Corporate Performance Management (CPM) Consultant

Velosio

3d•Remote

About The Position

Velosio is looking for a Corporate Performance Management (CPM) Consultant to be an integral member of the DPS Team. As a Corporate Performance Management (CPM) Consultant at Velosio, you will lead the implementation of reporting, budgeting, and forecasting solutions with our small to enterprise-level clients across a broad spectrum of industries. You will interface with client personnel from C-Level individuals to staff analysts during the deployment of selected software solutions. There is a heavy focus on accounting and finance conversancy applied to client business opportunities. The consultant must have a great level of interest in the intricacy of business operation and process as it relates to reporting and budgeting with an ability to articulate the value-proposition of CPM tools. Confidence and excellent listening and communication skills are requisites to success. The consultant will work both in a team environment as well as an individual contributor. Your day might look like: Performing discovery and requirements gathering with clients on the reports and visualizations required to support decision making Performing discovery and requirements with clients on the budget templates needed to capture the information required to support the budget and forecast process Build, test, and deliver reports and templates Train end-user clients on the use of the tools deployed and on the reports and templates developed Assistance in the install of various CPM solutions Develop level of effort estimates to create report and budget templates Provide assessments on the selection and use of CPM tools

Requirements

BS or MS degree in Accounting or Finance
6+ years of increased focus on data, reporting, budgeting, and forecasting
Deep Microsoft Excel Skills
Knowledge of Microsoft Power BI
Knowledge, or interest in learning, GAAP reporting, IFRS reporting, operational reporting, management reporting, and audit-based reporting
Knowledge, or interest in learning, budget and forecast approaches like zero-based budgeting, driver-based budgeting, and sensitivity analysis

Nice To Haves

Knowledge of CPM tools such as Solver, Jet, Cosmos, Prophix, Vena, Anaplan, Cognos, Hyperion, or Planful
Knowledge of bottoms-up, top-down, zero-based budgeting techniques
Knowledge or conversancy on best-practices forecasting techniques
Microsoft technical certifications.
Experience with or knowledge of Agile Software Development methodologies.
Excellent problem-solving and troubleshooting skills.
Process-oriented with great documentation skills.
Excellent oral and written communication skills with a keen sense of customer service.
Conversancy and exposure to: Azure Synapse Analytics Azure Data Lake Azure SQL SSIS Azure Machine Learning Azure Cognitive Services

Responsibilities

Performing discovery and requirements gathering with clients on the reports and visualizations required to support decision making
Performing discovery and requirements with clients on the budget templates needed to capture the information required to support the budget and forecast process
Build, test, and deliver reports and templates
Train end-user clients on the use of the tools deployed and on the reports and templates developed
Assistance in the install of various CPM solutions
Develop level of effort estimates to create report and budget templates
Provide assessments on the selection and use of CPM tools