Consultant - EPM consultant (Financial consolidation & Planning)

2 Months ago • 3 Years + • Financial Analysis

Job Summary

Job Description

As a Professional Services Consultant, you will be implementing insightsoftware’s “Budgeting, Planning, and Financial Consolidations” based on the latest Cloud technology. You will become an expert in implementing our Budgeting, Planning, and Consolidation Solutions, becoming a trusted advisor to customers. Responsibilities include understanding customer data flows, analyzing customer requirements, setting up and testing customer solutions, integrating products with ERP systems, and demonstrating the business benefits. Collaborate with the project and cross-functional teams to develop and implement innovative solutions. This role requires someone with a good understanding of the Finance function of larger organizations and the ability to quickly learn how to use and configure modern budgeting and reporting business applications, demonstrate excellent communication skills, devise and demonstrate disciplined execution.
Must have:
  • 3+ years of experience in Financial Consolidations/Planning
  • Ability to understand and explain business issues
  • Strong Financial Modelling skills
  • Experience in a customer services role (consulting)
  • Proficient in Microsoft Office Excel
  • Understanding ERP financial software solutions

Job Details

Company Description

insightsoftware is a global provider of comprehensive solutions for the Office of the CFO. We believe an actionable business strategy begins and ends with accessible financial data. With solutions across financial planning and analysis (FP&A), accounting, and operations, we transform how teams operate, empowering leaders to make timely and informed decisions. With data at the heart of everything we do, insightsoftware enables automated processes, delivers trusted insights, boosts predictability, and increases productivity. Learn more at insightsoftware.com

Job Description

Work Timings: 2:30PM- 11:30PM

Job Description
As a Professional Services Consultant, you will be implementing insightsoftware’s “Budgeting, Planning, and Financial Consolidations” based on the latest Cloud technology for leading, world-class customers reporting to the Professional Services Manager. Over time, you will become an expert at implementing our Budgeting, Planning, and Consolidation Solutions and eventually become a trusted advisor and coach to our customers. To be successful in this role, you will need a good understanding of the Finance function of larger organizations and the ability to quickly learn how to use and configure modern budgeting and reporting business applications, demonstrate excellent communication skills, devise and demonstrate disciplined execution. 
Primary Responsibilities: 
•    Understand customer’s data flows and processes around budgeting, planning and financial consolidations
•    Analyze customer requirements to create maintainable applications following best practice guidelines on application and information design 
•    Utilize knowledge in Financial Consolidation or Financial Planning & Analysis to provide strategic insights and drive business growth.
•    Set-up, implement, and test components of customer solutions 
•    Integrate products with customers’ ERP systems and other data sources 
•    Ability to execute on a project implementation plan with or without help from Project Manager 
•    Regular accurate recording of worked hours and monitoring of project budget
•    Demonstrate the business benefits and value of ISW solutions.
•    Bring high energy and an entrepreneurial spirit to the team, contributing creative ideas and perspectives.
•    Build and nurture strong customer relationships, ensuring their needs are met and their feedback is heard.
•    Collaborate with project team members and cross-functional teams to develop and implement innovative solutions.
•    Provide regular updates to senior management, highlighting project milestones and achievements.
•    Coming up to a target billable utilization ratio in 6 months 
 

Qualifications

Qualifications
•    3+ years of experience in Financial Consolidations Planning and Analysis or accounting standards and practices, with a solid understanding of the challenges faced by finance and the broader business.
•    Ability to understand and explain business and technical issues related to customer solutions.
•    Strong Financial Modelling skills 
•    Experience in a customer services role (consulting) within the Finance function of an organization 
•    Strong troubleshooting and problem-solving skills 
•    Ability to multi-task and prioritize multiple competing tasks 
•    Proficient in Microsoft Office Excel and Corporate Performance Management (ex. Anaplan, One Stream, CCH Tagetik – understanding multi-dimensionality architecture, dimensions, objects, members and hierarchies),  
•    Understanding ERP financial software solutions 
•    Understanding software life cycle 
•    Demonstrated adherence to our core values: Results Orientation, Winning Attitude, Be One Team, Disciplined Execution, and Growth Mindset 
•    Ability to prioritize opportunities and tasks effectively.
 

Additional Information

** At this time insightsoftware is not able to offer sponsorship to candidates who are not eligible to work in the country where the position is located. **

insightsoftware About Us: Hear From Our Team - InsightSoftware (wistia.com)

Background checks are required for employment with insightsoftware, where permitted by country, state/province.

At insightsoftware, we are committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law. We are proud to be an equal opportunity workplace.

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London, England, United Kingdom (On-Site)

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Hyderabad, Telangana, India (On-Site)

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