Implementation Specialist

Finit•Deer Park, OH
•Remote

About The Position

The Implementation Specialist owns day-to-day program governance for smaller Corporate Performance Management (CPM) implementations or serves as the primary domain-area owner on medium and large projects. The role is Finit’s primary client-facing representative and combines project leadership, team coordination, client communication, and hands-on technical work in OneStream. The specialist manages delivery and solution workstreams after mobilization and foundation design, sets project goals, delegates work, and supports team members through implementation. The position is remote and open to candidates across the United States, with travel that may reach 40% depending on client and project needs. Employees primarily work remotely, though the role includes office-based tasks and travel to client sites, conferences, and meetings. The physical requirements include extensive sitting, occasional standing and walking, occasional lifting and carrying of items generally not exceeding 20 pounds, frequent phone conversations, and regular web conferencing.

Requirements

  • Typically 2–4+ years of experience with CPM software and/or the financial close cycle.
  • Content or functional expertise in core EPM areas, including forecasting, planning and analysis, consolidation, and reporting.
  • Previous experience managing small teams.
  • Excellent written and verbal communication skills, with the ability to tailor communication to audience knowledge and needs.
  • Strong interpersonal skills for working with Finit staff and client stakeholders in line with Finit’s core values.
  • Ability to manage projects with a high degree of uncertainty and appropriately support other team members through it.
  • Strong problem-solving and troubleshooting skills, with consistently sound judgment.
  • High competence in Microsoft Office, including Word, Excel, and PowerPoint.
  • 8–10+ years of CPM experience.
  • 8+ years of technical experience with a multidimensional CPM product.
  • 2+ years of OneStream experience.
  • Demonstrated commitment to Finit values.
  • Comfort with regular work-related travel; travel may be up to 40% of the time.

Responsibilities

  • Lead day-to-day project delivery and solution workstreams through successful execution.
  • Manage project team members through program execution following mobilization and foundation design.
  • Act as the primary point of contact between clients and the implementation team.
  • Keep internal and external stakeholders informed about project progress, risks, and issues.
  • Perform technical build and development work in OneStream, including less complex build tasks as needed.
  • Establish mid-term project goals and plans for project and team governance.
  • Delegate tasks and support optimal resource allocation and timely delivery.
  • Set clear performance expectations, provide feedback, and address team challenges.
  • Mentor Finitians on the Implementation Specialist growth path.
  • Perform responsibilities in accordance with Finit values and standards of excellence.
  • Communicate proactively and maintain documentation that supports clarity and transparency.
  • Foster continuous learning and growth and enable fellow Finitians.
  • Build and develop authentic relationships with clients and team members.

Benefits

  • Excellent medical plan
  • Dental and vision insurance
  • Life insurance
  • Short- and long-term disability insurance
  • Profit sharing
  • Yearly company trip for each employee and a guest
  • Flexible PTO with no hard limit on vacation
  • Paid holidays
  • Retirement plan
  • $100/month “Make Life Easier” perk for services such as house cleaning or lawn care
  • Three-month paid sabbatical after 10 years of employment
  • Charitable donation match
  • Paid time off to volunteer
  • Two weeks per year of training and professional development
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