Lead Consultant

This position will own a project workstream. Lead Consultants are responsible for managing a project workstream during a Corporate Performance Management (CPM) implementation and will be accountable for driving these items through to completion. This includes coordinating the workstream tasks assigned to other project resources.

Responsibilities:

• Lead project workstream(s) with little to no guidance from project leadership.
• Builds own plan to achieve desired out-put including scoping, planning and delivery of tasks within a workstream.
• Produce high quality work product.
• Understands the requirements of workstream, identifies gaps in requirements and works to obtain clarity with client for a finalization of what is required and expected.
• Enable client decision making by identifying viable solutions including pros & cons and time estimates.
• Provide guidance to, and effectively work with, other workstreams within a project.
• Collaborate with the project team to achieve project milestones.
• Serve as project team SME (Subject Matter Expert) for workstream and lead project resources in the delivery of workstream tasks.
• Proficient in most build and development tasks associated with a particular workstream, including scripting and business rule creation.
• Possess thorough, detailed knowledge of functional topics and processes including consolidation accounting, planning, budgeting, and cash flow with the ability to interpret a client's forecasting process and identify requirements to meet their needs.
• Serve as a trusted associate to the project leadership, ensuring assigned tasks will be completed on-time and will exceed client's expectations.
• Escalate project risks to project leadership on a timely basis.
• Demonstrate willingness to jump in and assist with other workstream tasks as needed.
• Build and develop authentic client and Finit relationships.
• Ensure a respectful and team-oriented work environment on projects.
• Provide real-time on-the-job feedback to team members. Communicate openly with clients to obtain real-time feedback.
• Participate in internal Finit activities.
• Assume ownership of one's own personal growth at Finit and continuously seek to broaden and develop new job skills and expertise.

Skills:

• Lead Consultants will typically have 3+ years' experience with CPM software and/or the financial close cycle.
• Bachelor's degree or foreign equivalent required from an accredited institution.
• Ability to develop and test formulas and rules while crafting a solution.
• Understanding of the project lifecycle.
• Understanding of broad external reporting requirements, and ability to understand how accounting and reporting practices would influence application design and functionality.
• Previous experience managing a small team or a workstream a plus.
• Excellent written and verbal skills as well as capability of tailoring communication based on the knowledge and needs of specific audiences.
• Outstanding interpersonal skills to assist with managing project stakeholders within the expectations of Finit's core values.
• Energized by projects with high degree of uncertainty.
• Strong problem solving and troubleshooting skills with the ability to exercise consistently good judgment.
• High competence in the Microsoft Office suite (Word, Excel, PowerPoint).

Qualifications:

• Previous OneStream experience a plus.
• Bachelor's degree or foreign equivalent a plus.
• CPA a plus.

Benefits:

Our benefit program is designed to provide a work/life balance that ensures Finit remains a Great Place To Work.

Eligible employees can participate in Finit's comprehensive benefit program which includes:

• 100% premium paid by Employer for Employee level coverage
• Excellent healthcare and Rx plans start on the first day of employment
• Employer contributions to an HSA up to $3,600
• Dental and vision plans with nationwide network
• Company-paid life and AD&D plans
• Company-paid short-term and long-term disability plans
• Salary continuation during disability up to 6 months
• 401(k) retirement plan with immediate vesting for employer match contribution
• Traditional and ROTH 401(k) with 28 fund options to select and invest
• Flexible Spending Account (FSA) eligibility with no waiting period
• Carryforward unused FSA balance up to IRS max
• "Make Life Easier" Perk for personal eligible expenses
• Monthly Connectivity Allowance
• Annual Peripheral Expense Allowance
• Paid 3-month sabbatical after 10 years of employment
• Paid 12-week parental leave
• Paid 11 Holidays
• Flexible PTO/Vacation
• ESOP allocation

Remote Workplace:

Employees at Finit primarily work remotely. Our consultants may have some travel requirements to client locations. Our main corporate office is located in Cincinnati, OH and may be used for collaborative work.

Job Location:

This is a remote position open to candidates across the United States. The role includes travel requirements that may be up to 40% of the time, although actual travel expectations will vary based on client needs, project phase, and individual role responsibilities. While travel frequency can fluctuate, candidates should be comfortable with regular travel as part of supporting client engagements and business objectives.

Physical Requirements:

The role is primarily based in an office setting, accounting for approximately 60% of the workday, involving tasks such as computer-based work, attending meetings, and conducting routine office activities. Travel constitutes a significant part of this role, comprising up to 40% of work time. This includes both car and air travel to client sites, conferences, and meetings.

• Sitting: Extensive periods of sitting are required, including working at a desk and during travel. This accounts for approximately 55% of the workday.
• Standing: Standing is occasionally required, typically during client engagements, presentations, or networking events, constituting about 15% of the workday.
• Walking: Regular walking is necessary for moving within offices at client sites, and during travel, making up about 15% of the workday.
• Lifting and Carrying:
  • Weight Range: The role may require lifting and carrying items such as laptops, portable presentation equipment, and document files, usually not exceeding 20 pounds.
  • Frequency: Occasional Lifting: Occurs approximately 15% of the workday, primarily during travel.
  • Frequent or Constant Lifting: Not typically required for this role.
• Talking on Phone Conversation: Engaging in phone conversations with clients and team members is frequent, making up about 35% of the workday.
• Web Conferencing: Participating in web conferences with clients and internal teams is a regular part of the role, accounting for approximately 35% of the workday.