Financial Planning/Budget Consultant
3+ Months
Remote / Hybrid (Folsom, CA)
The following requirements for a consultant that will assist the FP&A manager with implementing the Acterys EPM tool.
Assumptions:
The implementation is in progress with vendor (Acterys) support in place.
Internal resources are identified and in place to assist with Oracle data sourcing.
1. Acterys (or similar)-Specific Experience
- Proven hands-on experience implementing Acterys for FP&A reporting
- Familiarity with:
- Data models (standard vs. customized)
- Acterys cubes, dimensions, and hierarchies
- Prebuilt financial statements and KPIs
- Experience configuring:
- Actuals, budget, forecast
- Scenarios and versions
- Understanding of Acterys (or similar tool) best practices vs. over-customization risks
2. Finance & FP&A Expertise
- Strong FP&A background (not just technical BI skills)
- Ability to design:
- Budgeting and planning structures
- Cost center and business unit reporting
- KPI and driver-based views
- Experience with:
- Variance analysis (Actual vs Budget vs Forecast)
- Executive and board-level reporting
3. Source System Integration (Power BI / ERP / Planning)
- Integrating Acterys with:
- ERP systems (e.g., Oracle, NetSuite, SAP, Dynamics, QuickBooks)
- Power BI as the front-end
- Mapping chart of accounts, cost centers
4. Reporting & Dashboard Design (Excel and Power BI)
- Design intuitive Power BI reports powered by Acterys models
- Apply FP&A reporting best practices:
- Consistent layouts
- Clear variance views
- Drill-down from summary to transaction level
- Optimize performance for large datasets
- Ensure reports are scalable as business complexity grows
5. Data Modeling & Architecture
- Decide when to use:
- Standard models vs. custom extensions
- Design dimensions and hierarchies aligned with FP&A needs
- Ensure:
- Reconciliation between Acterys and source systems
- Auditability of numbers
- Manage historical data and restatements
7. Implementation & Project Management
- A clear understanding of implementation roadmap:
- Data ingestion
- Model setup
- Report development
- Testing & go-live
- Experience with phased delivery (e.g., OPEX first, then Budgeting, then CAPEX)
8. Testing, Validation & Reconciliation
- Reconcile Acterys outputs to ERP / legacy reports
- Support UAT with FP&A users
- Validate:
- Time intelligence (MTD/YTD/rolling)
- Variance logic
- Resolve data and performance issues quickly
9. Security & Access Control
- Experience with internal controls setup and changes
10. Knowledge Transfer & Enablement
- Ability to train end users on basic functions of their reports and budgeting function
- Ability to draft user guides and technical documentation
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