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  1. 1. Provide a clear description of your needs and your expectations of an expert, consultant or job candidate and Zintro will match it with the most relevant professionals in our platform.
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Recent Financial Systems & Automation Inquiries

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Robotic Ai Process Automation

We are looking to do a project with an expert that has an experienced with uipath in the field of business analyst / developer to transform client business requirements into automated processes. In addition to uipath we would like discuss to the ideal candidate about the financial services, consulting and/or process improvement experience. Target geo: nyc or within commuting distance please respond with a few brief statements of your background and relevance to this space with you short answers to the questions below: 1. Are you able to speak on of ui path financial services and process improvement? Please comment on your use case. 2. Can you share your experience with ui path in transforming client business requirements into automated processes? 3. Can you commit 20 hours a week in our office until this project has been completed? *** referrals will be highly appreciated***

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    Dhiraj |Managing Partner & Founder

    HI I am available for an initial discussion. We provide RPA solution to many small and mid-size bus...

    3.3 Hours Later
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    San |VP Digital Experience

    I have lot of experience on RPA and ***** ***** process improvement in *****...

    7 Hours Later
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    Amit |Principal Consultant

    Sure. We can discuss this in more detail. 1. Are you able to speak on of UI *****ncial Services...

    18.6 Hours Later
+14 Other Responses
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Oracle Financials Gl, Ap, Ar, Fa, Consolidations

Need to know how fa consolidations works.

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    Amarendra |Sr Consultant

    Hi, I'm a GL,AR,AP ,FA and *****rt. I'can give your a very good expert knowledge on t...

    1.8 Days Later
+1 Other Responses
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Financial Analysis For Healthcare Projects

The government financial consultant will lead the project management of the accurate and timely data and financial analysis on large and complex state managed health and welfare projects. This position will be the financial/accounting and/or financial operations expert for projects and proposals, as well as the mentor for more junior financial/actuarial staff and oversee their basic financial and operational work. While actuarial or financial expertise is desired, previous history in medical economics will be considered. Key responsibilities are: • project manage the government division's projects related to government sponsored health and welfare programs. After a project is sold to the client, the government consultant works with the lead client manager to initiate the project. This includes meeting with the client and clearly defining the scope, timelines and deliverable of the project as well as develop and propose essential project documents, including the budget and work plans • ensure project team is within budget, on time and producing work consistent with the scope. Coordinate tasks with specialists on the project team, keep the client leader informed on the project, ensure regular team meetings and maintain project documents. As the project team leader, may produce documents stating project results, including reports, charts, analyses, etc. • provide updates to the client team, gather additional information, coordinate data requests and advise client team on interim analyses. In conjunction with the client manager, may present project results to client • work on multiple projects with multiple clients simultaneously. While frequently in the role of overall project manager, may project manage tasks on large client deliverables in which a peer in the lead project manager role. • in this position, will also work with peers who are specialist to coordinate the specialist's contribution to the project • may focus on specialties that can include nursing, behavioral health, certified public accounting, pharmacy and coding. These specialist can project manage government projects unique to their specialty or project manage specialty sub projects in larger government projects • may directly supervise junior staff members and frequently provide supervisory feedback, training and mentoring to junior staff that have a project reporting relationship with them. People management responsibilities include: assign, direct, and evaluate work; conduct performance evaluations, progressive counseling and career development discussions; ensure appropriate orientation and on-going education/training; provide critical input regarding hiring and firing employees; promotion, salary and bonus actions • involved in the selling process with the senior client leader. Drive the request for proposal (rfp) process. Develop project approach and budgets. Work with internal marketing team and write up rfp response • keep self current on health policy environment and considers the implication of policy, law, political, etc. Changes impact client and client's programs • develop intellectual capital; lead or participate in the development of tools or processes that can be leveraged for multiple clients. To be considered for this opportunity, we require the following qualifications and experience: o ba/bs degree o minimum seven years of relevant experience required o strong analytical and mathematical skills; strong command of excel o excellent interpersonal skills; strong oral and written communication skills o ability to prioritize and handle multiple tasks in a demanding work environment o strong critical thinking and analytical problem-solving skills o ability to work independently and on a team o if a specialist, certified public accounting certification

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    Dana |Principal

    Good Morning- I have over 25 years healthcare finance, auditing and consulting experience. This app...

    3.7 Hours Later
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    John |Managing Director

    I am a forensic accountant with 30 years of experience. My credentials include both a CPA and a Cer...

