Consulting Lead

Openvale Group•Sacramento, CA

1d•$130,000•Remote

About The Position

At OVG, we help Finance organizations create value with our unique Agentic Performance Management (APM) approach. We are in the early innings of the AI revolution, which is happening at lightspeed. Our goal is to equip our clients to thrive in the new paradigm with AI-native processes, systems, and skillsets for performance management. We are taking a different approach from most consulting firms and software providers. Our APM solutions are not built on specialized CPM software - they are designed to disrupt traditional ‘do-it-all’ CPM tools. Built on open and interoperable Microsoft platforms – Fabric, Power Platform, M365, and Foundry – our APM solutions are more scalable, flexible, cost-effective, and cross-functional than CPM alternatives, with AI helping to reduce previously insurmountable technical barriers. Our goal is to provide our clients with the best possible solutions, and we have already proven that our APM approach is both viable and effective with the majority of our client base. Our team is purpose-built for this new world where AI radically changes the way organizations operate, consolidating roles and responsibilities. We are currently a team of fifteen folks and pursuing steady, organic growth scaling with both people and technology. We work to instill a combination of business acumen and hands-on technical skills that create a force-multiplying effect that is transferable and as future-proof as possible. We leverage this ‘dual-threat’ framework to deliver superior results and set our clients up for long-term success. As part of our team, you will be on the leading edge of practical AI adoption for Finance teams, their business partners, and leaders.

Requirements

Clients First: we adopt a spirit of service mentality for our clients and operate based on their needs, timeline, and resources.
Dual Threat : we combine both business acumen and technical expertise and enjoy being hands-on at all levels.
Relentless Quality : we take the time to do things the right way the first time and set the standard with our work.
Growth Mindset: we are constantly learning new things to keep up with the pace of innovation and the evolving needs of our clients.
Shared Success : we operate as one unit as opposed to a collection of individuals.
Execution-Oriented: we roll up our sleeves and get stuff done at all levels and are not constrained by traditional role definitions.
Extreme Ownership: we take full responsibility for outcomes - owning every decision, action, and result without deflection or blame.
4–6 years of professional experience blending finance domain knowledge with hands-on technical delivery — ideally a combination of FP&A experience and direct involvement in building or configuring planning systems, data models, or financial reporting solutions
Hands-on building experience with at least one CPM platform (Anaplan, Pigment, Oracle EPM, Workday Adaptive, etc.) with established understanding of multi-dimensional forecasting engines and source system integrations.
Proficient in SQL — comfortable writing CTEs, window functions, and stored procedures, and capable of designing star-schema dimensional models independently.
Established Excel financial modeling skills, including experience building or maintaining 3-statement models, headcount forecasts, or budgets with a solid understanding of the underlying accounting and driver logic
Active, daily AI user — leveraging tools like Claude Code/Cowork, ChatGPT, or Cursor as part of a professional workflow for coding, analysis, research, or documentation.
Effective communicator, comfortable presenting to VP/CFO-level stakeholders and communicating complex subjects.
Bachelor’s Degree (business or finance degree a plus)
US Work Authorization

Responsibilities

Drive project delivery including: Scoping and requirements gathering, Process evaluation and design, Technology evaluation and architecture, Project management, Change management
Support Spend approximately 70% of time hands-on building solutions and 30% engaging with the team and clients
Work with lean 2-3 person teams with other core team members and support from leadership
Lead or facilitate day-to-day client interactions including weekly retrospectives and standups
Data Foundations (Microsoft Fabric): design and build star-schema data warehouses, write SQL stored procedures for data transformations and forecast calculations, build and orchestrate data pipelines and dataflows, and connect source systems (ERP, CRM, HRIS, Snowflake, etc.)
Financial Modeling (Excel / M365): Build and maintain 3-statement models, headcount and financial forecasting templates, and financial outputs such as P&Ls, bridges, and BvAs.
BI & Reporting (Power BI): develop semantic models and design dashboards reports for Finance and executive stakeholders
Automation (Power Platform): build low-code/no-code apps and workflows to streamline planning inputs, approvals, and data collection
AI integration (Anthropic, OpenAI, Microsoft): Use AI tools daily as a core part of your workflow — coding assistants (Copilot, Claude, Cursor), conversational AI (ChatGPT, Claude Projects) for research, analysis, documentation, and model-building