The Role
Serve as a strategic financial consultant and solutions architect for clients. Build integrated financial models, map ERP and accounting data, configure automated planning workflows, lead C-suite discovery sessions, advise on budgeting and forecasting improvements, and develop dashboards, scorecards, and KPI reporting packages. Collaborate with technical and implementation teams to deliver client solutions.
Summary Generated by Built In
Join Our Team at Limelight!
Are you ready to elevate your career with a leading North American financial technology company? Limelight Software is seeking an experienced Senior FP&A Consultant to join our growing, collaborative Professional Services team.
About Us
Limelight Software is a trusted leader in the modern FP&A technology space. Our cloud-based platform replaces spreadsheet-heavy chaos with dynamic, real-time, automated financial planning, budgeting, and forecasting solutions. With a commitment to engineering excellence, innovation, and an exceptional customer experience, we empower mid-market finance teams across North America to make better strategic decisions.
Position Overview
Reporting to the Manager of Professional Services, you will serve as a strategic financial consultant and solutions architect for our clients. In this role, you will partner closely with external CFOs, Controllers, and VP of Finance stakeholders to transform their legacy, spreadsheet-heavy accounting processes into scalable, automated financial models inside the Limelight ecosystem.
Key Responsibilities
Financial Modeling & Architecture
Are you ready to elevate your career with a leading North American financial technology company? Limelight Software is seeking an experienced Senior FP&A Consultant to join our growing, collaborative Professional Services team.
About Us
Limelight Software is a trusted leader in the modern FP&A technology space. Our cloud-based platform replaces spreadsheet-heavy chaos with dynamic, real-time, automated financial planning, budgeting, and forecasting solutions. With a commitment to engineering excellence, innovation, and an exceptional customer experience, we empower mid-market finance teams across North America to make better strategic decisions.
Position Overview
Reporting to the Manager of Professional Services, you will serve as a strategic financial consultant and solutions architect for our clients. In this role, you will partner closely with external CFOs, Controllers, and VP of Finance stakeholders to transform their legacy, spreadsheet-heavy accounting processes into scalable, automated financial models inside the Limelight ecosystem.
Key Responsibilities
Financial Modeling & Architecture
- Deconstruct and audit complex, multi-entity legacy client spreadsheets, including detailed workforce planning models, revenue models, and multi-currency frameworks.
- Rebuild and configure client business logic inside Limelight’s dynamic cloud ecosystem, ensuring absolute structural integrity and data stability.
- Map complex charts of accounts, cost centers, and dimensional data structures from top-tier ERP and accounting systems (e.g., NetSuite, Sage Intacct, Microsoft Dynamics, Workday).
- Lead engaging discovery workshops and scoping sessions with external corporate finance stakeholders to diagnose data bottlenecks and redefine their strategic reporting workflows.
- Act as a trusted financial expert, guiding defensive or skeptical stakeholders through process improvements and modern budgeting best practices.
- Collaborate with cross-functional technical and implementation teams to ensure client business requirements translate flawlessly to final product delivery.
- Identify opportunities to streamline client forecasting accuracy, reporting velocity, and planning efficiency during the deployment lifecycle.
- Build, enhance, and deploy sophisticated management dashboards, leadership scorecards, and key performance indicator (KPI) reporting packages for clients.
- Bachelor’s degree in Finance, Accounting, Business Administration, or a related quantitative field.
- 5–6+ years of progressive experience within an Accounting Firm (Transaction Advisory / TAS, Deal Advisory, Valuations, Corporate Finance) or working as an Associate inside a Private Equity / Venture Capital fund.
- Advanced, battle-tested financial modeling capabilities, with a deep comfort level designing integrated 3-statement models and driver-based logic from scratch.
- Exceptional communication and presentation skills, with a demonstrated ability to manage difficult stakeholder dynamics and interface directly with C-suite executives.
- Technical curiosity with elite command of Excel; direct exposure to relational data structures, financial systems, or business intelligence tools (Power BI, Tableau) is highly valued.
- A completed or in-progress CPA or CFA designation is a strong asset, but equivalent multi-company modeling experience will be highly prioritized.
Skills Required
- Bachelor's degree in Finance, Accounting, Business Administration, or a related quantitative field
- 5–6+ years of progressive experience in transaction advisory, deal advisory, valuations, corporate finance, or as an associate in a private equity or venture capital fund
- Advanced financial modeling skills, including integrated three-statement models and driver-based logic
- Exceptional communication and presentation skills, including direct interaction with C-suite executives and management of difficult stakeholder dynamics
- Advanced proficiency with Excel
- Exposure to relational data structures, financial systems, or business intelligence tools such as Power BI or Tableau
- Completed or in-progress CPA or CFA designation
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The Company
What We Do
At Limelight, we believe Finance teams should spend more time analyzing data rather than consolidating spreadsheets. Our application, Limelight, empowers the Office of Finance and provides the ability to manage, track and monitor budgeting, planning, and forecasting. Because we start with user experience, Limelight provides an easy way to collect and consolidate data. We then apply intelligence to instantly identify variances, growth opportunities, and business performance. And all this happens in real-time. Limelight was designed with CFOs, Controllers, VP of Finance, and financial analysts in mind. Specialties Budgeting, Rolling Forecast, Sales Forecast, HR Planning, Capital Planning, P&L Reporting Packages, Variance Analysis, Consolidations, External Reporting & XBRL Supported Technologies IBM Cognos TM1, Oracle Essbase, Microsoft Analysis Services, Microsoft SQL Server, PostegreSQL
