Hyperion Planning Essbase Administrator Job Denver, CO

Hyperion Planning Administrator

A leading material company in the Denver Colorado area is seeking a strong Hyperion Planning/Essbase Administrator with a strong finance background to join their team.  The company has been aggressively growing predominantly thorough acquisitions providing products such as heavy-side building materials, aggregates, Ready-Mix Concrete, Cement, Asphalt paving and construction to industry.


They offer world-class benefits including medical insurance, 401K matching, short-term & long-term disability and a competitive salary with room for advancement for the right candidate.


Hyperion Planning Administrator will work closely with the Finance and Operating Units to coordinate the Budget/Forecast Process for Hyperion Planning/Essbase, design and prepare recurring and ad hoc budget/forecast tools and reports for Executive management, and perform other related reporting and analysis tasks, as requested. Candidate will also assist in effectively implementing Hyperion Planning on-going development and enhancements across the organization. Must be highly motivated with a team focus, and a desire to produce results.


Roles and Responsibilities:

  • Primary developer/administrator in the on-going development and enhancement of the existing Hyperion Planning/Essbase applications.
    • Build out requirements and develop associated implementations schedules, identify and work with project stakeholders.
    • Example Projects could be: Detail Equipment Model, 3 year Plan, Detailed Rolling Reforecasts, etc.
    • Oversee/coordinate complete business development cycle from requirements gathering, development, testing, to final sign off.
    • Strong Essbase scripting skills – MaxLs, Calc, etc.
    • Assist in Month-end/Year-end close process
    • Data loads with FDM or related technologies
  • Coordinate with Finance, Performance Teams, and Operating Units the annual Budget process and periodic Forecasting in the Hyperion Planning application.
    • Includes creating or assisting with application development and support documentation.
  • Work alongside HFM Administrator to support/coordinate as needed shared resources:
    • Hyperion FDM data interfaces – Manage and/or troubleshoot the load of data files into the Hyperion applications.
    • EPMA Maintenance – Management of shared metadata new and updates to existing metadata/artifacts. Evaluate requirements, develop the design, and implement organizational changes in the application. Perform application changes to entities, accounts, calculations/business rules, and data.
    • Reporting – Management/Development of meaningful reports from source applications.
    • Training – Coordinate periodic New and Super User Trainings. This includes creating/maintaining applicable meaningful training and support documentation.
    • Data Syncing & Reconciliation between the Hyperion applications.
    • Quarterly updates/migration of DEV to Prod (vice versa) environments and testing of New Releases/Patches.
    • Security – Manage the integration of new users into the application.
  • Perform application troubleshooting, as necessary for Hyperion Planning, HFM and FDM.

Position Requirements:

  • A B.S. in Accounting or Finance from an accredited college or university.
  • At least five years of experience in financial and operational reporting.
  • At least five years of experience as an advanced user or administrator of Hyperion Planning/Essbase or similar application system.
  • Experience in the development and maintenance of financial reports using analytic applications or other source databases.
  • Typically an experienced financial analyst who is adept at problem-solving and is the group’s Excel guru.
  • Very knowledgeable with the Finance group’s business operations and processes.
  • Willingness to travel to support end-users, troubleshooting and training, as necessary.


Additional considerations for determining a “good fit” or emphasis of essential qualities:

The central functions of this staff member will be to lead the systems administration function for our Hyperion Planning/Essbase application and provide backup to the HFM Administrator in the application support of the monthly close/consolidation process. These tasks will require proficiency in Hyperion Planning/Essbase, HFM, FDM and Excel. Tasks will include: application and report development and maintenance, extensive communication with the company’s operating units, and communication of status and results to management.


In addition, the candidate will provide training and consultation to business unit users of Hyperion which is a critical component of this position and may include some travel. The candidate will also provide application support for the general financial budget/forecast reporting and analysis functions. This will be accomplished through report development, preparation, review, and communication with operating units and research.


Critical skills include a strong computer aptitude in order to become proficient in our financial planning and consolidation system, strong verbal communication skills in order to brief stakeholders and the like on project statuses and issues encountered, and the ability to help enforce corporate policies and timetables. Candidates must demonstrate strong analytical and problem solving skills and the ability to work to deadlines.


The candidate must be able to work with minimal direction and be effective in a small, team-oriented department. Must be capable of building strong working relationships with staff within the company’s operating units, as well as be willing to provide off-hours emergency support as required.


