Summary
Quisitive is a Microsoft and Board International global partner specializing in cloud transformation, enterprise data strategy, business solutions, and agentic AI. The Consultant - FP&A & EPM Solutions will support clients in transforming financial planning, budgeting, forecasting, reporting, and analytics processes through EPM technology, financial modeling, requirements analysis, implementation, and consulting delivery.
Responsibilities
- 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
Skills
- 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
- Applicants must be authorized to work in the United States. We are unable to provide visa sponsorship now or in the future
- 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
- 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
Qualifications
Must Haves
- 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
- Applicants must be authorized to work in the United States. We are unable to provide visa sponsorship now or in the future
Nice to Haves
- 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
- 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
Benefits
- Remote position located in the continental US
- Ongoing learning and certification programs