About The Position
Velosio seeks a Corporate Performance Management (CPM) Consultant to join the Data Platform Services (DPS) team.
We are offering an opportunity for a consultant with a background in accounting or financial planning and analysis (FP&A) to join our growing Corporate Performance Management (CPM) consulting practice. As a
Corporate Performance Management (CPM) Consultant at Velosio, you will lead the implementation of reporting, budgeting, and forecasting solutions with our small to enterprise-level clients across a broad spectrum of industries. You will interface with client personnel, from C-Level individuals to staff analysts, during the deployment of selected software solutions. A heavy focus is on accounting and finance conversancy applied to client business opportunities. The consultant must have a great interest in the intricacy of business operations and processes as they relate to reporting and budgeting and must be able to articulate the value proposition of CPM tools. Confidence and excellent listening and communication skills are requisites to success. The consultant will work in a team environment and as an individual contributor.
Your Day Might Look Like
CPM Solution Implementation:
- Lead or assist in the implementation of CPM solutions.
- Develop and configure reporting, planning, budgeting, forecasting, and consolidation solutions tailored to client requirements.
- Customize CPM tools to meet unique client needs, focusing on improving financial reporting, budgeting processes, and performance analysis.
- Continuously optimize implemented solutions to ensure scalability and alignment with business objectives.
Client Engagement & Requirements Gathering
- Engage with key stakeholders to gather business and technical requirements.
- Conduct needs analysis to understand and translate the organization’s goals into functional specifications.
- Provide expert advice and best practices on CPM and financial planning processes.
Training & Support
- Provide training and documentation to end-users.
- Offer post-implementation support, including troubleshooting, performance tuning, and upgrades.
- Ensure knowledge transfer and adoption of CPM solutions within client organizations.
Project Delivery
- Manage project timelines, requirements, and deliverables.
- Ensure projects are delivered on time and within scope.
- Communicate project progress, risks, and challenges to clients and stakeholders.
- Work closely with cross-functional internal and client teams to align CPM solutions with overall project strategy.
Required
What you'll bring:
- Bachelor’s degree in Finance, Accounting, Business Administration, Computer Science, or related field.
- 3+ years of experience working with CPM systems such as Solver, Prophix, Cognos, Planful, Vena, Hyperion, OneStream, Adaptive Insights, Anaplan, or similar platforms.
- Strong understanding of data modeling, financial reporting, and consolidation processes.
- Advanced Excel skills, including financial modeling and analysis.
- Knowledge or interest in learning GAAP reporting, IFRS reporting, operational reporting, management reporting, and audit-based reporting.
- Knowledge or interest in learning new budget and forecasting approaches like zero-based budgeting, driver-based budgeting, and sensitivity analysis.
Preferred
- Working experience in implementing Solver CPM / BI360.
- Certifications in Solver CPM or other CPM platforms are a plus.
- Strong knowledge of relational databases and data integration is an advantage.
- Knowledge of Microsoft Power BI.
- Experience with Microsoft ERP systems (Business Central, GP, SL, F&O).
Who We Are
At Velosio, we focus on what matters most -
our people. We are a values-driven organization committed to delivering an outstanding employee experience to all our team members.
Velosio’s years of experience with business applications translate to a deep bench of tenured team members with competency across enterprise resource management (ERP), customer relationship management (CRM), and cloud services.
We have earned recognition from Microsoft as a top 1% performing partner worldwide and an emerging NetSuite leader. We have strategic independent software vendor (ISV) partnerships and a portfolio of solution and service offerings to accelerate what’s next for business.
Our mission is to enable clients to realize business value faster, simplify the process of deploying technology, acquire deeper data-driven insights, and explore ongoing innovation to drive business forward. We support the entire Microsoft Dynamics portfolio, Office 365 family and Azure services. Velosio is the only Microsoft Cloud Distributor that specializes in Dynamics 365 and is a prominent Microsoft Master VAR. Headquartered in Columbus, Ohio, Velosio’s 400 employees serve over 4,000 clients.
Beyond our expertise, as a Velosio team member, you can leverage the Velosio award winning culture - a network of top-notch peers, day-to-day flexibility, career development resources and the largest incentive opportunities in the industry.
Some Reasons You Might Like Working With Us
At Velosio,
YOU MATTER.
Due to our proven commitment to delivering an exemplary employee experience, Velosio was awarded
Best Company Culture and
Best Company for Women by Comparably in 2023, 2022 and 2021, in addition to
Best Company for Career Growth,
Best Perks & Benefits, and
Best Leadership Team by Comparably in 2022 and 2023!
About
Access the following link to see why
100% of current Velosio team members feel their company is invested in their career growth,
99% of current Velosio employees feel their manager cares about them as a person, and
99% of current Velosio team members look forward to interacting with their coworkers every day:
https://www.comparably.com/companies/velosio
At Velosio,
YOUR WELLNESS MATTERS.
Benefits
We know one size doesn't fit all, which is why we offer a comprehensive benefits package that allows our team members to create a personalized plan best suited for their unique needs, including:
- 3 Medical Insurance options with a company contribution to HSA
- 3 Dental Insurance options including adult orthodontics
- 3 Vision Insurance options
- PTO with added time with each year of service
- Remote working environment
- 401k Match 50% of the first 6%
- StayWell Program - a cash reimbursement up to $600 a year toward Wellness
- Quarterly Incentive Program