For More Details Contact Dan at Fairwinds Recruiting


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Branding Statements. The Essence of Who You Are

Resume Branding Statement

I am often asked by candidates to review their resume and provide initial impressions. In a previous blog, I wrote about “The Seven Deadly Sins Of Resume Writing” which discusses the tactical side of a resume such as spelling, grammar, past/present tense, duties vs. responsibilities for job descriptions, etc. In this blog I’ll discuss the advantage of a Branding Statement to capture the essence of you.


“The Resume Branding Statement” is a short one-line statement located at the top of your resume to describe who you are and what you do. It takes the pace of the outdated “Objective” section. It’s a real power statement for reviewers of your resume to quickly determine what you do, what you bring to the table, and how you can benefit their company. It should build confidence in the reader to justify spending more time to go through the remainder of your resume. It takes a while to develop the feel of a good branding statement so, below are a few examples I’ve come across over the years.


Branding Statements Examples:

  • Product Management Professional Specializing in Cloud-based Solutions
  • Account Executive Specializing in Software Products and Services
  • Trusted IT Advisor
  • Visionary Project Manager With Proven Track Record
  • Product Driven Executive with Demonstrated Experience In Creating Compelling Online Companies
  • Experienced Director Building & Managing World-Class Multifunctional Teams
  • Seasoned Top-Performing Technically Proficient Pre-Sales Professional
  • Specializing in Tech Sales Enablement of High-Volume Channel & Partner Sales
  • Sales, Marketing & Business Development Management Professional
  • Corporate Budgeting Planning Specialist with 15+ Years Experience


The important thing there is to create a branding statement that is short and to the point. It needs to be customized for the position(s) you are applying to. It’s best to position the branding statement underneath your name and before your core competency section and make it stand out by using a different font or italics, all of which comes before your Professional Experience section.


Bob WonderSalesGuy

(415) 555-1234



~ Sales Professional Specializing in Cloud-based Solutions ~





– etc.

At Fairwinds Recruiting we offer a resume review and assessment service. Click on Resume Tools to learn more.

Dan Counts Founder Fairwinds RecruitingDan Counts, Founder of Fairwinds Recruiting (Twitter @FairwindsRcrtg) is a recruiter/coach for candidates and clients, specializing in the software and consulting industries for Enterprise Performance Management (Oracle/Hyperion), Business Intelligence, Human Capital Management, Data Science/Big Data, Cyber Risk Security, Sales, and Product Management. His hands-on positive style as an advisor to candidates and clients provides an environment for redefining the recruitment experience one placement at a time, resulting in better long-term matches. Residing in Monterey, CA near Silicon Valley, he works with boutique firms to large companies nationwide. In his free time he enjoys sailing, hiking/walking, woodworking and most recently home coffee roasting. You can check out his website at www.fairwindsrecruiting.com.

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Hyperion Planning Essbase Job in San Francisco CA

Hyperion Planning  Essbase  Consultant Job
Based in:
San Francisco Bay Area or Los Angeles/Orange County


A Hyperion/ Oracle Implementation consultancy in San Jose, CA has a job opening for a Hyperion Planning Consultant and Essbase Developer

The ideal candidate will have  technical, business analysis and communication skills to join their growing consulting team. In this high-profile consultant position and you will work closely with their clients’ senior management, business users including finance managers and IT staff to design and implement mission-critical Budgeting Planing and/or Consolidations solutions utilizing Hyperion Planning / Essbase and Hyperion Financial Manager (HFM) as well as related tools.

Utilizing your communication skills and ability to understand client needs, you will craft functional requirements and specifications. Leveraging your software expertise and business modeling experience, design and develop customized Hyperion Planning and Oracle Essbase solutions. Additionally, document the solutions and train users and administrators.


Job Requirements

A proven track record of at least 3 years designing and implementing solutions in Oracle Essbase and Hyperion Planning (version 11.x required, System 11), ideally including the Workforce Planning and Capital Asset Planning modules.  Expertise should include business requirements analysis, solution design and development, integration with data sources, implementation of security and workflow, and performance tuning.

  • Thorough experience with Hyperion’s reporting tools, i.e. Web Analysis, Financial.
  • Reporting, and SmartView.
  • Knowledge of EPMA for Outline management as well as Essbase Studio is strongly desired.
  • A plus if  implementation experience with other products in the Hyperion EPM Suite.


