Consulting Sr. Associate
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. 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 consultancies and software providers. Our APM solutions are not built on specialized CPM software - they’re intended to disrupt CPM software. Built on open and interoperable Microsoft platforms – Fabric, Power Platform, M365, and Foundry – our APM solutions are more scalable, accessible, flexible, cost-effective, and cross-functional than CPM alternatives. 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. About Our Team Our team is purpose-built for this new world where AI radically changes the way organizations operate, consolidating roles and responsibilities. We are currently 10-15 folks and pursuing steady, organic growth. We work to instill a combination of business acumen, domain knowledge, 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’ll be on the leading age of practical AI adoption for Finance teams, their business partners, and leaders. About the Role In the Sr. Associate role, you will be equipped with foundational knowledge via our APM training program so you can hit the ground running. You’ll typically work in small teams of 2-3 and engage directly with clients across a variety of industries and growth stages. Our clients range from Series B/C startups to Fortune 500 enterprises.
Requirements
- 3-6 years of intensive FP&A or Finance experience, or Finance education
- High proficiency with Microsoft 365 – Excel, PowerPoint
- Effective communication skills, both verbal and written, and experience working directly with clients or business stakeholders
- Willingness and entrepreneurial spirit to operate in a bona fide startup environment – high drive and work ethic, adaptable to change, fast learner
- Bachelor’s Degree (business or finance degree a plus)
- US Work Authorization
Nice To Haves
- Some hands-on technical experience is a plus – EPM software, Microsoft stack – e.g., Power BI, Power Query, Power Apps, and/or SQL, Python
Responsibilities
- Project Execution
- Scoping and requirements gathering
- Process evaluation and design
- Technology evaluation and architecture
- Project management
- Cient training and change management
- Advisory and support
- Solution Delivery
- Microsoft Fabric: warehouses, pipelines, data flows, SQL/Python notebooks, reports
- Microsoft Power Platform: model-driven apps, canvas apps, and workflows
- M365: Excel models, templates, PowerPoint decks
- Foundry: AI agents
- Internal Contributions
- Developing product offerings and training materials
- Improving internal processes and applications
- Supporting business development efforts
Benefits
- Profit-sharing: Yes
- Remote stipend
- Health insurance plans (50% employer covered)
- 401(k) (no match)
- Flexible time off
- Training and professional development
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