    4.2 Hours Later
+4 Other Responses
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Financial Insurance Marketing

We are looking for marketing experts in the financial and insurance industries. 1. How do financial companies such as zurich, axa, generali, allianz structure their marketing teams? Do they follow are centralized or a centre led model? How does the budgeting process? 2. How do companies with single brand & multiple brand vary their organization structures? How do companies like p&g, unilever structure their marketing teams? 3. What are some of the best practices adopted in structuring a marketing team? Looking out for consultants with deep expertise in marketing strategies. Best regards, prashanth

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    N. |CEO

    Prashant , I have experience in structuring and managing marketing teams and I can discu...

    16.2 Hours Later
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    Shrinivas |CEO

    I am knowledgeable on this project subject with my working experience in different ***** glob...

    2.8 Days Later
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    Tarun |Partner

    Hi Prashanth, Can help you benchmark this for you. Please write to me further discussion Can map or...

    4.1 Days Later
+8 Other Responses
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Looking for a consultant experienced in robotics and financial analysis. Specifically, the consultant shall provide professional bench marking, market research, should cost and proposal evaluation assistance, pricing and contracting strategy, and total cost of ownership analysis services related to factory and industrial automation with a focus on robotic automation.

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    James |Technology Director

    I'm interested in learning more about this opportunity. I have. A background in ***** robot...

    8 Minutes Later
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    Fernando |Technical Director

    Please send me direct contact ***** review details and be able to help on your inquiry....

    47 Minutes Later
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    Jason |CEO

    Hello. I have significant experience in technical, business, legal and *****lopment for ro...

    2 Hours Later
+10 Other Responses
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Canada Financial Management

“looking to speak with ar managers, ap managers and controllers in canada who have experience managing their organizations' accounts payable and accounts receivable. The objective of the interview is to identify challenges in existing processes and identify areas where solutions may be provided.”

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    PRAMOD |Zintro Expert

    Let's know of more details. We are fully equipped to handle it. Sincerely, Pramod Jain Astute Cons...

    3.4 Hours Later
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    Guru |Director

    Available for discussion on issues with AR and AP business process. Please let me know how you woul...

    1.9 Days Later
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    Salahuddin |Consultant

    I am interested pl connect me for further discussion....

    4.4 Days Later
+4 Other Responses
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Automation Engineering

Automation engineer – bergen county nj - pharmaceutical experience!! ** us citizens only ** essential job function: 1. The ability to develop (not modify), test, and commission allen bradley plc (controllogix and/or plc-5) control system applications using rslogix. Recent experience is a must. Higher level skills that are required include analog data handling, data exchanges, batch sequencing (s88), recipe handling, etc. 2. The ability to develop (not modify), test, and commission scada (ifix and/or wonderware) control system applications. Recent experience is a must. Higher level skills that are required include scripting, security configuration, recipe configuration, database interfacing, report configuration, etc. 3. The ability to develop, test, and commission database interfaces associated with plc/scada automation systems. Recent microsoft sql experience is a must. Higher level database skills that are required include the following: • ability to create normalized tables and relationships • define table identities, indexes and constraints • design/understand primary & foreign key relationships • ability to create stored procedures, triggers and views • write and understand complex query statements • backup and restore databases • knowledge of sql security • create sql maintenance plans • create and schedule sql jobs • ssis functionality • sql reporting 4. Travel up to 25% to customer sites to perform commissioning, customer training, validation support, warrantee support, and service support for companies equipment and control systems. 5. The ability to specify, purchase, and troubleshoot control system hardware and instrumentation. This would include field mounted and panel mounted instruments. 6. The ability to read, understand, and develop control system design documents. This would include diagrams/drawings (p&id, control system schematics, wiring drawings, pneumatic/hydraulic drawings, etc.) and written design specifications (functional specifications, user’s manual, sequence of operations). 7. Must be aware of cgmp’s procedures and practices and the implication on control system development and modifications. 8. Must have good troubleshooting skills. 9. Prior experience in validation is desirable. 10. Must be willing and be capable to climb ladders and to enter restrictive spaces. 11. Must have an understanding of computer operation and configuration.

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    William |Systems Sales Engineer

    I am an Industrial Engineer who sells ***** several manufacturers and ***** automa...

    4.9 Hours Later
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    Andrew |Electrical Engineer

    Hello, My company Zarpac ( has many skilled programmers who meet your needs below. ...

    5.9 Hours Later
+2 Other Responses
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Financial & Commercial Advisory

We are an energy & utility advisory company based in uae. We are bidding for a financial & commercial advisory services for a power & utilities company. We are looking for a subject matter expert having more than 15 years of experience on financial & commercial advisory services and bid advisory services. We will be providing more information to interested smes. This project involves providing financial & commercial advisory services for the competitive tendering of power capacity to secure an economic expansion of the power grid capacity to meet future demand. Procurement is to be done using the current established procurement process and contract structure. However, improvements in the process in compliance to laws of the land are desired. The final capacity or location requirements for new capacity required are not yet defined although there is a shortlisting of candidate sites. The project is expected to take 21-33 months and on/off requirements of the project team members will be communicated as per the requirements of the project plan. More details with respect to the project will be shared based on the receipt of interests along-with detailed resumes of interested experts. Regards, saurabh

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    JOSE M. |VP Sales and Business Development

    Dear Sirs, I´m pleased to send you my request in order to be considered for the ***** ...