Additional Desires:

  • Financial analysis and modeling
  • Ability to understand “business” as well as “IT” and to derive clarity from ambiguity when gathering business requirements
  • Very effective communication skills, in speaking and writing
  • Works well under deadlines
  • Self-motivated, yet enjoys working as a member of a team
  • Ability to grasp the big picture while assuring the details are in place
  • Strong client-centric attitude and desire to deliver outstanding value


Conducted by  Dan Counts, Fairwinds Recruiting

Contact us for more details:


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Hyperion DRM Data Sr Consultant Job Any USA City

DRM – Data Integration Job

A Premium Hyperion Implementation Consultancy

~ Any Major US City ~


This position will provide a lead consultative role in an effort to expedite the ROI, and maximize the effectiveness, of Enterprise Performance Management – EPM for Fortune 1000 clients.  In this role the Consultant/Architect will act as a data integration interface for the client base, and will assist manager level personnel with engagement planning and project control.

A Senior DRM Consultant/Architect has in-depth knowledge with Hyperion  Data Relationship Manager (DRM) solutions and has a track record of successful large data integration or Extract Transform Load (ETL) tools such as DRM, ODI, Informatica or FDM and is capable as the lead for projects.

As an employee of a Consulting firm (Systems Integrator), the Senior Consultant/Architect must be self-sufficient and pro-active in managing their work, while maintaining appropriate communication and escalation to management.  They should be able to work both independently and as part of a team, and be committed to continuously improving operations and profitability.


Key Duties and Responsibilities:

  • Responsible for creating, documenting, and implementing a scalable solution design and implementation plan.
  • Has a deep understanding of project engagement methodology, core values and attitudes, business ethics, etc.
  • Responsible for fee estimating and “value billing”, developing all standard project status reporting, and coordinating with other service lines, when necessary for resource or expertise sharing.
  • Mentors and develops staff through coaching, recruiting, teamwork, self-directed learning and mentoring, and may also be responsible for managing small engagement teams (up to 3 individuals).
  • Assist in pre-sales efforts to explain our services offerings to prospective clients.
  • Identify opportunities for additional services.



This role requires a good attitude, strong business ethics, an analytical mind, the ability to think on your feet, and excellent customer skills.

  • MBA or Bachelors with 3-7 years related work experience.
  • Data Modeling or development experience.
  • Team player with strong results orientation.
  • Knowledge of financial accounting processes.
  • Strong critical thinking and analytical background (consulting, banking, research).
  • Excellent presentation and communication skills both written and verbal.
  • In-depth knowledge and experience with DRM and/or other Extract Transform Load (ETL) tools such as ODI, Informatica, FDM,
  • Excellent technology skills related to product implementation.
  • Knowledge of Hyperion Planning/Essbase, Hyperion Financial Manager (HFM) or related product.
  • Experience with databases (Oracle, Essbase, etc.), SQL Server a plus.
  • Strong organization skills and attention to detail.
  • Proficient in basic computer skills and Microsoft Office products (Word, Excel, PowerPoint).
  • This individual should have effective business writing skills and documentation.
  • Ability to complete implementation work without direction.
  • Willingness to travel.


 Presented by Fairwinds Recruiting, www.fairwindsrecruiting.com
Tags: DRM Architect, DRM Consultant, DRM Solutions Architect, in the USA, San Francisco, Hyperion Jobs in San Francisco, in Dallas, in Chicago, In New York, in Boston, In Atlanta, In Houston, in Phoenix, in San Jose, in Portland, in Seattle, in St. Louis, in Kansas , EPM Jobs in San Francisco, Hyperion Planning Jobs in San Francisco, Hyperion Essbase Jobs in San Francisco,  Hyperion jobs in the USA, Hyperion Jobs in the San Francisco bay area, Essbase Jobs, Hyperion contract jobs, HFM Jobs in San Jose, Hyperion Recruitment, Hyperion Recruiter in
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EPM Cloud-Based Software Financial Support Consultant San Francisco Bay Area

A leader in Cloud-Based (SaaS) financial applications for budgeting, planning, consolidation, reporting, and analytics for enterprise performance management (EPM), is seeking Financial 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.

