This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Professional Services Consultant, FP&A based in India.
You will join a customer-facing consulting environment focused on delivering Financial Planning & Analysis (FP&A) solutions that enable organizations to improve financial visibility, planning accuracy, and strategic decision-making. In this role, you will act as both a functional expert and implementation consultant, guiding clients through the design, configuration, and adoption of FP&A systems. You will work closely with finance teams to translate accounting and planning processes into scalable system configurations that support budgeting, forecasting, and reporting needs. The position involves leading end-to-end implementation engagements, from kickoff through deployment and project closure. You will also ensure financial outputs are validated against source ERP data to guarantee accuracy and reliability. Working in a highly collaborative and client-facing environment, you will support executive-ready reporting and drive best practices in financial data governance. This role combines finance expertise, consulting delivery, and system implementation in a fast-paced, impact-driven setting.
Accountabilities:
- 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.
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 (preferred).
- Willingness to travel as required for client engagements (up to 100%).
Benefits:
- Competitive compensation aligned with experience and market benchmarks.
- Flexible work arrangements depending on client and project requirements.
- Opportunity to work on end-to-end FP&A transformation and enterprise financial systems.
- Exposure to global clients and complex financial planning environments.
- Strong career development opportunities in consulting, finance systems, and solution design.
- Access to training, mentorship, and continuous learning programs.
- Inclusive and collaborative culture focused on innovation and professional growth.
- Health, wellness, and employee support benefits depending on location and eligibility.