Board Consultant

JR United Kingdom; Wakefield; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading consultancy firm seeks a Board CPM Consultant to optimize financial planning processes and guide clients through digital transformation. The role requires strong skills in project management and client engagement, along with specific expertise in the Board platform. If you're driven, analytical and have a solid background in financial planning, this is a great opportunity to make an impact.

Qualifications

• 1–3 years of hands-on experience with the Board platform.
• Solid understanding of financial planning, budgeting, and forecasting.
• Experience in project management and client-facing roles.

Responsibilities

• Lead and support CPM implementation projects.
• Analyse and enhance budgeting, forecasting, and reporting workflows.
• Ensure high-quality, on-time delivery of Board-based solutions.

Skills

Analytical

Problem-solving

Communication

Presentation

Education

Relevant certifications (e.g., CIMA, ACA, ACCA)

Tools

Board platform

Job description

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Your Role

As a Board CPM Consultant, you’ll help clients unlock the full potential of the Board platform. You’ll guide them through digital transformation journeys, optimise financial planning processes, and ensure seamless user experiences.

Key Responsibilities

• Project Management: Lead and support CPM implementation projects from requirements gathering to go-live.
• Business Process Optimisation: Analyse and enhance budgeting, forecasting, and reporting workflows.
• Platform Expertise: Configure and customise the Board platform to meet client needs.
• Client Engagement: Build strong relationships, understand business challenges, and deliver tailored solutions.
• Solution Delivery: Ensure high-quality, on-time delivery of Board-based solutions.
• Training & Support: Provide user training and post-implementation support.
• Collaboration: Work closely with cross-functional teams and mentor junior consultants.

Bonus Responsibilities

• Sales Support: Assist in pre-sales demos and solution scoping.
• Innovation: Contribute to the development of new Board-based tools and accelerators.
• Thought Leadership: Stay current on CPM trends and share insights with the team.

What We’re Looking For

• 1–3 years of hands-on experience with the Board platform (CPM focus).
• Solid understanding of financial planning, budgeting, and forecasting.
• Strong analytical and problem-solving skills.
• Excellent communication and presentation abilities.
• Experience in project management and client-facing roles.
• Ability to work independently and collaboratively.
• Bonus: Relevant certifications (e.g., CIMA, ACA, ACCA).
• For more information on this opportunity, please do not hesitate to get in touch with Chris McKeown from SystemsAccountants via email: [emailprotected] .

Who we are?

SystemsAccountants is a leading global Financial Systems, Analytics, and Transformation recruitment company. We provide permanent & contractor recruitment solutions to enable clients to implement, support, develop, run & optimise, ERP, ERP and Analytics systems. We source and screen finance systems professionals on a global basis. Unlike typical search & selection firms, our consultants have an international reach, which ensures that our clients and candidates receive market insight along with a tailored service.