EPM Cloud Training Professional Job Redwood City CA

Cloud Software Jobs

The Client


A leader in cloud-based financial applications for planning, consolidation, reporting and analytics. The client’s enterprise performance management (EPM) customers benefit from better business agility, lower total cost of ownership, faster time to value, increased security, and a faster pace of innovation compared to traditional on-premises alternatives. World-class companies like NEC, Burlington Coat Factory, NexTag, Axioma, Parsons Electronics, Tule, and Sanmina to name a few trust the client to power their strategic financial processes. A fast-growing, private company backed by leading venture capitalists and is headquartered in Silicon Valley with offices around the globe.


Finance/Accounting Learning Professional Job Description


The client is looking for an individual with strong accounting and FP&A background to fill a role as a Finance/Accounting Learning Professional. Customer success is a core company value and integral part of their business model. As a Finance/Accounting Learning Professional, you will use training to drive customer success plans that ensure rapid, successful implementations, full adoption after go-live, and on-going adoption of new features.


Skills and Experience:

  • The perfect candidate for this role is someone who has an interest in driving customer success through training and whose education and experience closely match our customers’.
  • Experience with enterprise planning systems such as Hyperion, Cognos, TM1, BPC/OutlookSoft, etc. or financial management applications.
  • Experience presenting live or via webinar and strong presentation skills are a plus.
  • Prior training experience is not required but a strong interest and willingness to learn is a must.
  • Strong project management, problem-solving and analytical skills.
  • Extremely organized, detail-oriented and able to manage multiple projects simultaneously.
  • Willing to travel occasionally.
  • BS in Accounting or Finance.



  • Analyze customer needs by translating their planning, close management and reporting practices into our products’ best practices.
  • Via webinars and self-paced videos, candidate will educate customers in the clien’s products and best practices.
  • Design, develop, and deliver short targeted training modules to customers.
  • Stand-up lecturer primarily via webinar tools but may also occasionally travel to customer sites.
  • Work with Sales, Services, and Customer Success teams to learn and keep with the client’s product releases and evolving customer needs.
  • Serve as domain and subject matter expert for the Global Education Services team.


Location: Redwood City, CA


A search conducted by Dan at Fairwinds Recruiting, the EPM Recruiter


Tags:  Customer Success Manager jobs SFO, San Jose, Redwood City, Mountain View, Cupertino, EPM software, EPM Sales Jobs, Oracle Cloud Services, BPCS, Jobs at Tidemark, Anaplan, Host Analyics Adaptive Insights, Hyperion Recruiter, EPM Recruitment
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Hyperion HFM Senior Administrator Developer Orange CA

The client is a leading medical supply company located in Southern California that manufactures and distributes a wide variety of medical products.  Their product offerings are consistent sales and technology leaders in the dental restorative, orthodontic, endodontic, implant, and infection prevention marketplace.

Job Description

The client has been using Hyperion software for 15 Years.  They have been using HFM and FDM based suite of applications nearly 8 years and currently on version  The installation is managed within the finance department, their HFM user community will grow from 120 to 165 users by the end of this year as they add complimentary medical imaging and equipment businesses into their Hyperion installation.


They are looking for a highly competent and talented individual to perform all HFM administrator functions, with additional experience in infrastructure support.


Essential job skills

A successful candidate will have the knowledge, experience, and flexibility needed to perform the following:

·       Administration, maintenance and continued development of the Hyperion Systems.

·       Metadata and data load processes, including validation, to confirm quality and accuracy.

·       Manage HFM user security with efficient strategies.

·       HFM Rules file maintenance and periodic development.

·       Provide support and training as necessary to end-users.

·       Perform process and technical analysis and problem resolution.

·       Coordinate HFM software installs, upgrades and patch management as needed.

·       Perform technical testing for upgrades and new system software.

·       Work closely when needed with IT System Engineers and Oracle DBA’s to maximize   performance and stability.

·       Work time flexibility during our month end close cycle.


Beneficial Experience Desired

·       EPMA enabled applications with Calc Manager

·       Hyperion Planning and Essbase

·       FDM

·       DRM

·       ODI


For more details contact Dan, Hyperion Recruiter at Fairwinds Recruiting.

Tags:  Hyperion Recruiter, EPM Recruiter, HFM Jobs in California, HFM Jobs in Orange CA,EPM Jobs, HFM Administrator, HFM Developer, HFM Recruiter,
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Hyperion Planning Essbase Sr. Consultant Job USA

A Hyperion/ Oracle Implementation consultancy in California has a job opening for a Sr. Hyperion Planning/ Essbase Consultant located in any U.S. city.  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
Presented by  Dan Counts, Fairwinds Recruiting

To apply email us

Tags/Links: Jobs for Hyperion ConsultantsJobs in San JoseHyperion Jobs in CaliforniaHyperion Planning Consultant Jobs, Hyperion Essbase Consultant, DRM, FDM, HFM, ODI, Essbase Cubes, Essbase Development, Certified Hyperion Developer Hyperion Recruiter
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HFM Architect Consultant Job in any USA City


A premium consultancy for Hyperion implementation services is seeking an HFM Solutions Architect/Consultant to join their practice. This leading position will provide an expert consultative component in the clients’ ongoing efforts to provide best practices and maximize the effectiveness, of their customers’ Enterprise Performance Management solutions with the Hyperion Financial Management tool.  In this role  the HFM Architect will act as a business solution or technical systems expert from the client base, creating Enterprise Performance Management (EPM) and business intelligence (BI) solution visions and solutions that can be implemented over time.

