Lead Consultant

FinitDeer Park, OH
Remote

About The Position

This position will own a project workstream. Lead Consultants are responsible for managing a project workstream during a Corporate Performance Management (CPM) implementation and will be accountable for driving these items through to completion. This includes coordinating the workstream tasks assigned to other project resources.

Requirements

  • Lead Consultants will typically have 3+ years' experience with CPM software and/or the financial close cycle.
  • Ability to develop and test formulas and rules while crafting a solution.
  • Understanding of the project lifecycle.
  • Understanding of broad external reporting requirements, and ability to understand how accounting and reporting practices would influence application design and functionality.
  • Excellent written and verbal skills as well as capability of tailoring communication based on the knowledge and needs of specific audiences.
  • Outstanding interpersonal skills to assist with managing project stakeholders within the expectations of Finit's core values.
  • Energized by projects with high degree of uncertainty.
  • Strong problem solving and troubleshooting skills with the ability to exercise consistently good judgment.
  • High competence in the Microsoft Office suite (Word, Excel, PowerPoint).

Nice To Haves

  • Previous experience managing a small team or a workstream a plus.
  • Previous OneStream experience a plus.
  • Bachelor's degree or foreign equivalent a plus.
  • CPA a plus.

Responsibilities

  • Lead project workstream(s) with little to no guidance from project leadership.
  • Builds own plan to achieve desired out-put including scoping, planning and delivery of tasks within a workstream.
  • Produce high quality work product.
  • Understands the requirements of workstream, identifies gaps in requirements and works to obtain clarity with client for a finalization of what is required and expected.
  • Enable client decision making by identifying viable solutions including pros & cons and time estimates.
  • Provide guidance to, and effectively work with, other workstreams within a project.
  • Collaborate with the project team to achieve project milestones.
  • Serve as project team SME (Subject Matter Expert) for workstream and lead project resources in the delivery of workstream tasks.
  • Proficient in most build and development tasks associated with a particular workstream, including scripting and business rule creation.
  • Possess thorough, detailed knowledge of functional topics and processes including consolidation accounting, planning, budgeting, and cash flow with the ability to interpret a client's forecasting process and identify requirements to meet their needs.
  • Serve as a trusted associate to the project leadership, ensuring assigned tasks will be completed on-time and will exceed client's expectations.
  • Escalate project risks to project leadership on a timely basis.
  • Demonstrate willingness to jump in and assist with other workstream tasks as needed.
  • Build and develop authentic client and Finit relationships.
  • Ensure a respectful and team-oriented work environment on projects.
  • Provide real-time on-the-job feedback to team members.
  • Communicate openly with clients to obtain real-time feedback.
  • Participate in internal Finit activities.
  • Assume ownership of one's own personal growth at Finit and continuously seek to broaden and develop new job skills and expertise.

Benefits

  • Excellent Medical Plan
  • Dental & Vision Insurance
  • Life Insurance
  • Short & Long Term Disability Insurance
  • Profit Sharing
  • Yearly company trip for every employee and a guest
  • Flexible PTO with no hard limit on vacation.
  • Paid Holidays
  • Retirement Plan
  • "Make Life Easier" perk ($100/month for services such as house-cleaning/lawn-care services)
  • 3 month paid sabbatical after 10 years of employment
  • Charitable Donation Match
  • Paid Time Off to volunteer
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service