Corporate Performance Management (CPM) Consultant
Job Description
Team: Others
This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Corporate Performance Management (CPM) Consultant in United States.
This role is ideal for a finance and technology professional passionate about helping organizations improve decision-making through modern reporting, budgeting, and forecasting solutions. You will work with clients ranging from small businesses to large enterprises, guiding them through the implementation of Corporate Performance Management tools that drive operational efficiency and financial visibility. The position combines technical consulting, business process analysis, and client collaboration, offering exposure to a wide variety of industries and strategic initiatives. You will interact directly with stakeholders across all organizational levels, from executive leadership to operational analysts, helping translate complex business needs into impactful financial solutions. This opportunity offers a dynamic, remote-first environment where innovation, collaboration, and professional growth are highly valued. If you enjoy solving business challenges through data-driven insights and financial systems optimization, this role offers significant impact and career development potential.
Accountabilities:
- Lead discovery sessions with clients to gather requirements for financial reporting, budgeting, forecasting, and analytics solutions.
- Design, build, test, and deploy reporting dashboards, financial models, and budgeting templates tailored to client business needs.
- Support the implementation and configuration of CPM platforms and related reporting tools.
- Deliver end-user training and provide guidance on system functionality, reporting capabilities, and best practices.
- Collaborate with cross-functional teams and client stakeholders to ensure successful project delivery and adoption.
- Develop project estimates, implementation plans, and documentation to support solution delivery and long-term scalability.
- Advise clients on CPM tool selection, financial planning strategies, and process optimization opportunities.
- Apply accounting and finance expertise to improve operational reporting, forecasting accuracy, and business decision-making.
- Contribute both independently and collaboratively within consulting teams to drive high-quality client outcomes.
- Bachelor’s or Master’s degree in Accounting, Finance, or a related field.
- 6+ years of experience in reporting, budgeting, forecasting, financial analysis, or CPM consulting.
- Advanced Microsoft Excel skills with strong analytical and modeling capabilities.
- Experience with Microsoft Power BI and business intelligence reporting tools.
- Understanding of financial reporting frameworks such as GAAP, IFRS, operational reporting, and management reporting.
- Familiarity with budgeting methodologies including zero-based budgeting, driver-based budgeting, and forecasting techniques.
- Knowledge of CPM platforms such as Solver, Prophix, Vena, Anaplan, Cognos, Hyperion, Jet, Cosmos, or Planful is highly desirable.
- Exposure to Microsoft Azure technologies, SQL, SSIS, Azure Data Lake, Synapse Analytics, or machine learning services is a plus.
- Strong problem-solving, communication, documentation, and customer-facing consulting skills.
- Experience working within Agile environments and managing multiple client engagements simultaneously is preferred.
- Fully remote work environment with strong flexibility and work-life balance.
- Unlimited paid time off (UPTO) policy.
- Competitive compensation package and career growth opportunities.
- Comprehensive medical, dental, and vision insurance options.
- Company contributions toward Health Savings Accounts (HSA).
- 401(k) plan with company match.
- Wellness reimbursement program offering up to $600 annually.
- Access to professional development resources, certifications, and ongoing learning opportunities.
- Collaborative and award-winning workplace culture focused on employee growth and engagement.
Requirements:
Benefits:
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Date Posted
05/18/2026
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