Corporate Performance Management (CPM) Consultant

About The Position

Velosio is looking for a Corporate Performance Management (CPM) Consultant to join the DPS Team. The role involves leading the implementation of reporting, budgeting, and forecasting solutions for clients across various industries. Key responsibilities include interfacing with clients to understand their reporting and budgeting needs, building and testing reports and templates, training clients, and assisting with the installation and assessment of CPM tools.

Responsibilities

• Perform discovery and requirements gathering with clients on reports and visualizations for decision-making
• Perform discovery and requirements with clients on budget templates for capturing information for budget and forecast processes
• Build, test, and deliver reports and templates
• Train end-user clients on the use of deployed tools and reports/templates
• Assist in the installation of various CPM solutions
• Create level of effort estimates to develop report and budget templates
• Provide assessments on the selection and use of CPM tools

Requirements

• Bachelor's or Master's degree in Accounting or Finance
• 6+ years of experience focused on data, reporting, budgeting, and forecasting
• Deep proficiency in Microsoft Excel
• Knowledge of Microsoft Power BI
• Understanding of GAAP, IFRS, operational, management, and audit-based reporting
• Knowledge or interest in learning about budget and forecast approaches like zero-based budgeting, driver-based budgeting, and sensitivity analysis

Qualifications

• Knowledge or experience with CPM tools such as Solver, Jet, Cosmos, Prophix, Vena, Anaplan, Cognos, Hyperion, or Planful
• Experience with bottoms-up, top-down, zero-based budgeting techniques
• Knowledge or conversancy on best-practices forecasting techniques
• Microsoft technical certifications
• Experience with or knowledge of Agile Software Development methodologies
• Excellent problem-solving and troubleshooting skills
• Process-oriented with strong documentation skills
• Excellent oral and written communication skills with a keen sense of customer service
• Conversancy and exposure to: Azure Synapse Analytics, Azure Data Lake, Azure SQL, Azure Machine Learning, Azure Cognitive Services

What You'll Bring

• BS or MS degree in Accounting or Finance
• 6+ years of experience focused on data, reporting, budgeting, and forecasting
• Deep proficiency in Microsoft Excel
• Knowledge of Microsoft Power BI
• Understanding of GAAP, IFRS, operational, management, and audit-based reporting
• Knowledge or interest in learning about budget and forecast approaches like zero-based budgeting, driver-based budgeting, and sensitivity analysis

Who We Are

We are Velosio, a values-driven organization committed to delivering an outstanding employee experience. We specialize in business applications and have earned recognition from Microsoft as a top 1% performing partner worldwide and an emerging NetSuite leader. We have strategic ISV partnerships and a portfolio of solution and service offerings to accelerate business innovation. Velosio supports the entire Microsoft Dynamics portfolio, Office 365 family, and Azure services. Based in Atlanta, Georgia, we serve over 4,000 clients. We are dedicated to investing in our team members' career growth and wellness through a comprehensive benefits package, flexible remote work options, and competitive incentives.

Why Work Here?

At Velosio, you matter. We are committed to creating an exemplary employee experience and have been recognized for our Best Company Culture, Best Company Outlook, Best Company for Career Growth, and Best Leadership Teams. Join a network of top-notch peers, enjoy flexible work arrangements, and benefit from the largest incentive opportunities in the industry. Learn more about why current team members feel invested in their career growth and why they look forward to interacting with their coworkers daily.

Benefits

• 3 Medical Insurance options with a company contribution to HSA
• 3 Dental Insurance options including adult orthodontics
• 3 Vision Insurance options
• Unlimited PTO (UPTO)
• Remote working environment
• 401k Match
• StayWell Program - cash reimbursement up to $600 a year toward Wellness

EEO Statement

Velosio is proud to be an Equal Employment Opportunity and Affirmative Action employer. We are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and teammates without regard to race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. If you need assistance or accommodation with the application process due to a disability, please contact us at recruiting@velosio.com or call us at (888) 725-2555.