Senior Consultant

CFO Solutions

. Facilitate requirements gathering .

Posted 9/17/2026full-timeRemote • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial processes including planning, forecasting, and reporting, while effectively managing teams and projects. Proficient in requirements gathering, application design documentation, and user acceptance testing, with strong communication skills to engage clients and stakeholders.

Highest-signal resume keywords

Financial Processes ManagementRequirements GatheringUser Acceptance TestingTeam LeadershipProject Management Methodologies

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ReportingFinancial ConsolidationForecastingApplication Design DocumentationData ModelingProcess DocumentationQuality AssuranceTechnology LearningPerformance Metrics MonitoringUser Acceptance Testing Scripts

Soft Skills

Excellent Written SkillsExcellent Oral SkillsProblem-SolvingAccountabilityPersonal Drive

Certifications & Qualifications

Bachelor’s Degree in Business AdministrationBachelor’s Degree in FinanceBachelor’s Degree in AccountingBachelor’s Degree in Computer Science

Industry Keywords

Consulting ExperienceFinancial Close ConceptsStandard Financial StatementsRemote Team EnvironmentBusiness Development Activities

About the role

Key responsibilities & impact

Facilitate requirements gathering
Document application design
Build and oversee build of dimensions, metadata, templates, reports, and data models
Communicate independently with clients to follow up on risks and action items
Prepare user acceptance testing use cases and scripts
Facilitate user acceptance testing
Document end user guides and deliver training
Adhere to project management methodologies
Adhere to quality assurance processes
Delegate effectively to junior team members
Mentor and coach junior team members
Participate in internal initiatives
Participate in business development activities at existing clients
Develop skills in new technologies
Participate in ongoing financial consolidation, planning, and reporting projects
Develop work plans and process documentation complying with policies and methodologies
Contribute to and assist with monitoring key project performance metrics
Work across multiple active projects independently and in teams

Requirements

What you’ll need

5+ years of consulting experience
3+ years of experience with financial processes such as planning, forecasting, financial reporting, and financial consolidations
Demonstrable experience learning more than one technology
Bachelor’s degree (Business Administration, Finance, Accounting, or Computer Science areas of concentration) or industry equivalent experience
Experience managing a team through at least one full cycle implementation engagement
Ability to articulate financial close concepts and describe the components of standard financial statements and key calculations
Ability to problem-solve and break down abstract concepts into components
Accountability and personal drive
Excellent written and oral skills
Ability to understand contracts and adhere to statements of work
Ability to drive team momentum and influence dialog in a remote environment
Access to reliable, high-speed internet that can support regular audio and video and other web conferencing ability
Ability to thrive in a remote, team environment
Ability to travel typically averaging between 15% to 30% over the course of a year

Benefits

Comp & perks

Variable Compensation Package (Quarterly and Annual Bonus Plans)
Health, Dental, and Vision with HSA option
401(k) plan with set company contributions and profit sharing
Company paid Life Insurance and Short & Long Term Disability protection
Fully remote positions with home office and laptop accessories subsidies
Internet and Mobile Phone subsidy
Competitive time off and Unlimited PTO plans offered
Ten (10) Paid Holidays annually
Work-Life Compensation benefit
Health & Fitness benefit