Reporting to a Manager of Professional Services, our Financial Systems Implementation Consultants (Solution Architect) assist clients in transferring their financial plans (budgets, forecasts, reports) from spreadsheets to Adaptive Insights. This position works as part of an implementation team, under the direction of a Project Manager, to complete implementation tasks within the project timeline. This position requires a Bachelor's degree in Finance, and at least 2+ years in a consulting-related role. A successful candidate must work well in a team environment while being a resourceful, independent self-starter able to work effectively with minimal direction. Experience with enterprise planning systems (Hyperion, Cognos, etc.) or financial management applications desired. Duties and Responsibilities:Implementing budgets, forecasts, and reports within Adaptive PlanningAnalyzing spreadsheet-based financial modelsConsulting with clients on budgeting and planning best practicesResponding to client support questions and requests via phone and emailInteracting with our product development team to troubleshoot client problems and resolve client questionsReviewing client product features requests with product management and development Required Skills/Experience:Bachelor's degree in Finance, Accounting, Business, or an equivalent field5+ years budgeting and forecasting experience, including expense, personnel, revenue, capital, and balance sheet planning are required2+ years' experience in consultingExcellent written and verbal communication skillsStrong problem-solving skillsHighly skilled with MS Excel on a Windows PC, and technology literate in generalExtremely organized, detail-oriented, and able to manage multiple projects simultaneouslyExperience with enterprise planning software and/or financial application software desiredAbility and willingness to travel up to 50% Compensation: Base + Options + Benefits
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