EPM Cloud Corporate Finance Solutions Consultant Pre-Sales – San Francisco Bay

Pre Sales Solutions Consultant

Sales Engineer

A leading EPM Cloud/SasS Software provider is seeking a seasoned Pre-Sales Solution Consultant who wants to build a great career helping to drive exciting, high-growth business to the next level.

As the fastest growing cloud-based Enterprise Performance Management (EPM) company, the client is growing and looking for a high-energy individual with exceptional business acumen who wants to be part of that success.

The Solution Consultant is central to how the company does business, serving as the subject matter experts who works with prospective customers as they evaluate their corporate Budgeting, Planning, Forecasting & Consolidation challenges and goals while a considering EPM solution.  Working to understand the buyers’ needs and delivering dynamic presentations to drive compelling discussions which map and illustrate the solutions and benefits that the software solution can bring to their prospects’ issues and business effectiveness. Their customers benefit from improved business agility, improved security and lower overall cost compared to legacy on-premises alternatives. World-class companies like NEC, Burlington Coat Factory and Splunk are just a few customers that trust the client’s software solution to power their strategic financial processes.

The ideal candidate will be based on the west coast.

Responsibilities:

  • Support the sales cycle for solution based activities through customized product demonstrations, Proofs of Concept, and hands-on workshops
  • Confidently present industry and domain focused expertise and convey understanding and professionalism to prospective customers
  • Demonstrate business benefits and the value of using the Cloud EPM solution
  • Drive the initial evaluation and qualification of the customer opportunity
  • Maintain product competence by keeping abreast of new product enhancements, product best practices and new product offerings
  • Bring a high level of energy to the team
  • Embrace an entrepreneurial spirit and add creative ideas and perspective to all internal and external interactions

 Desired skills and experience:

  • More than three years of relevant financial applications experience
  • Experience in multi-product solution selling within the Enterprise Performance Management sector or other similar application software focused on finance
  • Working knowledge of Financial Planning and Analysis standards and practices and the associated challenges and pains experienced by finance and the broader business
  • Working knowledge of the monthly close and consolidation process and associated challenges and pains experienced by accounting and the broader business
  • Proven ability to establish credibility with senior finance and accounting professionals.
  • A strong background of solving complex challenges in sophisticated business environments
  • Able to understand and explain business and technical issues related to Customer’s proposed solution
  • Exceptional presentation skills to drive highly compelling meetings and product demonstrations Sales positioning and process experience
  • Outstanding communication (written and oral), organizational and time management skills
  • Ability to execute to a plan and demonstrate dependability and ownership
  • Ability to prioritize opportunities and tasks
  • Bachelor’s degree or equivalent required; advanced degree desirable.
  • Ability to travel as needed.

 Location:  San Francisco Bay Area

For More Details Contact Dan at Fairwinds Recruiting

 

 

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PBCS Hyperion Systems Manager Job Orange County CA

Hyperion Planning Essbase Systems Manager

Business Profile

The client is a leading global medical supply company located in Southern California that manufactures and distributes a wide variety of medical products.

Job Description

The client has been using Hyperion software for 15 Years. They have HFM and FDMEE suite of applications for nearly 10 years and currently on version 11.1.2.4. Additionally the client desires to launch Hyperion PBCS for their Planning and Forecasting needs coupled with a tight HFM integration. Both installations are managed within the finance department. Their HFM user community consists of 190 users.

 

They are looking for a highly competent and talented individual to perform all PBCS (Hyperion Planning) administrator, development management functions, with additional experience in HFM and integration or 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 Environment.
  • Manage and support the Hyperion Planning Cloud applications – Headcount & Compensation Planning inclusive of month-end-support
  • Metadata and data load processes, including validation, to confirm quality and accuracy with FDMEE or related technologies.
  • Manage BPCS user security with efficient strategies.
  • Provide support and training as necessary to end-users.
  • Perform process and technical analysis and problem resolution.
  • Anticipate and plan for impact from Oracle PBCS cloud upgrades.
  • Work time flexibility during our month end close cycle.

