Stage : Business & financial consultant h/f (Stage)
4 weeks ago
The Advisory team at Plative is focused on helping our customers envision the future by conducting thorough business process and technology-platform discovery sessions reinforced with a deep perspective on industry and accounting/finance department standards.
As a Principal Consultant, Financial Management, you should have an in-depth understanding of accounting and financial management practices developed over years of experience working directly in the field of accounting, finance, business applications or as a management consultant focused on process and technological improvements for accounting and finance teams. In addition to providing creative and industry-informed guidance to our customers and delivery teams, you will also be contributing to and informing our growth strategy to continue our expansion in advisory services through go to market efforts, thought leadership, and partnerships with organizations that can mutually benefit from working with Plative.
Establish yourself as a trusted advisor to our existing portfolio of customers at many stages of their transformation journey
Partner with our technical teams to develop impactful solutions for our customers and prospects
Engage with executives and key stakeholders at our customers to assist/advise on the discovery process, business solution strategy, and change management/adoption
Develop an industry-specific digital transformation playbook consisting of end to end business process flows/user journeys spanning front end CRM/sales/service business processes and back office ERP
Assist in new business development opportunities and sales pursuits by helping our sales and marketing teams in establishing and communicating a strong point of view through discovery meetings, proposals, and onboarding
Review existing Plative offerings, services, and IP to identify which challenges they may solve in Financial Management sectors
Support and coach delivery teams in identifying new opportunities for add-on work or ongoing managed services within our customer base
Partner with sales and marketing leadership to facilitate industry training for individual contributors to speak more knowledgeably to our customers
Collaborate with our partners at Salesforce and Oracle NetSuite to support their go to market efforts in accounting and financial management through speaking engagements and round table events
8+ years of experience in working directly in an accounting and/or finance role with a focus on process and technology improvement or as a management consultant specializing in accounting and financial management engagements
~ Exceptional presentation skills and executive presence
~ Exposure to previous digital transformation projects
~ Commercial mindset, able to identify new market opportunities, develop a perspective, and partner with your team members to bring creative solutions to the market
Direct experience with NetSuite, NSAR, NetSuite EPM, and other accounting/financial tools
Experience in financial modeling, budgeting, month-end reporting using Excel or other tools
Experience spearheading digital transformation projects
Experience creating datasets and stories on Tableau, PowerBI, Qlik, or similar
Formal Agile methodology and/or design thinking training
Customer/project satisfaction scores
All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Plative is also committed to compliance with all fair employment practices regarding citizenship and immigration status.
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