Corporate Performance Management (CPM) Consultant

Overview Velosio is looking for a Corporate Performance Management (CPM) Consultant to be an integral member of the DPS Team. As a Corporate Performance Management (CPM) Consultant at Velosio, you will lead the implementation of reporting, budgeting, and forecasting solutions with our small to enterprise-level clients across a broad spectrum of industries. You will interface with client personnel from C‑Level individuals to staff analysts during the deployment of selected software solutions. There is a heavy focus on accounting and finance con­versancy applied to client business opportunities. The consultant must have a strong interest in the intricacy of business operation and process as it relates to reporting and budgeting with the ability to articulate the value proposition of CPM tools. Confidence and excellent listening and communication skills are requisites to success. The consultant will work both in a team environment as well as an individual contributor. Responsibilities Performing discovery and requirements gathering with clients on the reports and visualizations required to support decision making Performing discovery and requirements with clients on the budget templates needed to capture the information required to support the budget and forecast process Build, test, and deliver reports and templates Train end-user clients on the use of the tools deployed and on the reports and templates developed Assistance in the install of various CPM solutions Develop level of effort estimates to create report and budget templates Provide assessments on the selection and use of CPM tools Qualifications BS or MS degree in Accounting or Finance 6+ years of increased focus on data, reporting, budgeting, and forecasting Deep Microsoft Excel Skills Knowledge of Microsoft Power BI Knowledge, or interest in learning, GAAP reporting, IFRS reporting, operational reporting, management reporting, and audit-based reporting Knowledge, or interest in learning, budget and forecast approaches like zero-based budgeting, driver-based budgeting, and sensitivity analysis You might also bring: Knowledge of CPM tools such as Solver, Jet, Cosmos, Prophix, Vena, Anaplan, Cognos, Hyperion, or Planful Knowledge of bottoms-up, top-down, zero-based budgeting techniques Knowledge or conversancy on best-practices forecasting techniques Microsoft technical certifications Experience with or knowledge of Agile Software Development methodologies Excellent problem-solving and troubleshooting skills Process-oriented with great documentation skills Excellent oral and written communication skills with a keen sense of customer service Conversancy and exposure to: Azure Synapse Analytics Azure Data Lake Azure SQL SSIS Azure Machine Learning Azure Cognitive Services Who we are At Velosio, we focus on what matters most - our people. We are a values-driven organization committed to delivering an outstanding employee experience to all our team members. Velosio’s years of experience with business applications translate to a deep bench of tenured team members with competency across enterprise resource management (ERP), customer relationship management (CRM), and cloud services. We have earned recognition from Microsoft as a top 1% performing partner worldwide and an emerging NetSuite leader. We have strategic independent software vendor (ISV) partnerships and a portfolio of solution and service offerings to accelerate what’s next for business. Our mission is to enable clients to realize business value faster, simplify the process of deploying technology, acquire deeper data-driven insights, and explore ongoing innovation to drive business forward. We support the entire Microsoft Dynamics portfolio, Office 365 family and Azure services. Velosio is the only Microsoft Cloud Distributor that specializes in Dynamics 365 and is a prominent Microsoft Master VAR. Headquartered in Atlanta, Georgia, Velosio’s 400 employees serve over 4,000 clients. Beyond our expertise, as a Velosio team member, you can leverage the Velosio award winning culture - a network of top-notch peers, day-to-day flexibility, career development resources and the largest incentive opportunities in the industry. Benefits and Recognition Some reasons you might like working with us: At Velosio, YOU MATTER. Due to our ongoing commitment to delivering an exemplary employee experience, Velosio has been recognized by Comparably in multiple categories – including Best Company Culture (2021-2024), Best Company Outlook (2022-2025), Best Company for Career Growth and Best Leadership Teams (2022-2025). Access the following link to see why: 100% of current Velosio team members feel the company is invested in their career growth 99% feel their manager cares about them as a person 99% look forward to interacting with their coworkers every day At Velosio, YOUR WELLNESS MATTERS. We know one size doesn’t fit all, which is why we offer a comprehensive benefits package that allows our team members to create a personalized plan best suited for their unique needs, including: 3 Medical Insurance options with a company contribution to HSA 3 Dental Insurance options including adult orthodontics 3 Vision Insurance options Unlimited PTO (UPTO) Remote working environment 401k Match 50% of the first 6% StayWell Program – a cash reimbursement up to $600 a year toward Wellness EEO Statement: Velosio is proud to be an Equal Employment Opportunity and Affirmative Action employer. We are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and teammates without regard to race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. If you need assistance or accommodation with the application process due to a disability, you may contact us at View email address on click.appcast.io or you may call us at View phone number on click.appcast.io. #J-18808-Ljbffr