EPM Implementation Consultant

Posted Yesterday
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Hiring Remotely in India
Remote
2M-2M Annually
Mid level
Software
The Role
Implement Vena for customers: configure data models, financial templates and reports, integrate data, automate workflows, run workshops to gather requirements, enable adoption, and work with Project Managers to deliver projects on time and on budget.
Summary Generated by Built In
This role can be based in Pune or Indore, with an in-office requirement in both locations. Candidates in either location are encouraged to apply.
Consultants are required to work an evening shift (5pm to 2:30am IST) to support our North American team.
Our clients are exploring how Vena can improve their financial processes. With so many choices, they are looking for guidance on the best practice and approach to realize their goals. This is where our Consultants come in. Consultants are responsible for execution of excellence: implementing the Vena product from initiation to close, and enabling our customers for success. We pride ourselves on having some of the best consultants in the industry.

How You'll Make an Impact
  • Implement the Vena product for our customers, being responsible for configuring the data model, financial templates and reports, integrating data from customer systems and setting up automated workflows
  • Deliver against our customer satisfaction and time-to-value metrics
  • Actively participate in on-site or virtual workshops with customers to elicit business and technical requirements
  • Enable customers through your superb communication skills to adopt the product and maximize value from their Vena investment
  • Work closely with Project Managers day-to-day to deliver projects on time and on budget, proactively communicating issues as needed
  • Be a self starter when learning our product, demonstrate a get-your-hands-dirty approach and ask lots of questions

We'd Love to See
  • 3-5+ years of experience in Software Implementation, or Financial Planning & Analysis (FP&A) / Accounting preferred
  • Experience working as a consultant or in a client‑facing role, ideally within a Professional Services environment preferred
  • Previous experience with EPM/CPM implementation strongly preferred
  • Strong understanding of Accounting and/or FP&A concepts preferred
  • A passion for continuously learning new technology, and improving business processes for our customers
  • Resourcefulness and eagerness to learn and grow, takes initiative to find answers
  • Excellent communication skills, proactively asks thoughtful questions, and demonstrates understanding of customer needs
  • Ability to work collaboratively in a team environment, and present effectively with all levels in an organization
  • Experience in applying problem solving skills (quantitative, conceptual, analytical)
  • Strong Microsoft Excel skills
  • Data Integration and data modeling experience, or a willingness to learn
  • Experience or knowledge of database management (i.e. ETL, Oracle, SQL Server, etc.)
  • Interest in AI and willingness to explore AI-driven solutions to enhance performance and drive efficiencies 

Base salary range: 1,750,320 - 2,368,080 INR

*Our salaries are tailored to roles, levels and locations. Your individual pay within this range is influenced by factors like work location, skills, experience and education. As you progress in your role, your compensation may adapt, offering flexibility for growth beyond initial levels. For specifics, your recruiter will provide details and address any questions during the hiring process.

About
At Vena, we’re reimagining how businesses plan and grow: powered by data, collaboration, and innovation 🌱 Headquartered in Toronto with a global reach, we help finance teams work smarter using the tools they already love (yes, we’re talking about Excel!). Trusted by over 1,800 organizations and 150,000+ users every day, Vena Solutions brings clarity to complexity. We're a people led company that leads with our CORE values (Customer Trust, One Team, Respect & Authenticity and Execution Excellence) and are driven by our mission We’re growing fast, thinking big, and having fun along the way. The future of finance is being built here, and we’d love for you to be part of it 🚀Why Choose Us:💰 CompensationWe offer competitive and comprehensive total rewards packages that we review yearly to stay ahead of the market! Transparency is key, we keep you in the loop on how we design our comp programs. Build your future with our Employee Stock Option Program, Retirement Savings, Support & 401k Matching Programs.🎓 Personal Growth & LearningLevel up your skills with Vena!  We support your journey with education subsidies, professional development programs, and learning opportunities to help you grow your career and reach your goals. Your future is bright and we’re here to invest in it!🧘‍♀️ Health & WellnessYour well-being = our priority!  Great health & dental plans, wellness sessions (virtual & in-person), Employee Assistance Program (EAP), and a free Headspace subscription to support your mental health.🌍 Global ReachVena is everywhere you are!  With offices in Toronto, London, and Indore, as well as team members across the United States, EMEA and beyond, we're a truly global company. Collaborate with colleagues around the world and bring diverse ideas to life: no passport required!🌴 Time OffRecharge with generous leave options - perfect for vacation, wellness, personal time, parental support, volunteering, and more.🏡 FlexibilityWe embrace a flexible culture that supports different ways of working, depending on the role and location. While some of our teams enjoy hybrid arrangements, others thrive in-office or remotely. With modern workspaces in Toronto, Indore, and London, we offer inspiring environments when you need them - and the freedom to work in ways that work best for you and your team.✨ AI-Powered InnovationAt Vena, we don’t just keep up, we're leading the way! 🚀We empower team members at every level to actively explore AI best practices, identify meaningful opportunities to apply AI in their work, and champion innovative solutions that drive impact.By fostering a culture of curiosity, innovation, and responsible use, we’re building a future where AI enhances how we work, think, and lead. From automating workflows to enhancing insights, AI is woven into everything we do.👉 Check us out:▶️YouTube💼 LinkedIn🔗GlassDoor

Skills Required

  • 3-5+ years of experience in Software Implementation or Financial Planning & Analysis (FP&A)/Accounting
  • Experience working as a consultant or in a client-facing role, ideally within a Professional Services environment
  • Previous experience with EPM/CPM implementation
  • Strong understanding of Accounting and/or FP&A concepts
  • Passion for continuously learning new technology and improving business processes
  • Resourcefulness, eagerness to learn, and initiative to find answers
  • Excellent communication skills and ability to understand customer needs
  • Ability to work collaboratively and present effectively across organizational levels
  • Experience applying quantitative, conceptual, and analytical problem-solving skills
  • Strong Microsoft Excel skills
  • Data integration and data modeling experience or willingness to learn
  • Experience or knowledge of database management (ETL, Oracle, SQL Server, etc.)
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The Company
Toronto, Ontario
717 Employees
Year Founded: 2011

What We Do

Vena (pronounced Venn-ah) is the only native Excel platform, built for Microsoft365 with Power BI Embedded. Add up to more with Vena. Try our demo: https://bit.ly/lin-demo

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