Consultant – Finance Systems (Planning & Reporting)
Insight Software
Job Summary
As a Professional Services Consultant, you will implement insightsoftware’s Budgeting, Planning, and Financial Consolidations solutions, helping clients transform their financial performance management processes. This role involves understanding customer data flows, analyzing business requirements, designing and configuring scalable solutions, and integrating EPM systems with other enterprise data sources. You will develop deep expertise in Enterprise Performance Management platforms, becoming a trusted advisor to finance leaders. The position requires a strong finance background, excellent communication, and the ability to translate business needs into technical configurations, with a flexible hybrid work model.
Must Have
- Understand customer data flows and processes around budgeting, planning, and financial consolidation
- Analyze business requirements and design maintainable, scalable solutions
- Configure, implement, and test customer solutions
- Integrate EPM systems with ERP or other enterprise data sources
- Demonstrate and communicate the business value of insightsoftware solutions
- Collaborate cross-functionally with project managers and technical teams
- Build and nurture strong customer relationships through clear communication and delivery excellence
- Achieve target billable utilization within 6 months
- 3+ years’ experience in Financial Planning & Analysis, Financial Consolidation, EPM consulting, or ERP finance process experience
- Background in Accounting, Finance, or Management Information Systems
- Strong financial modelling and advanced Excel skills
- Excellent written and verbal English communication
- Ability to bridge finance language and technical configuration
- Collaborative, detail-oriented, and eager to learn new tools such as JustPerform
Good to Have
- Prior exposure to EPM platforms (e.g., Anaplan, Tagetik, OneStream, BPC)
Perks & Benefits
- Opportunity to become an EPM specialist through structured training and mentorship
- Work with global finance transformation projects while based in Thailand or Vietnam
- Flexible hybrid work (80% remote) with occasional client visits
- Collaborative, high-performance culture that values initiative and continuous learning
Job Description
Job Description
As a Professional Services Consultant, you’ll implement insightsoftware’s Budgeting, Planning, and Financial Consolidations solutions — helping world-class clients transform their financial performance management processes.
Over time, you’ll develop deep expertise across Enterprise Performance Management (EPM) platforms and become a trusted advisor to finance leaders. To succeed, you’ll need a strong grounding in finance (FP&A, budgeting, or consolidation), excellent communication skills, and the ability to translate business needs into practical system configurations.
Primary Responsibilities
- Understand customer data flows and processes around budgeting, planning, and financial consolidation
- Analyze business requirements and design maintainable, scalable solutions
- Configure, implement, and test customer solutions
- Integrate EPM systems with ERP or other enterprise data sources
- Demonstrate and communicate the business value of insightsoftware solutions
- Collaborate cross-functionally with project managers and technical teams
- Build and nurture strong customer relationships through clear communication and delivery excellence
- Achieve target billable utilization within 6 months
Why Join insightsoftware?
- Opportunity to become an EPM specialist through structured training and mentorship
- Work with global finance transformation projects while based in Thailand or Vietnam
- Flexible hybrid work (80% remote) with occasional client visits
- Collaborative, high-performance culture that values initiative and continuous learning
Qualifications
- 3+ years’ experience in Financial Planning & Analysis, Financial Consolidation, EPM consulting, or ERP finance process experience (budgeting, forecasting, planning, or consolidation)
- Background in Accounting, Finance, or Management Information Systems
- Prior exposure to EPM platforms (e.g., Anaplan, Tagetik, OneStream, BPC) is a plus but not required. Full training on JustPerform will be provided.
- Strong financial modelling and advanced Excel skills
- Excellent written and verbal English communication
- Ability to bridge finance language and technical configuration
- Collaborative, detail-oriented, and eager to learn new tools such as JustPerform
Additional Information
insightsoftware is not able to offer sponsorship to candidates who are not eligible to work in the country where the position is located
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.
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