Duties and Responsibilities

• Manage customer relationships
• Work with customers to provide best practice solutions to their requirements
• Escalate complex technical issues to Solution Architect & Tier II supporting
• Contribute to online knowledgebase accessed by company employees and their customers
• Continuously enhanced knowledge and skills in the area of problem solving, effective communication, product functionality, accounting and planning

Minimum Experience Requirements

• 2-3 years experience in the finance domain including experience with the budgeting/forecasting process
• Working knowledge of financial reports including Balance Sheet, Income Statement, Cash Flow Statement, etc.
• Customer service oriented focus
• Excellent communication and presentation skills
• Fluent English language skills, both oral and written


Skills Characteristics

• Strong internal and external customer focused
• Strong work ethics and enthusiastically persist until goals are achieved
• Strong problem-solving characteristics with attention to detail
• Accountability and results-oriented team player who leads by examples
• Entrepreneurship and a sense of urgency possessing a high energy level to quickly adapt to changing situations
• Flexible and adaptability
• Strong team player


San Francisco Bay Area, USA


To apply contact-us at Fairwinds Recruiting.


Tags: Cloud EPM, SaaS EPM, Oracle Cloud, Cloud BPC, Tidemark, Host Analytics, Anaplan, Adaptive Insights, Hyperion Consulting, BPC Consulting, EPM Cloud Recruiter, San Francisco EPM Recruiter, Recruitment Agency, San Francisco Bay Area Recuiter
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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 Chicago Boston Dallas New York Atlanta


Cloud/SaaS EPM Sr. Consultant

Chicago Boston Dallas New York Atlanta


EPM Sr. Consultant Job Description: 

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.



  • 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  Location: Boston, New York, Atlanta, DC, Chicago, Dallas

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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Fairwinds Recruiting Launches a Search for a Sr Product Manager – SaaS/Cloud EPM Software Client

A San Francisco based EPM SaaS/Cloud Pre-IPO Software Company is seeking to hiring Sr. Product Manager to join their team.


PRLog (Press Release) – Mar. 3, 2014 – SAN FRANCISCO — Fairwinds Recruiting http://fairwindsrecruiting.com, a specialized recruitment agency for the Enterprise Peformance Managment  (EPM) software space launches a search with a new client.  The client is a leading provider of a SaaS / Cloud base EPM solution that automates the financial budgeing, planning, forcasting process for Fortune 500 companies nationwide.This position will provide and opportunity to join a world-class product team building a new  product that will complement an exsiting suite of products. The individual will be responsible for gathering requirements, translating them into implementable stories, and delivering high quality products to the enterprise performance management market-  Defining product roadmap and setting engineering priorities.

–  Writing and sharing functional specifications with the development and quality assurance (QA) teams

–  Designing new functionality with engineering and UX teams.

– Evangelizing product vision and benefits to customers, partners and internal stakeholders.

For more detailed informaiton, qualified candidates should contact Fairwinds Recruiting at info@fairwindsrecruiting.com

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Hyperion Consulting Sales Job San Francisco Bay Area (SFO)

EPM Hyperion Sales Executive Job in San Francisco
Financial Systems Consulting Firm



The Sales Executive drives sales growth and increasing visibility with customers, prospects, and partners to provide consulting solutions around the Hyperion / Oracle Business Performance Management suite of products.  They are at the forefront of the company’s sales initiatives and will be part of an integrated sales and services team approach focused on continuing high-growth success.

Working from a home office, the Sales Executive must be self-sufficient and pro-active in managing their work, while maintaining appropriate communication and escalation to management as needed.  They should be able to work both independently and as part of a team, and be committed to continuously improving operations and profitability.


Key Duties and Responsibilities:

  • Develop and execute strategic sales efforts to drive the Hyperion implementation services business
  • Develop and build relationships with strategic partners
  • Be a key member of the sales team responsible for demand generation and lead qualification, and overall account penetration strategy
  • Generate new sales opportunities
  • Develop and enhance field level relationships with customers, prospects, and strategic partners
  • Proactively develop and qualify new business opportunities based on established criteria including strategic initiatives, business requirements, budget, and time to purchase
  • Utilize a solution selling methodology to identify and communicate value propositions to perspective and existing clients
  • Direct and work with the Sales and Services teams to implement integrated outbound campaigns
  • Conduct research to gather company information and create new leads
  • Set up, manage and conduct face to face as well as WebEx sales meetings, presentations and demonstrations
  • Participate in Marketing field events and act as a conduit to marketing about field activity
  • Provide timely and accurate sales forecasts and activity reports to management
  • Maintain complete and accurate records of all account activities within the contact management database (CRM system)



The Sales Executive’s role requires an individual with a good attitude, strong business ethics, excellent communication skills, and a strong team orientation.  In addition, the candidate should have:

