Consultant – Finance Systems (Planning & Reporting)

Job Description

As a Professional Services Consultant, you’ll implement insightsoftware’s Budgeting, Planning, and Financial Consolidations solutions — helping world-class clients transform their financial performance management processes.

Over time, you’ll develop deep expertise across Enterprise Performance Management (EPM) platforms and become a trusted advisor to finance leaders. To succeed, you’ll need a strong grounding in finance (FP&A, budgeting, or consolidation), excellent communication skills, and the ability to translate business needs into practical system configurations.

Primary Responsibilities

• Understand customer data flows and processes around budgeting, planning, and financial consolidation
• Analyze business requirements and design maintainable, scalable solutions
• Configure, implement, and test customer solutions
• Integrate EPM systems with ERP or other enterprise data sources
• Demonstrate and communicate the business value of insightsoftware solutions
• Collaborate cross-functionally with project managers and technical teams
• Build and nurture strong customer relationships through clear communication and delivery excellence
• Achieve target billable utilization within 6 months

Qualifications

• 3+ years’ experience in Financial Planning & Analysis, Financial Consolidation, EPM consulting, or ERP consulting with finance process alignment
• Background in Accounting, Finance, or Management Information Systems
• Hands-on with any major EPM platform (e.g., Anaplan, Tagetik, OneStream, SAP BPC, Oracle EPM/Hyperion, Workday Adaptive) or ERP systems with budgeting/forecasting modules
• Strong financial modelling and advanced Excel skills
• Excellent written and verbal English communication
• Ability to bridge finance language and technical configuration
• Collaborative, detail-oriented, and eager to learn new tools such as JustPerform

Why Join insightsoftware?

• Opportunity to become an EPM specialist through structured training and mentorship
• Work with global finance transformation projects while based in Thailand or Vietnam
• Flexible hybrid work (80% remote) with occasional client visits
• Collaborative, high-performance culture that values initiative and continuous learning

• 3+ years of experience in Financial Consolidations Planning and Analysis or accounting standards and practices, with a solid understanding of the challenges faced by finance and the broader business.
• Ability to understand and explain business and technical issues related to customer solutions.
• Strong Financial Modelling skills 
• Experience in a customer services role (consulting) within the Finance function of an organization 
• Strong troubleshooting and problem-solving skills 
• Ability to multi-task and prioritize multiple competing tasks 
• Proficient in Microsoft Office Excel and Corporate Performance Management (ex. Anaplan, One Stream, CCH Tagetik – understanding multi-dimensionality architecture, dimensions, objects, members and hierarchies),  
• Understanding ERP financial software solutions 
• Understanding software life cycle 
• Demonstrated adherence to our core values: Results Orientation, Winning Attitude, Be One Team, Disciplined Execution, and Growth Mindset 
• Ability to prioritize opportunities and tasks effectively.
• Non-Technical:
  • Excellent written and verbal communication skills in English
  • Multitasking capability and ability to manage priorities with high level of accuracy and attention to details

insightsoftware is not able to offer sponsorship to candidates who are not eligible to work in the country where the position is located

** At this time insightsoftware is not able to offer sponsorship to candidates who are not eligible to work in the country where the position is located. **

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Background checks are required for employment with insightsoftware, where permitted by country, state/province.

At insightsoftware, we are committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law. We are proud to be an equal opportunity workplace.