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This position is in Philadelphia, PA and will work in PFM's Center City, Philadelphia office 3 times per week.

 

Authorization to work in the U.S. for any employer without sponsorship, now or in the future, is a requirement for application to this role.

 

The Solutions Engineer helps Synario customers create and manage their financial models, using our proprietary Synario financial modeling software. Synario helps to solve long-term forecasting and analysis challenges, and gives customers (including higher education instructions, utilities, transit agencies and corporations), the confidence to face any financial future.

 

MINIMUM QUALIFICATIONS

  • Bachelor's degree
  • One year of relevant, transferable professional experience, such as financial modeling in Excel, or another financial modeling platform
  • Strong quantitative, problem-solving, and analytical abilities
  • Excellent verbal/interpersonal communication, presentation, and listening skills


PREFERRED QUALIFICATIONS

  • Experience with complex financial modeling either in Excel or other financial modeling platform
  • Personality and aptitude to build strong relationships and bonds with prospect/client base
  • Interest in honing/developing new and specialized skills in financial modeling and analysis
  • Experience/understanding of financial and budget imperatives
  • Familiarity with computer programming skills/concepts
  • High-order organizational skills and with a strong attention to detail
    Strong sense of accountability, integrity, and ethics


RESPONSIBILITIES

  • Work in Client Service to design, configure and build financial models using Synario to meet the needs of our clientele
  • Advise clients in designing the optimal approach to configuring the model
  • Assist clients in writing required logic to solve for their projection requirements and use cases
  • Assist in, and eventually lead, the training attendant to the implementation process, which involves e-learning, classroom, and web-based seminars
  • Present the platform and be able to communicate effectively to C-Level users
  • Provide advice and support related to client forums, client success initiatives, and other outreach programs
  • Serve as the primary interface for product related issues during the implementation process and ongoing support of their use
  • Build strong client relationships and instill confidence across the organization especially with the program leaders and technical contacts
  • Support the sales team in configuring and leading demonstrations of the product to solve customer challenges


COMPENSATION | The Solutions Engineer is eligible to receive robust total rewards including generous flexible paid time off, tuition reimbursement, student loan repayment, performance-based bonuses, 401k retirement plan with employer match and annual profit-sharing opportunity, medical/dental/vision insurance, health and wellness benefits, and disability and life insurance.

 

The anticipated base pay for this role is $65,000 per year. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

 

FIRM OVERVIEW

PFM is a recognized national leader in providing financial and consulting advice to public sector, non-profit and other institutional entities.

 

Synario is our best-in-class, cloud-based, multi-year financial planning solution. CFOs, finance directors, and other C-Level executives leverage the Synario platform to understand the future financial impacts of their decisions, and communicate those impacts to their Boards, City Councils, and other stakeholders. Synario clientele include for-profit companies and public institutions, including colleges and universities, local governments, utilities, and transportation agencies, among others. Synario is rapidly expanding into other strategic markets.