Project Manager for EPM Cloud-Based Software Provider

A leader in cloud-based financial software applications for planning, consolidation, reporting, and analytics for Enterprise Performance Management (EPM) is seeking a Project Manager to join their professional services team.

The company has posted record-breaking customers and bookings growth every year.  They’ve been recognized as a visionary in the market by leading research and analyst firms and have won numerous awards.  A pre-IPO opportunity.

 

Job Description

  • A seasoned Project Manager with a strong track record managing successful software project life cycles.
  • Must have an accounting or finance background or MBA.
  • Experience managing projects with a minimum of three resources 6 months in length.
  • Five plus years managing projects supporting finance activities, i.e. treasury systems, ERP, EPM, GL or Payroll systems.
  • Managed vendor and client side relationship for a team of 5 or more including scope, resources & dollars.
  • Ability to identify, track, monitor and communicate project related issues, scope changes, variances and contingencies that may arise during the project life cycle.
  • Professional services team and will be helping the team drive metrics and margins (billable resource).
  • Advanced Knowledge of MS Excel (MS Suite) and MS Projects are essential.
  • Travel 30% of the time.

Skills and Experience

  • BS in Accounting or Finance.
  • Strong organization, written and communication skills.
  • Strong sense of urgency, attention to detail, quick learner, highly organized and proactive.
  • The ability to multitask and handle tight deadlines and timeframes.
  • The ability to communicate with and manage project team, executive stakeholders and steering committee expectations.
  • The ability to manage and deliver projects on time and on budget.
  • The ability to manage a team of resources for multiple projects.
  • The ability to manage project related items such as: resource hours, resource tasks, project scope and requirements.
  • The ability to create and manage forecasted revenue and expense by project.
  • Experience documenting, developing and presenting business process and requirements.
  • Demonstrates strong analytics, collaboration and problem solving skills.
  • Strong history of working in a fast pace environment.

Nice to Have

  • Experience with enterprise planning software and/or financial application software.
  • Have worked for a SaaS company before
  • Have worked for a software company before
  • Has managed their own utilization target
  • Certified in PMP
  • Prior EPM/ CPM implementation experience (i.e. Cognos, SAP BPC or OutlookSoft, Hyperion, TM1 etc.).

To apply, email Dan at Fairwinds Recruiting.

 

Tags: EPM Cloud Hosted Financial Solutions, Oracle EPM Cloud, Cloud SaaS Requiter, Hyperion EPM Jobs, Hyperion Recruiter, Hyperion Recruitment Agency, EPM Jobs in New York, Dallas, Chicago, Atlanta, Boston, Host Analytics, Adaptive Insights, Anaplan, Tidemark, Jobs

 

 

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Cloud EPM Sr Consultant Job Los Angeles San Francisco San Jose Seattle Portland

A leader in cloud-based (SaaS) financial applications for budgeting, planning, consolidation, reporting, and analytics for enterprise performance management (EPM), is seeking a Sr. Implementation Consultant for product deployment/implementations for new customers. The client is a fast-growing, private company backed by leading venture with offices around the globe.

You will serve as part of an implementation team, under the direction of a Solution Architect, assisting clients in transferring their financial plans (budgets, forecasts, reports) from spreadsheets to Cloud based/Hosted solution.  You will be responsible for model design and implementation per the project scope of work and schedule.  The successful candidate must work well in a team environment while being a resourceful, independent self-starter able to work effectively with minimal direction.  5-7 years budgeting and forecasting experience, including expense, personnel, revenue, capital, and balance sheet planning are required.  Advanced Excel skills are essential and experience with enterprise planning systems (Hyperion, Cognos, etc.) or financial management applications is desired.

Responsibilities 

  • Implementing budgets, forecasts, and reports
  • Analyzing spreadsheet-based financial models
  • Consulting with clients on budgeting and reporting best practices
  • Be trusted advisor and Subject Matter Expert (SME) to clients
  • Interacting with product development team to troubleshoot client problems and resolve client questions

Must Have

  • BS in Accounting or Finance
  • 5-7 Years Accounting or Finance (FP&A) experience
  • Financial reporting and budgeting
  • Strong problem-solving skills
  • Strong MS Excel skills
  • Extremely organized, detail-oriented, and able to manage multiple projects simultaneously
  • Experience with enterprise planning software and/or financial application software

Nice to Have

  • Hands on experience manipulating G/L data
  • Experience with PerformancePoint Server, Management Reporter, Forecaster, FRx, Dynamics
  • 2-3 years consulting experience

Location  San Diego, Los Angeles, San Jose, San Francisco Bay Area, Portland,      Seattle

To apply, contact Dan at Fairwinds Recruiting.

Tags:   EPM  Cloud Hosted Financial Solutions, Oracle EPM Cloud,  Cloud SaaS Requiter, Hyperion EPM Jobs, Hyperion Recruiter, Hyperion Recruitment Agency, EPM Jobs in New York, Dallas, Chicago, Atlanta, Boston, Host Analytics, Adaptive Insights, Anaplan, Tidemark, Jobs
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EPM Cloud-Based Software – Associate Customer Financial Support

A leader in Cloud-Based (SaaS) financial applications for budgeting, planning, consolidation, reporting, and analytics for enterprise performance management (EPM), is seeking an Associate Customer Support professional to join their team.  The individual will provide support their customers on a world-class software solution around corporate financial planning and foresting.  Additionally they will train customers, colleagues and partners  as well as collaborate with internal team members. The client is a fast-growing, Pre-IPO company backed by leading venture with offices around the globe.

Specific Duties and Responsibilities

  • Gather and document all pertinent information regarding customer questions or issues
  • Successfully route cases via phone, email and the web as appropriate
  • Work with customers to provide best practice solutions to their requirements
  • Escalate complex technical issues to the appropriate departments
  • Contribute to an online knowledge base accessed by all the client’s employees and their customers
  • Continuously enhance knowledge and skills in the areas of problem solving, effective communication product functionality, accounting and planning

 

Minimum Experience Requirements

  • Bachelor’s degree or equivalent in the Finance, Business or Computing fields
  • Technical knowledge of the Enterprise Performance Management (EPM) domain
  • Knowledgeable of integration tools such as Boomy
  • Great customer service etiquette on the phone, email, live chat and in-person
  • Great English skills (both written and spoken)
  • Knowledge of Microsoft Office software
  • Ability to multi-task
  • Strong troubleshooting and problem-solving skills
  • Computer literate (PC)

Location

San Francisco Bay Area, USA

To appy contact Donna Draper, Partner Fairwinds, 503-760-2105

Tags:  Hyperion Recruiter, Cloud-EPM, Oracle Cloud EPM, Tidemark, Host Analytics, Adaptive Insite, Anaplan, EPM jobs in California, SaaS Customer Suport, FP&A Support, Customer Success Representative,
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