Finastra Technical Consultant

Role: Finastra Technical Consultant

Location: San Antonio, Texas

Customer: Banking Client

Relevant Experience: 13 Years

Responsibilities:

• Demonstrate deep understanding and hands-on experience with Finastra - Summit OTC derivatives

platform.

• Act as a subject matter expert in various OTC products and their lifecycle, including trade processing,

settlements, and regulatory reporting.

• Manage and optimize OTC derivatives related workflow, including confirm/affirm process, trade

capture, CCPs (Central Counterparties), and ISDA agreements.

• Oversee collateral management activities, including margin calls, collateral agreements, and

reconciliations.

• Ensure compliance with regulatory requirements and industry standards related to collateral

management.

• Work with DTCC Report Hub for regulatory reporting and ensure accurate and timely submissions.

• Collaborate with internal teams and external stakeholders on regulatory reporting requirements and

implementations.

• Provide technical consultation and support to internal teams, clients, and stakeholders on Finastra

Summit OTC derivatives platform.

• Assist in troubleshooting technical issues, analyzing system performance, and implementing solutions.

• Create and maintain technical documentation, user guides, and training materials for Finastra Summit

platform.

• Conduct training sessions and workshops for internal staff and clients on platform functionalities and

best practices.

• Collaborate with cross-functional teams, including business analysts, developers, and project

managers, to ensure successful project delivery.

• Communicate effectively with clients, vendors, and regulatory bodies on platform-related matters.

• Proficiency in PL/SQL for Oracle and T-SQL for MS SQL Server, including stored procedures, triggers,

and database optimizations.

• Demonstrate deep understanding and hands-on experience with Finastra Summit, particularly in its

customization using Java, C#, or Finastra's proprietary scripting language.

• Experience with web development technologies such as HTML, CSS, JavaScript, and frameworks -

Angular, React.

• Experience in integrating financial systems using APIs, web services, and messaging protocols (RESTful

APIs, SOAP, JMS).

• Skills in data analysis, data modeling, and reporting tools like Tableau, Power BI, or similar BI tools.

• Knowledge of version control systems like Git for code repository management and collaboration.

• Experience working in Agile software development methodologies, including Scrum, Kanban, and user

story management.

• Proficiency in documentation tools such as Confluence & SharePoint for maintaining project

documentation and knowledge sharing.

Qualifications:

• Bachelor's degree in Finance, Business Administration, Computer Science, or related field.

• 13 years of hands-on experience with Finastra - Summit OTC derivatives platform in a techno functional role.

• Expertise in OTC derivatives products and their lifecycle, OTC derivatives workflow, confirm/affirm process,

trade capture, CCPs, ISDA agreements, DTCC Report Hub, collateral management, margin calls, and regulatory

reporting.

• Good Knowledge of regulatory requirements and compliance standards in the financial services industry.