    9.1 Hours Later
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    Cyril |

    Would be very interested, have a look at my CV, and at the parties I am working for. On my own team ...

    9.3 Hours Later
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    Samuel |Principal

    I am interested in learning more about your opportunity. With 25+ years of Big-4 accounting and cons...

    5.3 Days Later
+7 Other Responses
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Contract Service Management - Europe

Contract service management - europe hello, we are looking for experts that can provide insights about contract service management in bfsi industry in europe / global. • understanding on key operating models (in-house, outsourcing, hybrid) practiced for contract management o what services are mainly outsourced in contract services management? O what challenges company possess in adopting in-house contract services management (specifically during peak season)? • best practices followed for contract service management in bfsi industry • key trend around contract services focusing on bfsi sector • detailed case study on 4-5 companies (from banking & financial services sector) stressing on following topics: o current operating model adopted by the firm o key challenges and benefits around current operating model o involvement level of outsourcing partner or external legal firms o services outsourced to the external partners • how is the industry moving towards automation (i.E. Implementation of tools such as clm, self-serve and docusign) in contract service management? We are looking for a phone or email consultation for a time period of 1 hour to discuss all points mentioned above. Kindly drop in a note with your cv/relevant experience in “contract service management”, if you are interested to proceed. Thanks thomas

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    Prabakaran |Head of Warehouse

    Sirs, I am Prabakaran Mahalingam from India, having more than 20 years extensive experience in the ...

    7.3 Hours Later
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    Simona |Business Consultant/Financial/HR Manager

    Hello Thomas, I have done research in this field ,I can give you the answers.Please write to me at ...

    9.1 Hours Later
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    Koorosh |Director

    I currently assist a Fortune 100 *****any with contract and vendor service management. ...

    10.2 Hours Later
+16 Other Responses
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Data / Intel / Advisory For Financial Institutions

We are looking to understand the market for data, market intelligence, and advisory services sold to financial institutions. Most of the work is done through research consultants who leverage data and domain expertise to provide reports to their financial clients. Clients rely on the data to measure and benchmark performance against competitors, gain competitive intelligence including market share trends, service ratings and strategies. Customers fall into 4 categories, banking, markets investment management and financial technology with customers including bofa, j.P. Morgan, nomura, fidelity, blackrock, thomson reuters, bloomberg etc. Players in the space include: bcg, greenwich associates, finalta, bai, novantas. We are looking to speak to either a) customers or b) players in this space.

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    Manish |Consulting Director

    Hi I have been in the management consulting, ***** business development roles for the past 1...

    1.7 Hours Later
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    Spencer |General Manager

    Hi: Happy to discuss. We have considerable experience doing B2B telephone research in the US and Eur...

    18.8 Hours Later
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    Scott |Senior Consultant

    Currently work for management consulting firm. Previously, I have worked in the financial services a...

    6.6 Days Later
+5 Other Responses
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B2c Financial Services

Looking for professionals with 7+ years of experience in the financial services sector (b2c lending) where credit lending is offered. These individuals must be senior individuals who have been part of the decision making / budget allocation processes in the credit risk / lifecycle in their organization. We need to conduct an interview in the south african region

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    sanjay |Chief Business Manager, Risk Manager, Op

    In the last 15 years +have handled various responsibility at Central, Branch and Region level across...

    6.1 Hours Later
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    Daan |CRO, Director

    With experience of over 30 years in (credit) risk management, I have held a number of times very sen...

    6.6 Hours Later
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    Dear Sirs, Madam, I am Not ***** None, I am Not ‘In-Debted’ to None and/or Institution, - he...

    3 Days Later
+3 Other Responses
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Strategic Planning In Financial Services

Strategic planning expertise - financial services: i am looking for an expert in strategic planning in financial services, specifically banking. This individual must have a strategic planning process, and expertise in advising others on what type of strategic planning capabilities make sense, as well as in helping to build their internal capabilities. This person will have to come with this knowledge, processes, and approaches upon entering a consulting team.

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    Calvin |President & COO

    Let me know how to contact you so we can talk about your needs. I have over 30 years of doing Strate...

    1.7 Hours Later
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    Brad |Consulting Partner

    I have led ***** financial services companies and performed multiple *****ulting assig...

    3.1 Hours Later
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    John |President & CEO

    Please reach out to Sheryl Gurrentz, COO Scordo, and she can provide the skills you are...

    3.5 Hours Later
+24 Other Responses
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