Jobs via Dice · 19 hours ago
Financial Planning/Budget Consultant
Folsom, CA
Full-time
Hybrid
Mid Level
3+ years expDice is the leading career destination for tech experts at every stage of their careers. They are seeking a Financial Planning/Budget Consultant to assist the FP&A manager with implementing the Acterys EPM tool. The role involves extensive experience in FP&A reporting, data modeling, and project management to ensure successful implementation and reporting processes.
Computer Software
Responsibilities
Assist the FP&A manager with implementing the Acterys EPM tool
Proven hands-on experience implementing Acterys for FP&A reporting
Familiarity with data models (standard vs. customized)
Acterys cubes, dimensions, and hierarchies
Prebuilt financial statements and KPIs
Experience configuring actuals, budget, forecast, scenarios and versions
Understanding of Acterys (or similar tool) best practices vs. over-customization risks
Strong FP&A background (not just technical BI skills)
Ability to design budgeting and planning structures, cost center and business unit reporting, KPI and driver-based views
Experience with variance analysis (Actual vs Budget vs Forecast)
Executive and board-level reporting
Source System Integration (Power BI / ERP / Planning)
Integrating Acterys with ERP systems (e.g., Oracle, NetSuite, SAP, Dynamics, QuickBooks)
Mapping chart of accounts, cost centers
Reporting & Dashboard Design (Excel and Power BI)
Design intuitive Power BI reports powered by Acterys models
Apply FP&A reporting best practices: consistent layouts, clear variance views, drill-down from summary to transaction level
Optimize performance for large datasets
Ensure reports are scalable as business complexity grows
Data Modeling & Architecture
Decide when to use standard models vs. custom extensions
Design dimensions and hierarchies aligned with FP&A needs
Ensure reconciliation between Acterys and source systems
Auditability of numbers
Manage historical data and restatements
A clear understanding of implementation roadmap: data ingestion, model setup, report development, testing & go-live
Experience with phased delivery (e.g., OPEX first, then Budgeting, then CAPEX)
Testing, Validation & Reconciliation
Reconcile Acterys outputs to ERP / legacy reports
Support UAT with FP&A users
Validate: time intelligence (MTD/YTD/rolling), variance logic
Resolve data and performance issues quickly
Experience with internal controls setup and changes
Ability to train end users on basic functions of their reports and budgeting function
Ability to draft user guides and technical documentation
Qualification
Required
Acterys (or similar)-Specific Experience
Proven hands-on experience implementing Acterys for FP&A reporting
Familiarity with: Data models (standard vs. customized), Acterys cubes, dimensions, and hierarchies, Prebuilt financial statements and KPIs
Experience configuring: Actuals, budget, forecast, Scenarios and versions
Understanding of Acterys (or similar tool) best practices vs. over-customization risks
Finance & FP&A Expertise
Strong FP&A background (not just technical BI skills)
Ability to design: Budgeting and planning structures, Cost center and business unit reporting, KPI and driver-based views
Experience with: Variance analysis (Actual vs Budget vs Forecast), Executive and board-level reporting
Source System Integration (Power BI / ERP / Planning)
Integrating Acterys with: ERP systems (e.g., Oracle, NetSuite, SAP, Dynamics, QuickBooks), Power BI as the front-end
Mapping chart of accounts, cost centers
Reporting & Dashboard Design (Excel and Power BI)
Design intuitive Power BI reports powered by Acterys models
Apply FP&A reporting best practices: Consistent layouts, Clear variance views, Drill-down from summary to transaction level
Optimize performance for large datasets
Ensure reports are scalable as business complexity grows
Data Modeling & Architecture
Decide when to use: Standard models vs. custom extensions
Design dimensions and hierarchies aligned with FP&A needs
Ensure: Reconciliation between Acterys and source systems, Auditability of numbers
Manage historical data and restatements
Implementation & Project Management
A clear understanding of implementation roadmap: Data ingestion, Model setup, Report development, Testing & go-live
Experience with phased delivery (e.g., OPEX first, then Budgeting, then CAPEX)
Testing, Validation & Reconciliation
Reconcile Acterys outputs to ERP / legacy reports
Support UAT with FP&A users
Validate: Time intelligence (MTD/YTD/rolling), Variance logic
Resolve data and performance issues quickly
Security & Access Control
Experience with internal controls setup and changes
Knowledge Transfer & Enablement
Ability to train end users on basic functions of their reports and budgeting function
Ability to draft user guides and technical documentation
Company
Jobs via Dice
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