Implementation Consultant

Posted 5 Days Ago
Be an Early Applicant
Etobicoke, ON, CAN
Hybrid
81K-92K Annually
Mid level
Fintech • Professional Services • Social Impact • Business Intelligence • Financial Services • Generative AI • Automation
Prophix empowers businesses to plan smarter, work better, and create lasting impact.
The Role
Own end-to-end implementations of Prophix One for small-to-medium clients, including project management, solution design, platform configuration, financial modeling, reporting, training, troubleshooting, and go-live support. Build client relationships, manage risks and timelines, maintain project systems, and identify expansion opportunities. The role requires financial acumen, GAAP knowledge, strong communication, organizational skills, and comfort presenting to senior finance leaders. Travel within North America and internationally may be required.
Summary Generated by Built In
See what you can do with Prophix

Prophix helps finance teams work with greater flexibility and confidence through Prophix One™, our Financial Performance Platform. We bring planning, reporting, and automation together so people can focus on higher-value work instead of repetitive tasks. As we introduce more AI-enabled capabilities, you will be part of a human-centered innovation journey where intelligent tools support better outcomes while people lead the decisions that matter.

We're headquartered in the Greater Toronto Area, with teams and offices across North America, Europe, and Australia.

As an Implementation Consultant, you own the delivery of Prophix One™ for a portfolio of small-to-medium clients — from kickoff through go-live and into the first weeks of live use. You run the project, design the solution, configure the platform, and train the client’s team, working largely independently while drawing on Solution Engineering, Support, and your Services peers when a project needs it.

This is a client-facing, outcomes-owning role: you’re measured on whether customers get to value on time, whether the delivered solution actually meets their needs, and whether the project runs clean from kickoff to close. Reporting to the Manager, Services, you’ll build the kind of project management, customer management, and consulting experience that compounds quickly, and you’ll do it in front of CFOs, VPs, and finance teams who expect maturity and confidence from day one. The ideal candidate brings a strong balance of technical background and business acumen, and is just as comfortable running a session on-site as presenting over a video call.


RequirementsWhat You Will Do

Lead the Implementation, End to End

· Own delivery of small-to-medium Prophix One™ implementations from kickoff to go-live, acting as the client’s primary point of contact throughout

· Lead project management, solution design, and configuration work across several concurrent client engagements

· Build and maintain project plans and status reporting (e.g., in Monday.com), keeping every active project on track and flagging risk before it becomes a problem

Configure and Deliver the Solution

· Translate client requirements into working Prophix One™ configurations, financial models, and reports

· Deliver hands-on product training so client teams are confident running the platform after go-live

· Partner with Solution Engineering and Support to troubleshoot and resolve technical issues that come up mid-project

Own the Customer Relationship

· Build trust with client stakeholders, understand their business goals, and connect those goals back to the implementation approach

· Communicate proactively, clients should always know what’s happening and what’s next

· Spot scope, timeline, or risk issues early and get ahead of them before they affect the customer experience

· Identify opportunities for additional phases or services within existing accounts and flag them to the team

Contribute Beyond Your Active Projects

· Use open capacity between engagements productively: internal builds, documentation, process improvement, or supporting teammates

· Keep systems (Prophix, Monday.com, Odyssey) accurate and current so status, forecasting, and utilization reporting can be trusted

· Bring a curious, AI-forward mindset, using Prophix’s approved AI tools to work faster on research, drafting, and data review

What You Will Bring

If this role excites you but you don’t meet every requirement, we still encourage you to apply. At Prophix, curiosity, adaptability, and diverse perspectives matter. Your experience may be exactly what we need.

Required Qualifications

• Bachelor's degree in Accounting, Finance, Engineering, or a related technical discipline from an accredited college or university.

• Must possess a working knowledge of generally accepted accounting principles (GAAP) and be familiar with the financial statement preparation

• Four (4) years of progressively responsible professional experience in a relevant field.

• Demonstrated business acumen and an entrepreneurial mindset

• Exceptional verbal and written communication skills, with the ability to deliver effective presentations to diverse audiences

• Strong organizational and project management skills, with the ability to manage multiple priorities and projects simultaneously

• Solid understanding of financial principles, concepts, and terminology

• Proficiency in Microsoft Office Suite, with advanced knowledge of Microsoft Excel preferred

• Must be legally authorized to work in the country where the position is located

• Ability to travel within the United States, Canada, and internationally as required, and maintain a valid passport

• Comfortable leveraging AI tools responsibly to support activities such as research, content development, data analysis, and process optimization

• Proven ability to work effectively in a project-based environment and interact confidently with senior leaders, including CFOs, Vice Presidents, and finance professionals

• Demonstrated aptitude for learning new technologies and adapting to evolving tools and business environments

• Curious and innovative mindset, with a willingness to explore new ideas and approaches

• Collaborative team player with the ability to work effectively across functions, teams, and technology platforms

Preferred Qualifications

· Prior experience implementing or configuring a CPM, FP&A, ERP, or other complex B2B SaaS platform (e.g., Prophix, Vena, OneStream, Planful, Anaplan, or similar)

· Hands-on experience with a project management tool such as Monday.com

· Formal project management training or certification (e.g., PMP, PRINCE2, CAPM)

· Prior consulting, professional services, or client-facing delivery experience in a software environment

· Experience identifying and scoping incremental services or expansion opportunities within an existing client relationship

What Success Looks Like

• First 30 Days: Establish a strong foundation by developing a thorough understanding of the business, key stakeholders, tools, and processes.

