Financial Data Analyst and Technical Consultant
7 days ago
Job Overview
We are seeking a highly skilled Financial Data Analyst and Technical Consultant to join our team at PM Connection. As a key member of our Finance department, you will play a crucial role in the implementation of OneStream CPM, a cutting-edge financial planning and analysis solution.
About the Role
This is an exciting opportunity for a seasoned professional with experience in Enterprise Performance Management (EPM) solutions, particularly OneStream. You will work closely with business stakeholders and technical teams to perform and support unit, functional, SIT, performance, regression, and UAT testing, as well as provide 1st/2nd line support during testing cycles, including defect resolution.
Your Key Responsibilities
- Testing & Support: Perform and support unit, functional, SIT, performance, regression, and UAT testing. Provide 1st/2nd line support during testing cycles, including defect resolution.
- Stakeholder Engagement & Communication: Engage with finance and technical stakeholders to gather and validate requirements. Facilitate requirements gathering, solutioning, and end-user training sessions.
- Business Analysis: Review business change requests and assess their impact on the wider finance and technology landscape. Gather, document, and translate finance business requirements into OneStream technical specifications and solutions.
- OneStream Configuration & Maintenance: Configure and maintain OneStream workflows, cube views, forms, dashboards, metadata, security settings, journal templates, confirmation rules, certification questions, and transformation rules.
Required Skills and Qualifications
To be successful in this role, you will need:
- An Accounting or Finance qualification (e.g., CA or equivalent)
- Experience in EPM solutions, preferably OneStream
- Business analysis experience in the finance landscape, with a preference for the financial services industry
- A strong understanding of finance processes, including Consolidation, Planning, Budgeting & Forecasting, Tax, IFRS, Regulatory Reporting
- Experience in finance technology implementation projects
- At least 5 years' experience in business process and systems analysis, data analysis, solutions design, and testing
Technical Skills
- Strong finance process knowledge, including Consolidation, Budgeting, Forecasting, and Tax reporting
- Understanding of finance technology and data landscape
- Experience with multi-dimensional data models and financial consolidation
- Advanced Excel skills (macros, pivot tables, formulas)
Competencies & Behavioural Skills
- Excellent communication, stakeholder management, and interpersonal skills
- Proven ability to multitask, manage multiple deliverables, and meet deadlines
- Detail-oriented with strong analytical and problem-solving abilities
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