Senior Implementation Consultant - Board EPM (US / Canada only)
At a glance
Senior Solutions & Sales Engineering role at Quisitive. Remote · full-time.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Lead Board EPM projects from requirements discovery through configuration, testing, launch, and user training
- Turn budgeting, forecasting, consolidation, and reporting workflows into scalable Board models
- Run client workshops and interviews to uncover processes and shape system designs
- Track project schedules, outputs, and client expectations while coordinating with delivery specialists
- Prepare executive documentation, dashboards, training content, and improvements to delivery methods
What you bring
- At least four years implementing Board EPM in a consulting setting is required
- You bring FP&A experience plus knowledge of budgeting, forecasting, financial modeling, and performance reporting
- You can convert business needs into functional designs and work confidently with Excel and data models
- You understand managerial accounting and communicate and present effectively
Who this fits
This suits a senior, hands-on consultant who delivers Board EPM work directly with clients and can mentor other consultants. The role is fully remote within the US or Canada. US or Canadian citizenship or Green Card status is encouraged, and sponsorship is unavailable.
From the employer
Quisitive is recognized as one of the leading Board EPM consulting partners in North America, trusted by enterprise clients to modernize and optimize their financial processes. We are seeking a Senior Board Implementation Consultant to join our high-growth EPM practice. This role is hands-on and delivery-focused - ideal for someone with strong FP&A experience, proven client-facing consulting skills, and the ability to implement Board EPM solutions. Quisitive is a three-time Board Americas Partner of the Year, and you will be joining an award-winning implementation team working with enterprise clients modernizing planning, forecasting and performance management processes. In this role, you will also play a key role in shaping our Board practice by mentoring consultants and supporting solution design.
This is a remote position and can be located anywhere in the US or Canada.
What will my role be?
- Lead end-to-end Board EPM solution implementations, including requirements gathering, design, configuration, testing, deployment, and user enablement.
- Translate FP&A processes (Budgeting, Forecasting, Consolidations, Reporting) into scalable Board models.
- Facilitate client workshops, discovery sessions, and process design interviews.
- Manage project timelines, deliverables, and client expectations.
- Collaborate with PMO, solution architects, and technical team members to ensure successful delivery.
- Create executive-level documentation, dashboards, and training materials.
- Support continuous improvement of delivery methodology and internal accelerators.
What’s required?
- Minimum 4 years experience implementing Board EPM solution in a consulting environment (required)
- FP&A experience
- Strong knowledge of corporate budgeting/forecasting, financial modeling, and performance reporting
- Ability to translate business requirements into functional system design
- Strong Excel and data modeling skills
- Strong understanding of managerial accounting
- Excellent communication and presentation skills
What would set me apart?
- Board certification
- SQL or scripting experience
- Experience with enterprise clients.
US or Canadian Citizens or Green Card holders are encouraged to apply. We are unable to offer sponsorship at this time.
About Quisitive
With significant growth since 2016, Quisitive is rapidly progressing our vision of becoming the leading global Microsoft partner as we continue to expand across the United States, Canada and India. With a diversified delivery model that includes both nearshore and offshore capabilities, our team of Microsoft experts delivers cloud solutions, artificial intelligence and business applications that transform our clients’ businesses and achieve remarkable business outcomes.
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