Consultant - FP&A & EPM Solutions
Job Description
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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.
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