As an Architect, with expert knowledge with EPM and BI solutions and has a track record of successful large HFM implementations and is capable of creating and documenting estimates, designs, and plans for complex high profile projects.

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.
  • Provides technical expertise and hands on implementation work during critical project milestones.
  • Lead pre-sales activities (as needed) to develop solution offerings and presentations, and to demonstrate, present and explain our services offerings to prospective clients.
  • Has a deep understanding of engagement methodology, core values, attitudes, business ethics, etc., and actively promotes them with other staff.
  • Mentor and develop staff through coaching, recruiting, teamwork, self-directed learning and mentoring, and may also be responsible for managing medium engagement teams (up to 5 individuals).
  • Assist in pre-sales efforts to explain our services offerings to prospective clients.
  • Identify opportunities for additional consulting services.


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

  • MBA, Masters or Bachelors with 8-10 years related work experience.
  • Self-starter with high motivation to succeed.
  • Team player with strong results orientation.
  • Knowledge of financial accounting processes.
  • Strong critical thinking and analytical background (consulting, banking, research)
  • Must have excellent presentation and communication skills and the ability to gain the confidence of business executives.
  • Excellent technology skills related to product implementation.
  • Deep knowledge of Hyperion Financial Manager or related product
  • Experience with databases (Oracle, Essbase, etc.)
  • Strong organization skills and attention to detail.
  • Proficient in basic computer skills and Microsoft office products (Word, Excel, PowerPoint).
  • In-depth, detailed product knowledge combined with very strong business or technical expertise.

About the Client:

The company is aggressively growing, was originally founded in 2000, and is known as a leader in providing EPM and Business Intelligence solutions to Fortune 1000 companies throughout the US. They offer a very competitive salary, a lively working environment, great benefits including stock/equity options along with 401(k) company matching, and a sizable bonus structure.

Presented by Dan Counts President/Founder Fairwinds Recruiting

Click here to apply

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Cloud EPM Solutions Architect Job – Los Angeles San Francisco San Diego Seattle

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

Job Description

  • A strong track record designing & implementing  successful project life cycles.
  • Experience managing projects with a minimum of three resources 6 months in length.
  • 5 plus years managing projects supporting finance activities, i.e. treasury systems, ERP, EPM, GL or Payroll systems or EPM solutions such as Hyperion, Cognos, BPC/OutlookSoft, others.
  • Managed client side relationship for a team of 5 or more including scope, resources & dollars.
  • Possess the ability to identify, track, monitor and communicate project related issues, scope changes, variances and contingencies that may arise during the project life cycle.
  • Needs to have strong ability to interact with the sales team on sales calls similar to a pre-sales engineer.
  • Outgoing driven personality capable of providing persuasive presentations for prospective customers as well as the management team.
  • Be part of the professional services team and will be helping the team drive metrics and margins (billable resource).
  • Ability to hold whiteboard discussions interacting with clients for requirements gathering exercises and building those into a functional spec/design for implementation of the solution by a Project Manager.
  • Ability to run multiple cycles simultaneously with oversight of the Project Manager.
  • Self-sufficient requiring little to no management and oversight.
  • Advanced Knowledge of MS Excel (MS Suite) and MS Projects are essential.
  • Ability to travel 30% of the time.


Skills and Experience

  • BS in Accounting or Finance or MBA.
  • 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 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, Hyperion, BPC/OutlookSoft, TM1 etc.)


Location: Location: SFO Bay Area, San Jose, San Francisco, San Diego, Seattle, Portland

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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Cloud EPM Sr. Consultant Job West Coast

The client is a dynamic and growing Enterprise Performance Management consultancy, with a primary practice in the Oracle – Hyperion Performance Suite of Products and Oracle Business Intelligence.  With offices in San Francisco, Los Angeles, Chicago, Singapore, and the UK you will support some of the nation’s premier businesses, all while working with a team that shares the goal of realizing your professional ambitions.  The client is seeking a skilled Hyperion Planning Consultant to join their expanding team focused on the Cloud strategy – Oracle’s Planning Budgeting Cloud Services (PBCS).


Desired Skills and Expertise:

EPM Cloud/PBCS Job Responsibilities:


  • Help lead and mentor a growing team
  • Translate strategic business needs into practical architecture and budgeting / reporting solutions
  • Assist in sales cycles with demonstrations and setting the right vision
  • Define systems strategy; develop systems requirements; design, prototype, implement and launch solutions
  • Create necessary project plans during client design sessions
  • Proactively and frequently communicate with customers to build and maintain a solid working relationship
  • Tactically develop Hyperion environments in alignment with design – dimensions, forms, reports, security, data integration and migrations
  • Design and build required reports using Hyperion reporting applications
  • Optimization of applications


Minimum Requirements for Consultant Applicants:


  • 4 year degree in Finance/Accounting
  • Hyperion Certified Professional for Essbase and/or Planning
  • Advanced analytical, diagnostic and technical skills
  • Understanding of Finance business processes, including forecasting and budgeting cycles and actual corporate reporting requirements
  • Knowledge and ability to comprehend analytical models and their concepts from across a client’s entire organization
  • Project Management experience
  • Excellent verbal and written communication skills
  • Ability to travel 50% without restrictions
  • Comfortable working from home & equipped to do so successfully


Preferred Skills for Applicants:


  • Experience using Financial Data Management and Aggregate Storage
  • In-depth knowledge of calculation writing
  • Corporate FP&A experience


For more information an to submit a resume about this position contact Dan


Tags:  EPM Cloud, EPM SaaS, EPM Cloud Recruiter, Hyperion Recruiter, Hyperion Cloud, Oracle PBCS, Cloud Services, EPM Cloud Consultant Jobs


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