Senior FP&A Solutions Consultant

Accountabilities: Design, configure, and implement financial models, planning templates, dashboards, and reports tailored to clients' business requirements and financial processes. Collaborate with client finance teams and key stakeholders to understand business models, identify challenges, and translate financial planning needs into scalable, effective solutions. Support core financial planning and analysis processes, including budgeting, forecasting, headcount planning, cost allocations, variance analysis, and management reporting. Develop intuitive, well-structured financial models and reporting solutions that improve data visibility, simplify workflows, and support informed decision-making. Work closely with project managers to coordinate implementation activities, manage timelines and deliverables, and maintain alignment with client expectations. Provide guidance and training to finance teams, helping users adopt new tools, understand best practices, and maximize the value of implemented solutions. Serve as a trusted advisor to clients, proactively identifying opportunities to improve financial processes, reporting quality, and planning efficiency. Collaborate with internal Product, Customer Success, and Sales teams to share client feedback, address challenges, and improve the overall customer experience. Manage multiple client engagements and priorities while maintaining high standards of quality, accuracy, and service delivery. Contribute to continuous improvement initiatives by recommending practical enhancements to financial models, implementation methods, and customer-facing solutions. Requirements: At least 5 years of professional experience in financial planning and analysis (FP&A), financial consulting, or financial software implementation. Strong understanding of financial planning and management processes, including budgeting, forecasting, variance analysis, financial reporting, and performance monitoring. Advanced Microsoft Excel skills and demonstrated expertise in financial modeling, including structuring financial data, developing reliable models, and presenting insights clearly. Ability to translate complex financial requirements into intuitive, scalable models, templates, dashboards, and reporting solutions that encourage user adoption. Experience working directly with clients or business stakeholders to gather requirements, understand operational needs, and deliver tailored financial solutions. Familiarity with financial management systems and FP&A platforms such as NetSuite, Sage Intacct, Workday Adaptive Planning, Planful, or comparable tools is an advantage. Excellent communication and presentation skills, with the confidence to engage with senior finance leaders and explain financial concepts and technical solutions clearly. Strong analytical thinking and problem-solving abilities, with a proactive approach to identifying business needs and recommending improvements beyond the initial requirements. Proven project management and organizational skills, including the ability to manage multiple projects, meet deadlines, and balance competing priorities in a fast-paced SaaS environment. Strong attention to detail and a commitment to accuracy, usability, and the quality of financial deliverables. A collaborative mindset and the ability to work effectively with cross-functional teams, clients, and other stakeholders. A genuine interest in combining finance, consulting, and technology to improve financial planning processes and business outcomes. Professional qualifications such as CPA, CFA, or PMP are considered an advantage but are not mandatory. Benefits: 100% remote work: Work remotely from India, offering flexibility in your working environment. Full-time employment: Join a growing software business focused on modernizing financial planning and analysis. Meaningful client impact: Help finance teams improve budgeting, forecasting, reporting, and decision-making through practical technology solutions. Cross-functional exposure: Collaborate with project managers, product specialists, customer success professionals, sales teams, and finance leaders. Professional development: Strengthen your expertise across financial modeling, FP&A consulting, software implementation, and technology-enabled finance transformation. Client-facing experience: Build trusted relationships with customers and develop your consulting, stakeholder management, and advisory skills. Ownership and autonomy: Take responsibility for delivering solutions from requirements gathering through implementation, training, and adoption. Innovation-focused environment: Contribute to improving financial planning workflows through modern software, intuitive modeling, and scalable reporting solutions. Career growth opportunities: Expand your professional capabilities in a growing SaaS environment at the intersection of finance and technology.