Financial Planning​/Budget Consultant

Overview

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Financial Planning/Budget Consultant

3+ Months

Remote / Hybrid (Folsom, CA)

The following requirements for a consultant that will assist the FP&A manager with implementing the Acterys EPM tool.

Assumptions:
The implementation is in progress with vendor (Acterys) support in place. Internal resources are identified and in place to assist with Oracle data sourcing.

• 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, Net Suite, SAP, Dynamics, Quick Books)
• 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