Senior FP&A Implementation Consultant

Limelight Software is looking for an experienced Senior FP&A Consultant to join our growing Professional Services team.

This is a senior, client-facing role for someone who combines strong financial modeling expertise with the ability to lead FP&A implementations. You will work directly with CFOs, Controllers, and Finance leaders to replace spreadsheet-heavy processes with scalable models for planning, forecasting, workforce planning, and management reporting.

Limelight is a modern FP&A platform built for mid-market finance teams. Our software connects financial and operational data in one place, helping organizations automate budgeting, forecasting, reporting, workforce planning, and financial analysis.

We combine powerful financial modeling technology with hands-on FP&A expertise to help customers modernize how Finance operates and make better decisions.

Reporting to the Manager of Professional Services, you will lead the financial design and delivery of customer implementations.

You will be responsible for understanding each customer’s business, translating complex finance requirements into well-structured models, and configuring those models within Limelight. You will also advise customers on how to improve their existing planning and reporting processes—not simply recreate their spreadsheets in a new system.

This role requires someone who can move comfortably between detailed financial modeling, data structures, solution design, project delivery, and executive-level conversations.

• Lead discovery and solution-design sessions with CFOs, Controllers, FP&A leaders, and other finance stakeholders.
• Understand each customer’s business model, reporting requirements, planning processes, organizational structure, and key business drivers.
• Translate business requirements into scalable solution designs within Limelight.
• Advise customers on FP&A best practices and identify opportunities to simplify or improve existing processes.
• Define implementation scope, priorities, requirements, and expected outcomes.

• Analyze and restructure complex legacy spreadsheets and financial models.
• Design and configure driver-based models for revenue, operating expenses, workforce planning, capital expenditures, and other business areas.
• Validate calculations, business rules, assumptions, and outputs before deployment.

• Build management reports, dashboards, KPI scorecards, and board-ready reporting packages.
• Help customers improve reporting speed, forecasting accuracy, financial visibility, and decision-making.
• Design reports that allow Finance and business leaders to understand performance without relying on manual spreadsheet consolidation.

• Serve as the senior financial advisor throughout the implementation.
• Manage customer expectations, priorities, risks, and decisions.
• Lead working sessions, solution reviews, model validations, and training.
• Support customers through testing, training, go-live, and their first planning or reporting cycle.

• Identify opportunities to improve delivery quality, consistency, and efficiency.
• Share customer insights with Product and Engineering to help shape the Limelight platform.

• 7+ years of progressive experience in FP&A, financial consulting, finance transformation, accounting advisory, or enterprise performance management.
• Significant hands-on experience building complex financial models from the ground up.
• Advanced knowledge of budgeting, forecasting, workforce planning, management reporting, and financial analysis.
• Strong understanding of financial statements and experience building integrated income statement, balance sheet, and cash flow models.
• Experience working directly with CFOs, Controllers, VPs of Finance, and senior business leaders.
• Demonstrated ability to lead discovery sessions, gather requirements, design solutions, and manage complex stakeholder expectations.
• Expert-level Excel skills, including advanced formulas, financial modeling, data analysis, and model auditing.
• Strong attention to detail and a disciplined approach to model validation and quality assurance.
• Excellent communication, facilitation, presentation, and customer-management skills.
• Ability to manage multiple customer engagements, priorities, and deadlines.
• Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field.

• Experience implementing FP&A, EPM, CPM, or financial reporting software.
• Experience in an FP&A consulting, finance transformation, or systems implementation role.
• Hands-on experience with platforms such as Sage Intacct, NetSuite, Microsoft Dynamics 365, QuickBooks, or Blackbaud Financial Edge NXT.
• A CPA, CFA, MBA, or similar professional designation.

• Work directly with senior finance leaders on meaningful transformation projects.
• Build sophisticated FP&A solutions across a range of organizations and industries.
• Join a collaborative team that combines financial expertise, technology, and customer impact.
• Influence the evolution of a modern FP&A platform used by finance teams across North America.