Manager - Vena Solutions (52901)

Citrin Cooperman is seeking a highly motivated and client-focused Manager to join our growing Corporate Performance Management (CPM) Practice. This individual will serve as a strategic advisor and technical leader for Vena Solutions implementations, helping organizations modernize budgeting, forecasting, reporting, account reconciliation, financial close, consolidations, workforce planning, and operational planning processes.

This role will lead solution design, support business development efforts, and partner directly with CFOs, Controllers, FP&A leaders, and IT stakeholders to deliver transformative CPM solutions. This role combines deep finance and accounting expertise with strong technical capabilities and consultative leadership.

The ideal candidate has extensive experience implementing Vena or similar CPM/EPM platforms and possesses a strong understanding of FP&A, accounting, financial reporting, data integration, and business process transformation.

Client Engagement & Solution Leadership

· Help lead discovery workshops and requirements-gathering sessions with finance, accounting, and operational stakeholders.

· Translate business requirements into scalable CPM solution architectures.

· Advise CFOs, Controllers, and Finance leaders on budgeting, forecasting, reporting, consolidations, and analytics best practices.

· Serve as the primary solution architect on complex Vena implementations and optimization projects.

· Facilitate executive-level design discussions and provide strategic recommendations.

· Identify opportunities to improve client processes and increase adoption of financial technologies.

Solution Architecture & Design

· Design and oversee budgeting and forecasting, financial and management reporting, workforce planning, revenue and expense planning, capital expenditure planning, account reconciliation, consolidation and close, and operational planning solutions.

· Architect multidimensional data models, business rules, calculations, and reporting frameworks.

· Design scalable security models, workflow processes, and governance structures.

· Develop implementation standards and solution-design best practices.

Technical Leadership

· Lead complex Vena configuration activities, including data models, templates, business rules, data integrations, workflow processes, and reporting packages.

· Architect integrations with ERP, CRM, payroll, HRIS, and other enterprise systems.

· Collaborate with data integration teams to design and validate data flows.

· Review technical designs and configurations created by consulting team members.

· Troubleshoot complex solution, integration, and performance issues.

Delivery Leadership

· Lead project teams through discovery, solution design, build, testing, training, deployment, and post-go-live support.

· Manage project risks and communicate status to internal and external stakeholders.

· Ensure engagements are delivered on time, within scope, and within budget.

· Support quality-assurance and solution-review processes.

People Development

· Mentor Consultants and Senior Consultants

· Conduct design reviews and provide technical coaching.

· Develop implementation accelerators, reusable templates, and internal best practices.

· Assist with onboarding and training new team members.

Sales & Practice Development

· Support sales pursuits, solution demonstrations, and proposal development.

· Participate in client scoping workshops and effort estimation.

· Contribute to Statements of Work (SOWs), project plans, and architecture documents.

· Support thought-leadership initiatives, webinars, client events, and industry presentations.

· Help expand Citrin Cooperman's CPM practice capabilities and service offerings.

Required

· Bachelor's degree in Accounting, Finance, Information Systems, Business Administration, or a related field.

· 7+ years of experience in CPM, EPM, FP&A, financial systems, or related consulting roles.

· 4+ years of hands-on Vena implementation experience.

· Strong understanding of financial planning and analysis, budgeting and forecasting, financial reporting, management reporting, general ledger structures, and financial close and consolidation processes.

· Experience leading enterprise software implementations.

· Advanced Microsoft Excel skills.

· Strong client-facing consulting and presentation skills.

· Ability to manage multiple concurrent client engagements.

Preferred

· Vena experience in Planning, Reporting, Consolidation, Banking, ALM, or related disciplines.

· CPA, CMA, MBA, or a related professional designation.

· Experience with Microsoft Dynamics 365 Business Central, NetSuite, Sage Intacct, Acumatica, Workday, Salesforce, SQL, Power BI, Microsoft Fabric, or Azure Data Services.

· Experience within consulting, advisory, or professional services organizations.

Success Measures

Within the first 12 months, this individual will:

· Lead multiple successful Vena implementation and optimization engagements.

· Serve as a trusted advisor to key client stakeholders.

· Contribute to CPM practice growth through delivery excellence and business-development support.

· Mentor and elevate the capabilities of junior consulting staff.

· Develop repeatable methodologies and accelerators that improve project efficiency and client outcomes.

· Maintain high client satisfaction and engagement profitability metrics.

Why Citrin Cooperman?

We are the 3x North America Partner of the Year for Vena. We help organizations modernize the Office of the CFO through innovative Corporate Performance Management solutions. Our CPM Practice combines deep financial expertise with leading technologies such as Vena Solutions to deliver measurable business outcomes. As a Manager, you will have the opportunity to work directly with executive leadership, influence strategic client initiatives, and play a key role in the continued growth of one of the firm's top advisory practices.