Senior Solution Architect

In this position you will assist clients in transferring their financial plans (budgets, forecasts, reports) from spreadsheets to Adaptive Insights. You will work as part of an implementation team, under the direction of a Professional Services Manager, to complete implementation tasks within the project timeline. The successful candidate must work well in a team environment while being a resourceful, independent self-starter able to work effectively with minimal direction. Experience with enterprise planning systems (Hyperion, Cognos, etc.) or financial management applications desired. This position requires prior work experience in a customer-facing role.
Duties and Responsibilities:
Implementing budgets, forecasts, and reports within Adaptive Planning
Analyzing spreadsheet-based financial models
Consulting with clients on budgeting and planning best practices
Responding to client support questions and requests via phone and email
Interacting with our product development team to troubleshoot client problems and resolve client questions
Reviewing client product features requests with product management and development
Required Skills/Experience:
4+ years of budgeting/forecasting experience
2+ years of consulting experience OR experience working in a customer facing finance/accounting/implementation role
Experience implementing or administering a SaaS software
Excellent written and verbal communication skills
Strong problem-solving skills
Highly skilled with MS Excel on a Windows PC, and technology literate in general
Extremely organized, detail-oriented, and able to manage multiple projects simultaneously
Experience with enterprise planning software and/or financial application software desired
Ability and willingness to travel up to 40%

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