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Jack - 
Financial Consultant
About the job

Main responsibilities

- Communicating with banks to understand their existing processes
- Liaise with a development team and design a new process, usually looking to automate where possible

Typical day

- Understand what problems the bank are currently facing with an existing process (e.g. billing clients)
- Look at how best to improve the process using a new system (website)
- Discuss with the developers about how best to integrate systems / improve processes

What do I enjoy about my job?

I really enjoy how the work is both finance-based and tech-based. I think I would be bored of a completely finance job or a completely tech job so a job combining the two keeps things interesting.

Challenging aspects

Not having a finance or tech background is challenging. I work with people with 40+ years experience in both fields and have to try and communicate what one party and trying to say to the other can be very difficult; bankers and developers rarely use the same language.

Why did this area of work appeal to me?

I realised after university that I really enjoyed tech and being a Business Analyst you have a lot of exposure to tech/coding. I started learning SQL/Python/Alteryx on the job which helped me further understand how systems/databases worked.

Skills/qualifications I use in my job?

On client site:- SQL / Appian / Jira / Confluence / Excel / Powerpoint / Word / Camtasia
Off client site:- Alteryx / Python


Career information

Brief history since leaving University

- SQL course (Coursera)
- JDX Discover 1 (internal first year finance exam)
- JDX Discover 2 (internal second year finance exam)
- Change management programme (change methodology e.g. waterfall, Agile)

Where do I see myself in the future?

I would like to continue working in financial consulting for the foreseeable future, however, I think the long hours can catch up with you so my future most likely lies in the civil service later on in my career


Advice to students

My piece of advice to students

At university it can appear that your degree helps shape your future e.g. doors can be shut if you're not STEM. This isn't the case. People continually learn in various fields and move careers frequently. Most likely your first job won't be your 'forever job' so don't be afraid to try things out.

Other comments

Having a good grasp of Microsoft Outlook, specifically the Scheduling Assistant feature, will help you.



Send Jack a question about their career.


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Last updated: 09 Jun 2021