Consultant - FP&A & EPM Solutions
Key Skills for This Role
Full Job Posting
What You'll Do
As part of our EPM consulting team, you will help clients improve financial performance by leveraging technology, data, and business insights.
Learn and become proficient in the Board EPM platform
Support the design, configuration, and implementation of EPM solutions
Assist with solution architecture, planning, and requirements gathering activities
Partner with senior consultants on client engagements, workshops, and proof-of-concept initiatives
Build and maintain financial models, planning applications, and reporting solutions
Support project planning, coordination, and delivery activities
Create training materials, user documentation, and process documentation
Analyze business requirements and translate them into practical system solutions
Collaborate with clients to improve budgeting, forecasting, reporting, and performance management processes
Participate in ongoing learning and certification programs
Required Qualifications
- 2-4 years of professional experience in: Financial Planning & Analysis (FP&A) Financial modeling and business analysis
- Financial Planning & Analysis (FP&A)
- Financial modeling and business analysis
- Strong Excel skills, including: Financial modeling Pivot tables Data analysis and reporting
- Financial modeling
- Pivot tables
- Data analysis and reporting
- Understanding of financial statements, budgeting, forecasting, and planning processes
- Knowledge of data structures and multidimensional data concepts
- Bachelor's degree in Finance, Accounting, Business, Economics, or a related field
- Strong problem-solving and analytical skills
- Excellent written, verbal, and presentation skills
- Ability to work independently while collaborating effectively within a consulting team
- Strong client-facing professionalism and communication skills
- Curiosity, adaptability, and a desire to continuously learn new technologies and business concepts
Preferred Qualifications
- Experience in a consulting or advisory environment
- Exposure to EPM/CPM platforms such as: Board OneStream Anaplan Workday Adaptive Planning Oracle EPM Prophix
- Board
- OneStream
- Anaplan
- Workday Adaptive Planning
- Oracle EPM
- Prophix
- Experience supporting budgeting, planning, forecasting, or financial transformation initiatives
- Exposure to data visualization and business intelligence tools
What Will Make You Stand Out
Previous consulting experience
Hands-on EPM implementation experience
Power BI or Tableau experience
Experience supporting finance transformation or digital transformation projects
Professional certifications related to finance, accounting, analytics, or EPM platforms
Advanced financial modeling expertise
If you're excited about combining finance, data, technology, and consulting to help organizations solve complex business challenges, we'd love to hear from you.
No agencies or third-party submissions, please.
Applicants must be authorized to work in the United States. We are unable to provide visa sponsorship now or in the future.
About Quisitive
With significant growth since 2016, Quisitive is rapidly progressing our vision of becoming the leading global Microsoft partner as we continue to expand across the United States, Canada and India. With a diversified delivery model that includes both nearshore and offshore capabilities, our team of Microsoft experts delivers cloud solutions, artificial intelligence and business applications that transform our clients’ businesses and achieve remarkable business outcomes.
About Quisitive
Microsoft-focused technology consulting firm helping mid-size and enterprise organizations with cloud, data, security, applications, and AI solutions.
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