Consulting Lead

• Project Execution
  • Drive project delivery including:
    • Scoping and requirements gathering
    • Process evaluation and design
    • Technology evaluation and architecture
    • Project management
    • Change management
    • Support
  • Spend approximately 70% of time hands-on building solutions and 30% engaging with the team and clients
  • Work with lean 2-3 person teams with other core team members and support from leadership
  • Lead or facilitate day-to-day client interactions including weekly retrospectives and standups
• Solution Delivery
  • Data Foundations (Microsoft Fabric): design and build star-schema data warehouses, write SQL stored procedures for data transformations and forecast calculations, build and orchestrate data pipelines and dataflows, and connect source systems (ERP, CRM, HRIS, Snowflake, etc.)
  • Financial Modeling (Excel / M365): Build and maintain 3-statement models, headcount and financial forecasting templates, and financial outputs such as P&Ls, bridges, and BvAs.
  • BI & Reporting (Power BI): develop semantic models and design dashboards reports for Finance and executive stakeholders
  • Automation (Power Platform): build low-code/no-code apps and workflows to streamline planning inputs, approvals, and data collection
  • AI integration (Anthropic, OpenAI, Microsoft): Use AI tools daily as a core part of your workflow — coding assistants (Copilot, Claude, Cursor), conversational AI (ChatGPT, Claude Projects) for research, analysis, documentation, and model-building

• Clients First: we adopt a spirit of service mentality for our clients and operate based on their needs, timeline, and resources.
• Dual Threat: we combine both business acumen and technical expertise and enjoy being hands-on at all levels.
• Relentless Quality: we take the time to do things the right way the first time and set the standard with our work.
• Growth Mindset: we are constantly learning new things to keep up with the pace of innovation and the evolving needs of our clients.
• Shared Success: we operate as one unit as opposed to a collection of individuals.
• Execution-Oriented: we roll up our sleeves and get stuff done at all levels and are not constrained by traditional role definitions.
• Extreme Ownership: we take full responsibility for outcomes - owning every decision, action, and result without deflection or blame.

• 4–6 years of professional experience blending finance domain knowledge with hands-on technical delivery — ideally a combination of FP&A experience and direct involvement in building or configuring planning systems, data models, or financial reporting solutions
• Hands-on building experience with at least one CPM platform (Anaplan, Pigment, Oracle EPM, Workday Adaptive, etc.) with established understanding of multi-dimensional forecasting engines and source system integrations.
• Proficient in SQL — comfortable writing CTEs, window functions, and stored procedures, and capable of designing star-schema dimensional models independently.
• Established Excel financial modeling skills, including experience building or maintaining 3-statement models, headcount forecasts, or budgets with a solid understanding of the underlying accounting and driver logic
• Active, daily AI user — leveraging tools like Claude Code/Cowork, ChatGPT, or Cursor as part of a professional workflow for coding, analysis, research, or documentation.
• Effective communicator, comfortable presenting to VP/CFO-level stakeholders and communicating complex subjects.

• Bachelor’s Degree (business or finance degree a plus)
• US Work Authorization
• Locations: CA, AZ, IL, OH, TN, NY, MA preferred

• Base salary: $130,000
• Performance bonus: 15-30% of salary (semiannual)
• Profit-sharing: Yes
• Equity: Yes (options)
• Other Benefits:
  • Remote stipend
  • Health insurance plans (50% employer covered)
  • 401(k) (no match)
  • Flexible time off
  • Training and professional development

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