Consulting Sr. Manager

About the role

In the Sr. Manager role, you will be equipped with foundational knowledge via our APM training program so you can hit the ground running. You’ll typically lead lean teams of 2-3 and engage directly with clients across a variety of industries and growth stages. Our clients range from Series B/C startups to Fortune 500 enterprises.

Representative activities include the following:

• Engagement Management - Managing senior client relationships
• Building and managing to roadmaps
• Managing OVG team members
• Project Execution - Scoping and requirements gathering
• Process evaluation and design
• Technology evaluation and architecture
• Project management
• Client training and change management
• Advisory and support
• Solution Delivery - Microsoft Fabric: finance data warehouses, pipelines, data flows, SQL/Python-based forecasting and automation, reporting
• M365: 3-statement models, management reporting packages, forecasting templates
• Microsoft Power Platform: apps and workflows
• Anthropic/OpenAI/Copilot: AI agents connected to Fabric
• Internal Contributions - Developing product offerings and training materials
• Improving internal processes and applications
• Supporting business development efforts

Some travel may be involved but not more than 20% in total. Our team is US-based and we operate remotely as a baseline.

Qualifications

• Clients First: we adopt a spirit of service mentality for our clients and operate based on their needs, timeline, and resources.
• Dual Threat: we combine both business acumen and technical expertise and enjoy being hands-on at all levels.
• Relentless Quality: we take the time to do things the right way the first time and set the standard with our work.
• Growth Mindset: we are constantly learning new things to keep up with the pace of innovation and the evolving needs of our clients.
• Shared Success: we operate as one unit as opposed to a collection of individuals.
• Execution-Oriented: we roll up our sleeves and get stuff done at all levels and aren’t constrained by traditional role definitions.
• Extreme Ownership: we take full responsibility for outcomes - owning every decision, action, and result without deflection or blame.
• 5-10 years of intensive finance and/or consulting experience, ideally a combination of mid-/senior-level FP&A experience and hands-on finance transformation experience.
• High proficiency with Microsoft 365 – Excel, PowerPoint
• Deep financial modeling and technical experience required – CPM software such as Anaplan, Oracle EPM, Pigment, and/or analytics solutions such as Microsoft Fabric, Power BI, Tableau, Snowflake, GCP, etc.
• Effective communication skills, both verbal and written, and experience working directly with executive clients and business stakeholders
• Track record of mentorship and development of others
• Willingness and entrepreneurial spirit to operate in a bona fide startup environment – high drive and work ethic, adaptable to change, fast learner
• Bachelor’s Degree (business or finance degree a plus)
• US Work Authorization

Compensation

• Base salary: $160,000
• Performance bonus: 20%
• Discretionary bonus: based on over-performance and/or BD contributions
• Profit-sharing: Yes
• Equity: Yes (options)
• Other Benefits: Remote stipend, health insurance plans (50% employer covered), 401(k) (no match), flexible time off, training and professional development