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Consultant - FP&A & EPM Solutions

Role overview

Qualifications

  • 2-4 years of professional experience in Financial Planning & Analysis (FPA)
  • Strong Excel skills, including financial modeling, pivot tables, data analysis and reporting
  • Bachelor's degree in Finance, Accounting, Business, Economics, or a related field
  • Strong problem-solving and analytical skills

Responsibilities

  • Support the design, configuration, and implementation of EPM solutions
  • Assist with solution architecture, planning, and requirements gathering activities
  • Build and maintain financial models, planning applications, and reporting solutions
  • Collaborate with clients to improve budgeting, forecasting, reporting, and performance management processes

Key facts

Hard skills

Other skills

  • Microsoft Excel
  • Budgeting
  • Forecasting
  • Plan Execution
  • Analytical Skills
  • Problem Solving
  • Consulting
  • Communication
  • Curiosity
  • Adaptability
  • Teamwork

About the company

Quisitive logo

Quisitive

IT Services & IT Consulting

Quisitive (TSXV: QUIS) is a premier, global Microsoft partner that harnesses the Microsoft platform and complementary technologies, including custom solutions and first-party offerings, to generate transformational impact for enterprise customers. Our Cloud Solutions business focuses on helping enterprises move, operate, and innovate in the three Microsoft clouds. Centering on our LedgerPay product suite, our Payments Solutions business leverages the Microsoft Azure cloud to transform the payment processing industry into an entirely new source of customer engagement and consumer value. Quisitive serves clients globally from 11 employee hubs across the world. For more information, visit www.quisitive.com and follow @BeQuisitive on Twitter.

Company details

Company typeScaleup
IndustryIT Services & IT Consulting
Company size501 - 1000

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Job description

As one of Microsoft’s and Board International's most recognized global partners, Quisitive sits at the forefront of cloud transformation, enterprise data strategy, business solutions and the emerging frontier of agentic AI. Here, consultants and technologists operate on the edge of innovation—supported by a culture that values craftsmanship, open collaboration, and technical expertise. If you’re looking for a place where you can innovate, solve complex problems, and build solutions that make a measurable impact, join us.

Are you passionate about financial planning, analytics, and helping organizations make better business decisions? We're looking for a Consultant - FP&A & EPM Solutions to join our growing Business Solutions consulting practice. This role is ideal for an early-career finance professional who wants to expand beyond traditional FP&A and gain hands-on experience implementing industry-leading Enterprise Performance Management (EPM) solutions for clients across a variety of industries.

You'll work alongside experienced consultants and solution architects, helping organizations transform their planning, budgeting, forecasting, reporting, and analytics processes through modern technology and best practices.

This is a remote position located in the continental US.

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

What We're Looking For

Required Qualifications

  • 2-4 years of professional experience in:
    • Financial Planning & Analysis (FP&A)
    • Financial modeling and business analysis
  • Strong Excel skills, including:
    • 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
  • 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. ​

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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