Senior Consultant - Remote - U.S.

CFO Solutions LLC; Northern (KY); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Bonus plans

Remote work

Health/dental/vision

401(k) with company contributions

Job summary

CFO Solutions is seeking a Senior Consultant to translate client needs into business applications within EPM and BI environments. You will lead discussions, design, and build components for financial consolidation, planning, and reporting across industries.

You will guide project delivery, document processes, and mentor junior staff while managing multiple active projects remotely. A strong foundation in accounting concepts and financial statements is required.

Qualifications

• 5+ years of consulting experience.
• 3+ years of experience with financial processes such as planning, forecasting, financial reporting, and financial consolidations.
• 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 drive team momentum and influence dialog in a remote environment.

Responsibilities

• Facilitate requirements gathering.
• Document application design.
• Build and 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

Financial processes

Leadership

Remote collaboration

Client discussions

Education

Bachelor's degree in Business Administration, Finance, Accounting, or Computer Science

Industry equivalent experience

Tools

EPM software

BI tools

Job description

** This position is remote and can be located anywhere in the United States. **

CFO Solutions

CFO Solutions is a rapidly growing Enterprise Performance Management (EPM) solution provider. We are looking to fill multiple roles across several of our growing Practice Areas. We are searching for driven individuals seeking challenge and career growth opportunities.

CFO Solutions is a professional services organization focused on improving our clients' ability to plan, report, and analyze financial and operational information by implementing Enterprise Performance Management and Business Intelligence Solutions. We provide finance business process design, software implementations, and support services that enhance organizations' decision-making capabilities.

CFO Solutions is a team of consultants who...

• Are motivated by delivering client success
• Are creative, resourceful, and passionate
• Challenge and learn from one another
• Collaborate and communicate openly

What you’ll be doing as a Senior Consultant

A Senior Consultant at CFO Solutions is a seasoned, lead technologist who understands how to translate client needs into business applications.Senior Consultants facilitate client discussions and build application components to suit the specific needs within the given EPM software. They understand accounting processes, financial statements, and common business metrics in one or more industries. Senior Consultants are resourceful, effective problem-solvers and have a driven curiosity to learn new applications and apply newly gained knowledge.

The Senior Consultant will also participate in ongoing financial consolidation, planning, and reporting projects while developing work plans and process documentation that comply with policies and methodologies.They will contribute to and assist with monitoring key project performance metrics.

The Senior Consultant is a proactive, reliable contributor to project delivery who can work effectively in teams and independently to create value for our clients.The position requires a firm understanding of task, time, and process management as this typical role is assigned to multiple active projects at a given time.

Responsibilities of the Senior Consultant:

• Facilitate requirements gathering
• Document application design
• Build and 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

The ideal CFO Solutions Senior Consultant:

• 5+ years of consulting experience
• 3+ years of experience with financial processes such as planning, forecasting, financial reporting, and financial consolidations
• Demonstrable experience learning more than one technology
• Bachelor's degree (Business Administration, Finance, Accounting, or Computer Science areas of concentration) or industry equivalent experience
• 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
• Ability to travel typically averaging between 15% to 30% over the course of a year

Salary

Dependent upon experience and exposure to above.

Benefits

CFO Solutions offers a wide array of competitive and unique benefits such as, but not limited to:

• Variable Compensation Package (Quarterly and Annual Bonus Plans)
• Health, Dental, and Vision with HSA option
• 401(k) plan with set company contributions and profit sharing
• Company paid Life Insurance and Short & Long Term Disability protection
• Fully remote positions with home office and laptop accessories subsidies
• Internet and Mobile Phone subsidy
• Competitive time off and Unlimited PTO plans offered
• Ten (10) Paid Holidays annually
• Work-Life Compensation benefit
• Health & Fitness benefit

Our mission is to empower finance professionals with innovative solutions that work for them. We are founded by a diverse team of consultants representing experience in both technology and finance, including former CFOs & CIOs, former Big 4 Consultants, and CPAs. We are committed to the success of our clients.