Senior FP&A Solutions Consultant

Accountabilities

• Design, configure, and implement financial models, planning templates, dashboards, and reports tailored to clients' business requirements and financial processes.

• Collaborate with client finance teams and key stakeholders to understand business models, identify challenges, and translate financial planning needs into scalable, effective solutions.

• Support core financial planning and analysis processes, including budgeting, forecasting, headcount planning, cost allocations, variance analysis, and management reporting.

• Develop intuitive, well-structured financial models and reporting solutions that improve data visibility, simplify workflows, and support informed decision-making.

• Work closely with project managers to coordinate implementation activities, manage timelines and deliverables, and maintain alignment with client expectations.

• Provide guidance and training to finance teams, helping users adopt new tools, understand best practices, and maximize the value of implemented solutions.

• Serve as a trusted advisor to clients, proactively identifying opportunities to improve financial processes, reporting quality, and planning efficiency.

• Collaborate with internal Product, Customer Success, and Sales teams to share client feedback, address challenges, and improve the overall customer experience.

• Manage multiple client engagements and priorities while maintaining high standards of quality, accuracy, and service delivery.

• Contribute to continuous improvement initiatives by recommending practical enhancements to financial models, implementation methods, and customer-facing solutions.

Requirements:

• At least 5 years of professional experience in financial planning and analysis (FP&A), financial consulting, or financial software implementation.

• Strong understanding of financial planning and management processes, including budgeting, forecasting, variance analysis, financial reporting, and performance monitoring.

• Advanced Microsoft Excel skills and demonstrated expertise in financial modeling, including structuring financial data, developing reliable models, and presenting insights clearly.

• Ability to translate complex financial requirements into intuitive, scalable models, templates, dashboards, and reporting solutions that encourage user adoption.

• Experience working directly with clients or business stakeholders to gather requirements, understand operational needs, and deliver tailored financial solutions.

• Familiarity with financial management systems and FP&A platforms such as NetSuite, Sage Intacct, Workday Adaptive Planning, Planful, or comparable tools is an advantage.

• Excellent communication and presentation skills, with the confidence to engage with senior finance leaders and explain financial concepts and technical solutions clearly.

• Strong analytical thinking and problem-solving abilities, with a proactive approach to identifying business needs and recommending improvements beyond the initial requirements.

• Proven project management and organizational skills, including the ability to manage multiple projects, meet deadlines, and balance competing priorities in a fast-paced SaaS environment.

• Strong attention to detail and a commitment to accuracy, usability, and the quality of financial deliverables.

• A collaborative mindset and the ability to work effectively with cross-functional teams, clients, and other stakeholders.

• A genuine interest in combining finance, consulting, and technology to improve financial planning processes and business outcomes.

• Professional qualifications such as CPA, CFA, or PMP are considered an advantage but are not mandatory.

Benefits:

• 100% remote work:Work remotely from India, offering flexibility in your working environment.

• Full-time employment:Join a growing software business focused on modernizing financial planning and analysis.

• Meaningful client impact:Help finance teams improve budgeting, forecasting, reporting, and decision-making through practical technology solutions.

• Cross-functional exposure:Collaborate with project managers, product specialists, customer success professionals, sales teams, and finance leaders.

• Professional development:Strengthen your expertise across financial modeling, FP&A consulting, software implementation, and technology-enabled finance transformation.

• Client-facing experience:Build trusted relationships with customers and develop your consulting, stakeholder management, and advisory skills.

• Ownership and autonomy:Take responsibility for delivering solutions from requirements gathering through implementation, training, and adoption.

• Innovation-focused environment:Contribute to improving financial planning workflows through modern software, intuitive modeling, and scalable reporting solutions.

• Career growth opportunities:Expand your professional capabilities in a growing SaaS environment at the intersection of finance and technology.