Consulting Sr. Manager

Openvale Group•Sacramento, CA

1d•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’re intended to disrupt traditional SaaS. 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. 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 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 edge of practical AI adoption for Finance teams, their business partners, and leaders. In the Sr. Manager role, you will be equipped with foundational knowledge via our APM training program so you can hit the ground running. You’ll typically lead lean 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. Some travel may be involved but not more than 20% in total. Our team is US-based and we operate remotely as a baseline.

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 aren’t constrained by traditional role definitions.
Extreme Ownership: we take full responsibility for outcomes - owning every decision, action, and result without deflection or blame.
5-10 years of intensive finance and/or consulting experience, ideally a combination of mid-/senior-level FP&A experience and hands-on finance transformation experience.
High proficiency with Microsoft 365 – Excel, PowerPoint
Deep financial modeling and technical experience required – CPM software such as Anaplan, Oracle EPM, Pigment, and/or analytics solutions such as Microsoft Fabric, Power BI, Tableau, Snowflake, GCP, etc.
Effective communication skills, both verbal and written, and experience working directly with executive clients and business stakeholders
Track record of mentorship and development of others
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

Responsibilities

Managing senior client relationships
Building and managing to roadmaps
Managing OVG team members
Scoping and requirements gathering
Process evaluation and design
Technology evaluation and architecture
Project management
Client training and change management
Advisory and support
Microsoft Fabric: finance data warehouses, pipelines, data flows, SQL/Python-based forecasting and automation, reporting
M365: 3-statement models, management reporting packages, forecasting templates
Microsoft Power Platform: apps and workflows
Anthropic/OpenAI/Copilot: AI agents connected to Fabric
Developing product offerings and training materials
Improving internal processes and applications
Supporting business development efforts