 

Beneficial Experience Desired

  • EPMA enabled applications with Calc Manager
  • Hyperion Planning and Essbase Calc Scripts
  • FDMEE – Data Integration with WorkDay & Data Warehouse
  • HFM support and administration
  • Tableau – Report Development
  • Maestro – Master Data Management.

For More Details Contact Dan at Fairwinds Recruiting

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Don’t Roll the Dice in Selecting a Recruitment Partner [for Hiring Managers]

choosing-the-best-recuiter

During 13+ years of recruiting I occasionally find myself cold calling new prospective customers. During “first contact” I usually get a similar response about their experience in working with recruiters in the past. It’s rarely positive and they vary in form, a few examples include:

“We’ve had limited success in working with recruiters”,

“We have an internal-recruiter and have struggled with finding the right candidates”, and

“The past recruiter we used did not understand our business and charged us an exorbitant fee”.

In this post I’ll discuss ways in which hiring managers can qualify a potential recruiter to be a better match for your hiring goals. I’ve also included a a few links to other blogs/articles on the same topic towards the bottom that my be of interest.

 Professionalism

Perhaps one of the best ways to determine if a recruiter is qualified or not is to ask if they have a college degree. Just like when searching for a senior level candidate for a position, the first criteria typically is whether or not they have a college degree. For instance, one would not hire a CPA or a Financial Planning & Analyst without a college degree in Accounting or Finance. Similarly, a solid recruiter should have too and best to look for Business Administration, Management Information Systems, Accounting, Finance, etc.

 

Determine if they have real life “in-the-trenches” experience in your particular domain. If you are a consulting company or a software company, your best choices will be those recruiters who have worked in that field themselves and later moved into the recruiting industry. Of course the follow up question is, “Why?”

 

Are they experts in the “Competitive Landscape” that our business is in?

Another key characteristic to evaluate a recruiter is, do they have expertise within the industry that you are seeking quality candidates from? Even better if they have strong working knowledge about the strengths and weaknesses of your competitors, and best yet if they have knowledge of how your company is perceived in the marketplace as compared to others. In many cases knowing whom the client’s competitors are yields stronger potential candidates and better long-term fits. Many of those candidates will be passive candidates (those who are not actively on the market), will have years of experience in your space, can bring industry-related knowledge to your company and ramp up quickly.

 

Any recruiter worth their salt should be able to list fairly quickly the major competitors in your domain and formulate a search strategy for attracting candidates.

 

How long have they been recruiting in your domain. Are they a specialist?

As many domains mature, they become more popular. More and more people, good and bad, seek to benefit from that wave of growth. As a result, you have more people, candidates and recruiters competing for the same job opportunities. If a client is seeking junior level positions, a specialized recruiter may be overkill for their particular needs. However, if you’re seeking hard-to-find skills, it’s best look for a recruiter that has 5 to 10 years of experience in your domain. There’s an old Chinese proverb that says “He who chases two mice catches neither”. My experience shows this to be true. As a specialized recruiter focusing on only a few areas, I’ve been able to be much more successful for my clients and candidates than if I attempted to chase everything that came my way. 

Candidate and client recommendations

Every recruiter should be able to provide you with a list of references from candidates or clients they have worked with. Ideally, they should have references from clients that show ongoing multiple-year relationships. It’s not uncommon for a recruiter to work only on one or two searches with a given company and move on for numerous reasons. However, a recruiter that is considered an ongoing strategic partner and thought of as an extension of their client’s company, will be a sure bet. At Fairwinds we keep a list of references, both current and past, right on our website. All of which are verifiable via LinkedIn.com profiles.

 

Qualifying candidates beyond what’s on the resume

You wouldn’t believe it but is true! Sometimes jobseekers stretch the truth, ever so slightly, about their experiences throughout past positions. Just because a skill is listed on their resume does not mean they have detailed knowledge of that particular item. We see this quite extensively within the Information Technology and Consulting industries. It’s not uncommon for consultants to have been on projects where multiple software technologies are utilized such as Hyperion Financial Management or Hyperion Planning/Essbase. However, that does not mean the candidate has intimate skills with Calc Scripts, MaxLs, Visual Basic rules development, FDM vs. FDMEE, etc. One great way to determine whether a recruiter has experience in your area is to ask a few technical questions around the software tools and their methodology for prescreening candidates.