  • 5+ years of enterprise class strategic sales experience with a proven record of achieving sales/business goals
  • A successful track record of selling software and services around the Hyperion / Oracle (or related) suite of products
  • Bachelor degree with an emphasis in Business, Marketing, or Finance, with MBA a plus
  • Excellent presentation and communication skills, both written and verbal
  • Proven ability to sell to executive-level prospects – Ideally CFOs and FP&A Managers
  • Knowledge of enterprise performance management (EPM) or Corporate Performance Management (CPM), or business intelligence (BI), or other enterprise software solutions
  • Working knowledge of research methodologies (e.g. Hoovers) and web-based research engines
  • Strong organizational and time management skills
  • Sales territory includes Northern California, Portland Oregon, and Seattle, Washington
Tags: Hyperion Sales Executive Job, Sales Manager, Sales Representatives, Sales jobs in San Francisco, Sales Jobs in SFO Bay Area, Sales Jobs in San Jose.  Consulting Sales, Hyperion Planning Essbase, HFM, Consulting Services, Enterprise Performance Management, Budgeting and Planning, Financial Consolidations, Sales Job In California, Sales Job West  Coast Sales.
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SAP Risk Security Controls Consultant – Milwaukee/Chicago

Manager- IT Audit and Controls Specialist –

A Big-five consultancy, which provides Audit and Enterprise Risk Services helps clients understand the complexity of issues such as performance, privacy, risk, controls, and data analysis.

The client helps organizations build value by taking a Risk Intelligent approach to managing financial, technology and business risks. This approach helps their clients focus on their areas of increased risk, bridge silos to effectively manage risk across organizational boundaries, and seek not only risk mitigation, but also pursue intelligent risk taking as a means to value creation.


Technology Risk (TR) is a Service Area within, it is comprised of professionals with a broad range of information technology and management consulting skills in the areas of Risk and Compliance, Security and Privacy, and Capital Markets. These professionals perform assessments, remediation, implementation and integration of end-to-end solutions in these three areas.  They also deliver advisory services focused on risk and compliance to IT management and senior executives for both external audit and internal audit clients.  TR professionals focus on information systems and technology that manage risk and/or drive operational, financial and regulatory compliance processes, as well as solutions that manage the risk associated with information technology itself.


Financial Statement & Internal Control Audit (FS&ICA) is a Market Offering within TR. FS&ICA provides audits and reviews of financial statements and reporting on internal controls in accordance with applicable professional standards. Their audits are planned to be responsive to their assessment of the risk of material misstatement based on the understanding gained of the organization and its environment, including its internal control. The consultancy utilizes this understanding to design the nature, timing, and extent of audit procedures, while maintaining an objective and independent attitude. They also strive to provide timely communications regarding professional developments, and insights regarding matters that may affect the organization’s business.




  • Identify and evaluate business and technology risks, internal controls which mitigate risks, and related opportunities for internal control improvement
  • Assist in the selection and tailoring of approaches, methods and tools to support service offering or industry projects
  • Actively participate in decision making with engagement management and seek to understand the broader impact of current decisions
  • Generate innovative ideas and challenge the status quo
  • Facilitate use of technology-based tools or methodologies to review, design and/or implement products and services
  • Play substantive/lead role in engagement planning, economics, and billing
  • Assist in retention of professionals
  • Demonstrate a general knowledge of market trends, competitor activities, and client’s products and service lines
  • Build and nurture positive working relationships with clients with the intention to exceed client expectations
  • Understand client’s business environment and basic risk management approaches
  • Participate in proposal development efforts
  • Membership and visibility in professional & civic organizations
  • BA/BS in Business Administration, Accounting, Computer Science, Information Systems Administration or related field; Masters in Accounting or Information Systems, or MBA a plus
  • CPA, CIA®, CISA certification is a plus
  • 5+ years experience in the areas of public accounting, internal auditing or consulting
  • SAP, Oracle or PeopleSoft controls experience desirable
  • Experience with Sarbanes-Oxley and/or COSO is a plus
  • Advanced understanding of business processes, internal control risk management, IT controls and related standards
  • Experience with accounting control related issues
  • Strong technical and/or management background in technical systems/environments
  • Demonstrated ability to plan and manage engagements along with ensuring deliverables meet work plan specifications and deadlines
  • Successful experience identifying controls, developing and executing test plans
  • Demonstrated ability to write report segments and to participate in presentations
  • Open to travel requirements
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