Professional Services Consultant, FP&A
New
IndiaFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 3–7+ years
- Required Skills
- Project ManagementMicrosoft Excel
Requirements
- 3–7+ years of experience in Financial Planning & Analysis, Management Accounting, Financial Systems Consulting, or ERP/EPM implementations.
- Strong understanding of core financial statements (P&L, Balance Sheet, Cash Flow, Trial Balance) and budgeting/forecasting processes.
- Hands-on experience delivering customer-facing consulting or implementation projects.
- Ability to translate financial concepts into system configurations and structured data models.
- Experience working with ERP or EPM systems such as Epicor Kinetic or similar platforms.
- Strong proficiency in Excel-based financial modeling, reporting, and analysis.
- Excellent communication and presentation skills, including the ability to lead virtual client sessions.
- Strong organizational, project management, and time management abilities.
- Customer-focused mindset with the ability to work independently and manage multiple priorities.
- Bachelor’s degree in Finance, Accounting, Business, or equivalent practical experience.
- Willingness to travel as required for client engagements (up to 100%).
Responsibilities
- Lead FP&A project kickoff sessions, defining scope, success criteria, delivery approach, and stakeholder alignment for successful implementations.
- Guide customers through system setup, including navigation, user access, security configuration, and solution adoption.
- Design and configure budgeting and forecasting models aligned with client financial planning processes.
- Validate financial outputs against ERP source systems to ensure accuracy, consistency, and data integrity.
- Support customers in building executive-ready financial statements, including P&L, balance sheet, and cash flow reports.
- Translate financial and accounting requirements into system configurations and functional designs.
- Validate workflows, planning logic, and budgeting structures in collaboration with client stakeholders.
- Advise clients on data governance, planning best practices, and optimization of FP&A processes.
- Manage project delivery timelines, ensuring milestones are met while proactively identifying risks and potential delays.
- Support project closure activities, including knowledge transfer, documentation, and customer readiness for handover.
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