Quisitive

Financial Planning and Analysis

• Learn and become proficient in the Board EPM platform
• Support the design, configuration, and implementation of EPM solutions
• Assist with solution architecture, planning, and requirements gathering
• Partner with senior consultants on client engagements, workshops, and proof-of-concept initiatives
• Build and maintain financial models, planning applications, and reporting solutions
• Support project planning, coordination, and delivery activities
• Create training materials, user documentation, and process documentation
• Analyze business requirements and translate them into practical system solutions
• Collaborate with clients to improve budgeting, forecasting, reporting, and performance management processes
• Participate in ongoing learning and certification programs

Consultant – FP&A, EPM Solutions

Business Development Rep

• Build pipeline and drive revenue alongside the campaign marketing team and assigned Account Executives.
• Respond quickly to inbound leads, qualify the full buyer group, and schedule 15 to 25 qualified meetings per month.
• Multi-thread into target accounts and keep CRM records accurate and current throughout the sales cycle.
• Research each account's existing Microsoft relationship, licensing, and funding position to sharpen qualification and give AEs a strong handoff.
• Partner with the campaign team to align outbound with events, webinars, and other demand generation tactics.
• Use ZoomInfo and LinkedIn Sales Navigator to build target lists.
• Run targeted, account-specific outbound through Salesloft, referencing trigger events and campaign content.
• Stay engaged with AEs after the first meeting to help nurture opportunities into pipeline.
• Use AI tools such as Copilot to speed up research and follow-up.

Business Development Representative – BDR

Accounting Manager

• Research, interpret, and document accounting treatment for complex and non-routine transactions under US GAAP
• Draft technical accounting memos and position papers, and present conclusions to management and external auditors
• Prepare and review external financial statements, footnotes, and disclosures; support quarterly and annual audits
• Own or support monthly and quarterly reporting packages for private equity sponsors and investor stakeholders
• Partner with FP&A and deal/portfolio teams on investor data requests and board reporting
• Monitor emerging accounting standards and assess their impact on financial statements
• Assist with technical accounting aspects of M&A, including purchase accounting and acquired-entity integration
• Maintain and improve internal controls, accounting policies, and process documentation
• Collaborate with Legal, Tax, and Treasury on transactions with accounting implications
• Mentor junior accounting staff and contribute to close and reporting process improvements

Consultant – FP&A, EPM Solutions

Business Development Representative – BDR

Senior Accountant – Technical Accounting, External Reporting