Consultant - Planful - Remote

** 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 Planful Consultant

A Consultant at CFO Solutions is a technologist who understands how to translate client needs into business applications such as Planful. 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. Consultants are resourceful, effective problem-solvers and have a driven curiosity to learn new applications and apply newly gained knowledge.

The Consultant will also partner on ongoing financial consolidation, planning and reporting projects while developing work plans and process documentation that comply with policies and methodologies and key project performance metrics.

The Consultant is a proactive, reliable contributor to project delivery who can work effectively in teams and independently to create value for our clients. This role has the potential to grow into a Senior Consultant role in the provision of managed services to CFO Solutions clients.

Responsibilities of the Planful Consultant

• Identifying, documenting, and managing business requirements

• Ability to learn Planful software through online trainings and internal peer-to-to trainings

• Participating on a team to help Sr. Consultants design, develop, test and deploy Planful for CFO Solutions’ clients across a number of industries and functional areas.

• Supporting configurations, customization, reports and interfaces, testing and user training

• Assist in internal project management discussions for client such as time management log and issues log

• Communicate with client any adjustments or optimization requirements to their current application

• Able to adhere to self-imposed time and schedule management as role will be assigned to multiple projects at one time

The ideal CFO Solutions Planful Consultant

• Minimum 2 years of experience with financial processes such as planning, forecasting, financial reporting, and financial consolidations

• 1-2 years of Enterprise Planning Performance Management technology exposure and functional knowledge around financial systems

• Bachelor’s degree (Business Administration, Finance, Accounting, or Computer Science areas of concentration) or industry equivalent experience

• Experience with Microsoft office tools including, Outlook, Excel, PowerPoint

• Experience with Host Analytics/Planful, Oracle Hyperion, IBM Cognos TM1, Essbase, Hyperion Smartview

• Strong written and oral communication skills

• Ability to communicate effectively with technical and non-technical personnel.

Salary

Dependent upon experience and exposure to above.

Benefits

CFO Solutions offers a wide array of competitive and unique benefits as well as many subsidies 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.