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Principal Consultant, Financial Management

4 weeks ago

canada Plative Full time

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.


What you’ll do

  • 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
  • Conduct visioning sessions with clients as part of pre-sales and post-sales discovery and strategic alignment workshops
  • 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


About you

  • 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
  • An emphasis in IT systems, internal operations, or analytics in your career
  • 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


Nice to have

  • 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


How you’ll be measured

  • Customer/project satisfaction scores
  • Utilization and maintaining billable targets


Plative Inc. is committed to creating a diverse environment and is proud to be an equal opportunity employer. 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.