Budgeting Tool Implementation Lead

Company & Culture

EXANTE is a pioneering wealth tech company that delivers cutting-edge centralized trading solutions and robust B2B financial infrastructure, driving value through innovative technology. Our bespoke, internally engineered trading platform provides seamless access to a diverse range of financial instruments, including stocks, ETFs, bonds, futures, and options, all within a single, multi-currency account.

As a rapidly expanding global firm with over 700 talented employees from 70+ nationalities across 70 locations, we are a frontrunner in the financial sector. Our investment priorities are clear: We prioritize investing in our most valuable asset—our people. Join us in shaping the future of finance.

About the Role 

We are looking for an experienced professional to lead the implementation of a budgeting tool as part of a defined project. The primary goal of the role is to manage and execute the transition from Excel-based budgeting templates to a dedicated budgeting application or system, ensuring a smooth adoption across the organization.

Project Duration: Fixed-term/Project-based

Reporting Line: Head of Operations Support

Worksite: Remote/Hybrid

Responsibilities

• Lead the end-to-end implementation of a budgeting tool, from requirements definition to go-live
• Manage and execute the transition from Excel-based budgeting templates to a budgeting software solution
• Design and implement scalable budgeting process aligned with business needs
• Work closely with Finance, HR, and key business stakeholders to gather requirements and align on solutions
• Configure budgeting models, assumptions, workflows, and reporting within the selected tool
• Ensure data accuracy, consistency, and transparency throughout the budgeting process
• Support change management, including user training and documentation
• Act as the main point of contact between business stakeholders and technical or system vendors (if applicable)

Qualifications

• Experience working within an international, multi-entity group environment
  Proven, hands-on experience leading a transition from Excel-based budgeting templates to a budgeting system or application 
• Direct experience implementing budgeting or planning tools
• Experience applying or supporting AI-driven analytics solutions within budgeting, forecasting, or financial planning processes
• Strong understanding of budgeting processes
• Ability to independently manage a project with clearly defined timelines and deliverables
• Strong analytical skills and attention to detail
• Familiarity with financial planning, forecasting, and scenario modeling
• Experience working with cross-functional teams in Finance and HR
• Strong communication and stakeholder management skills
• Experience with system implementation projects or process transformation initiatives

Personality / Mindset 

• Integrity & loyalty 
• Team player with advanced communication and collaboration skills 
• A hands-on, can-do attitude - always looking for solutions and thinking out of the box
• Overachiever mentality 
• The capability to work and succeed in a fast-paced and ever-changing environment 

We Offer*

• Competitive salary 
• Corporate benefits (choose your preferred options) 
• Truly inspiring culture, pleasant and informal work environment 
• Ongoing education & training programs 
• Opportunity to network and connect at Corporate Events 
• Global career opportunities 

*Benefits/perks can vary depending on the nature of your employment with the company and the country where you work.

A group of disruptive technology experts created EXANTE. With an impressive track record in the industry and knowledge of the markets, our systems are built to democratize access to global financial instruments for professional traders and institutional investors.

Through our robust, cutting-edge trading platforms, you can offer clients access to comprehensive, global financial instruments and investment possibilities while keeping their data safe and private.

 

EXANTE  is a global prime broker backed by proprietary technology and dedicated service. All regulated group companies and fully controlled affiliates and subsidiaries are committed to compliance with data protection laws, including the GDPR. We process personal data in line with the GDPR principles of fairness, purpose limitation, transparency, data minimisation, storage limitation and deletion, accuracy, confidentiality and integrity, and accountability. We rely on legitimate interests to assess and manage your application, after determining that our interests are not overridden by your rights and interests. You have the rights of access, rectification, data portability, erasure, restriction of processing, and objection to processing. To exercise your rights or contact our Data Protection Officer, please see our GDPR policy at https://exante.eu/gdpr/.

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