Remote Senior Planful Consultant - Planning Expert

Codex; United States; Remote; USD 90,000 - 150,000; Full time

Job summary

Codex is seeking a Senior Consultant to translate client needs into Planful-based business applications, guiding discussions and building components to fit client requirements. You will contribute to ongoing financial consolidation, planning, and reporting projects, with a solid grasp of accounting processes and financial statements.

Responsibilities include gathering requirements, designing dimensions and data models, communicating with clients on risks, preparing UAT use cases, training end

Qualifications

• 5+ years of consulting experience.
• 3+ years of experience within finance and/or accounting.
• 2+ years of Planful implementation experience.
• Bachelor’s degree in Business Administration, Finance, Accounting, or Computer Science.
• Experience managing a team through at least one full cycle implementation engagement.
• Ability to articulate financial close concepts and describe the components of standard financial statements and key calculations.
• Ability to problem-solve and break down abstract concepts into components.
• Accountability and personal drive.
• Excellent written and oral skills.
• Ability to understand contracts and adhere to statements of work.
• Ability to drive team momentum and influence dialog in a remote environment.
• Access to reliable, high-speed internet that can support regular audio and video and other web conferencing ability.
• Ability to thrive in a remote, team environment.

Responsibilities

• Facilitate requirements gathering, document application design, and build/oversee build of dimensions, metadata, templates, reports, and data models
• Communicate independently with clients to follow up on risks and action items
• Prepare user acceptance testing use cases and scripts
• Facilitate user acceptance testing
• Document end user guides and deliver training
• Adhere to project management methodologies
• Adhere to quality assurance processes
• Delegate effectively to junior team members
• Mentor and coach junior team members
• Participate in internal initiatives
• Participate in business development activities at existing clients
• Develop skills in new technologies

Skills

Consulting experience

Finance knowledge

Team leadership

Remote collaboration

Communication skills

Education

Bachelor's degree

Job description

Codex is seeking a Senior Consultant to translate client needs into Planful-based business applications, guiding discussions and building components to fit client requirements. You will contribute to ongoing financial consolidation, planning, and reporting projects, with a solid grasp of accounting processes and financial statements.

Responsibilities include gathering requirements, designing dimensions and data models, communicating with clients on risks, preparing UAT use cases, training end