Data Services Consultant

As an Engage Fi employee, you can expect:

• To work with an amazing and collaborative team
• To create and innovate in your role and see the impact you make on the business and client experience
• To be a part of an award-winning team – Inc. 500 (2018), Inc. 5000 (2019, 2021, 2022, 2024, 2025), Tampa Bay Business Journal Fast 50 (2021, 2023, 2024, 2025), Great Place to Work (2023, 2024)
• All employees to cultivate and encourage new ideas and thrive on a fun and productive work environment
• To join a highly engaged workforce that supports personal and professional growth, empowerment, and lives by servant leadership

What we provide:

• Competitive pay, incentive programs, 401k matching
• Unlimited time off plus 11 paid holidays
• Medical, dental, and vision health plans with FSA or HSA options
• Opportunities to volunteer and give back to the communities we serve
• Paid remote work expenses
• Career development, trainings, continuous learning, and employee recognition
• Team engagement events and activities
• Culture of growth and continuous improvement
• A great place to work!

About Us:

Engage fi was founded on the principle of putting ourselves in our clients’ shoes to understand their needs, their business objectives, and their definition of success. What sets us apart from other options is our focus on the client, and a little bit more: more transparency, more innovation, more savings, more incentives, more fun, more collaboration. We take pride in our people, process, and tools guaranteeing that your experience with engage fi will surpass your expectations. Our emphasis on the education, efficiency, and effectiveness needed to drive the growth of our industry will align to the needs of the consumer and your internal team. Our collective experience working for and with vendors and financial institutions in the past gives us tremendous insight into the capabilities of the vendors that our clients work with. We aim to leverage our knowledge and tools to save time, improve efficiency, and provide the pricing leverage the financial institution needs.

With over 450 years of industry experience, the team at Engage fi is a blend of consultants, educators, matchmakers, integrators, and advocates. We are laser-focused on guiding financial institutions through our proven process and enabling them to make informed, timely decisions on vendor relationships so they can change at the speed of the consumer. Engage fi has completed over 525 strategic projects for financial institutions and negotiated over $2.2 billion in savings and incentives for our clients. We have a unique approach, and our strategic projects are as unique as the clients we serve. Let’s Engage! www.engagefi.com

Position Overview

Engage fi is seeking a Data Services Consultant to support banks and credit unions with data strategy, reporting, and validation during complex system initiatives including core conversions, mergers, and platform transitions.

This role partners directly with clients to ensure data accuracy, reporting continuity, and operational insights throughout the lifecycle of large-scale data projects. The consultant will analyze data environments, develop reporting solutions, and lead data validation efforts during system transitions.

Key Responsibilities

Client Advisory

• Serve as a trusted advisor to bank and credit union clients on enterprise data strategy, reporting, and validation.
• Facilitate client workshops, stakeholder discussions, and project updates.
• Translate technical findings into clear business insights and recommendations.

Data & Analytics

• Develop reports, dashboards, and data extracts using SQL and BI tools.
• Analyze operational and financial data to identify trends, risks, and opportunities.
• Design and support data validation and reconciliation processes.

Core Conversion & System Transition Support

• Support core conversions, mergers, deconversions, and system implementations.
• Lead data extraction, transformation, reconciliation, and validation efforts.
• Ensure continuity of regulatory, operational, and executive reporting during system transitions.
• Coordinate with vendors on data mapping, file specifications, and integrations.

Project Management

• Manage multiple client engagements while maintaining project timelines and deliverables.
• Identify project risks and support mitigation strategies.
• Provide executive-level reporting and client status updates.

Required Skills & Qualifications

• Bachelor’s degree in Information Systems, Data Analytics, Business, Finance, or related field (or equivalent experience).
• 2-3+ years of experience in SQL, data analysis, or business intelligence.
• Experience with data warehousing and reporting solutions.
• Experience supporting financial services reporting or regulated data environments.
• Experience with system implementations, core conversions, mergers, or large-scale data migrations.
• Strong analytical, problem-solving, and client communication skills.

Preferred Qualifications

• Experience with Power BI, Tableau, or other BI tools
• Experience with core banking systems (Fiserv, Jack Henry, Symitar, or similar)
• Experience with data validation, reconciliation, or reporting automation
• Consulting or client-facing experience in financial services

Work Environment

• Remote position
• Up to 30% travel required for client engagements
• Prolonged computer use and occasional lifting up to 15 pounds

EEO Statement:

Engage fi provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.