• First 90 Days: Demonstrate the ability to independently manage priorities, execute on key deliverables, and contribute to strategic initiatives.

• First 6 Months: Deliver measurable business value through innovative ideas, continuous improvements, and impactful contributions to team and organizational objectives.


BenefitsWhy Join Prophix?

Prophix builds technology that helps organizations plan, forecast, and make better decisions through Prophix One™, our Financial Performance Platform. You’ll work with colleagues and customers across multiple regions, contribute to a platform used by thousands of organizations, and help advance our AI-enabled capabilities that support smarter, more human-centered work. You’ll also have opportunities to grow your skills, learn modern tools, and collaborate with leaders who value continuous improvement.

We offer flexibility depending on team needs and employee location, and our work is anchored in our values: Pursue Excellence, Build with Purpose, Create Wins for All, and Drive Continuous Innovation.

What’s Included for You?

  • Comprehensive health, dental, vision, and mental-health coverage
  • Retirement savings with employer contributions
  • Parental leave top-up
  • Annual wellness allowance
  • Generous paid time off including vacation and sick time
  • Social events, team activities, and opportunities to build community
  • Opportunities to participate in Environmental, Social, and Governance (ESG) initiatives
  • Quarterly Town Halls and Kickoffs that bring teams together to celebrate wins, share updates, and look ahead at what’s next

Compensation

The total target compensation for this role is $81,000 CAD to $92,000 CAD, in accordance with applicable pay transparency laws in Canada and the United States. Actual compensation will be determined based on factors such as skills, experience, location, and internal equity.

Apply Now!

If this feels like the right environment for you, we’d love to meet you and help you build your career as a Phixer!

Accessibility & AI Transparency

Prophix promotes an accessible hiring process. If you need accommodation at any stage, we’ll work with you. Some interviews may be recorded so our hiring team can review and assess responses fairly and consistently. As part of our commitment to Responsible AI, we use a small number of AI-supported tools to help with tasks like resume review, shortlisting, or creating interview summaries. AI is never used as the sole basis for hiring decisions, and your personal data is never used to train AI models. If you'd prefer not to take part in any AI-assisted step, just let us know and we’ll be happy to accommodate.

Skills Required

  • Bachelor's degree in Accounting, Finance, Engineering, or a related technical discipline
  • Four years of progressively responsible professional experience in a relevant field
  • Working knowledge of GAAP and familiarity with financial statement preparation
  • Demonstrated business acumen and an entrepreneurial mindset
  • Exceptional verbal and written communication skills, including effective presentations
  • Strong organizational and project management skills
  • Solid understanding of financial principles, concepts, and terminology
  • Proficiency in Microsoft Office Suite
  • Legal authorization to work in the country where the position is located
  • Ability to travel within the United States, Canada, and internationally as required
  • Valid passport
  • Ability to leverage AI tools responsibly for research, content development, data analysis, and process optimization
  • Ability to work effectively in a project-based environment and interact confidently with senior leaders
  • Aptitude for learning new technologies and adapting to evolving tools and business environments
  • Curious and innovative mindset
  • Ability to collaborate effectively across functions, teams, and technology platforms
  • Advanced knowledge of Microsoft Excel
  • Experience implementing or configuring a CPM, FP&A, ERP, or complex B2B SaaS platform
  • Hands-on experience with a project management tool such as Monday.com
  • Formal project management training or certification such as PMP, PRINCE2, or CAPM
  • Prior consulting, professional services, or client-facing software delivery experience
  • Experience identifying and scoping incremental services or expansion opportunities

Prophix Software Inc Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Prophix Software Inc and has not been reviewed or approved by Prophix Software Inc.

  • Leave & Time Off Breadth — Time off includes vacation, paid sick time, an additional paid company shutdown week, and paid volunteer time. Feedback suggests this breadth meaningfully supports work-life balance and overall package satisfaction.
  • Healthcare Strength — Coverage spans medical and dental with vision in applicable regions, plus disability, life insurance, and an EAP across major geographies. Company materials indicate a comprehensive core that varies by country while maintaining strong essentials.
  • Retirement Support — Company-matched retirement programs are offered in multiple regions (e.g., US, Canada, UK). Feedback suggests these matches enhance total compensation beyond base salary.

Prophix Software Inc Insights

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The Company
HQ: Portland, Oregon
620 Employees
Year Founded: 1987

What We Do

Prophix is a global leader in Corporate Performance Management (CPM) software. Our platform empowers finance teams to go beyond the spreadsheet with AI-driven insights, automation, and intuitive planning tools. From budgeting and forecasting to reporting and scenario modeling, we give organizations the clarity and agility they need to adapt and thrive. But it’s not just about technology — it’s about people. Every feature we build is designed to help our customers spend less time crunching numbers and more time driving strategy. Today, Prophix supports thousands of companies worldwide, across industries, helping them plan for tomorrow with confidence.

Why Work With Us

Joining Prophix means joining a team that makes real impact—inside and outside the office. We celebrate wins, value curiosity, and encourage growth. As a Phixer, you’ll sharpen your skills, explore new opportunities, and do work that truly matters in a team-first culture built on collaboration and purpose.

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