CPM Solution Architect - OneStream - Baker Tilly US, LLP

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

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Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

We are currently searching for an experienced Financial Planning & Analysis (FP&A) consultant to join our growing Government Contractor Technologies practice within Baker Tilly Digital. As a part of Baker Tilly, you will find that our global brand and entrepreneurial environment will give you the support you need to apply your industry and technical experience to build your career across a wide range of services to meet our clients’ important needs. You will contribute to some of the most important activities in our firm which include operating and growing the business, serving the client, developing the best people, and shaping our culture. 

As a member of our team, you will help lead the firm’s efforts in expanding our commercial market presence and provide functional and technical consulting offerings to leading companies and organizations throughout the region and across the country. In this role, you will deliver consulting services involving Budgeting, Forecasting, Financial Consolidation, and Business Intelligence solutions to Baker Tilly clients. The position will require everything from business development and project scoping to solutions architecture and software development. Baker Tilly works with some of the leading organizations of the world to implement successful budgeting and forecasting solutions. During your tenure with Baker Tilly, you will gain deep experience in the business process, industry, and technical aspects of these solutions.

It’s an exciting time to join Baker Tilly!

Responsibilities:

• Perform FP&A assessments to provide clients with findings and recommendations related to their budget and forecasting process, timeline, formulation, performance monitoring, and business intelligence (BI) solutions.
• Utilize application expertise, business knowledge, and technical skills to successfully design, build, test, and deliver corporate/enterprise performance management (CPM/EPM) and enterprise resource planning (ERP) solutions to Baker Tilly clients. Support efforts to also help clients with software selection, customizations, diagnostic reviews, assessments, and optimizations.
• Work with our clients to develop a roadmap that encompasses an overall solution vision and effectively communicate initiatives across the entire project team.
• Identify new areas within the client’s business and forecasting processes where planning software can be better utilized to drive business results and increase the accuracy and efficiency of their budgets and forecasts.
• Work with our clients to design and build enterprise application integrations across business systems and planning solutions.
• Collaborate with clients to design and develop best-in-class BI, analytics, and reporting solutions and centers of excellence.
• Interact directly with Partners and leadership on client and engagement management.

Successful candidates will have:

• Bachelor’s degree or equivalent in Finance, Accounting, Computer Science, Management Information Systems, or a closely related field.
• Minimum of five (5) years of experience in FP&A or FP&A consulting, including advising commercial companies and senior leadership.
• Experience implementing a leading financial planning and consolidation software (EPM/CPM solution) – OneStream or Oracle EPM/PBCS highly preferred.
• Knowledge of government contracting cost accounting standards, cost principles, contract vehicles, and project-based accounting. Experience implementing or working with Deltek Costpoint or another government contracting ERP software is a plus.
• Previous experience working with external clients, including solution development and implementation using a leading ERP or EPM/CPM solution is a plus.
• Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.
• Demonstrated leadership, analytical, organizational, interpersonal, project management, and communication skills.

For California, Colorado, New York and Washington: The compensation range for this role is $136,360 to $289,040. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

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