties involved in the data integration work.
  • Create functional specifications as part of the functional design process.
  • Work with the business to define accounting rules and related functional software configuration.
  • Be knowledgeable about finance control related matters and factor these into the solution design.
  • Manage and coach the implementation team to deliver to the required quality and time frames.
  • Conduct detailed functional, (design and/or configuration) reviews as and when required.

What we're looking for

Our ideal candidate will have the following skills & experience:

  • Leadership experience of working in Finance within Financial Services or Insurance in a line role (Product Control, Stat. & Reg Reporting)
  • Preferably qualified in Accounting
  • Experience in defining and implementing Accounting Policy and the rules to create journal debit and credit lines for various financial lifecycle-based events
  • Experience of designing Financial Systems/General Ledger projects within Financial Services or Insurance
  • Experience in General Ledger package configuration considered an advantage
  • Demonstrable experience in enterprise-wide finance transformation projects, with an ability to engage with senior level executives, such as CFOs, Global Treasurers, and Finance Directors
  • Experience working with data driven projects is important, as is implementation of solutions within component architectures Data Warehouses, data-marts, accounting engines, sub-ledgers. MIS or Business Intelligence, EDA, SOA, BI, ETL.
  • Ideally with some technical understanding and ability to run SQL query skills (for interrogating source system and understanding more complex queries written by developers to help investigation)
  • Business analysis, including structure documentation, and process analysis skills
  • Relational database understanding
  • Ability to match between requirements of the client and the features of product we offer and design the best solution
  • Experience in Finance and Risk Data Warehouses considered an advantage
  • Excellent interpersonal skills with the presence, tact and credibility to gain the buy-in of a diverse community of business stakeholders, technology teams, peers, project managers, and external partners
  • Strong presentation skills
  • Able to lead discussions in meetings and become a trusted advisor
  • Highly intelligent, creative and innovative, but with the discipline, hands-on approach and personal drive to achieve practical results

How to apply

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

Principal Functional Consultant, Assure

USA - Anywhere

Apply now