 

Effective communication style

Another vital qualification often overlooked by hiring companies is, “Is this the recruiter we want representing our company?” And “Do they possess the communication skills, follow-up, follow through, similar to the company values and culture that we seek in the people we want to hire?”

When a recruiter is working on a search for a given client, they become the first point of contact, which can make a lasting impression on potential new hires. Similar to Sales Development Representatives and Sales Account Executive, they become the initial face of the company.

In conclusion, the success of a recruiter working for a company lies in the ability of that particular company to qualify the right type of recruiter for their company, their culture, and their domain. It’s a two way street! The development of a strategic partnership and a trusted advisor, takes time.

Other articles/blogs on how to choose the right recuiter for your company:

How To Tell Good Recruiters From Bad Ones – Forbes

How to Find Recruiters in Your Niche – WSJ

Seven Deadly Sins of Resume Writing – Fairwinds Blog

Contingency Recruiter or In-House Recruiter? – Fairwinds Blog

 

ABOUT

Dan Counts President 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, 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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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.

 

Responsibilities:

  • 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 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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BI Analyst Data Scientist Job San Francisco

The client is seeking an exceptional Business Intelligence / Data Scientist that will be part of a growing, world-class analytics team supporting their Enterprise Risk Management department. The analytics team is a key analytical resource within the company. We distill information, provide analysis, and utilize predictive analytics to support business leaders and enable data-driven decision-making.  As a Data Analytics professional, you will be a key resource creating actionable business intelligence that supports and influences business decision-making. You will have the ability to see your insights and analytical products impact the business on a regular basis.

 

The Business Intelligence Analyst / Data Scientist will serve as a business intelligence, analytics, and problem solving specialist, responsible for integrating and analyzing data from multiple sources. You’ll be a “power-user” of the company’s information systems and data-sets. You’ll gain exposure to many areas in the company, including risk management, supply chain, EHS, operations, marketing, competitive intelligence, data warehousing, information technology, and strategic planning.

 

Responsibilities Include:

 

  • Work with various business units to understand information needs and provide effective solutions.
  • Develop solutions for generating specific metrics and, when required, collaborate with the enterprise information systems teams on implementation. Own critical processes that are central to the delivery of accurate metrics.
  • Pull and model data in order to create dashboards and operational KPIs. Develop resulting key metrics and either publish via executive metrics dashboard or share ad-hoc analysis (often using slides) with stakeholders.
  • Develop Business Intelligence, Data Warehouse and Reporting solutions to address a growing portfolio of business reporting, analytics and data requirements. Own and manage multiple business intelligence initiatives and work programs on regular and ad-hoc basis.

 

Qualifications

  • 3-6 years of experience in a reporting & analytical role.
  • In-depth experience analyzing data and creating reports with strong spreadsheet and database query experience (e.g. SQL).
  • Excellent analytical and problem solving skills, combined with strong business judgment and an ability to present analysis in a clear and compelling manner.
  • Tenacity in finding creative solutions to building BI data marts primarily using SQL; and managing data from multiple sources.
  • Experience with SQL and data visualization tools such as Tableau.
  • Experience using industry-leading BI tools for reporting and visualization (Tableau and MicroStrategy).
  • Strong deck creation and presentation skills to highlight key business opportunities and gaps.
  • Broad understanding of business processes and measurement of business success.
  • Very high attention to detail and accuracy.

 

Additional Desirable Skills

  • Experience in specific database platforms, SQL Server preferred, including stored procedures, functions, etc.
  • Experience designing and implementing ETL packages in Microsoft Integration Services.

Education

  • BA/BS in a quantitative field or MBA.

The client’s employees are both leaders and team players who thrive on creativity, entrepreneurial spirit and a dedication to quality work, their customers and each other.

About the Client

The client invests heavily in their employees by offering skill development and training, competitive compensation and benefits and a tradition of promoting from within for a broad range of career opportunities. And they foster a supportive, people-first work environment.

Send us an email:

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Hyperion DRM Data Sr Consultant Job Any USA City

DRM – Data Integration Job

for
A Premium Hyperion Implementation Consultancy

~ Any Major US City ~

Overview:

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.

 

Requirements:

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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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 11.2.2.1.  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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