Senior Strategic Business Advisor

Q2

Q2 is a leading provider of digital banking and lending solutions to banks, credit unions, alternative finance companies, and fintechs in the U.S. and internationally. Our mission is simple: build strong and diverse communities through innovative financial technology—and we do that by empowering our people to help create success for our customers.

What Makes Q2 Special?

Being as passionate about our people as we are about our mission. We celebrate our employees in many ways, including our "Circle of Awesomeness" award ceremony and day of employee celebration among others! We invest in the growth and development of our team members through ongoing learning opportunities, mentorship programs, internal mobility, and meaningful leadership relationships. We also know that nothing builds trust and collaboration like having fun. We hold an annual Dodgeball for Charity event at our Q2 Stadium in Austin, inviting other local companies to play, and community organizations we support to raise money and awareness together.

The Job At-A-Glance

PrecisionLender's (PL) Business Advisory team is looking for a banking professional with commercial banking experience and deep analytical curiosity to join our team. As the Senior Strategic Business Advisor this individual will focus on contributing to the key objectives of the advisory group including:

• Delivering innovative platform solutions to our customers using your analytical skills, financial expertise, knowledge of our platforms and functionality, and understanding of commercial banking products.
• Providing guidance to help customers ensure pricing strategies appropriately align to their internal processes related to cost of funds, credit capital and expense methodologies.

As an recognized subject matter expert in the organization, you will collaborate with the Delivery Team and Customer Success Managers to ensure customers are maximizing the value of the platform while at the same identify tactics for driving greater profitability. You will also partner with members of the broader Q2 Advisory team to develop and deliver consulting strategies that help solve client problems, provide metrics to support business value and deepen Q2 relationships via through various consulting engagements.

You will draw on your ability to proactively influence people and projects with a high degree of independent decision making and minimal supervision.

Responsibilities Client Analytics and Reporting

• Act as a trusted advisor for clients by responding to questions and engaging with them to help solve problems with PrecisionLender as it relates to pricing structure and reporting.
• PL Product Implementation and Configuration Consulting
• Provide subject matter expertise on the PrecisionLender platform regarding product configuration and calculation methodologies to internal teams and external clients.
• Evaluate and understand legacy pricing tools and methodologies of newly signed customers. Identify functional & methodology gaps between legacy bank pricing tools and the PrecisionLender platform.

Advisory Services

• Advise internal teams (Sales, Delivery, Product Development) about commercial pricing impacts on bank financial statements. This may include capital / credit loss / funding / liquidity methodologies, pricing strategies, and profitability metrics.
• Research and share current and future banking regulations including Basel capital requirements, IFRS 9 and CECL requirements with clients and internal teams.

Additional Job Description

• Typically requires a bachelor's degree in business, economics, finance, or similar related experience; or an advanced degree with 4+ years of experience.
• Typically, 8+ years of experience in financial institutions, 3+ years within a large national or global bank with focus on commercial loan pricing, risk management, finance, analytics, or similar functions. Cross functional experience in these areas preferred.
• Knowledge of commercial banking products, particularly credit and treasury products.
• Knowledge of credit risk concepts, including economic and regulatory capital
• Excellent spoken and written communication as well as receptive listening skills, with the ability to present complex ideas in a clear, concise fashion to technical and non-technical audiences at all levels of the organization.
• Excellent team player who can work with virtual and cross-functional teams.

This position requires fluent written and oral communication in English.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Health & Wellness

• Hybrid Work Opportunities
• Flexible Time Off
• Career Development & Mentoring Programs
• Health & Wellness Benefits, including competitive health insurance offerings and generous paid parental leave for eligible new parents
• Community Volunteering & Company Philanthropy Programs
• Employee Peer Recognition Programs – "You Earned it"

Our Culture & Commitment:

We're proud to foster a supportive, inclusive environment where career growth, collaboration, and wellness are prioritized. And our benefits go beyond healthcare—offering resources for physical, mental, and professional well-being. Q2 employees are encouraged to give back through volunteer work and nonprofit support through our Spark Program (see more). We believe in making an impact—in the industry and in the community.

We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, or veteran status.

Applicants in California or Washington State may not be exempt from federal and state overtime requirements