Senior Planful Consultant

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

As a Senior Consultant you will bring the ability to translate client needs into business applications, facilitating client discussions and building application components in Planful to suit the specific needs within the given EPM software.

You will also participate in ongoing financial consolidation, planning, and reporting projects, so a solid understanding of accounting processes, financial statements, and common business metrics in one or more industries is a big plus.

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

Requirements

• 5+ years of Consulting experience
• 3+ years of experience within finance and/or accounting
• 2+ years of Planful implementation experience
• Bachelor’s degree (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